Published

26 Apr 25

Updated

02 Jul 26

Views

81

Not Invested

Fair Value

US$64.14

Share price02 Jul

US$71.5211.5% overvalued

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1Y70.86%

7D18.49%

Global Slowdown And Pricing Battles Will Dampen Machine Vision Prospects

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

26 Apr 25

Updated

02 Jul 26

Views

81

Not Invested

Shared on 02 Jul 26

Fair value Increased 4.04%

CGNX: AI Vision Expansion And End Market Diversification Will Support Fair Outlook

Cognex leans into new AI-powered vision tools and a push into more industries beyond its usual factory base, and some analysts warm up as early results look better than expected. The big question is whether the company can actually turn the new sales approach and bigger customer reach into lasting demand, or if the optimism is already priced in.

8 views

Shared on 03 Jun 26

Fair value Increased 21%

CGNX: AI Vision Turnaround And Cost Discipline Will Support Fairly Valued Outlook

Cognex says its turnaround is starting to stick, helped by new AI-based inspection tools and tighter cost control. Analysts are lifting their view of what the business is worth, but they still warn that the market may already be expecting a lot and execution could be the deciding factor.

6 views

Shared on 28 Apr 26

Fair value Decreased 2.08%

CGNX: Margin Discipline And End Market Recovery Will Support Fairly Valued Outlook

Cognex's analyst price target has slipped slightly from about $52 to $50.92 as analysts balance a softer revenue growth outlook with firmer margin expectations and still elevated P/E assumptions. Analyst Commentary Recent research on Cognex shows a split view, with some firms lifting targets and ratings while others are taking a more restrained stance as they reassess growth, margins, and valuation after the latest earnings updates.

4 views

Shared on 02 Mar 26

Fair value Increased 42%

CGNX: Margin Execution And Demand Stability Will Shape Fairly Valued Outlook

The analyst fair value estimate for Cognex has been raised from $36.62 to $52.00, reflecting higher Street price targets in the $55 to $75 range and analyst expectations for improved margins, cost control, and a more stable demand backdrop across key segments. Analyst Commentary Recent Street research on Cognex clusters around higher price targets and a more constructive stance on margins, cost controls, and demand stability, but the tone is not uniformly bullish.

5 views

Shared on 02 Feb 26

Fair value Increased 4.64%

CGNX: Industrial Tech Tailwinds Will Face Stricter Execution And Margin Expectations

Analysts have trimmed their price target on Cognex to US$54, down US$2, as they refresh assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of updated views on industrial technology demand across data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors. Analyst Commentary Recent research trims the price target on Cognex to US$54, which signals that some expectations around future growth, margins, and valuation are being reset, even as broader industrial technology end markets such as data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors are viewed constructively.

7 views

Shared on 07 May 25

Fair value Increased 12%

0 views

Shared on 30 Apr 25

Fair value Increased 16%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Fair Value vs Share Price

US$64.14

vs US$71.5211.5% overvalued

7.2%

Revenue growth

26.7%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Cognex

Fair value estimate changes
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Company analysis

Flawless balance sheet with proven track record.

Market capUS$11.2b

PB8.0x

Estimated Growth8.9%

Dividend Yield0.5%

CEO & management

Matthew Moschner

CEO

1.5yrs

CEO Tenure

Provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.