Update shared on 11 Dec 2025
Analysts have modestly raised their price target on Knowles to 26.50 dollars from 26.50 dollars. This reflects slightly higher discount rate and future P/E assumptions while leaving fair value and long term growth expectations effectively unchanged.
What's in the News
- Knowles management reiterated its focus on synergistic acquisitions, emphasizing a strong balance sheet and a disciplined, selective approach to deals that clearly enhance shareholder value (Key Developments).
- The company reported that from July 1, 2025 to September 30, 2025, it repurchased 938,112 shares for 20 million dollars, bringing total buybacks under the February 24, 2020 authorization to 14,495,253 shares, or 16.08% of shares outstanding, for 261.5 million dollars (Key Developments).
- Knowles issued fourth quarter 2025 guidance, projecting 151 million to 161 million dollars in revenue from continuing operations and diluted EPS from continuing operations of 0.21 to 0.25 dollars (Key Developments).
Valuation Changes
- Fair Value: Unchanged at 26.50 dollars per share, indicating no revision to the core valuation estimate.
- Discount Rate: Risen slightly from 8.67% to approximately 8.68%, reflecting a marginally higher assumed risk profile.
- Revenue Growth: Effectively unchanged at about 6.81% per year, signaling stable long term top line expectations.
- Net Profit Margin: Essentially flat at approximately 17.32%, suggesting no material change to long term profitability assumptions.
- Future P/E: Risen slightly from about 21.92x to 21.93x, implying a modestly higher multiple applied to future earnings.
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