Knight-Swift gains as analyst targets rise ahead of Q2 earnings

Knight-Swift Transportation Holdings Inc. (KNX) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a wave of more bullish sell-side commentary ahead of Knight-Swift’s second-quarter earnings report on July 22, 2026. Analysts have recently raised price targets and pointed to tighter truckload capacity, firmer pricing, and a better setup for earnings recovery as likely drivers of investor optimism.

Details:

Stifel recently raised its price target on KNX to $85 from $70 while keeping a Buy rating, citing improving truckload fundamentals such as stronger spot rates, higher tender rejections, and tighter industry capacity.

Benchmark also lifted its target to $90 and said it expects solid second-quarter performance, especially in Truckload, with a constructive view on pricing into late 2026 and 2027.

Knight-Swift has scheduled its second-quarter 2026 earnings release for Wednesday, July 22, 2026, after the market closes, which can draw speculative buying as investors position for results.

Earlier in April, the company introduced second-quarter adjusted EPS guidance of $0.45 to $0.49, giving the market a baseline that some analysts now believe could prove conservative.

Sources:

Investing.com, Knight-Swift Transportation Holdings, Nasdaq

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KNX Insider Trading Activity

$KNX insiders have traded $KNX stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $KNX stock by insiders over the last 6 months:

KEVIN P KNIGHT (Executive Chairman) has made 0 purchases and 5 sales selling 100,000 shares for an estimated $6,030,818.
JOSHUA SMITH (CFO - US Xpress) sold 5,770 shares for an estimated $351,473
JAMES L FITZSIMMONS (COO Swift Transportation) sold 5,917 shares for an estimated $324,074
MICHAEL K LIU (EVP - Operations) sold 1,243 shares for an estimated $75,661

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$KNX Hedge Fund Activity

We have seen 265 institutional investors add shares of $KNX stock to their portfolio, and 152 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 6,973,558 shares (-54.0%) from their portfolio in Q1 2026, for an estimated $401,537,469
FMR LLC removed 6,665,427 shares (-40.7%) from their portfolio in Q1 2026, for an estimated $383,795,286
D1 CAPITAL PARTNERS L.P. removed 2,226,736 shares (-28.9%) from their portfolio in Q1 2026, for an estimated $128,215,458
BALYASNY ASSET MANAGEMENT L.P. removed 2,015,077 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $116,028,133
CITADEL ADVISORS LLC added 1,670,201 shares (+414.2%) to their portfolio in Q1 2026, for an estimated $96,170,173
AQR CAPITAL MANAGEMENT LLC added 1,561,370 shares (+84.4%) to their portfolio in Q1 2026, for an estimated $89,903,684
ALYESKA INVESTMENT GROUP, L.P. added 1,167,465 shares (+inf%) to their portfolio in Q1 2026, for an estimated $67,222,634

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$KNX Analyst Ratings

Wall Street analysts have issued reports on $KNX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Stephens & Co. issued a "Overweight" rating on 01/22/2026

To track analyst ratings and price targets for $KNX, check out Quiver Quantitative's $KNX forecast page.

$KNX Price Targets

Multiple analysts have issued price targets for $KNX recently. We have seen 14 analysts offer price targets for $KNX in the last 6 months, with a median target of $86.0.

Here are some recent targets:

Ariel Rosa from Citigroup set a target price of $90.0 on 07/09/2026
Christopher Kuhn from Benchmark set a target price of $90.0 on 07/09/2026
Ravi Shanker from Morgan Stanley set a target price of $100.0 on 07/06/2026
Patrick Tyler Brown from Raymond James set a target price of $91.0 on 07/02/2026
Jonathan Chappell from Evercore ISI Group set a target price of $84.0 on 07/01/2026
Brandon Oglenski from Barclays set a target price of $90.0 on 06/25/2026
Jordan Alliger from Goldman Sachs set a target price of $86.0 on 06/23/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.