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Cognex CorporationNasdaqGS:CGNX Aktierapport

Marknadsvärde US$11.0b
Aktiekurs
US$66.09
US$65.6
0.7% övervärderad intrinsisk rabatt
1Y122.4%
7D6.8%
1D
Portföljens värde
Utsikt

Cognex Corporation

NasdaqGS:CGNX Aktierapport

Börsvärde: US$11.0b

Cognex (CGNX) Aktievy

Cognex Corporation tillhandahåller produkter för maskinseende som fångar och analyserar visuell information för att automatisera tillverknings- och distributionsuppgifter i USA, Europa, Kina och internationellt. Mer information

CGNX fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt3/6
Tidigare resultat4/6
Finansiell hälsa6/6
Utdelningar0/6

Belöningar

Riskanalys

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CGNX Community Fair Values

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Cognex Corporation Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Cognex
Historiska aktiekurser
Aktuell aktiekursUS$66.09
52 veckors högstaUS$71.90
52 veckors lägstaUS$29.22
Beta1.48
1 månads förändring21.80%
3 månaders förändring14.18%
1 års förändring122.38%
3 års förändring20.56%
5 års förändring-16.75%
Förändring sedan börsintroduktionen18,910.17%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Analysartikel 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha

Aktieägarnas avkastning

CGNXUS ElectronicUS Marknad
7D6.8%5.7%1.1%
1Y122.4%97.6%28.7%

Avkastning vs industri: CGNX översteg US Electronic branschen som gav 97.6 % under det senaste året.

Avkastning vs Marknaden: CGNX översteg US marknaden som gav 28.7 % under det senaste året.

Prisvolatilitet

Is CGNX's price volatile compared to industry and market?
CGNX volatility
CGNX Average Weekly Movement6.1%
Electronic Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: CGNX har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: CGNX s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19812,745Matt Moschnerwww.cognex.com

Cognex Corporation tillhandahåller produkter för maskinseende som fångar och analyserar visuell information för att automatisera tillverknings- och distributionsuppgifter i USA, Europa, Kina och internationellt. Bolagets produkter för maskinseende används för att automatisera tillverkning och distribution av diskreta artiklar, såsom mobiltelefoner, bilkomponenter och e-handelspaket, genom att lokalisera, identifiera, inspektera och mäta dem. Företaget erbjuder programvaran VisionPro, en serie patenterade visionverktyg för traditionella regelbaserade verktyg och verktyg för avancerad programmering som bygger på djupinlärning; visionsystem som kombinerar smarta kameror och programvara för att utföra ett brett spektrum av uppgifter, inklusive lokalisering, identifiering, mätning, monteringsverifiering och robotstyrning av delar; OneVision, en molnbaserad plattform som är utformad för att förändra hur tillverkare bygger, tränar och skalar AI-drivna visionapplikationer; In-Sight, en produktlinje med visionsystem och sensorer; QuickBuild, som gör det möjligt för kunderna att bygga visionapplikationer med ett grafiskt och flödesschemabaserat programmeringsgränssnitt; DataMan, en bildbaserad streckkodsläsare för fast montering och handhållna modeller, samt streckkodsverifierare; och visiontillbehör, såsom industrikameror, objektiv, belysning, visionkontroller, frame grabbers och I/O-kort.

Cognex Corporation Sammanfattning av grunderna

Hur förhåller sig Cognex:s resultat och omsättning till dess börsvärde?
CGNX grundläggande statistik
BörsvärdeUS$11.00b
Vinst(TTM)US$142.54m
Intäkter(TTM)US$1.05b
77.2x
P/E-förhållande
10.5x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
CGNX resultaträkning (TTM)
IntäkterUS$1.05b
Kostnad för intäkterUS$334.75m
BruttovinstUS$712.01m
Övriga kostnaderUS$569.47m
IntäkterUS$142.54m

Senast redovisade vinst

Apr 05, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.86
Bruttomarginal68.02%
Nettovinstmarginal13.62%
Skuld/egenkapitalförhållande0%

Hur har CGNX utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

0.5%
Aktuell utdelningsavkastning
39%
Utbetalningskvot

Ger CGNX en tillförlitlig utdelning?

Se CGNX utdelningshistorik och jämförelsetal
När behöver man köpa CGNX för att få en kommande utdelning?
Cognex datum för utdelning
Ex utdelningsdagMay 21 2026
Utbetalningsdag för utdelningJun 04 2026
Dagar till Ex-utdelning5 days
Dagar till utdelningsdag9 days

Ger CGNX en tillförlitlig utdelning?

Se CGNX utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/25 13:57
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/04/05
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cognex Corporation bevakas av 37 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Quinn FredricksonBaird
Robert MasonBaird
Guy HardwickBarclays