$KN

Baird raises Knowles stock price target on device order growth

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.

Original reporting
Published Oct 23, 2026, 10:30 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 23, 2026, 10:38 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$KN
Bullish
high confidence
Mentioned
$KN
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$KNBullishMed
01

Why it matters

The upgrade could attract new buying interest and lift the stock toward the new $50 target.

02

Market read

Analyst upgrade on a small‑cap tech stock with recent earnings beat provides a short‑term trading opportunity.

03

What to watch

Potential supply‑chain constraints and competitive pressure from larger acoustic component makers.

Relevance 7/10Novelty 6/10Timing: today

Background

Knowles Corp reported Q3 2026 earnings that beat expectations, and Baird upgraded the stock with a higher price target.

Company-level read

Ticker impact

$KNBullishHigh confidence
Context

Baird raised its price target on Knowles Corp to $50, citing strong order momentum and Q3 earnings beat.

Expected impact

likely upward pressure as investors price in the higher target and strong order book.

Evidence & confidence

The new target is 13% above the current price and is backed by improved margins and order growth.

Market effects

Positive signal for the precision devices and acoustic components sector.

U.S. small‑cap tech stocks may see modest gains.

Limited to investors tracking US small‑cap earnings and analyst upgrades.

Counterpoint

The price target raise may be premature if order growth slows in 2027.

Key entities

  • Knowles Corp

    Manufacturer of acoustic components and precision devices.

  • Baird

    Equity research firm that raised the price target.

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Why is Knowles stock rallying today?

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.

$KNMed

Knowles (KN) Q3 2026 Earnings Call Transcript

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.

$KNMedAI 8/10

What Knowles (KN) Said on Its Q3 Earnings Call

Knowles (KN) reported Q3 earnings, highlighting capacity expansion plans and strong demand in precision devices and hearing health. Revenue grew 4% YoY in med tech and specialty audio. The company expects 14% YoY revenue growth in Q4 and 16% for 2026, with margin expansion. Knowles also announced a $15M defense order and plans for increased capital spending in 2027.

$KNHighAI 8/10

Knowles surges on earnings beat and strong guidance

Knowles Corporation (NYSE:KN) reported Q3 earnings of $0.38 per share, beating estimates of $0.36, with revenue of $184M, surpassing expectations of $172.1M. The company issued Q4 guidance above forecasts, with EPS expected between $0.39-$0.43 and revenue between $180M-$190M. Shares rose 2.8% in after-hours trading.