Cognex

Industry 40 And Reshoring Will Accelerate AI Vision Adoption

AnalystHighTarget

Not Invested

Consensus Narrative from 18 Analysts

Published

23 Apr 25

Updated

08 Aug 25

AnalystHighTarget's Fair Value

US$60.00

32.6% undervalued

08 Aug

US$40.47

5.1%

-2.3%

Author's Valuation

US$60.0

32.6% undervalued

AnalystHighTarget Fair Value

Narrative

Updates2

Shared on07 May 25
Fair value Increased 18%

Shared on30 Apr 25

AnalystHighTarget Fair Value

US$60.0

32.6% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.92%

Electronic Equipment and Components revenue growth rate

0.39%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.11%

Calculation

US$310.10m

Earnings '28

38.37x

PE Ratio '28

US$11.90b

Market Cap '28

US$11.90b

Market Cap '28

157.54m

No. shares '28

US$75.52

Share Price '28

US$75.52 Share Price '28

Discounted to 2025 @ 8.09% p.a.

US$59.79

Fair Value '25

Industry 40 And Reshoring Will Accelerate AI Vision Adoption

Shared on07 May 25Fair value Increased 18%

Shared on30 Apr 25

Shared on07 May 25
Fair value Increased 18%