Shared on25 Sep 25Fair 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 on10 Sep 25Fair 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 on04 Aug 25Fair 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 on30 Apr 25Fair value Increased 3.33%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25Fair value Decreased 3.70%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 1.94%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 7.68%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 14%
AnalystConsensusTarget has decreased revenue growth from 11.7% to 9.4%.