Weekly Analysts’ Ratings Updates for Cognex (CGNX)

Several analysts have recently updated their ratings and price targets for Cognex (NASDAQ: CGNX):

• 2/28/2026 – Cognex was upgraded by Wall Street Zen from “hold” to “buy”.
• 2/18/2026 – Cognex was upgraded by Zacks Research from “hold” to “strong-buy”.
• 2/17/2026 – Cognex was given a new $55.00 price target by DA Davidson. They now have a “neutral” rating on the stock.
• 2/17/2026 – Cognex had its “buy” rating reaffirmed by TD Cowen.
• 2/17/2026 – Cognex was given a new $55.00 price target by Robert W. Baird.
• 2/17/2026 – Cognex had its price target raised by The Goldman Sachs Group, Inc. from $50.00 to $68.00. They now have a “buy” rating on the stock.
• 2/13/2026 – Cognex had its “buy” rating reaffirmed by UBS Group AG. They now have a $70.00 price target on the stock.
• 2/13/2026 – Cognex had its “overweight” rating reaffirmed by Cantor Fitzgerald. They now have a $63.00 price target on the stock.
• 2/13/2026 – Cognex had its “overweight” rating reaffirmed by KeyCorp. They now have a $70.00 price target on the stock, up from $50.00.
• 2/13/2026 – Cognex had its “overweight” rating reaffirmed by Barclays PLC. They now have a $61.00 price target on the stock, up from $54.00.
• 2/12/2026 – Cognex had its “strong-buy” rating reaffirmed by Raymond James Financial, Inc..
• 2/12/2026 – Cognex had its price target raised by Needham & Company LLC from $47.00 to $67.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Cognex was given a new $54.00 price target by Barclays PLC. They now have an “overweight” rating on the stock.

Cognex Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 26th will be given a $0.085 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.34 annualized dividend and a yield of 0.7%. Cognex’s payout ratio is 50.75%.

Insiders Place Their Bets

In other Cognex news, VP Laura Ann Macdonald sold 14,881 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $57.16, for a total value of $850,597.96. Following the transaction, the vice president owned 2,212 shares of the company’s stock, valued at approximately $126,437.92. This represents a 87.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Robert Willett sold 177,052 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $58.39, for a total value of $10,338,066.28. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 196,083 shares of company stock worth $11,419,321. 1.60% of the stock is owned by insiders.

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.