Cognex (CGNX) 주식 개요
코그넥스는 미국, 유럽, 중화권 및 전 세계에서 시각 정보를 캡처하고 분석하여 제조 및 유통 작업을 자동화하는 머신비전 제품을 공급하고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 CGNX에 대한 위험이 감지되지 않았습니다.
CGNX Community Fair Values
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Analyst Price Targets
Cognex Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$61.69 |
| 52주 최고가 | US$72.88 |
| 52주 최저가 | US$34.60 |
| 베타 | 1.49 |
| 1개월 변동 | -1.92% |
| 3개월 변동 | -3.02% |
| 1년 변동 | 37.24% |
| 3년 변동 | 41.43% |
| 5년 변동 | -32.17% |
| IPO 이후 변동 | 17,644.55% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 21
CGNX: AI Vision Demand And Mixed Margin Outlook Will Shape Fair Prospects
Cognex's updated analyst price target framework reflects a modest fair value shift to about $65.87, with analysts pointing to a more supportive organic growth outlook, operating expense leverage and AI driven demand themes, balanced against pressure on profit margins and a higher assumed future P/E of about 43x. Analyst Commentary Recent research on Cognex shows a mixed backdrop.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
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • Aug 21
CGNX: AI Vision Demand And Mixed Margin Outlook Will Shape Fair Prospects
Cognex's updated analyst price target framework reflects a modest fair value shift to about $65.87, with analysts pointing to a more supportive organic growth outlook, operating expense leverage and AI driven demand themes, balanced against pressure on profit margins and a higher assumed future P/E of about 43x. Analyst Commentary Recent research on Cognex shows a mixed backdrop.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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.주주 수익률
| CGNX | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | 1.5% | 4.9% | -0.2% |
| 1Y | 37.2% | 47.7% | 14.8% |
수익률 대 산업: CGNX은 지난 1년 동안 47.7%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: CGNX은 지난 1년 동안 14.8%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| CGNX volatility | |
|---|---|
| CGNX Average Weekly Movement | 7.3% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: CGNX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CGNX의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1981 | 2,745 | Matt Moschner | www.cognex.com |
코그넥스는 미국, 유럽, 중화권 및 전 세계에서 시각 정보를 캡처하고 분석하여 제조 및 유통 작업을 자동화하는 머신비전 제품을 공급하고 있습니다. 이 회사의 머신 비전 제품은 휴대폰, 자동차 부품, 전자상거래 패키지 등 개별 품목의 위치 파악, 식별, 검사, 측정을 통해 제조 및 유통을 자동화하는 데 사용됩니다. 이 회사는 기존의 규칙 기반 툴과 고급 프로그래밍을 위한 딥러닝 지원 툴을 위한 특허 받은 비전 툴 제품군인 VisionPro 소프트웨어, 스마트 카메라와 소프트웨어를 결합하여 부품 위치, 식별, 측정, 조립 검증, 로봇 안내 등 다양한 작업을 수행하는 비전 시스템, 제조업체의 AI 기반 비전 애플리케이션 구축, 교육, 확장 방식을 혁신하도록 설계된 클라우드 기반 플랫폼인 OneVision을 제공합니다; 비전 시스템 및 센서의 In-Sight 제품 라인, 그래픽 및 순서도 기반 프로그래밍 인터페이스를 통해 고객이 비전 애플리케이션을 구축할 수 있는 QuickBuild, 고정형 및 휴대형 모델용 이미지 기반 바코드 리더기와 바코드 검증기인 DataMan, 산업용 카메라, 렌즈, 조명, 비전 컨트롤러, 프레임 그래버 및 I/O 카드와 같은 비전 액세서리 등이 있습니다.
Cognex Corporation 기초 지표 요약
| CGNX 기초 통계 | |
|---|---|
| 시가총액 | US$10.41b |
| 순이익 (TTM) | US$174.79m |
| 매출 (TTM) | US$1.09b |
59.4x
주가수익비율(P/E)9.5x
주가매출비율(P/S)CGNX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CGNX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.09b |
| 매출원가 | US$339.02m |
| 총이익 | US$749.91m |
| 기타 비용 | US$575.12m |
| 순이익 | US$174.79m |
최근 보고된 실적
Jul 05, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.04 |
| 총이익률 | 68.87% |
| 순이익률 | 16.05% |
| 부채/자본 비율 | 0% |
CGNX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.6%
현재 배당 수익률32%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 22:42 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/07/05 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Cognex Corporation는 36명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Guy Hardwick | Barclays |