KN
Knowles Cor
NYSE: KN · TECHNOLOGY · ELECTRONIC COMPONENTS
$36.26
-5.34% today
Updated 2026-06-05
Market cap
$3.20B
P/E ratio
52.69
P/S ratio
5.21x
EPS (TTM)
$0.71
Dividend yield
—
52W range
$16 – $39
Volume
0.9M
Knowles Cor (KN) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed KN price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$36.26
Today
Analyst consensus
$35.29
-2.68% · 12M
2030 Base
$32.46
-10.48% future
NPV today
$18.40
@ 13% WACC
7 analysts:
3 Buy2 Hold0 Sell
Management guidance
Management raised full-year 2026 organic revenue and adjusted EBITDA growth outlook above annual targets during Q1 2026 earnings call (April 23, 2026). CEO Jeffrey Niew cited strong demand in Medtech, Defense, Industrial, and Electrification markets with new design wins driving growth. Q2 2026 guidance: revenue $152-$162M (midpoint $157M), implying ~$628-$648M full-year 2026 revenue (vs. FY2025: $593.2M), representing 5.9-9.3% growth.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
KN · Knowles Cor · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$18.95
NPV today: $10.74
Base case (2030)
$32.46
NPV today: $18.40
Bull case (2030)
$73.02
NPV today: $41.40
WallStSmart.com
KN financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $0.6B | $0.7B | $0.8B | $0.9B | $1.1B | $1.2B |
| Revenue growth | 7.2% | 8.7% | 15.5% | 14.9% | 11.9% | 8.5% |
| Net margin | — | 16.6% | 17.6% | 18.9% | 19.4% | 19.1% |
| EPS | $1.11 | $1.35 | $1.68 | $2.05 | $2.35 | $2.58 |
| Diluted shares | — | 86M | 87M | 88M | 88M | 89M |
| Net debt | — | $10.91M | $-90.09M | $-205.71M | $-335.92M | $-481.95M |
| P/S multiple | — | 2.0x | 2.0x | 2.0x | 2.0x | 2.0x |
| Implied price (base) | — | $16.09 | $20.11 | $24.03 | $28.06 | $32.46 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $1.2B | $1.2B | $1.2B |
| P/S multiple | 1.0x | 2.0x | 5.0x |
| Diluted shares | 89M | 89M | 89M |
| Net debt | $-481.95M | $-481.95M | $-481.95M |
| Implied P/E † | 7x | 13x | 28x |
| 2030 Price | $18.95 | $32.46 | $73.02 |
| NPV @ 13% | $10.74 | $18.40 | $41.40 |
† Implied P/E: Multiples remain elevated across all three scenarios because KN is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $32.46 base case
KN catalysts and risks
Growth catalysts
+ Medtech & Specialty Audio segment: strong hospital/diagnostic equipment OEM demand; custom-engineered acoustic components for next-gen medical devices
+ Precision Devices segment: defense/military spending acceleration (electrification, edge AI in weapons systems); industrial IoT electronics ramp
+ Design wins in high-growth markets (medical, defense, industrial) with multi-year ramp potential; improving gross margins from operational leverage
+ Q2 2026 guidance execution ($152-$162M) sets tone for H2 2026 momentum; potential for margin expansion as product mix shifts to higher-ASP segments
Key risks
- Historical volatility: company suffered -44.85% revenue decline in 2022 (post-spin from Knowles parent); customer concentration risk in Medtech and Defense
- Margin pressure: current 9.1% net margin vs. 14.02% operating margin suggests SG&A drag; competitive pressure in commodity acoustic components
- Macro sensitivity: defense budgets unpredictable; medical device OEM capex cyclical; industrial electrification timing uncertainty
- Insider selling: CEO and VP Controller both sold significant shares (April-May 2026) near 52-week highs, signaling potential caution on valuation
- Valuation: trading at 51.1x P/E (TTM) and 26.46x forward P/E (2026 est.), implying high expectations already priced in; stock at all-time highs suggests limited upside cushion
Methodology · Knowles Cor 2030 stock forecast model
Knowles Cor 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 7 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (4% cumulative for KN by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-481.95M by 2030) |
| 3. Time value | NPV calculated using 13% WACC (CAPM: beta 1.564) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 2.0x / bull 5.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.
KN price target FAQ
What is the KN price target for 2030?
WallStSmart's Knowles Cor 2030 base case is $32.46 per share, with a bull case of $73.02 and bear case of $18.95. The NPV of the base case discounted to today at 13% WACC is $18.40.
How is the Knowles Cor 2030 stock forecast calculated?
The KN 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
Why does the KN price target account for dilution?
Knowles Cor is projected to grow diluted share count from 86M to 89M by 2030 (a 4% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 4%.
What is the analyst consensus on KN stock?
7 analysts cover KN with an average 12-month price target of $35.29. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.