KNIFE RIVER CORP (KNF) Forecast, Price Target & Analyst Ratings

NYSE:KNFUS4988941047

Current stock price

89.12 USD
+5.27 (+6.29%)
At close:
89.12 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for KNIFE RIVER CORP (KNF).

Forecast Snapshot

Consensus Price Target

Price Target
$107.02
+ 20.08% Upside

Next Earnings Forecast

Earnings Estimate
Release Date
May 12, 2026
Period
Q1 / 2026
EPS Estimate
-$1.43
Revenue Estimate
388.5M

ChartMill Buy Consensus

Rating
81.25%
Weighted Analyst Rating Score

Price Target Details & History

Consensus Price Target and Range

Mean target
$107.02
Upside
+ 20.08%
From current price of $89.12 to mean target of $107.02, Based on 16 analyst forecasts
Low
$81.81
Median
$107.10
High
$129.15

Price Target Revisions

1 Month
2.76%
3 Months
6.84%

Price Target Summary

16 Wall Street analysts provided a forecast for the next 12 months for KNF. The average price target is 107.02 USD. This implies a price increase of 20.08% is expected in the next year compared to the current price of 89.12.
The average price target has been revised upward by 6.84% in the past 3 months.

Analyst Ratings & History

Current Analyst Ratings

KNF Current Analyst RatingKNF Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 1 2 3 4 5

Analyst Ratings History

KNF Historical Analyst RatingsKNF Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
81.25%
KNF was analyzed by 16 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about KNF.
In the previous month the buy percentage consensus was at a similar level.
KNF was analyzed by 16 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-15Wells FargoMaintains Underweight -> Underweight
2026-03-05JP MorganMaintains Neutral -> Neutral
2026-02-18DA DavidsonMaintains Buy -> Buy
2026-02-18RBC CapitalMaintains Outperform -> Outperform
2026-02-18Stephens & Co.Maintains Overweight -> Overweight
2026-02-18Wells FargoDowngrade Equal-Weight -> Underweight
2026-01-29Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-16B. Riley SecuritiesInitiate Buy
2026-01-13Wells FargoDowngrade Overweight -> Equal-Weight
2025-12-04JP MorganInitiate Neutral
2025-11-06RBC CapitalMaintains Outperform -> Outperform
2025-11-04Wells FargoUpgrade Equal-Weight -> Overweight
2025-10-01DA DavidsonMaintains Buy -> Buy
2025-10-01OppenheimerMaintains Outperform -> Outperform
2025-08-11Wells FargoMaintains Overweight -> Overweight
2025-07-29Wells FargoMaintains Overweight -> Overweight
2025-06-16RBC CapitalInitiate Outperform
2025-06-10DA DavidsonMaintains Buy -> Buy
2025-05-13Wells FargoMaintains Overweight -> Overweight
2025-03-10Wells FargoInitiate Overweight
2025-02-14Stephens & Co.Reiterate Overweight -> Overweight
2024-12-13OppenheimerMaintains Outperform -> Outperform
2024-11-06DA DavidsonMaintains Buy -> Buy
2024-11-05Loop CapitalMaintains Buy -> Buy
2024-10-21OppenheimerMaintains Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 12, 2026
Period
Q1 / 2026
EPS Estimate
-$1.43
Revenue Estimate
388.5M
Revenue Q2Q
9.90%
EPS Q2Q
-18.22%
Number of Analysts
11

Next Earnings Revisions

Revenue (1 Month)
-0.25%
Revenue (3 Months)
5.08%
EPS (1 Month)
-1.56%
EPS (3 Months)
-2.18%

Next Earnings Summary

KNF is expected to report earnings on 5/12/2026. The consensus EPS estimate for the next earnings is -1.43 USD and the consensus revenue estimate is 388.50M USD.
The next earnings revenue estimate has been revised upward by 5.08% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
KNF revenue by date.KNF revenue by date.
2.83B
11.66%
2.899B
2.43%
3.146B
8.52%
3.441B
9.38%
3.63B
5.49%
3.855B
6.20%
4.322B
12.11%
4.594B
6.29%
EBITDA
YoY % growth
KNF ebitda by date.KNF ebitda by date.
420.202M
34.64%
453.065M
7.82%
490.414M
8.24%
549.64M
12.08%
602.34M
9.59%
648.05M
7.59%
738.82M
14.01%
796.79M
7.85%
EBIT
YoY % growth
KNF ebit by date.KNF ebit by date.
296.397M
52.55%
316.194M
6.68%
296.674M
-6.17%
327.76M
10.48%
363.82M
11.00%
387.49M
6.51%
523.38M
35.07%
567.72M
8.47%
Operating Margin
KNF operating margin by date.KNF operating margin by date.
10.47%10.91%9.43%9.53%10.02%10.05%12.11%12.36%
EPS
YoY % growth
KNF eps by date.KNF eps by date.
4.303.54
-17.67%
2.76
-22.03%
3.24
17.51%
3.76
16.00%
4.26
13.20%
5.43
27.59%
6.27
15.43%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth
-1.43
-18.22%
1.09
22.14%
2.89
14.63%
0.68
20.61%
-1.39
3.09%
1.28
17.54%
3.17
9.62%
0.77
13.27%
Revenue
Q2Q % growth
388.5M
9.90%
925.24M
10.97%
1.315B
9.25%
799.94M
5.94%
425.28M
9.47%
1.012B
9.38%
1.411B
7.30%
858.3M
7.30%
EBITDA
Q2Q % growth
-37.022M
15.65%
161.79M
-9.43%
299.15M
-16.61%
126.36M
-51.73%
-37.538M
-1.39%
178.57M
10.37%
333.23M
11.39%
131.3M
3.91%
EBIT
Q2Q % growth
-93.274M
-12.85%
103.45M
15.36%
243.01M
12.35%
73.493M
8.01%
-88.022M
5.63%
119.79M
15.80%
263.96M
8.62%
82.669M
12.49%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

KNF Yearly Revenue VS EstimatesKNF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B
KNF Yearly EPS VS EstimatesKNF Yearly EPS VS EstimatesYearly EPS VS Estimates 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
15.56%
EPS Next 5 Year
17.84%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
6.92%
Revenue Next 5 Year
7.81%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
32.95%
EBIT Next 5 Year
23.64%

KNIFE RIVER CORP / KNF Forecast FAQ

What is the price target for KNF stock?

16 analysts have analysed KNF and the average price target is 107.02 USD. This implies a price increase of 20.08% is expected in the next year compared to the current price of 89.12.

What is the next earnings date for KNF stock?

KNIFE RIVER CORP (KNF) will report earnings on 2026-05-12.

What are the consensus estimates for KNIFE RIVER CORP (KNF) next earnings?

The consensus EPS estimate for the next earnings of KNIFE RIVER CORP (KNF) is -1.43 USD and the consensus revenue estimate is 388.50M USD.

What is the expected long term growth rate for KNF stock?

The expected long term growth rate for KNIFE RIVER CORP (KNF) is 6.92%.