CGNXTechnology · Scientific & Technical InstrumentsThe 20 Wall Street analysts covering Cognex Corp. hold a median 12-month price target of $80 — +46.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 22 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cognex Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (97): Analysts have, on balance, been raising their forecasts.
Volatility (24): The share price moves around a lot.
Size (16): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CGNX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +46.5% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Barclays | Maintains | Overweight | $80 → $85 |
| 5 Oct 2026 | Truist Securities | Maintains | Hold | $78 → $74 |
| 23 Sept 2026 | Baird | Maintains | Neutral | $78 → $70 |
| 23 Sept 2026 | Baird | Maintains | Neutral | — |
| 23 Sept 2026 | DA Davidson | Maintains | Neutral | $65 |
| 23 Sept 2026 | DA Davidson | Maintains | Neutral | — |
| 15 Sept 2026 | Needham | Reiterates | Buy | $80 |
| 15 Sept 2026 | Needham | Reiterates | Buy | — |
| 10 Aug 2026 | Barclays | Maintains | Overweight | — |
| 10 Aug 2026 | Barclays | Maintains | Overweight | $75 → $80 |
| 10 Aug 2026 | DA Davidson | Maintains | Neutral | $62 → $65 |
| 10 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 10 Aug 2026 | HSBC | Downgrade | Hold | — |
| 10 Aug 2026 | HSBC | Downgrade | Hold | — |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $76 → $84 |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | $72 → $74 |
| 7 Aug 2026 | Needham | Maintains | Buy | $75 → $80 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CGNX appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Cognex Corp. returned +18.7% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 14% of US stocks
Cheaper than 16% of US stocks
Cheaper than 16% of US stocks
Cheaper than 7% of US stocks
Higher than 65% of US stocks
Higher than 81% of US stocks
Higher than 83% of US stocks
Higher than 87% of US stocks
Higher than 79% of US stocks
Higher than 66% of US stocks
Higher than 85% of US stocks
Higher than 67% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cognex Corp. has a market value of $9.8B and an enterprise value of $9.4B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 16.9% year on year.
Net income over the same four quarters: $174.8M, a 16.1% net margin.
Diluted earnings per share, trailing twelve months: $1.03.
Free cash flow in the twelve months to 30 June 2026: $268.3M.
Cognex Corp. spent $154.2M on share buybacks and $56.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 52.8×; forward P/E: 27.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.62%, paying out 32% of earnings.
Cognex Corp. employs 2,745 people — $397K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cognex Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cognex said it will release its third-quarter 2026 earnings after market close on Wednesday, November 4, 2026.
Why it matters — The announcement gives CGNX watchers the date of the company's upcoming quarterly earnings release.
Seeking Alpha initiated coverage of Cognex with a Buy rating, citing expanding machine vision and industrial automation markets and the RealSense acquisition. Cognex expects revenue growth of 15% this year and 11–13% annually over the next five years; RealSense is projected to generate $80–90 million in 2026 and grow more than 25% long term.
Why it matters — The article highlights projected growth drivers in logistics, packaging, semiconductors, and AI-enabled products, as well as RealSense’s contribution to Cognex’s robotic perception exposure.
Zacks Investment Research’s headline describes Cognex Corporation (CGNX) as a strong momentum stock. The excerpt points readers to Zacks Style Scores as a way to identify stocks.
Why it matters — CGNX watchers may note the article’s positive momentum characterization and its reference to Zacks Style Scores.
The article compares year-to-date performance of Cognex Corporation (CGNX) and JFrog Ltd. (FROG) with their sector, in the context of whether Cognex is outperforming other computer and technology stocks. The excerpt does not provide performance results.
Why it matters — CGNX watchers may find the comparison relevant, but the excerpt does not indicate how Cognex performed relative to its sector.
CNBC's "Halftime Report Final Trades" featured Cognex Corporation alongside Nvidia, Okta, and an industrial stock. During the segment, Requisite Capital Management managing partner Bryn Talkington said she expects Nvidia's stock to go much higher.
Why it matters — Cognex watchers would care because the company was highlighted in a widely watched trading segment alongside high-profile names, potentially raising its visibility among investors.
The 20 Wall Street analysts covering Cognex Corp. have a median 12-month price target of $80, with estimates ranging from $60 to $92. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Cognex Corp., 14 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cognex Corp. 82 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Cognex Corp. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (97 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +46.5% from the last close, and Ticker Nerd's factor model ranks Cognex Corp. 82 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cognex Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CGNX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $60 to $92 over the next 12 months.
Cognex Corp. returned +18.7% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cognex Corporation is an industrial machine vision company that develops hardware and software used to capture and analyze visual information for automation. Cognex Corporation’s products help manufacturers and distribution operators locate, identify, inspect, and measure discrete items across workflows such as assembly, quality control, logistics, and barcode reading.
The most recent item we track (PRNewsWire, 15 Oct 2026): "Cognex Announces Third Quarter 2026 Earnings Release and Conference Call Dates". Cognex said it will release its third-quarter 2026 earnings after market close on Wednesday, November 4, 2026.
Cognex Corporation is an industrial machine vision company that develops hardware and software used to capture and analyze visual information for automation. Cognex Corporation’s products help manufacturers and distribution operators locate, identify, inspect, and measure discrete items across workflows such as assembly, quality control, logistics, and barcode reading. Its portfolio includes vision systems, vision sensors, software tools, and industrial readers designed for use in sectors such as automotive, consumer electronics, packaged goods, and e-commerce fulfillment. The company serves customers across the United States, Europe, Greater China, and other international markets, supporting applications where precision, speed, and consistency are essential. Headquartered in Natick, Massachusetts, Cognex Corporation focuses on improving operational efficiency and product quality through machine vision technology.
CEO Mr. Matthew Moschner · 2,745 employees · United States · https://www.cognex.com
