Cognex Corporation

NasdaqGS:CGNX Lagerbericht

Marktkapitalisierung: US$10.6b

Cognex Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Cognex wird ein jährliches Gewinn- und Umsatzwachstum von 24.3% bzw. 8.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 24.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 18.6% betragen.

Wichtige Informationen

24.3%

Wachstumsrate der Gewinne

24.75%

EPS-Wachstumsrate

Electronic Gewinnwachstum27.0%
Wachstumsrate der Einnahmen8.6%
Zukünftige Eigenkapitalrendite18.63%
Analystenabdeckung

Good

Zuletzt aktualisiert26 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 09

Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Cognex Corporation ( NASDAQ:CGNX ) just released its quarterly report and things are looking bullish. The company beat...

Recent updates

Narrativ-Update • Jun 03

CGNX: AI Vision Turnaround And Cost Discipline Will Support Fairly Valued Outlook

Narrative Update: Cognex Analyst Price Target Move The analyst price target for Cognex is updated from $50.92 to $61.65, with analysts citing AI-enabled vision systems, a broader customer base, an improved mix, and expense leverage as key factors supporting higher fair value assumptions. Analyst Commentary Recent research updates around Cognex point to a more constructive tone on growth opportunities tied to AI enabled vision systems and a broader customer base, but there is still a pocket of caution that centers on how much of this optimism is already reflected in the stock price and how consistently the company can execute.
Narrativ-Update • May 19

CGNX: Margin Execution And Automation Demand Will Drive Future Share Upside

Analysts have lifted the updated price target framework for Cognex to $90.99 from $60.96, citing broad Street target increases. These changes reflect a more favorable organic growth outlook, stronger gross margin performance, and ongoing operating expense leverage.
Analyseartikel • May 09

Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Cognex Corporation ( NASDAQ:CGNX ) just released its quarterly report and things are looking bullish. The company beat...
Seeking Alpha • Apr 30

Cognex: Reindustrialization And The Military Industrial Complex Can Drive Global Growth

Summary Cognex is rated Strong Buy with a price target of $80, reflecting optimism for durable, margin-accretive growth. CGNX is positioned to benefit from North American reindustrialization, military mobilization, and semiconductor market expansion, supporting robust revenue and EPS forecasts. Forecasts for EQ1'26 are $255 million in net revenue and $0.26 EPS, at the top end of management guidance, driven by manufacturing productivity and automation trends. Shares trade below historical EV/aEBITDA midpoints, presenting an appealing entry point ahead of earnings and anticipated operational outperformance. Read the full article on Seeking Alpha
Narrativ-Update • Apr 28

CGNX: Margin Discipline And End Market Recovery Will Support Fairly Valued Outlook

Cognex's analyst price target has slipped slightly from about $52 to $50.92 as analysts balance a softer revenue growth outlook with firmer margin expectations and still elevated P/E assumptions. Analyst Commentary Recent research on Cognex shows a split view, with some firms lifting targets and ratings while others are taking a more restrained stance as they reassess growth, margins, and valuation after the latest earnings updates.
Narrativ-Update • Apr 14

CGNX: Margin Execution And Buybacks Will Support Premium Multiple In Recovery

The analyst price target for Cognex has edged up by $0.10 to $65.60 as analysts highlight margin improvement efforts, cost reduction plans, and a recovering demand backdrop across key end markets. Analyst Commentary Recent research signals a generally constructive shift in sentiment on Cognex, with several banks lifting price targets and a few moving ratings higher as they reassess earnings power, margins, and the demand backdrop.
Narrativ-Update • Mar 31

CGNX: Margin Discipline And Buybacks Will Support Premium Multiple In Industrial Recovery

Analyst price targets on Cognex have moved higher, with the updated fair value estimate holding at $65.50. Analysts point to margin improvement, cost initiatives, a recovering short cycle industrial group, and steadier segment trends as key supports for the new targets.
Narrativ-Update • Mar 17

CGNX: Margin Execution And Buybacks Will Support Premium Multiple In Industrial Recovery

Cognex's analyst fair value estimate has been revised higher from $60.55 to $65.50. Analysts highlight improving short cycle industrial demand, faster margin progress, cost reduction efforts, and a broader customer base, which support higher revenue growth assumptions and a richer future P/E of 44.37x versus 41.32x previously.
Narrativ-Update • Mar 02

CGNX: Margin Execution And Demand Stability Will Shape Fairly Valued Outlook

The analyst fair value estimate for Cognex has been raised from $36.62 to $52.00, reflecting higher Street price targets in the $55 to $75 range and analyst expectations for improved margins, cost control, and a more stable demand backdrop across key segments. Analyst Commentary Recent Street research on Cognex clusters around higher price targets and a more constructive stance on margins, cost controls, and demand stability, but the tone is not uniformly bullish.
Analyseartikel • Feb 19

We Like The Quality Of Cognex's (NASDAQ:CGNX) Earnings

Investors signalled that they were pleased with Cognex Corporation's ( NASDAQ:CGNX ) most recent earnings report. This...
Narrativ-Update • Feb 16

CGNX: Cost Discipline And Automation Demand Will Support Margins And Buybacks

Analysts have raised their price target on Cognex by about $11.90 to $60.55, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples, which are in line with recent Street target increases from UBS, Barclays, and KeyBanc. Analyst Commentary Recent target changes around Cognex reflect a mix of optimism on long term demand drivers and some caution on execution and timing, with several firms adjusting their models as part of broader industrial technology outlooks for 2026.
Narrativ-Update • Feb 02

CGNX: Industrial Tech Tailwinds Will Face Stricter Execution And Margin Expectations

Analysts have trimmed their price target on Cognex to US$54, down US$2, as they refresh assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of updated views on industrial technology demand across data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors. Analyst Commentary Recent research trims the price target on Cognex to US$54, which signals that some expectations around future growth, margins, and valuation are being reset, even as broader industrial technology end markets such as data centers, factory automation, warehouse automation, electronics, test and measurement, and semiconductors are viewed constructively.
Narrativ-Update • Jan 19

CGNX: Cost Cuts And Automation Exposure Will Drive Future Share Upside

Analysts have trimmed their average price target for Cognex by about $2 to roughly $54, reflecting updated views on fair value, discount rate, growth, margins and future P/E after recent sector wide adjustments to industrial technology outlooks. Analyst Commentary Recent Street commentary around Cognex centers on small adjustments to fair value assumptions while keeping a generally constructive view on the company and its exposure to industrial technology end markets.
Narrativ-Update • Jan 05

CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins

Analysts have nudged their price target for Cognex slightly higher, reflecting a modest fair value increase to about $48.65 as they anticipate margin recovery and stronger 2025 EBITDA, supported by continued R&D investment and disciplined cost control. Analyst Commentary Bullish Takeaways Bullish analysts highlight expectations for a strong EBITDA recovery in 2025, supported by top line growth and disciplined expense management, which underpins the higher fair value range.
Narrativ-Update • Dec 21

CGNX: EBITDA Recovery And Cost Cuts Will Drive Strong Share Upside

Analysts have raised their price target on Cognex to a range centered around approximately $55, up from the prior mid $30s to low $40s range. They cite expectations for stronger revenue growth, higher profit margins, and a robust EBITDA recovery supported by disciplined expense management and sustained R&D investment.
Narrativ-Update • Dec 07

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.
Narrativ-Update • Nov 23

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.
Narrativ-Update • Nov 06

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.
Narrativ-Update • Oct 23

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

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.
Narrativ-Update • Oct 09

Cloud And AI Vision Solutions Will Expand Market Reach

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.
Narrativ-Update • Sep 25

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.
Analyseartikel • Sep 21

When Should You Buy Cognex Corporation (NASDAQ:CGNX)?

While Cognex Corporation ( NASDAQ:CGNX ) might not have the largest market cap around , it led the NASDAQGS gainers...
Narrativ-Update • Sep 10

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.
Analyseartikel • Sep 03

A Look At The Intrinsic Value Of Cognex Corporation (NASDAQ:CGNX)

Key Insights Cognex's estimated fair value is US$46.24 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analyseartikel • Aug 01

Why Investors Shouldn't Be Surprised By Cognex Corporation's (NASDAQ:CGNX) 27% Share Price Surge

Cognex Corporation ( NASDAQ:CGNX ) shares have continued their recent momentum with a 27% gain in the last month alone...
Analyseartikel • Jul 23

Cognex's (NASDAQ:CGNX) Returns Have Hit A Wall

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analyseartikel • Jun 16

Is It Too Late To Consider Buying Cognex Corporation (NASDAQ:CGNX)?

Cognex Corporation ( NASDAQ:CGNX ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...
Seeking Alpha • Mar 04

Cognex: Headwinds Likely To Persist In 2025

Summary Cognex's has come under pressure in recent months with ongoing demand weakness undermining investor confidence in the company. While Cognex has a bright future, macro headwinds seem set to persist in the near term and could increase as 2025 progresses. This could be problematic for Cognex's stock, as its valuation remains elevated, despite the recent pullback. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

Cognex: Vision Does Not Translate In Results

Summary Cognex has struggled to meet its potential, with stagnant revenues and expensive acquisitions, but shows signs of recovery heading into 2025. Despite recent growth, shares are still valued highly, trading at 50 times earnings and 8 times sales, making caution advisable. Improved performance in semiconductor sectors could drive future growth, but significant execution is required to justify current valuations. Net cash holdings are strong, but adjusted earnings remain low, necessitating careful observation of continued momentum into 2025. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:CGNX - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,3223453653589
12/31/20271,20228731331820
12/31/20261,10624027126920
4/5/20261,047143241250N/A
12/31/2025994114237246N/A
9/28/2025972110214222N/A
6/29/2025930122180191N/A
3/30/2025920118162176N/A
12/31/2024915106134149N/A
9/29/20248828992112N/A
6/30/2024844787597N/A
3/31/20248471007799N/A
12/31/202383811390113N/A
10/1/2023880157145165N/A
7/2/2023893172189207N/A
4/2/2023925174201221N/A
12/31/20221,006216224243N/A
10/2/20221,011214212232N/A
7/3/20221,086259193213N/A
4/3/20221,080277247265N/A
12/31/20211,037280299314N/A
10/3/20211,017296328342N/A
7/4/2021983304348361N/A
4/4/2021883226266279N/A
12/31/2020811176229242N/A
9/27/2020757187209227N/A
6/28/2020689141190209N/A
3/29/2020719191N/A254N/A
12/31/2019726204N/A253N/A
9/29/2019749169N/A257N/A
6/30/2019798208N/A271N/A
3/31/2019810215N/A230N/A
12/31/2018806219N/A223N/A
9/30/2018796146N/A236N/A
7/1/2018830168N/A206N/A
4/1/2018797168N/A231N/A
12/31/2017766177N/A224N/A
10/1/2017712243N/A215N/A
7/2/2017594194N/A223N/A
4/2/2017564180N/A202N/A
12/31/2016530144N/A182N/A
10/2/2016489130N/A151N/A
7/3/2016449103N/A160N/A
4/3/2016445103N/A152N/A
12/31/2015451108N/A128N/A
10/4/2015451111N/A177N/A
7/5/2015498133N/A142N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CGNXDas prognostizierte Gewinnwachstum (24.3% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: CGNXDie Erträge des Unternehmens (24.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (18.5% pro Jahr).

Hohe Wachstumserträge: CGNXEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: CGNXDie Einnahmen des Unternehmens (8.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.7% pro Jahr).

Hohe Wachstumseinnahmen: CGNXDie Einnahmen des Unternehmens (8.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: CGNXDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (18.6%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/15 08:44
Aktienkurs zum Tagesende2026/06/12 00:00
Gewinne2026/04/05
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Cognex Corporation wird von 37 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Quinn FredricksonBaird
Robert MasonBaird
Guy HardwickBarclays