Shared on 07 Dec 25

Fair value Decreased 1.02%

CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins And Earnings

Analysts have nudged their average price target on Cognex slightly higher, with recent moves such as a lift to about $45 and a bullish $55 initiation. These changes reflect expectations for a measured recovery in growth and margins, supported by stronger 2025 EBITDA and disciplined cost control.

Shared on 23 Nov 25

CGNX: Cost Reductions And Expense Discipline Will Drive Earnings Recovery In 2025

The analyst price target for Cognex has increased from $37 to $45. Analysts cite improved profit margins and expectations for stronger EBITDA recovery, driven by disciplined expense management and robust investments in R&D and sales.

Shared on 06 Nov 25

Fair value Increased 1.35%

CGNX: Expense Discipline And Cost Cuts Will Drive Stronger Margins Ahead

The analyst price target for Cognex has increased from $48.25 to $48.90, as analysts note improving margin prospects beyond near-term tariff headwinds. They also anticipate strong EBITDA recovery driven by disciplined expense management and ongoing growth initiatives.

Shared on 23 Oct 25

Fair value Increased 0.52%

Analysts have increased their fair value estimate for Cognex from $48.00 to $48.25. This change is attributed to improving demand trends and expectations of stronger future EBITDA margins.

Shared on 09 Oct 25

Fair value Increased 1.67%

The analyst fair value estimate for Cognex has been raised modestly from $47.21 to $48.00 per share. Analysts anticipate improved revenue growth and margin recovery, supported by disciplined cost management and ongoing investment in core strengths.

Shared on 25 Sep 25

Fair value Increased 2.26%

Analysts have raised their price target for Cognex to $47.21, citing improving end-market demand, stronger than expected operating leverage, and sector-wide optimism on earnings growth. Analyst Commentary Improving demand across most of Cognex's end markets is expected to drive a return to more normalized upcycle operating leverage into 2026.

Shared on 10 Sep 25

Fair value Decreased 1.89%

Analysts have trimmed their price target for Cognex to $46.17 as near-term neutrality and only modest improvements outweigh longer-term optimism for margin expansion and demand recovery in 2026. Analyst Commentary Bullish analysts expect improving demand across most end markets to drive a return to normalized upcycle operating leverage by 2026.

Shared on 04 Aug 25

Fair value Increased 23%

The upward revision in Cognex’s consensus price target is primarily driven by improved expectations for revenue growth and a higher future P/E multiple, resulting in the fair value estimate increasing from $38.35 to $46.17. What's in the News Cognex issued Q3 2025 earnings guidance, forecasting revenue of $245M–$265M, or $253M–$279M when including a one-time benefit from a new commercial partnership.

Shared on 07 May 25

Fair value Decreased 4.83%

Shared on 30 Apr 25

Fair value Increased 3.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 7.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 9.57%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 14%

AnalystConsensusTarget has decreased revenue growth from 11.7% to 9.4%.

Analysts Weigh Cognex Growth Outlook Amid Valuation Changes and Activist Investor Developments

CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins And Earnings

CGNX: Cost Reductions And Expense Discipline Will Drive Earnings Recovery In 2025

CGNX: Expense Discipline And Cost Cuts Will Drive Stronger Margins Ahead

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