IoT And AI Expansion Will Unlock Enduring Demand

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

27 Jul 25

Updated

03 May 26

Views

18

03 May

US$37.26

AnalystHighTarget's Fair Value

US$39.00

4.5% undervalued

1Y

116.6%

7D

-0.4%

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1Y

116.6%

7D

-0.4%

You can edit this narrative until May 4 4:20 AM. Then, changes will post as Updates.

Author's Valuation

US$394.5% undervalued

AnalystHighTarget Fair Value

Shared on 03 May 26

Fair value Increased 26%

KN: Buybacks And Earnings Outlook Will Support Future Risk Reward Balance

Analysts have raised their price target for Knowles, increasing the estimated fair value from $31.00 to $39.00 after updating their assumptions for discount rate, revenue growth, profit margin and future P/E to reflect revised views on the company’s earnings power and risk profile. What's in the News Knowles issued earnings guidance for the first quarter ending March 31, 2026, expecting revenues from continuing operations of $143 million to $153 million and diluted EPS from continuing operations of $0.09 to $0.13 (company guidance).

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Shared on 19 Apr 26

KN: Buybacks And Stable Outlook Will Shape Future Risk Reward Balance

Analysts have maintained their $31.00 price target for Knowles, citing updated assumptions around a modestly higher revenue growth rate, a slightly higher discount rate, a small uplift in profit margin expectations and a marginally lower future P/E multiple. What's in the News Knowles updated its share repurchase activity, buying 451,291 shares for US$10 million between October 1, 2025 and December 31, 2025, which the company states represents 0.53% of shares under its existing program.

1 view

Shared on 04 Apr 26

Fair value Increased 3.33%

KN: Lower Discount Rate And Buybacks Will Drive Future Upside

Analysts have adjusted their price target on Knowles to $31.00 from $30.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Completed share repurchase program first announced on February 24, 2020, with a total of 14,946,544 shares bought back for $271.5 million, representing 16.61% of shares (company filing).

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Shared on 23 Jan 26

Fair value Increased 20%

KN: Higher Long Term Outlook And P/E Multiple Will Drive Upside

Analysts have raised their price target on Knowles from US$25.00 to US$30.00, citing updated assumptions about revenue growth, profit margins and a higher future P/E multiple. Valuation Changes Fair Value: Target fair value has been raised from US$25.00 to US$30.00, representing a sizeable increase in the implied share valuation.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$39

4.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.44%

Historical revenue growth rate

-10.98%

Electronic Equipment and Components revenue growth rate

0.69%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.96%

Calculation

US$135.35m

Earnings '29

x

29.85x

PE Ratio '29

=

US$4.04b

Market Cap '29

US$4.04b

Market Cap '29

/

81.45m

No. shares '29

=

US$49.60

Share Price '29

US$49.60 Share Price '29

Discounted to 2026 @ 8.54% p.a.

=

US$38.78

Fair Value '26