CGNXTechnology · Scientific & Technical InstrumentsThe 20 Wall Street analysts covering Cognex Corp. hold a median 12-month price target of $80 — +28.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 86 of 100 as at 5 Sept 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 (27): The share price moves around a lot.
Size (15): 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 +28.5% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | Barclays | Maintains | Overweight | $75 → $80 |
| 10 Aug 2026 | DA Davidson | Maintains | Neutral | $62 → $65 |
| 10 Aug 2026 | HSBC | Downgrade | Hold | — |
| 7 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $76 → $84 |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | $72 → $74 |
| 7 Aug 2026 | Needham | Maintains | Buy | $75 → $80 |
| 7 Aug 2026 | Truist Securities | Maintains | Hold | $71 → $78 |
| 13 July 2026 | Citigroup | Maintains | Neutral | $68 → $72 |
| 13 July 2026 | Citigroup | Maintains | Neutral | — |
| 2 July 2026 | Truist Securities | Maintains | Hold | — |
| 26 May 2026 | JP Morgan | Upgrade | Overweight | — |
| 14 May 2026 | DA Davidson | Maintains | Neutral | — |
| 11 May 2026 | Barclays | Maintains | Overweight | — |
| 11 May 2026 | Goldman Sachs | Maintains | Buy | — |
| 8 May 2026 | Citigroup | Maintains | Neutral | — |
| 8 May 2026 | JP Morgan | Maintains | Neutral | — |
| 8 May 2026 | Needham | Maintains | Buy | — |
| 8 May 2026 | Truist Securities | Maintains | Hold | — |
| 7 May 2026 | Stephens & Co. | Maintains | Overweight | — |
| 20 Apr 2026 | Truist Securities | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CGNX appears 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 4 Sept 2026, Cognex Corp. returned +41.5% against +20.0% 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 12% of US stocks
Cheaper than 15% of US stocks
Cheaper than 16% of US stocks
Cheaper than 7% of US stocks
Higher than 66% 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 11% 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 $10.5B and an enterprise value of $10.1B.
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: 59.9×; forward P/E: 30.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.55%, 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 (CGNX) reported earnings 30 days ago, and since that report the stock has declined 9.8%. The article questions whether the company's shares can rebound following this decline.
Why it matters — A CGNX watcher would care because the stock has fallen nearly 10% since the last earnings report, and investors are assessing whether the company can recover from that decline.
Baron Small Cap Fund reported Q2 2026 performance of +12.57% (Institutional Shares), trailing the Russell 2000 Growth Index by 13.14% as the index rose 25.71%. The quarter saw gains from Vertiv's strong results and guidance, while Planet Fitness detracted after lowering its full-year guidance.
Why it matters — This fund-activity report provides context on the small-cap portfolio environment in which Cognex operates, though it does not mention Cognex directly.
Cognex Corporation announced that CFO Dennis Fehr will participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, September 16, 2026, at 7:45 a.m.
Why it matters — CGNX watchers would care because the CFO's appearance at a major investment conference offers investors an opportunity to hear directly from company leadership.
Cognex Corporation shares have started gaining and may continue moving higher in the near term, according to Zacks Investment Research, which points to solid earnings estimate revisions as an indicator.
Why it matters — A CGNX watcher would care because rising earnings estimate revisions signal improving analyst expectations for the company's near-term performance.
Zacks Investment Research reports that the consensus price target for Cognex (CGNX) implies roughly 27% upside potential, while noting that consensus price targets are generally an unreliable metric. It also observes that an upward trend in earnings estimate revisions could support near-term upside for the stock.
Why it matters — CGNX watchers would care because the item highlights analysts' price-target expectations and a positive trend in earnings estimate revisions that could signal improved near-term prospects for the company.
The 20 Wall Street analysts covering Cognex Corp. have a median 12-month price target of $80, with estimates ranging from $65 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. 86 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Sept 2026, Cognex Corp. ranks 86 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 +28.5% from the last close, and Ticker Nerd's factor model ranks Cognex Corp. 86 out of 100 as at 5 Sept 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: $65 to $92 over the next 12 months.
Cognex Corp. returned +41.5% over the 12 months to 4 Sept 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 (Zacks Investment Research, 4 Sept 2026): "Cognex (CGNX) Down 9.8% Since Last Earnings Report: Can It Rebound?". Cognex (CGNX) reported earnings 30 days ago, and since that report the stock has declined 9.8%. The article questions whether the company's shares can rebound following this decline.
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
