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

111 Followers

KNF Stock Chart & Stats

$78.06
$0.41(0.53%)
At close: 4:00 PM EDT
$78.06
$0.41(0.53%)

Bulls Say, Bears Say

Bulls Say
Record Backlog / Revenue VisibilityA $1.2B record backlog gives durable revenue visibility into 2026, supporting utilization, resource planning and margin recovery. Backlog reduces near-term demand risk, helps smooth seasonality effects and underpins the company’s ability to execute growth and meet guidance.
Vertical Integration & Market LeadershipOwning aggregates plus downstream ready-mix/asphalt creates a structural margin advantage and supply security. Market leadership in core regions (≈90% volume in leading markets) provides pricing power, distribution efficiencies and a competitive moat across cycles.
Accretive M&A And ExpansionTargeted, accretive acquisitions and capital deployment expand geographic reach and reserves, accelerating volume growth and synergies. When integrated, M&A supports scale advantages, incremental margin capture and faster top-line diversification over multi‑quarter horizons.
Bears Say
Elevated LeverageMaterial rise in leverage reduces financial flexibility and increases sensitivity to downturns or interest-cost increases. Higher debt limits capacity for opportunistic investment, raises refinancing risk and amplifies earnings volatility across construction cycles.
Weak Free Cash Flow / Cash ConversionNegative free cash flow despite solid operating cash generation signals heavier growth capex or working-capital drag. Persistent weak FCF undermines deleveraging, restricts self-funded M&A and increases reliance on external financing over coming quarters.
Integration, Pricing & Input-Cost RisksIncomplete pricing rollout at acquisitions and contracting-margin softness, combined with diesel exposure, create sustained margin risk. These structural integration and input-cost issues can depress returns until pricing, fuel hedges and operational synergies are fully implemented.

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 $4.33B.
      When is Knife River Corporation’s upcoming earnings report date?
      Knife River Corporation’s upcoming earnings report date is Aug 04, 2026 which is in 4 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
                    ▲(24.26% Upside)
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10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 38, \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 23, \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 39, \t&nbsp;</span>\n   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                    Ownership Overview

                    0.62%41.56%0.90%31.82%
                    0.90% Other Institutional Investors
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