Infrastructure Funding And EDGE Strategy Will Support Stable Long Term Performance

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

15 Dec 25

Updated

30 Jun 26

Views

Not Invested

Shared on 30 Jun 26

Fair value Increased 6.67%

KNF: Public Infrastructure And Profitability Efforts Will Shape Execution Risk Balancing

Knife River looks tied to a lot of public construction work, but the big question is whether it can turn that demand into steady results as expectations shift ahead of the next earnings report. Analysts are also watching whether its cost and efficiency programs—and planned deal-making—can deliver enough improvement to justify where the stock is priced.

1 view

Fair Value vs Share Price

US$80

vs US$85.056.3% overvalued

5.5%

Revenue growth

6.1%

Profit margin

Recent News & Updates

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Company analysis

Mediocre balance sheet with questionable track record.

Market capUS$4.8b

PB3.1x

Estimated Growth6.8%

Dividend YieldN/A

Full analysis

CEO & management

Brian Gray

CEO

3.2yrs

CEO Tenure

Provides aggregates-based construction materials and contracting services in the United States.