KNFKNFBasic Materials · Building Materials

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

Last close, 21 Aug 2026
$66
+0.32% on the day

The 8 Wall Street analysts covering Knife River Corp. hold a median 12-month price target of $97 — +45.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 24 of 100 as at 21 Aug 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
$3.7B
Ticker Nerd rank
24 / 100
Median analyst target
$97
Analysts covering
8
Total return, dividends reinvested
1W
−0.3%
1M
−16.7%
YTD
−5.9%
1Y
−24.5%
From 52W high
−29.6%
From 52W low
+10.4%
$60
$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 21 Aug 2026
24 / 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
68
Volatility
61
Revisions
42
Momentum
39
Accruals
37
Issuance
37
Value
33
Size
28
Quality
27

Growth (68): Sales and profits are climbing, and climbing faster than before.

Quality (27): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

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
$60$70$80$90$100$110$120Oct 25Jan 26Apr 26Jul 26KNFHigh $118Median $97Low $73

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

What Wall Street says8 analysts
5 Buy3 Hold0 Sell
Low $73Median $97High $118

The green dot is the last close — the median target sits +45.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
10 Aug 2026JP MorganMaintainsNeutral$95$80
5 Aug 2026RBC CapitalMaintainsOutperform$107$103
5 Aug 2026Wells FargoUpgradeEqual-Weight$81$73
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
18 Feb 2026DA DavidsonMaintainsBuy
18 Feb 2026RBC CapitalMaintainsOutperform
18 Feb 2026Stephens & Co.MaintainsOverweight
18 Feb 2026Wells FargoDowngradeUnderweight
29 Jan 2026Wells FargoMaintainsEqual-Weight
16 Jan 2026B. Riley SecuritiesInitiatesBuy
13 Jan 2026Wells FargoDowngradeEqual-Weight
4 Dec 2025JP MorganInitiatesNeutral
6 Nov 2025RBC CapitalMaintainsOutperform
4 Nov 2025Wells FargoUpgradeOverweight

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.

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
−16.9%
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
26.8×

Cheaper than 29% of US stocks

Price / sales
1.1×

Cheaper than 68% of US stocks

Price / book
2.3×

Cheaper than 42% of US stocks

EV / EBITDA
10.9×

Cheaper than 36% of US stocks

Growth & margins
Revenue growth (YoY)
12.6%

Higher than 58% of US stocks

Earnings growth (YoY)
−13.3%

Higher than 23% 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 73% of US stocks

Dividend yield

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

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.$3.7B
24
USLMUnited States Lime & Minerals, Inc.$3.4B
37
TTAMTitan America SA$2.8B
37
EXPEagle Materials, Inc.$6.6B
33
TGLSTecnoglass Holdings, Inc.$1.8B
24
RMIXSuncrete, Inc.$1.3B
9
MLMMartin Marietta Materials, Inc.$32.3B
23

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: Low ROIC And Low Margins

Seeking Alpha · 6 Aug 2026negative

Seeking Alpha maintains a Hold rating on Knife River Corporation, citing low return on invested capital, a negative ROIC-WACC spread, and limited multiple expansion potential. The company's Q2 results showed 13% revenue growth, but margins were compressed by cost inflation and higher fuel prices despite 8% price increases.

Why it matters — A KNF watcher would care because the report highlights structural concerns about the company's capital returns and margin pressure, even as its aggregates segment benefits from local monopolies.

Knife River Q2 Earnings Call Highlights

MarketBeat · 5 Aug 2026neutral

Knife River reported second-quarter revenue growth of 13% year over year, driven by converting a record backlog into higher sales, though adjusted EBITDA was flat due to higher diesel costs, weather-related project delays, and lower-margin contracting work.

Why it matters — The report shows Knife River is generating strong top-line growth from its backlog, but profitability is being squeezed by cost pressures and operational headwinds.

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

Seeking Alpha · 4 Aug 2026neutral

Seeking Alpha published a transcript of Knife River Corporation's (KNF) Q2 2026 earnings call, covering the company's second-quarter 2026 results discussion. The item is the earnings call transcript itself; no details from the call are included in the excerpt.

Why it matters — A KNF watcher would care because the Q2 2026 earnings call transcript is a primary source for management's commentary on segment performance and outlook.

Knife River (KNF) Reports Q2 Earnings: What Key Metrics Have to Say

Zacks Investment Research · 4 Aug 2026neutral

Knife River reported earnings for the quarter ended June 2026. The report presents headline results and provides key metrics that can be compared with Wall Street estimates and year-ago actuals.

Why it matters — A KNF watcher would care because the release lets them assess how the company's quarterly performance stacks up against analyst estimates and the prior-year period.

Knife River (KNF) Q2 Earnings Lag Estimates

Zacks Investment Research · 4 Aug 2026negative

Knife River reported Q2 earnings of $0.77 per share, missing the Zacks Consensus Estimate of $1.11 per share. This compares with earnings of $0.89 per share in the same quarter a year ago.

Why it matters — The quarter came in below both analyst expectations and the prior-year result, making it a notable miss for those tracking Knife River's recent performance.

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 $97, with estimates ranging from $73 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, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Knife River Corp. 24 out of 100 across roughly 4,600 US stocks as at 21 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KNF?

As at 21 Aug 2026, Knife River Corp. ranks 24 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 (68 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 +45.8% from the last close, and Ticker Nerd's factor model ranks Knife River Corp. 24 out of 100 as at 21 Aug 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: $73 to $118 over the next 12 months.

How has KNF stock performed over the past year?

Knife River Corp. returned -24.5% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Knife River Corp. do?

Knife River Corporation is a prominent player in the construction materials and services sector. Specializing in the production and distribution of a wide range of aggregate, asphalt, and ready-mix concrete products, the company serves as a critical supplier to construction projects across various regions.

What is the latest news on KNF?

The most recent item we track (Seeking Alpha, 6 Aug 2026): "Knife River: Low ROIC And Low Margins". Seeking Alpha maintains a Hold rating on Knife River Corporation, citing low return on invested capital, a negative ROIC-WACC spread, and limited multiple expansion potential. The company's Q2 results showed 13% revenue growth, but margins were compressed by cost inflation and higher fuel prices despite 8% price increases.

Company

About Knife River Corp.

Knife River Corporation is a prominent player in the construction materials and services sector. Specializing in the production and distribution of a wide range of aggregate, asphalt, and ready-mix concrete products, the company serves as a critical supplier to construction projects across various regions. Its operations are integral to supporting infrastructure development, including road construction, commercial buildings, and residential projects. Knife River's comprehensive network includes quarries, distribution centers, and plants, ensuring efficient delivery and high-quality products tailored to specific project needs. The company's strong regional presence and strategic partnerships position it as a key contributor to the construction industry's supply chain. By consistently delivering reliable materials, Knife River Corporation plays a vital role in facilitating infrastructure improvement and urban development, underpinning its significant market presence and impact.

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