Knowles Rides Voice-Enabled Device Demand to Strong Buy Rating

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Summary · why it matters

Knowles Corporation has earned a Zacks Rank #1 (Strong Buy) as it benefits from rising demand for voice-enabled technologies across smartphones, earbuds, smart speakers, wearables, and IoT devices. The company has transformed from a component supplier to an integrated audio solutions provider, increasing content per device and strengthening customer relationships. Its MEMS microphones and balanced armature speakers are well-suited for next-generation devices, while acquisitions like Audience have expanded its digital signal processing capabilities. Knowles also sees growth from edge computing and a diversified Precision Devices business serving aerospace, defense, medical, and industrial markets. The stock has gained 127.9% over the past year, underperforming peers Ciena and Viavi Solutions, but its technology leadership and operational efficiency are expected to support long-term growth.

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Rising demand for voice-enabled technologies across smartphones, earbuds, smart speakers, wearables, and IoT devices.

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