Knowles Corporation (KN) Stock Price & How to Invest

Knowles Corporation designs and manufactures specialized electronic components that perform critical, hard-to-replicate functions in demanding devices. It operates in two segments: Precision Devices (PD), which makes high-performance capacitors and radio-frequency and microwave filters for defense, medtech, industrial, and electrification markets, and MedTech & Specialty Audio (MSA), which makes balanced armature speakers, hearing-aid microphones, and specialty audio parts. After selling its lower-margin consumer MEMS microphone business, Knowles now positions itself as a focused supplier of differentiated, high-reliability components rather than a volume consumer-electronics vendor. In September 2026 it extended its RF signal-chain range with a new line of A-Series attenuators.

The investment picture centers on that transformation. Full-year 2025 revenue reached about $593 million with adjusted EBIT of roughly $120 million. Growth continued into 2026: Q1 revenue rose about 16 percent year over year to roughly $153 million, and Q2 revenue rose about 14 percent to roughly $167 million, with non-GAAP EPS of $0.33 slightly ahead of the $0.31 estimate. Trailing twelve-month revenue is about $635 million and net income about $73 million. In August 2026 management laid out a target of 30 percent margins as specialty components drive growth. The bull case is a steadier, higher-margin business tied to defense and medical demand that generates consistent free cash flow used for buybacks and acquisitions. The bear case is that KN remains a small-cap industrial supplier exposed to cyclical end markets, customer concentration, and the execution risk of integrating deals, so its premium multiple (about 40 times trailing GAAP earnings) leaves little room for a stumble.

Knowles is a small-cap supplier exposed to cyclical industrial, electrification, and defense budget swings, and a slowdown in any large end market could pressure results. Customer and end-market concentration means a few large programs matter to the numbers. Acquisitions carry integration and valuation risk, and the shares trade at about 40 times trailing earnings and 21 times forward, a premium that leaves limited margin for execution misses; the stock fell about 9 percent over the three months to mid-October 2026 after its early-2026 run. Insiders, including a director, sold shares in August 2026. Tariffs, supply-chain costs, and foreign-exchange movements can also weigh on margins given global manufacturing. Finally, competition from larger passive-component and audio suppliers could compress pricing over time.

4 analysts publish price targets on KN, averaging $43.75 against a $33.50 price as of October 2026, or +30.6%. The published targets run from $40.00 to $48.00, a narrow spread, and the ratings split 3 buy, 1 hold, 0 sell. Over the last six months there have been 2 raises and 0 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full KN forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on Knowles Corporation. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Precision Devices growth. The Precision Devices segment, spanning high-performance capacitors and RF and microwave filters, grew roughly 17 percent year over year in Q1 2026 with strength across defense, medtech, industrial, and electrification, and company revenue grew about 14 percent in Q2. The most optimistic published target, $48.00, assumes this works close to its best case.

The case against. Knowles is a small-cap supplier exposed to cyclical industrial, electrification, and defense budget swings, and a slowdown in any large end market could pressure results. The most pessimistic target, $40.00, is roughly what KN is worth if this bites instead.

Read the full bull and bear case on KN, including what would have to change to break either one. Walnut is not an investment adviser.

No. Knowles Corporation (KN) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Knowles Corporation's investor relations page or your broker.

• Revenue (TTM): ~$635M
• Q2 2026 revenue: ~$167M (up ~14% YoY)
• Margins (TTM): ~45% gross, ~15% operating, ~11% net
• Net income (TTM): ~$73M (EPS ~$0.84)
• P/E: ~40 trailing, ~21 forward
• Market cap: ~$2.9B
• Share price (Oct 16, 2026): ~$33.77

Revenue grew about 7 percent in 2025, then about 16 percent in Q1 2026 and 14 percent in Q2. The stock is up about 54 percent in 2026 but sits below the top of its 52-week range (about $21 to $43), so the market is pricing in continued margin and cash-flow improvement while trimming some of the summer's enthusiasm. Analysts expect EPS of about $1.34 for 2026 and $1.62 for 2027; Q3 results on October 22, 2026 (consensus about $0.36 EPS on $172 million of revenue) are the next data point.

Other names that sit close to KN: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get KN exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so KN sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where KN fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

KN is a small-cap industrial component supplier whose value hinges on whether its precision-devices and medtech mix keeps compounding margins and free cash flow; revenue grew about 14% in Q2 2026 and the stock has rallied hard in 2026, so the roughly 21x forward P/E already assumes that it does.

Whether KN is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is KN a buy or a sell?, and where the stock could go from here in the KN stock forecast.

For income investors, whether KN pays a dividend and how the payout looks is covered in does KN pay a dividend? And to weigh KN against a peer, read the full side-by-side comparisons: KN vs RF and KN vs QRVO.