The Bull Case For Knife River (KNF) Could Change Following Wells Fargo’s Downgrade From Overweight To Equal-Weight

Simply Wall St.

Jan 19

In recent days, Wells Fargo downgraded Knife River Holding (KNF) from “Overweight” to “Equal-Weight,” signaling a shift in its stance on the company. This change comes even as broader analyst ...

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This change comes even as broader analyst ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-knf/knife-river/news/the-bull-case-for-knife-river-knf-could-change-following-wel\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bull Case For Knife River (KNF) Could Change Following Wells Fargo’s Downgrade From Overweight To Equal-Weight</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bull Case For Knife River (KNF) Could Change Following Wells Fargo’s Downgrade From Overweight To Equal-Weight\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-19 01:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-knf/knife-river/news/the-bull-case-for-knife-river-knf-could-change-following-wel><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent days, Wells Fargo downgraded Knife River Holding (KNF) from “Overweight” to “Equal-Weight,” signaling a shift in its stance on the company.  This change comes even as broader analyst ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-knf/knife-river/news/the-bull-case-for-knife-river-knf-could-change-following-wel\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KNF","symbol_name":"Knife River Corp","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-knf/knife-river/news/the-bull-case-for-knife-river-knf-could-change-following-wel","article_id":"2604972571","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2031000-choice2-main-header/1585186733208"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-knf/knife-river/news/the-bull-case-for-knife-river-knf-could-change-following-wel","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604972571","pubTimestamp":1768756771,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In recent days, Wells Fargo downgraded Knife River Holding (KNF) from “Overweight” to “Equal-Weight,” signaling a shift in its stance on the company. \nThis change comes even as broader analyst coverage still leans toward an “Outperform” view, underscoring a divergence in professional opinions on Knife River’s prospects. \nNext, we’ll explore how Wells Fargo’s downgrade, despite broader “Outperform” sentiment, could influence Knife River’s existing infrastructure-led investment narrative. \nThe...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"KNF":"Knife River Corp"},"translate_title":"富国银行将跑赢大盘评级下调至同等权重后，刀河(KNF)的看涨理由可能会发生变化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KNF":1.5},"content_text":"In recent days, Wells Fargo downgraded Knife River Holding (KNF) from “Overweight” to “Equal-Weight,” signaling a shift in its stance on the company.  This change comes even as broader analyst coverage still leans toward an “Outperform” view, underscoring a divergence in professional opinions on Knife River’s prospects.  Next, we’ll explore how Wells Fargo’s downgrade, despite broader “Outperform” sentiment, could influence Knife River’s existing infrastructure-led investment narrative.  The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 24 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AdvertisementKnife River Investment Narrative RecapTo own Knife River, you need to believe in its aggregates-led infrastructure story, backed by a large public-works backlog and multiyear DOT funding. Wells Fargo’s shift from Overweight to Equal-Weight, even with a higher US$81 target, does not appear to materially change the near term focus on public-infrastructure execution, but it does highlight valuation sensitivity as a key short term risk for a business still working through earnings volatility and weather, funding, and acquisition-integration pressures. The recent US$112 million State Highway 6 contract win in Texas is especially relevant here, as it reinforces Knife River’s dependence on public infrastructure spending as both its main growth engine and a concentration risk. With roughly 90% of backlog tied to DOT budgets, wins like this illustrate why many analysts still see an infrastructure-led upside case, even as a higher share price and elevated P/E multiple leave less room for error if project timing, funding flows, or operating conditions fall short. However, investors should also be aware that Knife River’s heavy reliance on public DOT funding could... Read the full narrative on Knife River (it's free!)Knife River's narrative projects $3.6 billion revenue and $264.4 million earnings by 2028. This requires 7.4% yearly revenue growth and about a $111 million earnings increase from $153.3 million today.Uncover how Knife River's forecasts yield a $96.80 fair value, a 16% upside to its current price.Exploring Other PerspectivesKNF 1-Year Stock Price Chart Two fair value estimates from the Simply Wall St Community span a wide range, from about US$26 to nearly US$97 per share, showing how far apart individual views can be. Against that backdrop, the company’s reliance on record public-infrastructure backlog as a key earnings driver makes it especially important to compare different assumptions about future funding and project execution before forming your own view.Explore 2 other fair value estimates on Knife River - why the stock might be worth as much as 16% more than the current price!Build Your Own Knife River NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Knife River research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.Our free Knife River research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Knife River's overall financial health at a glance.Interested In Other Possibilities?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Knife River might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}