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/KN
⌘K
Knowles Corp

Knowles Corp

KN
$35.23USD↓-0.73%-0.26 today

MARKET CAP

3.0B

P/E (TTM)

29.4x

FWD P/E

23.8x

DAY RANGE

$34 – $36

52W RANGE

$18
$43

AI Summary

Stalk
Sell NowHigh

Price is entrenched in a Stage 4 decline with confirmed lower highs and lower lows since late June, trading below the declining 9EMA, 20EMA, and 50DMA with rallies repeatedly rejected by dynamic resistance. Active bearish patterns (Support Failure, Bearish Pivot Point) reinforce ongoing structural breakdown, and despite an oversold RSI, there is no evidence of exhaustion or reversal structure. The long-term uptrend above the 200DMA remains intact but secondary to the prevailing medium-term downtrend, supporting a Sell Now posture.

  • ↑Q1 revenue $153M (+16% YoY) backlog underpins growth
  • ↑Q1 EPS $0.27 (+50% YoY) shows profit momentum
  • ↓Management forecasts MedTech growth at 2–4%, below peers
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Knowles Corporation (NYSE: KN) is a leading provider of advanced micro-acoustic microphones and custom-engineered solutions across critical sectors such as MedTech, defense, and industrial markets. The company specializes in high-performance capacitors and audio devices, establishing a strong foothold within high-growth markets that are characterized by consistent demand. Knowles is strategically positioned to capitalize on secular growth trends prevalent in medical technology and electronic warfare, which have become increasingly vital in contemporary applications.

Bull says

  • ↑Q1 revenue $153M (+16% YoY) backlog underpins growth
  • ↑Q1 EPS $0.27 (+50% YoY) shows profit momentum
  • ↑Gross margin 53.5% (+480bps YoY) from better utilization
  • ↑Repurchased 276k shares for $7.5M; debt at 0.4x leverage
  • ↑Secular demand in MedTech and defense drives design wins
  • ↑Strong momentum factors and positive analyst revisions

Bear says

  • ↓Management forecasts MedTech growth at 2–4%, below peers
  • ↓Ramp-up delays in specialty film capacity may hit sales
  • ↓Rising production costs have cut yields, risking margin pressure
  • ↓Negative growth and profitability factors signal quality risks
  • ↓Dependence on defense spending exposes revenue to cuts
  • ↓High volatility and low institutional ownership weigh on sentiment

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-24-2026bullish

Transcript signals

Bull points

  • We reported first quarter revenues of $153 million, 16% from the year-ago period and at the high end of our guidance range.
  • EPS was $0.27 in the quarter, up $0.09, or 50% from the year-ago period and above the midpoint of our guidance range.
  • In the MedTech and specialty audio segment, Q1 revenue was $68 million, up 14%, compared with the year-ago period driven by increased hearing health shipments associated with our customers' successful new product introductions.

Bear points

  • However, the hearing health end market is expected to continue to grow at normal historical rates in 2026. Therefore, we are projecting MedTech and specialty audio will grow within the 2% to 4% range for the full year 2026.
Read full transcript analysis ›