Knife River Corp
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See all $KNF insider activity →Knife River Corporation (KNF) shares rose 3.8% after activist investor Starboard Value disclosed a stake and urged the company to explore strategic alternatives, including a potential sale. Starboard praised Knife River's assets but criticized its performance, calling for a plan to achieve 22% adjusted EBITDA by 2029. The company said it would engage with Starboard but defended its strategy.
US stocks opened lower, with tech leading losses due to Oracle's (ORCL) force majeure notice on a New Mexico data center, affecting Oracle, Bloom Energy (BE), and Blue Owl (OWL). Treasury yields bull steepened, and crude prices rose amid US-Iran tensions. The SNB held rates at 0% and removed intervention language. Specific stock movements include MGM Resorts (MGM), TransUnion (TRU), Viking Therapeutics (VKTX), Knife River (KNF), Delek US Holdings (DK), and Dropbox (DBX).
Major indices closed lower Tuesday due to war tensions and rising oil prices. The 30-year Treasury yield hit 5.27%, its highest since 2007, while Brent Crude surged 5% to $95. Analysts initiated coverage on Ally Financial (Strong Buy, $55 target) and GLOBAL FOUNDRIES (Buy, $60 target), among others.
Recent KNF coverage spans financial news, market movers and earnings.
Activist involvement may push the board toward a sale or operational overhaul, supporting upside.
Negative sentiment from activist pressure.
Downgrade may trigger sell pressure.
Guidance lift with EBITDA range reaffirmed, but Q2 adjusted EBITDA was reduced by about $8M due to incentive timing and project volume shifts.
Raised 2026 guidance plus higher contracting-services revenue and improved aggregate pricing suggest improving earnings power, despite margin headwinds from energy costs and project timing.
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Knife River Corporation (KNF) shares rose 3.8% after activist investor Starboard Value disclosed a stake and urged the company to explore strategic alternatives, including a potential sale. Starboard praised Knife River's assets but criticized its performance, calling for a plan to achieve 22% adjusted EBITDA by 2029. The company said it would engage with Starboard but defended its strategy.
2 min readUS stocks opened lower, with tech leading losses due to Oracle's (ORCL) force majeure notice on a New Mexico data center, affecting Oracle, Bloom Energy (BE), and Blue Owl (OWL). Treasury yields bull steepened, and crude prices rose amid US-Iran tensions. The SNB held rates at 0% and removed intervention language. Specific stock movements include MGM Resorts (MGM), TransUnion (TRU), Viking Therapeutics (VKTX), Knife River (KNF), Delek US Holdings (DK), and Dropbox (DBX).
3 min readMajor indices closed lower Tuesday due to war tensions and rising oil prices. The 30-year Treasury yield hit 5.27%, its highest since 2007, while Brent Crude surged 5% to $95. Analysts initiated coverage on Ally Financial (Strong Buy, $55 target) and GLOBAL FOUNDRIES (Buy, $60 target), among others.
3 min readKnife River (NYSE:KNF) said some Texas highway work will shift into 2027, and changes in paving versus larger roadway expansion jobs reduced Q2 adjusted EBITDA by about $8 million. CFO Nathan Ring reported aggregate volumes up 14% and raised 2026 revenue to $3.4B-$3.6B while reaffirming adjusted EBITDA guidance of $520M-$560M. Backlog rose to $1.2B.
5 min readKnife River Corp (KNF) filed an SEC Form 8-K — Results of Operations and Financial Condition. KNIFE RIVER CORPORATION REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS • Double-digit volume and gross profit growth across material product lines • 20% growth in contracting services revenue • Sequentially increased backlog from the first quarter, to $1.2 billion • Raised guidanc
4 min readKnife River Corp. (NYSE:KNF) received a consensus “Moderate Buy” from 10 analysts, with 6 buys, 3 holds and 1 sell, MarketBeat reports. The average 12-month price target is $97.29. Recent calls include Oppenheimer “outperform” at $95 and Stephens “overweight” raised to $105. KNF shares opened at $78.59. In its May 5 earnings, it reported EPS of -$1.40 (vs -$1.42 est.) and revenue of $410.13M (vs $387.06M est.).
3 min readKnife River Corporation (NYSE: KNF) will host its first quarter 2026 earnings conference call on Tuesday, May 5, 2026, at 11 a.m. EDT. The financial results for the quarter will be released before the NYSE market opens on the same day. Knife River is an aggregates-based construction materials and contracting services company, a member of the S&P MidCap 400 index.
3 min readKnife River Corporation will release its first quarter 2026 financial results on April 27, 2026. The company will host a conference call and webcast on April 28, 2026, at 10:00 a.m. CT to discuss these results. Interested parties can access the webcast or dial into the conference call using the provided details.
2 min readDA Davidson has increased its price target for Knife River Corp. (NYSE:KNF) to $105 from $95, maintaining a Buy rating, following strong Q4 results and 2026 guidance. The stock has seen significant gains recently, trading at $92.50. Another firm, Stephens, also raised its target to $105 due to exceeding expectations in earnings and revenue.
3 min readImage source: The Motley Fool.Tuesday, Nov. 4, 2025 at 11 a.m. ETChief Executive Officer - Brian GrayContinue reading ...
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