Cognex Corporation

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Cognex (CGNX) Q2 2026 Earnings

Earnings report Guidance raised AI-generated analysis

Cognex reported second-quarter fiscal 2026 earnings on August 5, 2026, delivering adjusted EPS of $0.45 against a consensus estimate of $0.42, marking the fifth consecutive quarter of beating Wall Street expectations. Revenue reached a record $291.3 million, representing a 16.9% year-over-year increase driven by broad-based...

Bullish Signals

  • EPS beat consensus for fifth consecutive quarter.
  • Revenue hit record $291.3M, up 16.9% YoY.
  • Operating margin expanded to 29.4%.
  • Free cash flow surged 70% to $67.62M.
  • Raised full-year guidance implying 15% growth.
2
Bullish +72

Cognex stock trades at EUR 52.66 as RealSense deal reshapes growth

Acquisition Company update AI-generated analysis

Cognex Corporation (CGNX) announced a strategic acquisition of RealSense for USD 500 million in cash, aiming to expand its industrial automation portfolio with depth-sensing cameras and robotic perception technologies. The deal is expected to close in the fourth quarter of 2026, subject to customary conditions,...

Bullish Signals

  • Acquired RealSense for $500M cash to expand camera portfolio.
3
Bullish +65

Cognex to Buy Intel Spinoff RealSense for $500 Million, Betting Big on ...

AI-generated analysis

On September 22, 2026, Cognex Corporation announced an agreement to acquire RealSense, Inc., the depth-sensing camera business spun out of Intel in 2025, for approximately $500 million in cash. The transaction is expected to close in the fourth quarter of 2026 and will be financed...

Bullish Signals

  • Acquired RealSense for $500M cash to expand robotic perception.
  • Retaining RealSense talent with $56.5M cash and $50M RSUs.
  • RealSense projected to generate $80-90M revenue in 2026.
  • Entering $600M market expected to grow >25% annually.
  • Owning depth-sensing IP strengthens integrated vision package sales.

Bearish Signals

  • Skeptics doubt RealSense scaling due to Intel's history.
  • $500M acquisition price questioned after Intel sold unit.
4
Bullish +75

Cognex Acquires RealSense for $500M to Expand Robotic Vision Platform

AI-generated analysis

Cognex Corporation (NASDAQ: CGNX) has entered into a definitive agreement to acquire RealSense, a provider of depth-sensing cameras and vision technology, for $500 million in cash. The acquisition is designed to expand Cognex's machine-vision portfolio into 3D depth sensing, autonomous navigation, and robotic perception, integrating...

Bullish Signals

  • Acquired RealSense for $500M cash to expand 3D sensing portfolio.
5
Bullish +75

Cognex Sees Strong 2026 Growth as AI and Automation Fuel Demand

Acquisition Company update AI-generated analysis

Cognex Corporation (NASDAQ:CGNX) is projecting robust financial performance for the full year 2026, with revenue guidance set at a midpoint of $1.15 billion, representing significant growth from the $994 million recorded in 2025. CEO Matt Moschner highlighted an anticipated adjusted EBITDA margin of 31.5% for...

Bullish Signals

  • Projects 2026 revenue of $1.15B, up from $994M in 2025.
  • Forecasts 31.5% adjusted EBITDA margin for 2026, above 10-year average.
  • Logistics vision business expands over 50% with AI-enabled systems.
  • Semiconductors end market revenue share rises from 10% to mid-teens.
  • Packaging growth aided by new customer wins and high-speed systems.
  • Acquires RealSense for $500M to enter robotic perception.
  • RealSense acquisition projected to generate $80M-$90M revenue at break-even.

Bearish Signals

  • Logistics growth may moderate as customers absorb prior automation investments.
  • Automotive market remains challenging despite recovering in U.S. and Asia.
6
Bullish +65

Cognex Corporation (NASDAQ: CGNX): Corporate Profile & Financials

Acquisition Company update AI-generated analysis

Cognex Corporation (NASDAQ: CGNX) reported fiscal year 2025 revenue of $994.36 million, representing a 9% increase from the prior year. This growth was primarily driven by higher demand in the logistics and consumer electronics sectors, alongside a one-time $13 million revenue recognition related to a...

Bullish Signals

  • Revenue grew 9% YoY to $994.36M.
  • Operating income margin expanded to 16%.
  • Maintains zero debt and significant cash reserves.
  • Acquired Moritex for $270M to expand lens manufacturing.
  • Operating expenses decreased 2% YoY.

Bearish Signals

  • Gross margins fell to 67% due to $13M inventory charge.
  • Tax rate rose to 37.4% from $33M new US tax expense.
  • Open-source AI platforms increase competitive pressure and lower barriers.
7
Bullish +75

Jumping On The Robotics Train: Initiating Buy On Cognex

Acquisition Company update AI-generated analysis

Cognex Corporation (CGNX) is being initiated as a Buy rating, driven by its strategic position in expanding machine vision and industrial automation markets. The company's recent acquisition of RealSense is expected to deepen its exposure to high-growth robotic perception sectors, positioning it as a key...

Bullish Signals

  • Analyst initiates Buy rating for machine vision expansion.
  • RealSense acquisition boosts robotic perception revenue streams.
  • Revenue projected 15% growth driven by logistics AI.
  • RealSense segment forecast $80-90M revenue with 25%+ growth.
  • Quality moat sustains market leadership and profit margins.
8
Bullish +65

Cognex Touts AI Vision Growth Across Data Centers, Semis and China

AI-generated analysis

Cognex Corporation is reporting robust growth driven by the expansion of AI-powered machine vision applications across data centers, semiconductors, electronics, and packaging. The company's In-Sight 3900 and OneVision tools enable customers to train models in the cloud while executing secure, on-device inspections, addressing needs for...

Bullish Signals

  • China revenue grew over 40% year-to-date.
  • Adjusted EBITDA margins lifted to ~30% guidance.
  • Added 13,500 customers in 2025-2026.
  • Packaging now second-largest end market.
  • Returned $250M via share repurchases.

Bearish Signals

  • Memory costs add 75bps Q3 gross margin headwind.
  • Inflation risks margins if pricing fails to offset costs.
9
Bullish +55

Cognex (NASDAQ:CGNX) reports Q3 2026 in line with expectations but stock drops

Earnings report Guidance raised AI-generated analysis

Cognex (NASDAQ:CGNX) reported third-quarter 2026 results that met Wall Street revenue expectations, with total revenue reaching $313.4 million, a 13.2% year-over-year increase. The company's non-GAAP profit per share was $0.53, beating analyst consensus estimates by 2%. Management provided guidance for the fourth quarter of 2026,...

Bullish Signals

  • Q3 2026 revenue hit $313.4M, up 13.2% YoY.

Bearish Signals

  • Shares dropped 6% to $49.90 after earnings.
  • Analysts project revenue growth of only 8.2%.
10
Bullish +55

Barclays raises Cognex stock target to USD 85.00

Analyst upgrade AI-generated analysis

Barclays raised its price target for Cognex Corporation (CGNX) from USD 80.00 to USD 85.00 on October 12, 2026, maintaining an Overweight rating. This analyst upgrade reflects a positive outlook for the machine-vision company, with the new target standing approximately 37.61 percent above the Nasdaq...

Bullish Signals

  • Barclays raised price target to USD 85.00, Overweight rating.
  • Q2 2026 revenue grew 16.90% year-over-year to USD 291.26M.
  • Beat EPS estimates with USD 0.45 vs USD 0.42.
11
Bullish +65

Cognex (NASDAQ:CGNX) Guides Above Expectations and Declares a Dividend

AI-generated analysis

Cognex (NASDAQ:CGNX) has delivered financial guidance that exceeded market expectations, signaling robust demand across its core end markets including logistics, semiconductors, and factory automation. Concurrently, the company declared a cash dividend with an ex-dividend date arriving this week, demonstrating its ability to generate strong free...

Bullish Signals

  • Financial guidance exceeded market expectations.
  • Declared cash dividend showing strong free cash flow.
  • Demand firming in logistics and automation.
  • Tech enables critical automated tasks.
  • Diversified customer base offsets sector softness.
12
Somewhat Bullish +45

Cognex (CGNX) Stock Price, Chart & Analysis β€” De Belegger

Earnings report AI-generated analysis

Cognex Corporation (CGNX) reported strong financial performance with revenue growing 16.9% year-over-year in the last quarter and earnings per share surging 79.2%. Analysts project a more moderate annualized revenue growth rate of approximately 13%, while the current stock price implies significantly higher expectations, suggesting potential...

Bullish Signals

  • Revenue grew 16.9% year-over-year.
  • EPS surged 79.2%.
  • Holds $260.4M net cash.

Bearish Signals

  • Analysts expect only 13% revenue growth vs. high stock price.
  • No dividends limit total return for income investors.
13
Somewhat Bullish +45

Cognex (CGNX) Could Be 33% Undervalued Following Record Q3 And Raised Outlook

Acquisition Earnings report Guidance raised AI-generated analysis

Cognex (CGNX) reported record third-quarter revenue and significantly higher year-over-year profits, prompting the company to raise its full-year outlook. Despite these strong operational results, the stock price has recently declined by 8.69% in the last session and 17.57% over the past 30 days, reflecting shifting...

Bullish Signals

  • Record Q3 revenue and significantly higher year-on-year profit.

Bearish Signals

  • Stock dropped 8.69% recently and 17.57% over 30 days.
  • Trades at 51.1x earnings vs industry average of 26.1x.
  • RealSense integration risks depleting US$755 million cash pile.
  • Hardware price pressure threatens margins if pricing power fails.
14
Slightly Bullish +25

Is Cognex Stock’s Market Price Justified? - Trefis

Company update AI-generated analysis

Cognex (CGNX) stock is trading at a premium valuation of 52.3 times trailing earnings, significantly higher than the S&P 500 average. Analysts note that buyers are effectively paying for future profits the company has not yet realized, as sales have only recovered after declining through...

Bullish Signals

  • Revenue grew 17.1% over four quarters ended July 5, 2026.
  • Data center work grows >30% YoY with OneVision AI.
  • Management guides fiscal 2026 revenue to $1.13B-$1.15B (+14.6%).
  • Plans RealSense acquisition to expand robotic perception capabilities.

Bearish Signals

  • Sales fell two years before July 2024, creating momentum uncertainty.
  • P/E of 52.3x requires 15.2% annual growth to justify price.
  • Guided 14.6% growth is slower than 15.9% needed for valuation.
  • Three-year average growth of only 7.3% makes sustained run hard.
15
Slightly Bullish +25

Truist cuts target for Cognex stock from USD 78.00 to USD 74.00

Acquisition Analyst downgrade AI-generated analysis

Cognex (CGNX) saw its stock price remain relatively flat at EUR 57.36 on October 6, 2026, following a downgrade in analyst sentiment from Truist Securities. The financial services firm reduced its price target for the company from USD 78.00 to USD 74.00 while maintaining a...

Bullish Signals

  • Revenue grew 16.90% to USD 291.26M in Q2 fiscal 2026.
  • Beat EPS estimates with USD 0.45 versus USD 0.42 consensus.
  • Acquired RealSense for USD 500M cash to expand capabilities.
  • RealSense projected to generate USD 80-90M revenue in 2026.
  • Committed USD 56.5M retention program for RealSense employees.

Bearish Signals

  • Truist cut price target from $78 to $74.
  • Valuation nears upper half of annual trading range.
16
Somewhat Bearish -35

Why Cognex Corporation (CGNX) Went Down on Thursday

AI-generated analysis

Cognex Corporation (NASDAQ:CGNX) shares fell 13.58% on Thursday, closing at $33.92, as investors reacted to disappointing full-year earnings and a weaker outlook for the coming quarter. The company reported that its full-year net income declined by 6% to $106 million from the prior year's $113...

Bullish Signals

  • Q4 net income rose 152% YoY to $28.3 million.
  • Revenue growth expected in logistics and semiconductor sectors.

Bearish Signals

  • Net income fell 6% to $106 million.
  • $5 million FX headwind expected to hurt results.
17
Somewhat Bullish +50

CGNX Analyst Price Target - Cognex Corporation Stock Forecast ...

Analyst upgrade AI-generated analysis

Cognex Corporation (CGNX) is currently trading at $58.97, presenting a potential upside of 34.6% over the next 12 months based on a Wall Street consensus price target of $79.37. The company operates within the Technology sector with a market capitalization of $10 billion and has...

Bullish Signals

  • Trades below $79.37 consensus target.
  • 70% of 19 analysts rate Buy/Strong Buy.
18
Slightly Bearish -15

Cognex, Insight Enterprises, and SAIC Stocks Trade Down, What You Need ...

Market commentary AI-generated analysis

Cognex shares experienced volatility in the afternoon session as broader market sentiment deteriorated following a hotter-than-expected September inflation reading of 3.7%. The rise in energy expenses and bond yields compressed valuations across growth sectors, including technology and semiconductors, where future earnings expectations are central to...

Bullish Signals

  • Analysts maintain constructive outlook ahead of Q3 earnings.
  • Truist expects 2026 estimates to move higher.
  • Setup remains constructive after sector pullback.

Bearish Signals

  • Shares fell amid deteriorating market sentiment after hot inflation.
  • High yields and energy costs compress growth sector valuations.
  • Inflation risks squeeze margins and weaken enterprise spending.
  • High rates and input costs debate power/data center spending.
  • Stock trades 20.5% below $72.42 52-week high.
19
Slightly Bullish +20

Cognex (CGNX) Stock Could Be Expensive On Its $500 Million Vision Deal

Acquisition Company update AI-generated analysis

Cognex (CGNX) shares have surged 57.6% year-to-date in 2026, raising significant valuation concerns as the stock trades at approximately 56.0x earnings. This premium places the company above the broader electronic industry average of 30.4x but remains below the 83.6x peer average for specialized robotics and...

Bullish Signals

  • Shares up 57.6% YTD on vision system demand.
  • Acquiring RealSense with $500M cash, no new debt.

Bearish Signals

  • Stock trades at 56.0x P/E, deemed overvalued.
  • Earnings pressure threatens high market value.