Knowles Corporation (KN) - Stock Analysis
Last updated: Apr 25, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Knowles Corporation demonstrated a strong Q2 2025 earnings beat on July 24 with 8% YoY revenue growth and 20% EPS growth, followed by a 27% stock rally. Management's positive Q3 guidance, robust cash flow, new product launches in high-demand sectors, and strong technical momentum above moving averages signal favorable near-term return potential.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong liquidity ⢠Improving margins ⢠Rich valuation KN has a solid liquidity and cash-flow profile with manageable leverage and improving recent execution, but its rich valuation and heavy intangible/accumulated-loss footprint leave limited room for disappointment.
Price Behavior
Key Price Behavior Insights: ⢠Strong Uptrend ⢠Higher Highs ⢠Breakout Watch Support Level: $29.00â$29.70 Resistance Level: $31.27 KN has surged over the last month into a strong uptrend, holding support around $29.00â$29.70 and now facing near-term resistance at $31.27, with a breakout needed to extend momentum.
Sentiment & News
Key News Insights: ⢠Q1 Earnings Beat ⢠Investor Interest ⢠Ongoing Outreach Knowles delivered a strong Q1 2026 beat, with earnings and revenue at or above guidance, while fresh investor buying and ongoing conference outreach suggest improving sentiment around the stock.
AI Summary
KN has shifted from a cheap cyclical to a quality-execution story, but with the stock already pricing in continued beats at 52.3x earnings, the key takeaway is that upside now depends on sustaining recent margin and guidance momentum rather than on valuation support, making any earnings or margin slip a likely catalyst for sharp multiple compression.
Description
Knowles Corporation manufactures acoustic components (microphones, balanced-armature speakers and related audio processors) and precision electronic parts, including high-performance capacitors and RF products, serving consumer electronics, medical, defense, automotive and industrial markets. The business is organized into Audio and Precision Devices segments that supply components for applications such as hearing health, true wireless earbuds, medical implants, satellite communications and radar, and sells primarily to OEMs, contract manufacturers and distributors. Founded in 1946 and headquartered in Itasca, Illinois, the company operates across Asia, North America, Europe and other international markets.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Sep 29 | Oct 6 | KN | Knowles Corporation | Knowles Corporation demonstrated a strong Q2 2025 earnings beat on July 24 with 8% YoY revenue growth and 20% EPS growth, followed by a 27% stock rally. Management's positive Q3 guidance, robust cash flow, new product launches in high-demand sectors, and strong technical momentum above moving averages signal favorable near-term return potential. | Closed | +4.9% |