Susquehanna Raises KNX Price Target to $93

On October 26, 2026, Susquehanna raised its price target on Knight-Swift Transportation Holdings Inc. (KNX) to $93 from $85. This change reflects a positive outlook on the company's future performance. The information comes from Susquehanna's research note on the same day.

KNX Knight-Swift Transportation Holdings Inc.

$61.21 ▲ +18.21% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Susquehanna's Call on Knight-Swift

Susquehanna maintained a 'Positive' rating while increasing its target price for Knight-Swift. The new target of $93 marks an increase from the previous target of $85. This adjustment indicates confidence in the company's growth and performance in the trucking industry.

Other Institutional Activity in Knight-Swift

Tectonic Advisors trimmed its stake in Knight-Swift by 28,069 shares, ending with 111,505 shares valued at about $7.1 million. Victory Capital Management reduced its holdings by 1,546,651 shares, bringing its total to 4,786,891 shares worth approximately $292.8 million. AQR Capital Management grew its position by 1,078,158 shares, now holding 4,488,969 shares valued at around $274.5 million. Slate Path Capital also cut its stake by 1,207,196 shares, leaving it with 3,411,000 shares worth about $208.6 million.

Knight-Swift Transportation Holdings Inc. Stock Down 2.1%

Knight-Swift shares closed at $61.16 on October 26, 2026, while recently trading around $61.21. The stock is currently below its 50-day moving average by 8.3% and is 26.1% off its 52-week high of $82.86. However, it is trading above its 52-week low of $41.24 by 48.4%. The stock's recent performance suggests it may be undervalued compared to the analysts' targets.

Recent Earnings

Knight-Swift reported trailing twelve-month revenue of approximately $8.0 billion, with an EPS of $0.94. The next earnings report is set for January 20, 2027. The company has seen a revenue growth of 14.2% year-over-year, indicating a strong performance.

Insider Buying and Selling at Knight-Swift Transportation Holdings Inc.

Insider activity has shown significant selling, with Reid B. Dove, a Director, selling 50,000 shares on July 31, 2026, valued at about $3.5 million. Other insiders, including Cary Michael Flanagan and David N. Vander Ploeg, also sold shares during the same period. This activity occurred before the recent analyst updates.

Analysts Set New Price Targets

On October 22, 2026, several firms maintained their ratings on Knight-Swift. Evercore ISI Group kept its 'Outperform' rating with a target of $79, while Wells Fargo maintained an 'Overweight' rating with a target of $79 as well. JP Morgan and Stifel also maintained their ratings, setting targets of $74 and $92, respectively.

About Knight-Swift Transportation Holdings Inc.

Knight-Swift Transportation Holdings Inc. operates as a freight transportation company in the U.S. and Mexico. It offers various services, including truckload, logistics, and intermodal transport. The company's strong market presence and diverse service offerings are critical as it navigates the competitive trucking industry.

Bottom Line

Investors should keep an eye on Knight-Swift's upcoming earnings report on January 20, 2027. With a positive outlook from analysts and recent changes in price targets, the company may have a promising trajectory ahead.