Update shared on 27 Nov 2025
Narrative Update on Knowles: Analyst Price Target Revision
Analysts have slightly raised their price target for Knowles to $26.50. They cite stable revenue and profit margin forecasts as key factors behind the upward adjustment of a few cents.
What's in the News
- Knowles is actively seeking synergistic acquisitions, prioritizing deals that clearly align with its growth strategy while maintaining a strong balance sheet (Company statement).
- From July 1, 2025 to September 30, 2025, Knowles repurchased 938,112 shares for $20 million. This brings total buybacks since February 2020 to over 14.4 million shares for $261.5 million (Company filing).
- The company issued new guidance for the fourth quarter ending December 31, 2025, projecting revenues between $151 million and $161 million and diluted earnings per share of $0.21 to $0.25 (Company guidance).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $26.50.
- Discount Rate has decreased slightly from 8.67% to 8.67%.
- Revenue Growth forecast is stable at 6.81%.
- Net Profit Margin projection holds steady at 17.32%.
- Future P/E ratio has risen marginally from 21.36x to 21.92x.
Disclaimer
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