Knowles Corporation Stock 12‑Month Price Target Raised to $45.2, Implies 35% Upside

Knowles reported Q3 2026 revenue of $184M, up 20.3% YoY, with net income of $21.6M and EPS of $0.25. Growth was driven by Precision Devices, while margins faced pressure from factory costs. The company plans to increase capital spending to expand capacity, with 2026 capex expected at 5% of revenue.

KN reported Q3 revenue of $184M, beating estimates by 6.9%, with adjusted EPS of $0.38. Q4 guidance exceeds estimates. Strong demand in Precision Devices and MedTech segments drove growth, with capacity expansion planned. The company expects margin improvements through automation and pricing. KN repurchased $25M in shares and reduced debt by $15M.

Baird analyst Tristan Gerra raised the price target for Knowles (KN) to $50 from $44, maintaining an Outperform rating. The update follows Q3 results, with expectations of gross margin expansion.

Baird raised its price target for Knowles Corp (KN) to $50 from $44, citing strong order growth in its Precision Devices segment. The stock has gained 55.8% year-to-date. Knowles reported Q3 2026 earnings and revenue above expectations, with adjusted earnings of $0.38 per share and revenue of $184 million.

Knowles Corporation (KN) stock rose 3.1% after reporting Q3 earnings of $0.38 per share, beating estimates of $0.36, and revenue of $184M, surpassing the $172.1M forecast. The company also provided upbeat Q4 guidance. The Precision Devices segment drove growth with 33% YoY revenue increase. CEO Jeffrey Niew attributed success to strategic focus on competitive markets.

Knowles (KN) reported Q3 2026 revenue of $184M, up 20% YoY, with EPS at $0.38. MedTech & Specialty Audio revenue grew 4% YoY to $67M, while Precision Devices revenue surged 33% YoY to $117M. The company expects Q4 revenue between $180M and $190M, up 14% YoY at the midpoint. Knowles repurchased $25M in shares and reduced debt, maintaining a strong balance sheet.