Goldman Sachs raised the firm's price target on Qnity Electronics to $165 from $130 and keeps a Buy rating on the shares. The stock is expected to maintain its gains after a strong quarter and higher 2026 guidance, supported by constructive investor positioning, improving wafer start and semiconductor demand trends, and Qnity's exposure to AI, HPC, and advanced packaging, with further upside possible as mature nodes recover, the analyst tells investors in a research note.
