Is Qnity Electronics (Q) the Next Spin-Off Success? Oppenheimer Believes So

Qnity Electronics Inc. (NYSE:Q) is among the spin-off companies in 2025. Qnity was formed after its parent company, DuPont de Nemours Inc. (NYSE:DD), decided to separate its Electronics business, which included semiconductor technologies and interconnect solutions, into an independent company. The company accomplished this on November 1, 2025, by distributing all Qnity common stock to DuPont stockholders, who received one share of Qnity for every two shares of DuPont’s common stock.

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Since the listing, the stock has declined by approximately 12%, but its outlook appears solid based on analyst sentiment. As of December 26, Qnity Electronics Inc. (NYSE:Q) shares enjoy a consensus Buy status with all 10 analysts covering it assigning a Buy recommendation. Analysts’ estimates yield a 1-year median price target of $109, implying a 30% upside.

In a December 16 initiation note, Oppenheimer called Qnity a “hidden gem,” an overlooked asset within DuPont, and noted that it is now better positioned to unlock value following its separation. The firm provided an example of the successful carve-out of GE Vernova from its “old economy” conglomerate parent, which was later re-rated as a focused infrastructure enabler.

Oppenheimer further highlighted Qnity’s role as a “picks-and-shovels” provider that supplies consumable components for thermal management, EMI shielding, and advanced-node applications. The firm deemed it a beneficiary of accelerating AI infrastructure investment. With that, it believes that Qnity could command a higher valuation if the company executes its growth strategy effectively post-spin. Therefore, Oppenheimer initiated coverage of Qnity Electronics Inc. (NYSE:Q) with an Outperform rating and a $100 price target.

Qnity Electronics Inc. (NYSE:Q) is a materials and technology solutions provider to the semiconductor and electronics industries, enabling advanced computing, smart technologies, and connectivity.

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Disclosure: None. This article is originally published at Insider Monkey.