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Knife River Corporation (KNF)
NYSE:KNF
US Market
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Knife River Corporation (KNF) Price & Analysis

110 Followers

KNF Stock Chart & Stats

$89.12
$0.15(0.15%)
At close: 4:00 PM EST
$89.12
$0.15(0.15%)

Bulls Say, Bears Say

Bulls Say
Record Backlog Providing VisibilityA $1.2B record backlog that is largely expected to convert in 2026 materially improves revenue visibility over the next 6–12 months. This backlog supports utilization, planning for plant and fleet deployment, and reduces near-term revenue volatility versus peers with thinner bid pipelines.
Vertical Integration & Market LeadershipOwning upstream aggregates and downstream ready-mix/asphalt creates durable cost advantages and margin capture. Leading positions across core markets mean pricing power, more stable volumes, and lower supply risk versus non-integrated competitors over multi-year infrastructure cycles.
Strong Top-Line, EBITDA Growth & Margin ExpansionSustained revenue and adjusted-EBITDA growth with near-term margin expansion indicates scalable operations and successful cost/mix initiatives. This trend reflects operational leverage from volume gains, process improvements, and M&A synergies that can persist through the 2–6 month horizon.
Bears Say
Higher Leverage Reducing FlexibilityA near-doubling of leverage elevates financial sensitivity to cyclical downturns and interest-cost shocks. Higher debt constrains capacity for opportunistic investment, increases refinancing risk, and reduces headroom to absorb project delays or weaker construction demand over the medium term.
Weak Free Cash Flow / Cash ConversionTransition from strong FCF to slightly negative FCF after elevated growth and acquisition spend signals strained cash conversion. Continued negative or thin FCF raises reliance on debt or capital markets to fund growth and capex, pressuring liquidity and limiting capital-allocation flexibility.
Contracting Margin Volatility & SeasonalityContracting margins are exposed to project timing, geographic mix and seasonal losses, creating durable earnings volatility versus materials-only peers. Execution risk and seasonality can erode cash flow in slower quarters and complicate margin targets, especially during integration of recent acquisitions.

Knife River Corporation News

KNF FAQ

What was Knife River Corporation’s price range in the past 12 months?
Knife River Corporation lowest stock price was $58.72 and its highest was $96.28 in the past 12 months.
    What is Knife River Corporation’s market cap?
    Knife River Corporation’s market cap is $4.52B.
      When is Knife River Corporation’s upcoming earnings report date?
      Knife River Corporation’s upcoming earnings report date is Aug 11, 2026 which is in 32 days.
        How were Knife River Corporation’s earnings last quarter?
        Knife River Corporation released its earnings results on May 05, 2026. The company reported -$1.4 earnings per share for the quarter, beating the consensus estimate of -$1.409 by $0.009.
          Is Knife River Corporation overvalued?
          According to Wall Street analysts Knife River Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Knife River Corporation pay dividends?
            Knife River Corporation does not currently pay dividends.
            What is Knife River Corporation’s EPS estimate?
            Knife River Corporation’s EPS estimate is 1.13.
              How many shares outstanding does Knife River Corporation have?
              Knife River Corporation has 56,753,857 shares outstanding.
                What happened to Knife River Corporation’s price movement after its last earnings report?
                Knife River Corporation reported an EPS of -$1.4 in its last earnings report, beating expectations of -$1.409. Following the earnings report the stock price went down -3.522%.
                  Which hedge fund is a major shareholder of Knife River Corporation?
                  Currently, no hedge funds are holding shares in KNF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Knife River Corporation

                    Knife River Corporation is a U.S.-based entity focused on supplying aggregate-derived building materials and offering related contracting services. Its business activities are structured across six distinct operational segments: Pacific, Northwest, Mountain, North Central, South, and Energy Services. The company is involved in extracting, processing, and distributing crucial construction aggregates, including varieties of crushed stone, sand, and gravel. Additionally, it produces and sells both asphalt and ready-mix concrete. To support these core product lines, Knife River also performs various contracting tasks, such as heavy-civil construction, paving with asphalt and concrete, and comprehensive site development and grading work. Its primary clients are governmental bodies at the federal, state, and municipal levels, for whom it undertakes a wide range of public infrastructure initiatives. These projects often include highways, bridges, airports, educational facilities, public buildings, and other foundational community works. Founded in 1917, the organization is headquartered in Bismarck, North Dakota.

                    Knife River Corporation (KNF) Earnings & Revenues

                    KNF Company Deck

                    KNF Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominantly positive tone: strong top-line and adjusted EBITDA growth, record backlog, significant aggregate and ready-mix volume gains, margin expansion initiatives, and accretive acquisitions support confidence in the 2026 outlook. Near-term challenges include contracting services margin softness in Q1, geographic mix effects on reported aggregates pricing, and emerging energy cost pressure — all of which management says are being mitigated via pricing tools, diesel pre-purchases and integration of recent acquisitions. On balance, highlights materially outweigh the lowlights.View all KNF earnings summaries

                    KNF Stock 12 Month Forecast

                    Average Price Target

                    $97.00
                    ▲(8.84% Upside)
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6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":73.81,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":70.35,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n       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                    Ownership Overview

                    0.62%41.56%0.19%32.79%
                    0.19% Other Institutional Investors
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