Update shared on04 Aug 2025
Fair value Increased 20%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.
- The company was dropped from multiple Russell growth indices, including Russell 1000, 2500, 3000, Midcap, Small Cap Comp, and associated “E” and Growth benchmarks.
- Cognex is actively seeking M&A opportunities focused on strategic and financial priorities, with a preference for synergistic businesses, especially in AI and customer experience, and less focus on hardware acquisitions following the success of Moritex.
- The Moritex acquisition closed a portfolio gap, delivered 95% self-sufficiency in machine vision lenses, and contributed approximately $0.05 of accretion to 2024 adjusted EPS.
- IMA E-Commerce, part of IMA Group, adopted Cognex’s vision systems and barcode readers to enhance efficiency, reduce waste, and meet sustainability packaging demands in automated logistics.
Valuation Changes
Summary of Valuation Changes for Cognex
- The Consensus Analyst Price Target has significantly risen from $38.35 to $46.17.
- The Future P/E for Cognex has significantly risen from 31.36x to 34.82x.
- The Consensus Revenue Growth forecasts for Cognex has significantly risen from 9.2% per annum to 10.2% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.