Cognex Toekomstige groei
Future criteriumcontroles 3/6
Cognex zal naar verwachting groeien in winst en omzet met respectievelijk 24.8% en 8.4% per jaar. De winst per aandeel zal naar verwachting groeien met 25% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 17.2% zijn.
Belangrijke informatie
24.8%
Groei van de winst
24.95%
Groei van de winst per aandeel
| Electronic winstgroei | 25.4% |
| Inkomstengroei | 8.4% |
| Toekomstig rendement op eigen vermogen | 17.18% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 13 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyseartikel • 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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaSeeking 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,317 | 342 | 349 | 344 | 9 |
| 12/31/2027 | 1,199 | 285 | 314 | 320 | 20 |
| 12/31/2026 | 1,105 | 240 | 280 | 273 | 19 |
| 4/5/2026 | 1,047 | 143 | 241 | 250 | N/A |
| 12/31/2025 | 994 | 114 | 237 | 246 | N/A |
| 9/28/2025 | 972 | 110 | 214 | 222 | N/A |
| 6/29/2025 | 930 | 122 | 180 | 191 | N/A |
| 3/30/2025 | 920 | 118 | 162 | 176 | N/A |
| 12/31/2024 | 915 | 106 | 134 | 149 | N/A |
| 9/29/2024 | 882 | 89 | 92 | 112 | N/A |
| 6/30/2024 | 844 | 78 | 75 | 97 | N/A |
| 3/31/2024 | 847 | 100 | 77 | 99 | N/A |
| 12/31/2023 | 838 | 113 | 90 | 113 | N/A |
| 10/1/2023 | 880 | 157 | 145 | 165 | N/A |
| 7/2/2023 | 893 | 172 | 189 | 207 | N/A |
| 4/2/2023 | 925 | 174 | 201 | 221 | N/A |
| 12/31/2022 | 1,006 | 216 | 224 | 243 | N/A |
| 10/2/2022 | 1,011 | 214 | 212 | 232 | N/A |
| 7/3/2022 | 1,086 | 259 | 193 | 213 | N/A |
| 4/3/2022 | 1,080 | 277 | 247 | 265 | N/A |
| 12/31/2021 | 1,037 | 280 | 299 | 314 | N/A |
| 10/3/2021 | 1,017 | 296 | 328 | 342 | N/A |
| 7/4/2021 | 983 | 304 | 348 | 361 | N/A |
| 4/4/2021 | 883 | 226 | 266 | 279 | N/A |
| 12/31/2020 | 811 | 176 | 229 | 242 | N/A |
| 9/27/2020 | 757 | 187 | 209 | 227 | N/A |
| 6/28/2020 | 689 | 141 | 190 | 209 | N/A |
| 3/29/2020 | 719 | 191 | N/A | 254 | N/A |
| 12/31/2019 | 726 | 204 | N/A | 253 | N/A |
| 9/29/2019 | 749 | 169 | N/A | 257 | N/A |
| 6/30/2019 | 798 | 208 | N/A | 271 | N/A |
| 3/31/2019 | 810 | 215 | N/A | 230 | N/A |
| 12/31/2018 | 806 | 219 | N/A | 223 | N/A |
| 9/30/2018 | 796 | 146 | N/A | 236 | N/A |
| 7/1/2018 | 830 | 168 | N/A | 206 | N/A |
| 4/1/2018 | 797 | 168 | N/A | 231 | N/A |
| 12/31/2017 | 766 | 177 | N/A | 224 | N/A |
| 10/1/2017 | 712 | 243 | N/A | 215 | N/A |
| 7/2/2017 | 594 | 194 | N/A | 223 | N/A |
| 4/2/2017 | 564 | 180 | N/A | 202 | N/A |
| 12/31/2016 | 530 | 144 | N/A | 182 | N/A |
| 10/2/2016 | 489 | 130 | N/A | 151 | N/A |
| 7/3/2016 | 449 | 103 | N/A | 160 | N/A |
| 4/3/2016 | 445 | 103 | N/A | 152 | N/A |
| 12/31/2015 | 451 | 108 | N/A | 128 | N/A |
| 10/4/2015 | 451 | 111 | N/A | 177 | N/A |
| 7/5/2015 | 498 | 133 | N/A | 142 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei CGNX ( 24.8% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van CGNX ( 24.8% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.7% per jaar).
Hoge groeiwinsten: De winst van CGNX zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van CGNX ( 8.4% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.7% per jaar).
Hoge groei-inkomsten: De omzet van CGNX ( 8.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen CGNX zal naar verwachting over 3 jaar laag zijn ( 17.2 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/14 17:11 |
| Aandelenkoers aan het einde van de dag | 2026/05/14 00:00 |
| Inkomsten | 2026/04/05 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cognex Corporation wordt gevolgd door 37 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Guy Hardwick | Barclays |