Cognex Gestione
Criteri Gestione verificati 2/4
Cognex Il CEO è Matt Moschner, nominato in Feb2025, e ha un mandato di 1.5 anni. la retribuzione annua totale è $ 8.10M, composta da 6.5% di stipendio e 93.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.006% delle azioni della società, per un valore di $ 714.32K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 4.3 anni.
Informazioni chiave
Matt Moschner
Amministratore delegato
US$8.1m
Compenso totale
| Percentuale dello stipendio del CEO | 6.53% |
| Mandato del CEO | 1.5yrs |
| Proprietà del CEO | 0.006% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 4.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 12
Cognex: The Data Center Supply Chain Play The Market Is Underpricing; Strong Buy
Summary Cognex Corporation is poised for durable, margin-accretive growth, driven by expansion into the data center and semiconductor markets. CGNX’s OneVision platform and AI-enabled inspection solutions position it to capture significant upside from the global data center buildout and server refresh cycles. Despite near-term margin headwinds from rising memory costs, I expect robust operating leverage and margin expansion, with an inflection point in eFY27. I reiterate a Strong Buy rating on CGNX with a $95/share price target, viewing current valuation as a modest long-term buying opportunity. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 07
CGNX: AI Vision Systems And Margin Expansion Will Support Premium Multiple
Cognex now carries an updated analyst price target framework of $80.42, with recent Street research pointing to higher targets in the $72 to $91 range as analysts factor in AI driven vision systems, end market diversification, and improved margin assumptions. Analyst Commentary Recent Street research on Cognex clusters around a constructive view on AI enabled vision systems, a broader customer base, and scope for better profitability.
Aggiornamento narrativa • Jul 02
CGNX: AI Vision Expansion And End Market Diversification Will Support Fair Outlook
Cognex's updated analyst price framework reflects a modest fair value lift to $64.14 from $61.65, with analysts tying higher targets, often in the $60s to mid $70s range, to AI enabled product progress, broader end market exposure, and more constructive views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Cognex highlights a mixed but generally constructive tone, with several firms lifting price targets and, in one case, upgrading the stock on the back of AI enabled vision systems, broader end market exposure, and sales model changes.Articolo di analisi • Jun 20
Cognex (CGNX) Stock Could Be 13.3% Undervalued After Zacks Rank Upgrade
Cognex (CGNX) has moved into focus after being added to the Zacks Rank #1 (Strong Buy) list, a shift driven by a higher consensus earnings estimate for its machine vision business. See our latest analysis for Cognex. Cognex’s recent earnings estimate upgrade and macro driven swings have come against a backdrop of strong share price momentum, with a 90 day share price return of 34.24% and a 1 year total shareholder return of 124.77%. This suggests recent optimism is building on an already...Aggiornamento narrativa • Jun 18
CGNX: AI Vision Expansion And Margin Execution Will Support Premium Stock Multiple
Analysts have raised the implied fair value for Cognex to $76.25 from $65.60, citing higher assumed revenue growth, stronger profit margins, and a series of recent price target increases related to AI-enabled vision systems and an expanding customer base. Analyst Commentary Recent research on Cognex points to a clear split between enthusiasm for the company’s AI-enabled vision systems and a more measured view on how quickly those strengths translate into sustained growth and returns.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jul 05 2026 | n/a | n/a | US$175m |
| Apr 05 2026 | n/a | n/a | US$143m |
| Dec 31 2025 | US$8m | US$529k | US$114m |
Compensazione vs Mercato: La retribuzione totale di Matt ($USD 8.10M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Matt con le performance aziendali.
AMMINISTRATORE DELEGATO
Matt Moschner (39 yo)
1.5yrs
Mandato
US$8,099,369
Compensazione
Mr. Matthew Moschner, also known as Matt, is Chief Executive Officer & Director of Cognex Corporation from June 27, 2025 and serves as its President of Cognex Corporation from February 20, 2025 and served...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.5yrs | US$8.10m | 0.0065% $ 714.3k | |
| Senior VP of Finance & CFO | 2.3yrs | US$3.48m | 0.0095% $ 1.0m | |
| Executive Vice President of Global Sales & Products | 1.1yrs | US$3.66m | 0% $ 0 | |
| Executive VP of Employee Services & Chief Culture Officer | 8.8yrs | US$2.19m | 0.0089% $ 984.8k | |
| Founder | 45.6yrs | US$216.05k | Nessun dato | |
| Vice President of Operations | 1.1yrs | Nessun dato | 0.0066% $ 730.9k | |
| VP of Finance | 18.7yrs | US$1.25m | 0.0031% $ 346.7k | |
| Head of Investor Relations | 1.2yrs | Nessun dato | Nessun dato | |
| VP, Chief Legal Officer & Corporate Secretary | 1.1yrs | Nessun dato | Nessun dato | |
| Corporate Communications Contractor | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Worldwide Sales & Marketing | no data | Nessun dato | Nessun dato | |
| Secretary | no data | US$538.28k | Nessun dato |
1.5yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di CGNX non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.2yrs | US$8.10m | 0.0065% $ 714.3k | |
| Founder | 5.3yrs | US$216.05k | Nessun dato | |
| Chairman & Lead Independent Director | 44.6yrs | US$403.03k | 0.23% $ 25.4m | |
| Independent Director | 4.8yrs | US$345.03k | 0.015% $ 1.7m | |
| Independent Director | 5.6yrs | US$340.03k | 0.017% $ 1.9m | |
| Independent Director | 3.5yrs | US$335.03k | 0.0096% $ 1.1m | |
| Independent Director | 4.3yrs | US$355.03k | 0.015% $ 1.6m | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | less than a year | Nessun dato | Nessun dato |
4.3yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CGNX sono considerati esperti (durata media dell'incarico 4.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/16 06:31 |
| Prezzo dell'azione a fine giornata | 2026/08/14 00:00 |
| Utili | 2026/07/05 |
| 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 delle guide su come utilizzare i nostri report e dei 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 36 analisti. 19 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 |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |