Shares of Knight-Swift Transportation Holdings Inc. (NYSE: KNX - Get Free Report) gapped up prior to trading on Friday after Citigroup upgraded the stock from a neutral rating to a buy rating. The stock had previously closed at $52.01, but opened at $54.50. Citigroup now has a $64.00 price target on the stock. Knight-Swift Transportation shares
Knight-Swift Transportation faces rising costs, tariff woes and weak liquidity as earnings estimates slide and industry rank sinks to the bottom 14%.
Knight-Swift (KNX) reported earnings 30 days ago. What's next for the stock?
Knight-Swift Transportation Holdings is upgraded to buy as capacity tightens, pricing stabilizes, and cost resets take hold. Despite soft Q4 2025 headline numbers, underlying trends signal the freight cycle trough has passed, with LTL growth and TL pricing bottoming. Cost structure reset—facility sales, headcount cuts, and equipment adjustments—positions KNX for robust margin and EPS expansion as volumes recover.
KNX misses Q4 earnings and revenue estimates as costs rose and demand weakened across key segments, pushing profits lower year over year.
Knight-Swift Transportation Holdings Inc. (KNX) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Knight-Swift (KNX) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Knight-Swift Transportation Holdings (KNX) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.36 per share a year ago.
The trucking company reported a fourth-quarter loss of $6.8 million, compared with a profit of $69.5 million a year earlier.
Besides Wall Street's top-and-bottom-line estimates for Knight-Swift (KNX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Knight-Swift (KNX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors need to pay close attention to KNX stock based on the movements in the options market lately.