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Qnity Electronics, Inc (Q) — chart, structure and Closelooknet read

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The desk on Q

What this diary said about Qnity Electronics, Inc, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we hold

BookPositionSinceResult
AI Buildout 125.09 shares · average entry $142.21 — −8.8%

Model books as of 7 Oct 2026; wikifolio positions from the official wikifolio data, entries in euros. Results are unrealised, before any exit. A record of what the diary does, not a recommendation to do the same.

Signals for this name

Every Closelooknet reading that exists for Q, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-10-06

DayWeekMonth3 months
Q+1.6%+6.4%+10.9%−6.0%
Gases, Chemicals & Consumables+0.8%+4.1%+1.9%—
Rubin Build-Out 100+0.8%+7.0%+11.0%—

Against the index: 0.6 pts behind on the week, 0.1 pts behind on the month; against its Gases, Chemicals & Consumables sleeve 9.0 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 61/100 · S&P 500 fund at 75, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-10-06
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 98th percentile of the window, +5.7% over 20 sessions. Factor regime → 2026-10-06
  • Sector × region Technology in US: +3.9% week · +8.0% month · +11.5% quarter · +49.8% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-10-06
  • Sovereign pressure Index 0.74 · up 0.17 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-10-06
How it trades on rate days beta 0.90 to TLT · on the worst bond days it fell more than the market

How it trades on rate days

How Q has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.90 — moves strongly with bonds for every 1% move in TLT (20+ year Treasuries), Qnity Electronics, Inc moved 0.90% on average · correlation 0.15 · higher than 83% of US names
  • Beta, last 3 months 0.28 less rate-sensitive lately than over the year
  • On the 10 worst bond days −1.66% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −1.76% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Rubin Build-Out 100 · Gases, Chemicals & Consumables · 3 names with week and year-to-date

Specialty gases, slurries, photochemicals. Recurring-revenue consumables that scale with wafer-starts, not capex.

Compared against Q on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Qnity Electronics, Inc

Q in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Qnity Electronics supplies materials for chipmaking and electronic interconnects, split into two segments. Semiconductor Technologies makes polishing pads, slurries, photoresists and post-process cleaners used in wafer fabrication. Interconnect Solutions supplies copper plating, redistribution layers, packaging dielectrics and thermal interface materials used to connect and cool finished chips. It is headquartered in Wilmington, Delaware, and serves customers across the Americas, Europe, the Middle East, Africa and Asia.
Where it sits in the stack
In our index, Qnity sits in Layer 6, Manufacturing Support, within the Gases, Chemicals & Consumables sleeve — the consumables that fabs buy repeatedly as they run wafers, rather than capital equipment bought once. Its revenue tracks wafer-start volume across the build-out, so it is a customer of fab output rather than a constraint on any single tool.
Who it is priced against
Closelooknet's peer group places it with Linde and Air Liquide, the bulk gas suppliers, and Ajinomoto, which supplies a packaging film used across the industry, on the reasoning that all three sell recurring consumables tied to wafer starts. The market also names Entegris as a comparable chemicals-and-materials supplier to chipmakers.
Why Closelooknet tracks it
Qnity is a constituent of the Rubin Build-Out 100 and sits in the S&P 500. It carries a Closelooknet score, with quality the strongest module and momentum the weakest; the diary has not yet quoted it in an edition.
What the diary watches
Whether wafer-start volumes across the build-out pick up enough to lift the weak momentum reading, since Qnity's consumable sales move with fab output rather than with new equipment orders.

Qnity Electronics, Inc (Q) trades on US exchanges, classified under Technology, and sits in Layer 6 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelooknet company score reads 45/100 composite (momentum 43, quality 51, valuation 35) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 1 analyst action on the wire · latest: price target by Mizuho, 2026-10-01

The Street on this name

Analyst actions and the latest print for Q from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Mizuho — target 160 from 180 Target cut to $160 from $180 (+27.3% to spot) 2026-10-01

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 0.04%, annual · last 0.0600 USD on 2025-11-28

Dividends and capital return

What Q pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 0.0600 USD per share · a 0.04% yield on the 2026-10-06 close 1 distribution, paid once a year 2026-10-06
  • Last distribution 0.0600 USD per share as the price series records it, within days of the ex-date 2025-11-28
  • By calendar year 2025: 0.0600 USD (partial) first distribution recorded in the three-year window: 2025-11-28
  • Dividends paid, FY2025 13 m USD 7% of earnings
  • Share count +0.0% in FY2025 20 m USD of stock-based compensation in the year
  • Capital returned 13 m USD · 1% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-10-07

Quick answers

What is Qnity Electronics, Inc (Q)?

Qnity Electronics, Inc trades as Q on the US exchange (United States) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-10-07.

Is Q in a Closelooknet index?

Yes — Qnity Electronics, Inc is a constituent of Rubin Build-Out 100, as of 2026-10-07.

What is Qnity Electronics, Inc's Closelooknet composite score?

45 out of 100, with momentum 43, quality 51 and valuation 35 sub-scores, as of 2026-10-07. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does Q trade against its moving averages?

7-day win streak: Up 7 sessions running — its longest run in months. As of 2026-10-05 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is Q doing against its Closelooknet index?

Over the past month Qnity Electronics, Inc is +10.9% against +11.0% for the Rubin Build-Out 100 — 0.1 points behind its index, as of 2026-10-06. Its Gases, Chemicals & Consumables sleeve is +1.9% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

How does Qnity Electronics, Inc compare with its peers?

Against its peer group (Rubin Build-Out 100 · Gases, Chemicals & Consumables), Qnity Electronics, Inc (Q) sits 25.8% below its 52-week high, 3.2% above its 50-day average; Linde plc Ordinary Shares (LIN) is 12.0% below, Air Liquide SA (AI.PA) is 10.0% below, Ajinomoto (2802.T) is 15.3% below. Put any of them next to Q in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Qnity Electronics, Inc trade when bond yields rise?

Over the past year Qnity Electronics, Inc had a beta of 0.90 to TLT, the long-dated Treasury fund — it moves strongly with bonds, higher than 83% of US names. On the 10 sessions in which long bonds fell most it moved −1.66% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

Does Closelooknet hold Qnity Electronics, Inc?

Yes — AI Buildout: 125.09 shares · average entry $142.21, -8.8% unrealised. A record of what the diary does, not a recommendation to do the same.

What does Qnity Electronics, Inc do?

Qnity Electronics supplies materials for chipmaking and electronic interconnects, split into two segments. Semiconductor Technologies makes polishing pads, slurries, photoresists and post-process cleaners used in wafer fabrication. Interconnect Solutions supplies copper plating, redistribution layers, packaging dielectrics and thermal interface materials used to connect and cool finished chips. Closelooknet's peer group places it with Linde and Air Liquide, the bulk gas suppliers, and Ajinomoto, which supplies a packaging film used across the industry, on the reasoning that all three sell recurring consumables tied to wafer starts. The market also names Entegris as a comparable chemicals-and-materials supplier to chipmakers.

Where does Qnity Electronics, Inc sit in the AI build-out?

In our index, Qnity sits in Layer 6, Manufacturing Support, within the Gases, Chemicals & Consumables sleeve — the consumables that fabs buy repeatedly as they run wafers, rather than capital equipment bought once. Its revenue tracks wafer-start volume across the build-out, so it is a customer of fab output rather than a constraint on any single tool. Qnity is a constituent of the Rubin Build-Out 100 and sits in the S&P 500. It carries a Closelooknet score, with quality the strongest module and momentum the weakest; the diary has not yet quoted it in an edition.

Does Qnity Electronics, Inc pay a dividend?

Qnity Electronics, Inc has paid 0.0600 USD per share over the last twelve months, paid once a year, a trailing yield of 0.04% on the 2026-10-06 close; the last distribution recorded in the price series was 0.0600 USD on 2025-11-28. In fiscal 2025 the company paid 13 m USD in dividends, 1% of that year’s free cash flow. The share count rose 0.0% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Qnity Electronics, Inc recently?

The most recent analyst action on Qnity Electronics, Inc on the Closelooknet wire is a price target by Mizuho on 2026-10-01 (target 160 from 180). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for Q, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.