Archived explainer. For the current picture see today's KNF page.
Why Is KNIFE RIV CORP (KNF) Stock Down Today?
By the Top Tier Newswire AI Desk · August 4, 2026 at 12:47 PM ET · reviewed against 3 wire stories
KNIFE RIV CORP (KNF) is down -8.95% in the latest session. Our newswire has captured 3 stories on KNF across 3 sources in the last 36 hours, with AI sentiment reading bullish (avg 60/100).
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Why KNF stock is down today
KNF stock fell 8.95% to $71.78 in morning trading on Monday after the company filed an 8-K with the SEC that included a Regulation FD disclosure and detailed Q2 results that missed earnings estimates. The filing triggered a significant intraday selloff following an early morning open with a -1.8% gap down.
What Happened
The 8-K filing included results of operations and financial condition under Item 2.02 and a Regulation FD disclosure under Item 7.01. The document also included financial statements and exhibits under Item 9.01. While Knife River reported second-quarter revenue of $938.6 million, up 12.6% year-over-year and above estimates, GAAP earnings per share of $0.77 fell short of the $1.12 estimate. The company raised its full-year revenue guidance to $3.4 billion to $3.6 billion, a range that exceeds the $3.43 billion estimate. Despite the revenue beat and guidance increase, the earnings miss and the 8-K filing appear to have triggered a sharp sell-off.
What The Data Shows
The stock opened at $77.39, a -1.8% gap from the prior close, but quickly declined to a low of $65.78 before trading recovered slightly to $71.71 by the close of the morning session. The volume of 1.3 million shares is 2.4 times the 3-month daily average, indicating heightened investor activity. The stock is currently trading within its 52-week range of $58.72 to $96.28, and the market cap remains at $4.2 billion. With a beta of 0.50, KNF is less volatile than the broader market.
What To Watch
The stock’s performance will likely be influenced by how the market digests the earnings miss and the details in the 8-K filing. Analysts from Wells Fargo, RBC Capital, and Oppenheimer have recent coverage on the stock, and their ongoing commentary may shape investor sentiment.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
KNF · Aug 4 session (5-min) · -11.83% vs prior close · updated 8:56 PM ETAI sentiment, last 36h · averaged over 3 stories · 60/100 bullish
The headlines behind the move
Story flow · 3 stories on the wire, last 36h · hover or tap a dot for the headline
6d agoSEC 8-KNEUTRAL 50General
Knife River Corp (KNF) files 8-K
Filed: 2026-08-04 AccNo: 0001628280-26-052184 Size: 664 KB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
6d agoSeeking AlphaBULLISH 68Earnings
Knife River beats top-line and bottom-line estimates; raises FY26 outlook
Knife River (KNF) Q2 earnings: GAAP EPS $0.77 missed by $0.36, while revenue $938.6M rose 12.6% Y/Y and beat estimates.
6d agoStockTitanBULLISH 63Earnings
Knife River Corporation Reports Second Quarter 2026 Financial Results
For 2026, Knife River expects revenue of $3.4B-$3.6B and aggregate volumes to increase high-single digits; contracting services revenue grew 20% in Q2.
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