Cognex Corporation

NasdaqGS:CGNX Rapport sur les actions

Capitalisation boursière : US$10.6b

Cognex Croissance future

Future contrôle des critères 3/6

Cognex devrait augmenter ses bénéfices et son chiffre d'affaires de 24.8% et de 8.4% par an respectivement. Le BPA devrait croître de de 25% par an. Le rendement des capitaux propres devrait être 17.2% dans 3 ans.

Informations clés

24.8%

Taux de croissance des bénéfices

24.95%

Taux de croissance du BPA

Electronic croissance des bénéfices25.0%
Taux de croissance des recettes8.4%
Rendement futur des capitaux propres17.18%
Couverture par les analystes

Good

Dernière mise à jour13 May 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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

Article d’analyse • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • May 29

Cognex Corporation (NASDAQ:CGNX) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Cognex is US$41.24 based on 2 Stage Free Cash Flow to Equity Current share...
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

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:CGNX - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20281,3173423493449
12/31/20271,19928531432020
12/31/20261,10524028027319
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CGNX ( 24.8% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de CGNX ( 24.8% par an) devraient croître plus rapidement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de CGNX devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CGNX ( 8.4% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CGNX ( 8.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CGNX devrait être faible dans 3 ans ( 17.2 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/14 02:10
Cours de l'action en fin de journée2026/05/14 00:00
Les revenus2026/04/05
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cognex Corporation est couverte par 37 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Quinn FredricksonBaird
Robert MasonBaird
Guy HardwickBarclays