Qnity Electronics is likely to gain more ground than its peers during the upcoming earnings season due to tailwinds tied to a semiconductor boom, according to Deutsche Bank. The bank has a buy rating on the electronics name. It also has a $180 price target on shares, suggesting 27% upside from Thursday's close. Shares were up about 7% in the wake of the analyst's call. "We see improving conditions across many of the [company's] semis end markets as driving greater than expected [quarter-over-quarter] sales growth for Q heading into [the second half of 2026]," analyst Melissa Weathers said Sunday in a note to clients. "Q shares should outperform peers this earnings season on a combination of cyclical momentum, unique exposure to fast growing trends in the backend, and still-reasonable investor expectations." Qnity may raise its full-year guidance for revenue and earnings before interest, taxes, depreciation, and amortization due to growing fabrication plant utilization across the company's semiconductor customers, the analyst added. The company has recorded continued momentum in its middle and back-end markets, which should continue to drive value to its stock, according to Deutsche Bank. Shares have jumped 74% in the year to date as demand for materials and solutions tied to the semiconductor industry has risen due to widening artificial intelligence adoption. Q YTD mountain Shares are up roughly 74% in the year to date. Qnity expects its revenue will increase by 11% on a year-over-year basis in 2026. Deutsche Bank models 15% revenue growth for the company over the same period. The bank's call falls in line with consensus on the Street. All eight analysts covering Qnity have a buy or strong buy rating on the stock, LSEG data shows.
<small>Source: CNBC</small>
