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KNF logo

Knife River Corporation Stock Price

NYSE:KNF Community·US$3.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

KNF Share Price Performance

US$0
-75.07 (-100.00%)
​
US$94.50
Fair Value
US$0
-75.07 (-100.00%)
​
Price US$0
Thu, 20 Aug 26
Fair ValueUS$94.50
Share Pricen/a

KNF Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$94.5 41.1% undervalued intrinsic discount

KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$62 10.3% undervalued intrinsic discount

Infrastructure Funding And EDGE Strategy Will Support Stable Long Term Performance

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$120 53.7% undervalued intrinsic discount

Bullish View That Public Infrastructure Funding Will Drive Stronger Long Term Performance

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
KNF logo
Knife River
41.1% undervalued intrinsic discount

KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
Read Narrative
KNF logo
Knife River
10.3% undervalued intrinsic discount
Updated

Infrastructure Funding And EDGE Strategy Will Support Stable Long Term Performance

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Sep
Read Narrative
KNF logo
Knife River
53.7% undervalued intrinsic discount

Bullish View That Public Infrastructure Funding Will Drive Stronger Long Term Performance

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AN
AnalystHighTarget
AnalystHighTarget
Published 8 Jan
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
KNF logo

KNF: Public Infrastructure Demand And Funding Headwinds Will Shape EBITDA Margin Path

Fair Value: US$62 10.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
KNF logo

KNF: Infrastructure Funding Exposure Will Support Future Earnings Recovery Potential

Fair Value: US$94.5 41.1% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
KNF logo

Bullish View That Public Infrastructure Funding Will Drive Stronger Long Term Performance

Fair Value: US$120 53.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Questionable track record with imperfect balance sheet.

1 Risk
1 Reward
View Full Analysis

Knife River Corporation Key Details

US$3.3b

Revenue

US$2.7b

Cost of Revenue

US$589.7m

Gross Profit

US$449.8m

Other Expenses

US$139.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.46
17.83%
4.23%
100.7%
View Full Analysis

About KNF

Founded
1917
Employees
5298
CEO
Brian Gray
WebsiteView website
www.kniferiver.com

Knife River Corporation, together with its subsidiaries, provides aggregates-based construction materials and contracting services in the United States. The company operates through West, Mountain, Central, and Energy Services segments. It mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete. The company also provides contracting services, such as heavy-civil construction, asphalt and concrete paving, and site development and grading. In addition, it sells cement, merchandise, and other building materials and related services; and produces and supplies liquid asphalt for use in asphalt road construction. The company sells its construction materials to public and private-sector customers comprising federal, state, and municipal governments; industrial, commercial, and residential developers, as well as other private parties; and provides its contracting services to public-sector customers for the development and servicing of highways, local roads, bridges, and other public-infrastructure projects. Knife River Corporation was founded in 1917 and is headquartered in Bismarck, North Dakota.

Recent KNF News & Updates

User avatar
Narrative Update • Sep 10

KNF: Public Infrastructure Demand And Funding Headwinds Will Shape EBITDA Margin Path

Analysts cut their Knife River price target to $62 from $73, citing leaner expected government spending, higher interest rates, weaker margins and increased competition. They now see these factors weighing on volumes and profitability assumptions, even as some still highlight potential earnings catalysts over the next couple of years.
User avatar
Narrative Update • Aug 20

KNF: Infrastructure Funding Exposure Will Support Future Earnings Recovery Potential

Analysts have reduced the Knife River fair value estimate to $94.50 from $104.11 after Q2 margin weakness, higher energy costs, delayed projects, and lower gains from asset sales prompted lower price targets and updated models across the Street. Analyst Commentary Street research on Knife River points to a mixed view after the Q2 report, with some analysts highlighting long term drivers tied to infrastructure exposure and others emphasizing near term execution risks around margins and project timing.

Recent updates

No updates

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