Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Qnity 5/12/26
May 12, 2026
A lively breakdown of a DuPont spinoff that has surged nearly 97% year-to-date. Discussion covers an earnings beat, a raised full-year outlook, and why materials integration matters for next‑gen chip design. They also note limited analyst coverage amid strong buying interest and explain why patience rewarded investors in this transformation.
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Be Patient With Corporate Spinoffs
- Be patient with corporate breakups like the DuPont spinoff CUNITY.
- Jim Cramer highlights that waiting through spinouts can reveal hidden value when the newly independent company executes well.
CUNITY Benefiting From Chip Stacking Shift
- CUNITY is thriving as a materials spinoff benefiting from AI-driven chip design shifts.
- Management says the shift from shrinking transistors to stacking chips boosts materials integration, driving 17% organic sales growth this quarter.
Strong Quarter And Upsized Guidance Signal Momentum
- CUNITY beat revenue and adjusted EPS and raised its full-year outlook by more than the quarterly beat.
- The quarter showed a 16-cent beat and a 22-cent full-year raise, signaling management confidence and operational strength.