Analysts’ Recent Ratings Changes for Cognex (CGNX)

A number of firms have modified their ratings and price targets on shares of Cognex (NASDAQ: CGNX) recently:

• 5/15/2026 – Cognex had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 5/14/2026 – Cognex was given a new $62.00 price target by DA Davidson. They now have a “neutral” rating on the stock.
• 5/11/2026 – Cognex had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $80.00 price target on the stock, up from $70.00.
• 5/11/2026 – Cognex had its “overweight” rating reaffirmed by Barclays PLC. They now have a $75.00 price target on the stock, up from $64.00.
• 5/9/2026 – Cognex was upgraded by Wall Street Zen from “hold” to “buy”.
• 5/8/2026 – Cognex was given a new $72.00 price target by Robert W. Baird.
• 5/8/2026 – Cognex was given a new $61.00 price target by Truist Financial Corporation. They now have a “hold” rating on the stock.
• 5/8/2026 – Cognex had its “neutral” rating reaffirmed by Citigroup Inc.. They now have a $68.00 price target on the stock, up from $60.00.
• 5/8/2026 – Cognex had its price target raised by JPMorgan Chase & Co. from $55.00 to $65.00. They now have a “neutral” rating on the stock.
• 5/8/2026 – Cognex had its price target raised by Needham & Company LLC from $67.00 to $75.00. They now have a “buy” rating on the stock.
• 5/7/2026 – Cognex had its “outperform” rating reaffirmed by Sanford C. Bernstein. They now have a $75.00 price target on the stock.
• 5/7/2026 – Cognex had its price target raised by Stephens from $65.00 to $75.00. They now have an “overweight” rating on the stock.
• 4/20/2026 – Cognex had its price target lowered by Truist Financial Corporation from $52.00 to $50.00. They now have a “hold” rating on the stock.
• 4/14/2026 – Cognex was downgraded by Zacks Research from “strong-buy” to “hold”.
• 4/11/2026 – Cognex was downgraded by Wall Street Zen from “buy” to “hold”.

Cognex Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Thursday, May 21st will be paid a $0.085 dividend. The ex-dividend date is Thursday, May 21st. This represents a $0.34 dividend on an annualized basis and a yield of 0.5%. Cognex’s payout ratio is currently 40.48%.

Insider Buying and Selling

In other news, insider Mark Fennell sold 64,873 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $67.05, for a total transaction of $4,349,734.65. Following the completion of the sale, the insider owned 11,263 shares in the company, valued at $755,184.15. This represents a 85.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Laura Ann Macdonald sold 98,122 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $66.80, for a total value of $6,554,549.60. Following the sale, the vice president owned 5,258 shares of the company’s stock, valued at $351,234.40. This trade represents a 94.91% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 204,595 shares of company stock worth $13,631,580. Corporate insiders own 1.70% of the company’s stock.

Cognex Corporation is a leading provider of machine vision systems, software, sensors and industrial barcode readers used to automate manufacturing, logistics and distribution processes. The company designs and develops vision-based products that help manufacturers and logistics operators inspect, identify and guide parts, assemblies and packaged goods in real time. Its solutions are applied in a broad range of industries, including automotive, electronics, semiconductor, pharmaceutical, food and beverage, and general manufacturing.

The company’s product portfolio includes stand-alone vision systems, vision sensors and deep learning-based software platforms that enable automated inspection, quality control and traceability.