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KNF Stock Forecast: Knife River Corp. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$50
−0.57% on the day

The 8 Wall Street analysts covering Knife River Corp. hold a median 12-month price target of $83 — +63.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 21 of 100 as at 2 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$2.9B
Ticker Nerd rank
21 / 100
Median analyst target
$83
Analysts covering
8
Revenue$938.6M+12.6% y/y
Operating income$81.1M
Net income$43.9M
Free cash flow−$147.9M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−7.8%
1M
−17.8%
YTD
−28.5%
1Y
−30.4%
From 52W high
−46.4%
From 52W low
0.0%
$50
$94
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

KNF stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Knife River Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Oct 2026
21 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
71
Value
45
Volatility
45
Accruals
38
Issuance
37
Revisions
37
Size
31
Quality
27
Momentum
20

Growth (71): Sales and profits are climbing, and climbing faster than before.

Momentum (20): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

KNF stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on KNF, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$60$80$100$120Jan 26Apr 26Jul 26Oct 26KNFHigh $118Median $83Low $62

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
5 Buy2 Hold1 Sell
Low $62Median $83High $118

The green dot is the last close — the median target sits +63.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
25 Sept 2026B. Riley SecuritiesMaintainsBuy$105 → $65
24 Sept 2026OppenheimerMaintainsOutperform$90 → $80
9 Sept 2026Wells FargoMaintainsEqual-Weight$73 → $62
9 Sept 2026Wells FargoMaintainsEqual-Weight—
2 Sept 2026JP MorganDowngradeUnderweight—
2 Sept 2026JP MorganDowngradeUnderweight$80 → $73
25 Aug 2026DA DavidsonAssumesBuy$85
10 Aug 2026JP MorganMaintainsNeutral$95 → $80
10 Aug 2026JP MorganMaintainsNeutral—
5 Aug 2026RBC CapitalMaintainsOutperform$107 → $103
5 Aug 2026RBC CapitalMaintainsOutperform—
5 Aug 2026Wells FargoUpgradeEqual-Weight$81 → $73
5 Aug 2026Wells FargoUpgradeEqual-Weight—
8 July 2026Wells FargoMaintainsUnderweight$80 → $81
8 July 2026Wells FargoMaintainsUnderweight—
30 June 2026RBC CapitalMaintainsOutperform—
28 May 2026OppenheimerAssumesOutperform$95
6 May 2026JP MorganMaintainsNeutral—
15 Apr 2026Wells FargoMaintainsUnderweight—
5 Mar 2026JP MorganMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KNF appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

KNF vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Knife River Corp. returned −30.4% against +16.2% for the S&P 500, dividends included.

KNF vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120130Jan 26Apr 26Jul 26Oct 26KNFS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

KNF analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−21.2%
Analysts raising
0
Analysts cutting
2
Fundamentals

Knife River Corp. (KNF) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
20.5×

Cheaper than 36% of US stocks

Price / sales
0.9×

Cheaper than 72% of US stocks

Price / book
1.8×

Cheaper than 48% of US stocks

EV / EBITDA
9.1×

Cheaper than 40% of US stocks

Growth & margins
Revenue growth (YoY)
12.6%

Higher than 58% of US stocks

Earnings growth (YoY)
−13.3%

Higher than 24% of US stocks

Gross margin
17.3%

Higher than 17% of US stocks

Operating margin
8.8%

Higher than 62% of US stocks

Net margin
4.2%

Higher than 58% of US stocks

Returns & dividend
Return on equity
9.1%

Higher than 61% of US stocks

Return on assets
4.5%

Higher than 74% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Knife River Corp. (KNF) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Knife River Corp. has a market value of $2.9B and an enterprise value of $4.5B.

  • Revenue in the twelve months to 30 June 2026: $3.3B. The latest quarter grew 12.6% year on year.

  • Net income over the same four quarters: $139.9M, a 4.2% net margin.

  • Diluted earnings per share, trailing twelve months: $2.45.

  • Free cash flow in the twelve months to 30 June 2026: $43.1M, after $269.6M of capital spending.

  • Shares outstanding: 56.8M.

  • Trailing P/E: 20.5×; forward P/E: 14.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Knife River Corp. employs 5,298 people — $624K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

Peers

KNF vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBuilding Materials
CompanyMarket capTKN rank
KNFKnife River Corp.$2.9B
21
USLMUnited States Lime & Minerals, Inc.$3.2B
40
TTAMTitan America SA$2.5B
36
TGLSTecnoglass Holdings, Inc.$1.6B
26
EXPEagle Materials, Inc.$5.5B
32
RMIXSuncrete, Inc.$875.0M
6
VMCVulcan Materials Co.$32.1B
56

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Knife River Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest KNF news & analysis

Knife River: Margin Recovery And Activist Pressure Set Up A Discounted Entry Point

Seeking Alpha · 28 Sept 2026neutral

Seeking Alpha rates Knife River Corporation (KNF) a Buy with an $89/share price target, citing anticipated margin recovery and operational improvements after near-term headwinds from low-margin backlog, adverse weather, and rising diesel prices. Activist investor Starboard Value is pressuring KNF to explore a sale, with potential upside if a transaction occurs near historical multiples.

Why it matters — A KNF watcher would care because the company faces near-term margin challenges while an activist investor pushes for a potential sale, both of which could significantly affect the stock's trajectory.

Why Shares of Knife River Were Moving Higher Today

The Motley Fool · 24 Sept 2026positive

Shares of Knife River moved higher after activist investor Starboard Value sent a letter to the company calling for change, stating that returns at the construction company have been unacceptable.

Why it matters — A KNF watcher would care because pressure from a prominent activist investor could signal upcoming changes to operations or strategy at the company.

Knife River Reiterates Focus on Disciplined Execution and Shareholder Value Creation

Business Wire · 24 Sept 2026neutral

Knife River Corporation issued a statement in response to a letter from activist investor Starboard Value LP, welcoming input from shareholders and reiterating its commitment to disciplined execution and enhancing shareholder value. The company said it first learned of Starboard's investment in September.

Why it matters — A KNF watcher would care because the company is now responding to an activist investor, which could signal a shift in board decisions or strategy regarding shareholder value creation.

Starboard Delivers Letter to Knife River

Business Wire · 24 Sept 2026neutral

Starboard Value LP, a stockholder of Knife River Corporation, announced it has delivered a letter to the company's President and CEO, Brian Gray, with a copy to the Board of Directors. The full text of the letter was made available to the public.

Why it matters — This letter from an activist stockholder signals possible investor engagement or pressure directed at Knife River's management and board that shareholders would want to follow.

FAQ

Frequently asked questions about KNF stock

What is the KNF stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Knife River Corp. have a median 12-month price target of $83, with estimates ranging from $62 to $118. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is KNF stock a buy right now?

Of the 8 analysts covering Knife River Corp., 5 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Knife River Corp. 21 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KNF?

As at 2 Oct 2026, Knife River Corp. ranks 21 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (71 of 100).

Will KNF stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +63.9% from the last close, and Ticker Nerd's factor model ranks Knife River Corp. 21 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the KNF stock forecast for 2030?

No analyst covering Knife River Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KNF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $62 to $118 over the next 12 months.

How has KNF stock performed over the past year?

Knife River Corp. returned -30.4% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Knife River Corp. do?

Knife River Corporation is a construction materials and contracting services company that supplies essential products for infrastructure, commercial, residential, and energy-related projects. Knife River Corporation produces and distributes aggregates such as crushed stone, sand, and gravel, along with ready-mix concrete, asphalt, liquid asphalt, cement, and other building materials.

What is the latest news on KNF?

The most recent item we track (Seeking Alpha, 28 Sept 2026): "Knife River: Margin Recovery And Activist Pressure Set Up A Discounted Entry Point". Seeking Alpha rates Knife River Corporation (KNF) a Buy with an $89/share price target, citing anticipated margin recovery and operational improvements after near-term headwinds from low-margin backlog, adverse weather, and rising diesel prices. Activist investor Starboard Value is pressuring KNF to explore a sale, with potential upside if a transaction occurs near historical multiples.

Company

About Knife River Corp.

Knife River Corporation is a construction materials and contracting services company that supplies essential products for infrastructure, commercial, residential, and energy-related projects. Knife River Corporation produces and distributes aggregates such as crushed stone, sand, and gravel, along with ready-mix concrete, asphalt, liquid asphalt, cement, and other building materials. The company also provides integrated contracting services, including heavy-civil construction, paving, grading, and site development. Its business is organized across regional operating segments that support customers in western and central U.S. markets, combining materials production with downstream construction services. This integrated model positions Knife River Corporation as a key supplier to highway, public works, and private construction activity, where reliable materials and execution services are critical to project delivery.

CEO Mr. Brian R. Gray · 5,298 employees · United States · https://www.kniferiver.com