Cognex (CGNX) Panoramica del titolo
Cognex Corporation fornisce prodotti di visione industriale che acquisiscono e analizzano le informazioni visive per automatizzare le attività di produzione e distribuzione negli Stati Uniti, in Europa, nella Grande Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
CGNX Community Fair Values
Create NarrativeSee what 50 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Cognex Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$66.09 |
| Massimo di 52 settimane | US$71.90 |
| Minimo di 52 settimane | US$29.00 |
| Beta | 1.48 |
| Variazione di 1 mese | 18.91% |
| Variazione a 3 mesi | 12.42% |
| Variazione di 1 anno | 109.08% |
| Variazione a 3 anni | 26.61% |
| Variazione a 5 anni | -14.19% |
| Variazione dall'IPO | 18,910.17% |
Notizie e aggiornamenti recenti
Recent updates
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...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
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.
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.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.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.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.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...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.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.
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.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.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.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.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.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.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.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.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.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...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.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...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...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...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...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...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 AlphaCognex: 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 AlphaRendimenti per gli azionisti
| CGNX | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | 0.3% | 5.5% | 1.1% |
| 1Y | 109.1% | 98.4% | 26.7% |
Ritorno vs Industria: CGNX ha superato il US Electronic che ha restituito 98.4 % nell'ultimo anno.
Rendimento vs Mercato: CGNX ha superato il mercato US che ha restituito 26.7 % nell'ultimo anno.
Volatilità dei prezzi
| CGNX volatility | |
|---|---|
| CGNX Average Weekly Movement | 5.8% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CGNX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di CGNX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1981 | 2,745 | Matt Moschner | www.cognex.com |
Cognex Corporation fornisce prodotti di visione industriale che acquisiscono e analizzano informazioni visive per automatizzare le attività di produzione e distribuzione negli Stati Uniti, in Europa, nella Grande Cina e a livello internazionale. I suoi prodotti di visione industriale sono utilizzati per automatizzare la produzione e la distribuzione di articoli discreti, come telefoni cellulari, componenti automobilistici e pacchetti per il commercio elettronico, localizzandoli, identificandoli, ispezionandoli e misurandoli. L'azienda offre il software VisionPro, una suite di strumenti di visione brevettati per strumenti tradizionali basati su regole e strumenti abilitati all'apprendimento profondo per la programmazione avanzata; sistemi di visione che combinano telecamere intelligenti e software per svolgere un'ampia gamma di attività, tra cui la localizzazione dei pezzi, l'identificazione, la misurazione, la verifica dell'assemblaggio e la guida robotica; OneVision, una piattaforma basata su cloud progettata per trasformare il modo in cui i produttori costruiscono, addestrano e scalano le applicazioni di visione alimentate dall'intelligenza artificiale; In-Sight, una linea di sistemi di visione e sensori; QuickBuild, che consente ai clienti di creare applicazioni di visione con un'interfaccia di programmazione grafica e basata su diagrammi di flusso; DataMan, un lettore di codici a barre basato su immagini per modelli fissi e palmari, nonché verificatori di codici a barre; e accessori per la visione, come telecamere industriali, obiettivi, illuminazione, controllori di visione, frame grabber e schede I/O.
Cognex Corporation Riepilogo dei fondamenti
| CGNX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$10.59b |
| Utili (TTM) | US$142.54m |
| Ricavi(TTM) | US$1.05b |
CGNX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CGNX Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.05b |
| Costo del fatturato | US$334.75m |
| Profitto lordo | US$712.01m |
| Altre spese | US$569.47m |
| Utili | US$142.54m |
Ultimi utili riportati
Apr 05, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.86 |
| Margine lordo | 68.02% |
| Margine di profitto netto | 13.62% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato CGNX nel lungo periodo?
Vedi performance storica e confrontoDividendi
CGNX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CGNX| Cognex date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 21 2026 |
| Data di pagamento dei dividendi | Jun 04 2026 |
| Giorni fino al dividendo Ex | 5 days |
| Giorni prima della data di pagamento dei dividendi | 19 days |
CGNX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CGNXAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/14 21:08 |
| Prezzo dell'azione a fine giornata | 2026/05/14 00:00 |
| Utili | 2026/04/05 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cognex Corporation è coperta da 37 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Guy Hardwick | Barclays |