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

Published
28 Aug 24
Updated
23 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
2.1%
7D
-13.6%

Author's Valuation

US$48.2513.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

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%

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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%

Cloud And AI Vision Solutions Will Expand Market Reach

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%

Cloud And AI Vision Solutions Will Expand Market Reach

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%

Cloud And AI Vision Solutions Will Expand Market Reach

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%

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Shared on 30 Apr 25

Fair value Increased 3.33%

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.70%

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.94%

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 7.68%

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 9.57%

AI Machine Vision Will Transform Industrial Automation And Logistics

Shared on 26 Mar 25

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AI Machine Vision Will Transform Industrial Automation And Logistics

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 14%

AI Machine Vision Will Transform Industrial Automation And Logistics

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