Knowles Corporation (KN) Stock Analysis
Technology · Electronic Components
Sell if holding. At $39.78, A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners.
Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters, microphones, and balanced armature speakers across two segments: Precision Devices (55% of 2025 revenue) serving defense, industrial, and medtech, and MedTech &... Read more
Sell if holding. At $39.78, A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.1/10, moderate confidence.
Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 39d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-14Recent Developments — Knowles Corporation
Latest news
- NEWS KN (Knowles Corporation) reports mixed Q4 2025 earnings, shares rise slightly on 7.2 percent year over year revenue gain — Cổng thông tin điện tử Tỉnh Sơn La positive
- NEWS Knowles (KN) Q1 Earnings: What To Expect - TradingView — TradingView neutral
- NEWS Knowles (NYSE:KN) Reports Bullish Q1 CY2026 - StockStory — StockStory positive
- NEWS Knowles (NYSE:KN) Reports Bullish Q1 CY2026 - TradingView — TradingView positive
- NEWS Price Level Analysis | Knowles Corporation posts 0.9% EPS miss, no revenue estimate - Xã Thanh Hà — Xã Thanh Hà negative
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerWS Audiology A/S11%10-K Item 1: 'WS Audiology A/S| 11 | %' accounted for more than 10% of total revenues in 2025
- MEDIUMCustomerTTI Inc.10%10-K Item 1: 'TTI Inc.| 10 | %' accounted for more than 10% of total revenues in 2025
- HIGHCustomerMSA top five customers76%10-K Item 1A: 'MSA's top five customers accounted for approximately 76% of its revenues, with WS Audiology A/S accounting for approximately 24% of MSA's revenues'
- HIGHSupplierASIC and MEMS foundry partners10-K Item 1A: 'our suppliers or foundries are our sole source of supply, such as with our ASIC and MEMS foundry partners'
Material Events(8-K, last 90d)
- 2026-02-20Item 5.02LOWCompensation Committee granted special equity award of PSUs to COO Daniel J. Giesecke. Target 18,423 PSUs with grant date fair value of $500,000, two-year performance period 2026–2027. Routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $39.78, A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $37.00. Score 5.1/10, moderate confidence.
Take-profit target: $39.51 (-0.7% upside). Prior stop was $37.00. Stop-loss: $37.00.
Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners; Analyst target reached - limited upside remaining.
Knowles Corporation trades at a P/E of 56.0 (forward 25.5). TrendMatrix value score: 4.7/10. Verdict: Sell.
12 analysts cover KN with a consensus score of 4.2/5. Average price target: $36.
What does Knowles Corporation do?Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters,...
Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters, microphones, and balanced armature speakers across two segments: Precision Devices (55% of 2025 revenue) serving defense, industrial, and medtech, and MedTech & Specialty Audio (45%) serving hearing health. Revenue is from OEM and distributor sales; WS Audiology A/S and TTI, Inc. each accounted for ~11% and 10% of consolidated revenues in 2025.