Knowles Corp Stock Surpasses Analyst Target Price
- Stock Performance: Knowles Corp's shares have surpassed the average analyst 12-month target price of $26.50, currently trading at $26.98, indicating optimistic market expectations for the company's future performance.
- Analyst Reactions: When a stock reaches its target price, analysts may either downgrade their valuation or raise their target, reflecting varying perspectives on the company's fundamental improvements, which could influence investor decisions.
- Target Price Distribution: Among analysts covering Knowles Corp within Zacks, target prices vary significantly, with a low of $23.00 and a high of $30.00, and a standard deviation of $3.109, highlighting differing expectations for the company's future performance.
- Investor Signal: The stock's rise above the target price provides a signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.
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- Stock Performance: Knowles Corp's shares have surpassed the average analyst 12-month target price of $26.50, currently trading at $26.98, indicating optimistic market expectations for the company's future performance.
- Analyst Reactions: When a stock reaches its target price, analysts may either downgrade their valuation or raise their target, reflecting varying perspectives on the company's fundamental improvements, which could influence investor decisions.
- Target Price Distribution: Among analysts covering Knowles Corp within Zacks, target prices vary significantly, with a low of $23.00 and a high of $30.00, and a standard deviation of $3.109, highlighting differing expectations for the company's future performance.
- Investor Signal: The stock's rise above the target price provides a signal for investors to reassess the company, prompting them to consider whether the current valuation is justified or if it is time to take profits to mitigate risk.

- Significant Earnings Growth: Knowles Corporation reported Q4 2025 revenue of $162 million, a 14% year-over-year increase, with EPS at $0.36, up 33%, both exceeding expectations and demonstrating strong performance in high-growth markets.
- Robust Market Demand: The company highlighted strong demand across MedTech, Defense, Industrial, EV, and Energy sectors, particularly noting repeat orders and new design wins in high-performance ceramic capacitors and pulse power film capacitors, which further solidify its market position.
- Optimistic Future Outlook: Management guided Q1 2026 revenues between $143 million and $153 million, indicating a 12% year-over-year increase, with EPS projected between $0.22 and $0.26, showcasing ongoing growth potential.
- Capital Expenditure Plans: Knowles plans to keep full-year capital spending at approximately 4% to 5% of revenues, primarily driven by investments in expanding production capacity for energy orders, reflecting the company's confidence in future growth and strategic investment commitment.
- Earnings Announcement: Knowles is set to release its Q4 earnings on February 5th after market close, with market participants keenly observing the results for potential stock price impacts.
- Earnings Expectations: The consensus EPS estimate stands at $0.35, reflecting a 29.6% year-over-year increase, indicating significant improvement in profitability that could bolster investor confidence.
- Revenue Forecast: Revenue is projected at $156.22 million, representing a 9.6% year-over-year growth, showcasing the company's stable growth trajectory that may attract increased investor interest.
- Historical Performance: Over the past two years, Knowles has beaten EPS estimates 50% of the time and revenue estimates 75% of the time, demonstrating its financial reliability and adaptability in the market.
- Insider Sale: On January 15, 2026, Knowles CEO Jeffrey Niew executed a direct sale of 50,000 shares through multiple open-market transactions, totaling approximately $1.2375 million, indicating his ongoing confidence in the company's stock despite the sale.
- Change in Holdings: This sale represented 5.62% of Niew's direct holdings, marking the largest single open-market sale in recent history and more than double his recent median sell size of 2.73%, reflecting a trend of reduced holdings over the past year.
- Market Performance Analysis: The shares were sold at a weighted average price of $24.75, while the stock closed at $24.93 on the same day, suggesting that the sale occurred amid positive price momentum, with a total return of 24.5% over the past year.
- Investor Considerations: The transaction was executed as part of a Rule 10b5-1 trading plan, which allows insiders to trade shares on a predetermined basis, highlighting the need for investors to interpret insider activity cautiously without assuming strong conviction in the stock.
Current Trading Status: Knowles Corp (KN) shares have entered oversold territory with an RSI of 28.8, indicating potential exhaustion of recent selling pressure.
Price Performance: The stock's current price is $21.26, within a 52-week range of $12.19 (low) to $24.535 (high).
Investor Outlook: Bullish investors may view the low RSI as an opportunity to consider buying shares as selling may be slowing down.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily reflect the views of Nasdaq, Inc.

Financial Performance: Knowles Corporation reported Q3 2025 revenue of $153 million, a 7% increase year-over-year, with EPS of $0.33, up 22%. The Precision Devices segment showed strong growth, contributing $88 million in revenue, while Medtech & Specialty Audio reached $65 million.
Growth Outlook: Management anticipates continued growth, projecting organic growth rates at the high end of 4% to 6% for 2026, with Q4 2025 revenue guidance between $151 million and $161 million. The Precision Devices segment is expected to grow at 6% to 8% in 2025.
Operational Highlights: Gross margins improved, with Medtech & Specialty Audio at 53% and Precision Devices at 41.5%. The company is focused on expanding specialty film capacity and has a strong balance sheet to support growth investments and share buybacks.
Analyst Sentiment: Analysts expressed optimism regarding specialty film growth, backlog strength, and margin improvements, with management maintaining a confident tone about operational execution and strategic acquisitions, positioning the company well for future growth.








