Knife River Corporation logo KNF - Knife River Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 5
HOLD 2
SELL 1
STRONG
SELL
0
| PRICE TARGET: $71.40 DETAILS
HIGH: $85.00
LOW: $54.00
MEDIAN: $80.00
CONSENSUS: $71.40
UPSIDE: 48.81%

Stock News

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

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

Knife River Corporation (KNF) is rated Buy with a price target of $89/share, reflecting anticipated margin recovery and operational improvements. KNF faces near-term headwinds from low-margin backlog, adverse weather, and surging diesel prices, but expects margin improvement as these issues abate. Activist investor Starboard Value is pressuring KNF to explore a sale, with potential upside if a transaction occurs near historical multiples.

Sep 28, 2026 08:35 AM • seekingalpha.com
Knife River Reiterates Focus on Disciplined Execution and Shareholder Value Creation

Knife River Reiterates Focus on Disciplined Execution and Shareholder Value Creation

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF) (“Knife River” or the “Company”) issued the following statement in response to the letter it received today from Starboard Value LP and certain of its affiliates (“Starboard”): The Knife River Board of Directors (the “Board”) and management team welcome input from shareholders and are always open to constructive dialogue in the interest of enhancing shareholder value. The Company first learned of Starboard's investment on Sept.

Sep 24, 2026 09:00 AM • businesswire.com
Starboard Delivers Letter to Knife River

Starboard Delivers Letter to Knife River

NEW YORK--(BUSINESS WIRE)--Starboard Value LP (together with its affiliates, “Starboard”), a stockholder of Knife River Corporation (“Knife River” or the “Company”) (NYSE: KNF), today announced that it has delivered a letter to Brian Gray, the Company's President and Chief Executive Officer, with a copy to the Company's Board of Directors. The full text of Starboard's letter to the Company can be viewed here. About Starboard Value LP Starboard Value LP is an investment adviser with a focused an.

Sep 24, 2026 03:00 AM • businesswire.com
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, GitLab, GLOBAL FOUNDRIES, Martin Marietta Materials, Rocket Lab USA, Strategy, Toast, Tower Semiconductor, and More

Markets took a beating Tuesday as war tensions, surging oil, and the September curse hammered stocks, bonds, and gold all at once. Find out which stocks Wall Street upgraded, downgraded, or initiated fresh coverage on as analysts scramble to reposition heading into a brutal stretch.

Sep 02, 2026 04:00 AM • 247wallst.com
Knife River: Low ROIC And Low Margins

Knife River: Low ROIC And Low Margins

Knife River Corporation remains rated Hold due to low ROIC, negative ROIC-WACC spread, and limited multiple expansion potential. Q2 results showed strong 13% revenue growth but margin compression from cost inflation and higher fuel prices, partially offset by 8% price increases. KNF's aggregates segment benefits from local monopolies, but overall industry capital returns remain structurally low versus peers like VMC and MLM.

Aug 06, 2026 11:16 AM • seekingalpha.com
Knife River Corporation Reports Second Quarter 2026 Financial Results

Knife River Corporation Reports Second Quarter 2026 Financial Results

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, today announced financial results for the second quarter ended June 30, 2026. PERFORMANCE SUMMARY   Three Months Ended June 30,   (In millions, except per share)   2026     2025   % Change   Revenue $ 938.6   $ 833.8   13 %   Net income $ 43.9   $ 50.6   (13 )%   Net income margin   4.7 %   6.1 %               Adjusted EBITDA $.

Aug 04, 2026 03:00 AM • businesswire.com

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