Group 1 - Knife River Corporation (NYSE:KNF) is highlighted as a strong infrastructure stock with significant upside potential, receiving an Equal Weight rating from Wells Fargo with a price target of $261 [1][2] - Wells Fargo's coverage of the US building materials sector indicates a preference for early-cycle beneficiaries of interest rate cuts, particularly in cement, wallboard, and home improvement [1] - Despite a cautious outlook on construction through 2026, Wells Fargo anticipates a recovery in late 2026 into 2027, with home improvement potentially recovering sooner [2] Group 2 - DA Davidson recently lowered its price target for Knife River from $105 to $95 while maintaining a Buy rating, citing weather-related challenges and market pressures in Oregon [2] - Knife River operates in the US construction materials sector, providing aggregates-led construction materials and contracting services through various segments including Pacific, Northwest, Mountain, Central, and Energy Services [3]