Cognex Corporation

Report azionario NasdaqGS:CGNX

Capitalizzazione di mercato: US$9.3b

Cognex Performance degli utili passati

Criteri Il passato verificati 2/6

Gli utili di Cognex sono diminuiti a un tasso medio annuo di -22.5%, mentre il settore Electronic ha visto gli utili crescere a un tasso medio annuo di 4.7%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 1.1%. Il ritorno sul capitale proprio di Cognex è 7.7% e ha margini netti di 11.5%.

Informazioni chiave

-22.52%

Tasso di crescita degli utili

-21.81%

Tasso di crescita dell'EPS

Electronic Crescita del settore15.34%
Tasso di crescita dei ricavi-1.13%
Rendimento del capitale proprio7.67%
Margine netto11.51%
Prossimo aggiornamento sugli utili06 May 2026

Aggiornamenti sulle prestazioni recenti

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

Feb 19
We Like The Quality Of Cognex's (NASDAQ:CGNX) Earnings

Recent updates

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

Apr 30

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

Feb 19
We Like The Quality Of Cognex's (NASDAQ:CGNX) Earnings

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)?

Sep 21
When Should You Buy Cognex Corporation (NASDAQ:CGNX)?

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)

Sep 03
A Look At The Intrinsic Value Of Cognex Corporation (NASDAQ:CGNX)

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

Aug 01
Why Investors Shouldn't Be Surprised By Cognex Corporation's (NASDAQ:CGNX) 27% Share Price Surge

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

Jul 23
Cognex's (NASDAQ:CGNX) Returns Have Hit A Wall

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

Jun 16
Is It Too Late To Consider Buying Cognex Corporation (NASDAQ:CGNX)?

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

May 29
Cognex Corporation (NASDAQ:CGNX) Shares Could Be 26% Below Their Intrinsic Value Estimate

Cognex: Headwinds Likely To Persist In 2025

Mar 04

Cognex: Vision Does Not Translate In Results

Jan 26

Cognex: Not Out Of The Woods Yet

Nov 11

Ripartizione dei ricavi e delle spese

Come Cognex guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:CGNX Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 25994114364139
28 Sep 25972110364135
29 Jun 25930122362136
30 Mar 25920118364137
31 Dec 24915106371140
29 Sep 2488289367142
30 Jun 2484478356139
31 Mar 24847100347138
31 Dec 23838113339139
01 Oct 23880157325142
02 Jul 23893172318143
02 Apr 23925174314144
31 Dec 221,006216312141
02 Oct 221,011214319139
03 Jul 221,086259321140
03 Apr 221,080277318137
31 Dec 211,037280309135
03 Oct 211,017296300134
04 Jul 21983304288130
04 Apr 21883226271129
31 Dec 20811176268131
27 Sep 20757187268130
28 Jun 20689141268127
29 Mar 20719191276125
31 Dec 19726204274119
29 Sep 19749169266115
30 Jun 19798208267117
31 Mar 19810215266116
31 Dec 18806219263116
30 Sep 18796146257115
01 Jul 18830168252111
01 Apr 18797168238108
31 Dec 1776617722199
01 Oct 1771224320392
02 Jul 1759419418484
02 Apr 1756418017480
31 Dec 1653014416678
02 Oct 1648913015976
03 Jul 1644910315375
03 Apr 1644510315073
31 Dec 1545110815270
04 Oct 1545111115366
05 Jul 1549813316167

Guadagni di qualità: CGNX ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di CGNX (11.5%) sono inferiori rispetto allo scorso anno (11.6%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di CGNX sono diminuiti del 22.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di CGNX nell'ultimo anno ( 7.8% ) supera la media quinquennale ( -22.5% all'anno).

Guadagni vs Settore: La crescita degli utili CGNX nell'ultimo anno ( 7.8% ) non ha superato quella del settore Electronic 12.5%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 7.7% ) di CGNX è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 08:59
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Quinn FredricksonBaird
Robert MasonBaird
Guy HardwickBarclays