Knife River (KNF) Aperçu de l'action
Knife River Corporation, avec ses filiales, fournit des matériaux de construction à base d'agrégats et des services contractuels aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
KNF Community Fair Values
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Analyst Price Targets
Knife River Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$92.96 |
| Plus haut sur 52 semaines | US$96.28 |
| Plus bas sur 52 semaines | US$58.72 |
| Bêta | 0.53 |
| Variation sur 1 mois | 18.72% |
| Variation sur 3 mois | 15.91% |
| Variation sur 1 an | 12.31% |
| Variation sur 3 ans | 113.70% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 135.94% |
Nouvelles et mises à jour récentes
Article d’analyse • Jun 21
Knife River (KNF) Stock Could Be 17.2% Undervalued After Earnings Estimates Improved
Knife River (KNF) has drawn fresh attention after its earnings estimates improved, alongside outperformance versus the wider Construction sector. This performance has been supported by rising institutional ownership and technical indicators that currently lean toward positive short term momentum. See our latest analysis for Knife River. At a share price of $86.24, Knife River has posted a 7 day share price return of 12.12% and a 30 day share price return of 17.09%. Its 1 year total...
Mise à jour du récit • Jun 16
KNF: Infrastructure Exposure And Acquisitions Will Support Forward Upside Potential
Knife River's analyst price target has been adjusted, with analysts pointing to the company's exposure to public infrastructure funding in key markets and its ongoing efforts to refine profitability and geographic diversification as the core drivers behind the updated view. Analyst Commentary Street research on Knife River centers on how well the company can turn its infrastructure exposure and internal initiatives into consistent execution, and how those efforts line up with current valuation.Mise à jour du récit • Jun 02
KNF: Infrastructure Exposure And Margin Initiatives Will Support Forward Upside Potential
Analysts have nudged their Knife River price target slightly lower to $104.11 from $104.70, citing refreshed assumptions around discount rates and profitability after recent research updates that highlight the company’s exposure to U.S. infrastructure spending and ongoing margin improvement efforts. Analyst Commentary Bullish Takeaways Bullish analysts see Knife River’s exposure to U.S. public infrastructure funding across what they describe as "most critical markets" as an important support for the stock’s growth outlook and its ability to justify current valuation multiples.Recent updates
Article d’analyse • Jun 21
Knife River (KNF) Stock Could Be 17.2% Undervalued After Earnings Estimates Improved
Knife River (KNF) has drawn fresh attention after its earnings estimates improved, alongside outperformance versus the wider Construction sector. This performance has been supported by rising institutional ownership and technical indicators that currently lean toward positive short term momentum. See our latest analysis for Knife River. At a share price of $86.24, Knife River has posted a 7 day share price return of 12.12% and a 30 day share price return of 17.09%. Its 1 year total...Mise à jour du récit • Jun 16
KNF: Infrastructure Exposure And Acquisitions Will Support Forward Upside Potential
Knife River's analyst price target has been adjusted, with analysts pointing to the company's exposure to public infrastructure funding in key markets and its ongoing efforts to refine profitability and geographic diversification as the core drivers behind the updated view. Analyst Commentary Street research on Knife River centers on how well the company can turn its infrastructure exposure and internal initiatives into consistent execution, and how those efforts line up with current valuation.Mise à jour du récit • Jun 02
KNF: Infrastructure Exposure And Margin Initiatives Will Support Forward Upside Potential
Analysts have nudged their Knife River price target slightly lower to $104.11 from $104.70, citing refreshed assumptions around discount rates and profitability after recent research updates that highlight the company’s exposure to U.S. infrastructure spending and ongoing margin improvement efforts. Analyst Commentary Bullish Takeaways Bullish analysts see Knife River’s exposure to U.S. public infrastructure funding across what they describe as "most critical markets" as an important support for the stock’s growth outlook and its ability to justify current valuation multiples.Mise à jour du récit • May 10
KNF: EDGE Margin Gains And Integration Will Drive Q4 Backlog Execution
Knife River's analyst fair value estimate has moved slightly higher from $102.50 to $104.70, as analysts factor in recent price target increases tied to Q4 margin progress and vertically integrated execution, while also weighing valuation concerns and mixed views on the 2026 outlook. Analyst Commentary Recent research on Knife River highlights a split view, with some analysts focusing on execution and margin progress after Q4, and others flagging valuation and 2026 guidance as areas of concern.Mise à jour du récit • Apr 24
KNF: EDGE Margin Progress And Integration Will Support 2026 Execution Potential
Analysts have trimmed the Knife River fair value estimate by about $0.10 to $102.50, as they balance recent target hikes linked to Q4 margin progress with fresh concerns around valuation, lower margin backlog, and regulatory and policy risks. Analyst Commentary Recent Street research around Knife River reflects a split view, with some focusing on execution and margin progress and others calling out valuation and policy risk.Seeking Alpha • Apr 13
Knife River Remains Compelling As Focus On Growth Achieves Solid Growth
Summary Knife River Corporation is outperforming the S&P 500 and remains a compelling 'Buy' due to robust growth and attractive valuation. KNF delivered strong Q4 2025 results, with revenue up 14.9% and significant gains in aggregates and ready-mix concrete volumes and pricing. An aggressive acquisition strategy, including the $454 million Strata purchase, is driving backlog growth and expanding geographic and operational scale. Management guides for 2026 revenue of $3.3–$3.5 billion and EBITDA of $520–$560 million, supported by infrastructure tailwinds and public sector exposure. Read the full article on Seeking AlphaMise à jour du récit • Apr 09
KNF: EDGE Margin Gains And Integration Will Support 2026 Execution Upside
Analyst fair value for Knife River is now set at $102.60, a slight adjustment from $102.82 as analysts weigh recent Q4-driven price target hikes against updated views on discount rates, margin improvement and valuation risk. Analyst Commentary Street research around Knife River is split, with a cluster of price target increases after the Q4 report balanced by a valuation driven downgrade and caution on execution risks into 2026.Mise à jour du récit • Mar 26
KNF: EDGE Margin Gains And Integration Are Expected To Drive Future Upside
The analyst price target for Knife River has moved higher to a range of $81 to $109, as analysts highlight Q4 margin improvement, the benefits of the vertically integrated model and the EDGE strategy, while also flagging valuation, lower margin backlog and regulatory risks. Analyst Commentary Recent Street research on Knife River highlights a mix of optimism around execution and margins, alongside fresh questions on valuation and risk.Mise à jour du récit • Mar 12
KNF: EDGE Margin Gains And Integration Benefits Will Support Future Upside
Analysts have nudged their fair value estimate for Knife River higher to about $102.82 per share from roughly $102.18, reflecting recent price target increases clustered around post Q4 margin improvement themes and efficiency benefits cited in new research. Analyst Commentary Recent Street research on Knife River has focused on how Q4 results, margin trends, and updated guidance line up with the current share price.Mise à jour du récit • Feb 25
KNF: EDGE Execution And Big 6 Project Will Support Future Upside
Knife River's fair value estimate has moved from $96 to about $102, as analysts factor in higher Q4 price targets, stronger expectations around the EDGE and vertically integrated model, and differing views on how current valuation lines up with 2026 guidance. Analyst Commentary Recent Street research around Knife River reflects a wide range of views on how current pricing stacks up against the company’s Q4 performance, EDGE initiatives, and 2026 guidance.Mise à jour du récit • Feb 10
KNF: Big 6 Contract And Future Earnings Framework Will Drive Upside
Analysts have trimmed their price target on Knife River by about $1 to roughly $96, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth and future P/E, even as new coverage maintains a generally supportive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight Knife River's positioning in its core markets as a key support for the current valuation, arguing that the revised target still reflects confidence in the company’s ability to execute on its existing project pipeline.Mise à jour du récit • Jan 25
KNF: Big 6 Contract And Execution Will Support Long-Term Upside
Analysts have slightly lifted their fair value estimate for Knife River to roughly $96.91 per share, supported by fresh coverage that highlights a constructive long term outlook and updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the refreshed fair value estimate of about $96.91 per share as supported by updated assumptions around revenue trends and profit margins, which they view as better aligned with the company’s recent execution.Mise à jour du récit • Jan 11
KNF: Major Texas Project And Backlog Will Drive Long-Term Upside
Analysts have lifted their price target for Knife River to $96.80, a modest adjustment that reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, while keeping their fair value view essentially unchanged. What's in the News Knife River was awarded a $112 million materials and paving project in Texas, known locally as "Big 6," involving reconstruction and expansion of a 12 mile stretch of State Highway 6 in the Bryan/College Station area, with work expected to run through 2030.Mise à jour du récit • Dec 14
KNF: Construction Recovery And Backlog Will Drive Long-Term Upside Potential
Analysts have modestly reduced their price target on Knife River to $96.80 from about $98.22, reflecting a slightly lower fair value and profit margin outlook, even as they acknowledge resilient demand, a solid $1.3B backlog and sector wide expectations for a multi year construction recovery. Analyst Commentary Recent Street research presents a mixed but constructive view on Knife River, with analysts balancing near term execution risks against a solid backlog and longer term recovery potential in U.S. construction and infrastructure spending.Article d’analyse • Dec 04
There's Reason For Concern Over Knife River Corporation's (NYSE:KNF) Massive 25% Price Jump
Those holding Knife River Corporation ( NYSE:KNF ) shares would be relieved that the share price has rebounded 25% in...Mise à jour du récit • Nov 29
KNF: Recovery in Home Improvement Will Drive Long-Term Upside Potential
Analysts have lowered Knife River’s price target by $20 to $100, citing near-term headwinds from funding issues and weather conditions. Despite these challenges, a solid project backlog supports the long-term outlook.Mise à jour du récit • Nov 15
KNF: Early-Cycle Recovery Will Drive Renewed Momentum Amid Sector Headwinds
Analysts have lowered Knife River's fair value estimate from approximately $102 to $98 per share, citing forecasted revenue growth headwinds and sector-specific challenges as highlighted in recent research. Analyst Commentary Recent street research offers a mix of optimism and caution regarding Knife River's outlook, with analysts weighing sector headwinds against potential catalysts for recovery and growth.Mise à jour du récit • Nov 01
KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025
Analysts have revised Knife River's price target downward to $100 from $120, citing concerns over regional funding challenges and weather disruptions. However, they note continuing strong demand elsewhere.Mise à jour du récit • Oct 17
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their fair value estimate for Knife River from $106.78 to $102.11. This adjustment reflects a modest decrease in expected growth and profit margins, amid sector-wide caution and regional funding challenges.Mise à jour du récit • Oct 03
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their price target for Knife River from $120 to $100. They cite ongoing funding challenges in Oregon and adverse weather conditions in key regions as the primary reasons for the revised outlook.Article d’analyse • Jul 26
The Returns At Knife River (NYSE:KNF) Aren't Growing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Mar 22
Knife River: It's Not Time To Turn Bearish Just Yet
Summary Knife River Corporation has significantly outperformed the market, with a 16.8% stock increase since July 2024 and a 78.8% rise since October 2023. Despite mixed volume results, revenue and gross profit have surged due to higher pricing in aggregates, ready-mix concrete, and asphalt. Its recent acquisition of Strata Corporation and strong public spending forecasts support continued growth, justifying a maintained 'buy' rating for now. While the company’s debt is under control, a potential downgrade to 'hold' could occur if the stock spikes back to where it was earlier this year. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Knife River: Aggregating Of Aggregates
Summary Knife River's shares have doubled since its spin-off, but current premium valuations make me cautious despite relative discounts compared to industry peers. The company, a major aggregates and construction materials player, reported $2.8 billion in 2023 sales, driven by price hikes with volumes down. Recent acquisitions, including the $454 million Strata Corporation deal, could boost EBITDA and earnings, but high valuation multiples remain a concern. Despite potential growth and relative valuation advantages, absolute multiples are demanding, making me hesitant to invest but interested in future developments. Read the full article on Seeking Alpha
Nouveau récit • Sep 02
Decisive Acquisitions And EDGE Strategy Propel Positive Revenue And Net Margin Growth
Strategic improvements and expansion efforts, including dynamic pricing and acquisitions, are set to enhance profitability and broaden market presence.Seeking Alpha • Apr 15
Watch For Flying Knives: Knife River Looks Quite Good, But Valuation Isn't Low
Summary Demand for aggregates in 2024 should be quite healthy as public works projects move forward, benefiting Knife River and its leading share across its Northwest/North U.S. footprint. Management's guidance for 2024 may be too conservative given strong trends in its business footprint. Volumes are likely to be pressured by more selective bidding, but aggregate pricing could surprise. Knife River's margins are a valid talking point, but the company is moving on opportunities to improve them through its ongoing EDGE plan and potential M&A. Valuation isn't much of a bargain today and the stock likely needs beat-and-raise quarters to maintain the momentum; macro trends are supportive, but that adds to the risk. Read the full article on Seeking AlphaRendement pour les actionnaires
| KNF | US Basic Materials | US Marché | |
|---|---|---|---|
| 7D | 7.8% | 1.4% | -2.6% |
| 1Y | 12.3% | 18.9% | 20.0% |
Rendement vs Industrie: KNF a sous-performé le secteur US Basic Materials qui a rapporté 18.9 % au cours de l'année écoulée.
Rendement vs marché: KNF a sous-performé le marché US qui a rapporté 20 % au cours de l'année écoulée.
Volatilité des prix
| KNF volatility | |
|---|---|
| KNF Average Weekly Movement | 8.0% |
| Basic Materials Industry Average Movement | 5.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: KNF n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de KNF ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1917 | 5,298 | Brian Gray | www.kniferiver.com |
Knife River Corporation, avec ses filiales, fournit des matériaux de construction à base d'agrégats et des services contractuels aux États-Unis. La société opère par le biais des segments West, Mountain, Central et Energy Services. Elle extrait, traite et vend des agrégats de construction, notamment des pierres et du sable concassés, ainsi que du gravier, et produit et vend de l'asphalte et du béton prêt à l'emploi.
Knife River Corporation Résumé des fondamentaux
| KNF statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.27b |
| Bénéfices(TTM) | US$146.61m |
| Recettes(TTM) | US$3.20b |
36.0x
Ratio P/E1.6x
Ratio P/SLe site KNF est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| KNF compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.20b |
| Coût des recettes | US$2.62b |
| Marge brute | US$584.15m |
| Autres dépenses | US$437.54m |
| Les revenus | US$146.61m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.58 |
| Marge brute | 18.24% |
| Marge bénéficiaire nette | 4.58% |
| Ratio dettes/capitaux propres | 91.9% |
Quelles ont été les performances à long terme de KNF?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/26 14:06 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Knife River Corporation est couverte par 12 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Sherif El-Sabbahy | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |
| Adrian Huerta | J.P. Morgan |