Barclays lifts target for Cognex stock to USD 85.00
Published on 10/15/2026 at 22:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and earnings date
- Barclays raised its Cognex target to USD 85.00 on October 12, 2026, implying 52.70 percent above the Nasdaq price.
- Second-quarter 2026 revenue reached USD 291.26 million, up 16.90 percent year over year.
- Cognex stock costs EUR 49.67 at Lang & Schwarz on October 15, 2026 at 10:27 p.m. CEST, down 2.79 percent on the Nasdaq.
- Cognex will release third-quarter 2026 results on November 4, 2026.
Barclays raised its Cognex price target from USD 80.00 to USD 85.00 on October 12, 2026, while maintaining an overweight rating, according to MarketBeat. The new target stands 52.70 percent above the Nasdaq price of USD 55.67. At Lang & Schwarz, Cognex stock was trading at EUR 49.67 on October 15, 2026 at 10:27 p.m. CEST; its Nasdaq quote was down 2.79 percent that day.
Second-quarter revenue rose 16.90 percent
Cognex generated USD 291.26 million in revenue in the second quarter of 2026, an increase of 16.90 percent from the year-earlier quarter. Operating profit reached USD 85.52 million, producing a 29.37 percent operating margin. The figures give the analyst target a concrete operating backdrop rather than a purely multiple-driven argument.
The quarter also produced diluted earnings per share of USD 0.43 and operating cash flow of USD 69.15 million. The second-quarter revenue figure was below the USD 292.10 million consensus cited by MarketBeat, while earnings per share of USD 0.45 in its report exceeded the USD 0.42 estimate.
Stock stays within its yearly range
Cognex last stood at USD 55.67 on Nasdaq on October 15, 2026 at 4:00 p.m. EDT. The session range was USD 53.12 to USD 55.90, with 3,934,743 shares traded against an average volume of 1,887,701. The 52-week range was USD 34.60 to USD 72.88, placing the price 23.62 percent below the high and 60.90 percent above the low.
Cognex had gained 59.17 percent year to date through October 14, 2026, compared with 12.76 percent for the S&P 500 over the same period. The contrast keeps the stock's longer-term performance firmly in view even as the latest Nasdaq session ended lower.
Valuation and November 4 date
The company had a market capitalization of USD 9.4 billion and a trailing price-to-earnings ratio of 54.05 on October 15, 2026. Its dividend yield was 0.57 percent. Cognex will release third-quarter 2026 results after the Nasdaq close on November 4, 2026, and will hold its earnings call on November 5, according to StockTitan.
Comparison with peers
CGNX (Nasdaq, USD): minus 2.79 percent, P/E 54.05, market capitalization USD 9.4 billion
Keysight Technologies (NYSE, USD): minus 4.36 percent, P/E 47.11, market capitalization USD 58.2 billion
Zebra Technologies (Nasdaq, USD): plus 0.17 percent, P/E 35.51, market capitalization USD 17.9 billion
Price and upcoming results
The Nasdaq move puts Cognex below its prior session level, while Barclays' USD 85.00 target remains the clearest dated valuation marker in the latest coverage. The next company milestone is the November 4, 2026 results release.
At Lang & Schwarz, Cognex stock was trading at EUR 49.67 on October 15, 2026 at 10:27 p.m. CEST. The Nasdaq quote was down 2.79 percent on October 15, 2026.
The further course of trading is shown by the continuously updated real-time quote of Cognex stock.
Cognex stock facts
- Company: Cognex Corporation
- ISIN: US1924221039
- Ticker: CGNX
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 15, 2026, 10:27 p.m. CEST): EUR 49.67
- Nasdaq daily change: minus 2.79 percent (October 15, 2026)
- Market capitalization: USD 9.4 billion (as of October 15, 2026)
- 52-week range: USD 34.60-72.88 (as of October 15, 2026)
- Sector / Industry: Technology / Scientific and Technical Instruments
- Next earnings date: November 4, 2026
Market context: Market report S&P 500.
