Knowles (KN) News Today

Knowles Corporation (KN) is trading higher after reporting Q3 results and issuing Q4 guidance that mostly met or slightly exceeded street expectations. Investors are reacting to an earnings beat and a mixed analyst response that lifts the stock but leaves upside limited.

• Positive Sentiment: Q3 earnings topped estimates — Knowles reported $0.27 EPS vs. $0.25 consensus and highlighted solid revenue, operating cash and non‑GAAP EPS performance, supporting near‑term momentum. Knowles Reports Q3 2025 Financial Results
• Positive Sentiment: Q4 guidance is roughly in line with analysts — management set EPS guidance of $0.330–$0.370 (consensus $0.340) and revenue guidance $151M–$161M (consensus ~$154.3M), implying a midpoint slightly above consensus and limiting downside risk if execution holds. Q4 Guidance Details
• Neutral Sentiment: Full earnings call transcript is available for detail on end‑market demand and margin outlook — useful for investors who want management color on wearables, audio, RF and medtech segments. KN Q3 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst action was mixed: Susquehanna raised its price target from $18 to $23 but kept a "neutral" rating, signaling improved fundamentals but not a clear buy signal. Price Target Raised to $23
• Negative Sentiment: Despite the PT increase, the new $23 target implies limited upside (and was noted as roughly in line or below recent market levels), which may cap further near‑term gains absent stronger guidance/catalysts. Analyst Note / Context

Bottom line for investors: the Q3 beat and in‑range Q4 guidance support the rally, but analyst positioning and a conservative price target keep upside muted. Watch Q4 execution, revenue cadence and margin commentary from the call for the next catalysts.