Thrivent Financial for Lutherans Grows Stake in Cognex Corporation $CGNX
Thrivent Financial for Lutherans increased its stake in Cognex Corporation (CGNX) by 9.8% in Q4, bringing its total holdings to 293,191 shares valued at $10.55 million. This move coincides with Cognex reporting strong Q4 results, exceeding analyst expectations with EPS of $0.34 and revenue up 24.3% year-over-year. The company also declared a quarterly dividend of $0.085 per share, and analysts maintain a "Moderate Buy" rating with an average target price of $69.36.
Cognex OneVision Launch Tests Scalable Industrial AI Vision Thesis
Cognex has launched OneVision, an AI vision development platform for factory automation, aiming to centralize and scale AI-powered inspections across manufacturing operations. The platform seeks to shift Cognex's focus towards higher-value software and recurring services, enhancing demand for new hardware while addressing potential execution risks and competition. The success of OneVision will depend on its adoption speed and ability to differentiate Cognex in the industrial AI market.
Truist Financial Corp Sells 60,750 Shares of Cognex Corporation $CGNX
Truist Financial Corp significantly reduced its stake in Cognex Corporation, selling 60,750 shares and retaining 26,660 shares valued at $959,000. This divestment occurred despite Cognex reporting stronger-than-expected Q1 earnings with EPS of $0.34 and revenue up 24.3% year-over-year. Analysts maintain a "Moderate Buy" rating on Cognex, with an average price target of $69.36, and the company also announced a quarterly dividend.
Cognex Corp stock (US1924221039): solid Q1 2026 beat fuels AI vision growth story
Cognex Corp reported an impressive Q1 2026 with earnings and revenue exceeding analyst expectations, driven by strong demand for its machine-vision and AI-enabled inspection systems. The company's focus on industrial automation, particularly in electronics, automotive, and logistics, positions it to benefit from growing trends in smart factories and automated distribution centers. While the stock offers focused exposure to AI-driven industrial automation, investors should be mindful of its inherent cyclicality and exposure to global manufacturing cycles.
CGNX - Cognex Corp Stock Price and Quote
This article provides detailed stock information for Cognex Corp (CGNX), including its recent stock price, key financial metrics, performance indicators, and a comprehensive list of analyst ratings. It also features recent news releases about the company's activities, earnings reports, and strategic moves in AI vision technology, alongside insider trading transactions.
Cognex stock price target raised to $62 by DA Davidson on outlook
DA Davidson has increased its price target for Cognex Corporation (NASDAQ:CGNX) shares to $62 from $55, maintaining a Neutral rating, following the company's strong first-quarter 2026 earnings. The firm cited an improved organic growth outlook, benefits from product mix, and continued operating expense leverage as reasons for raising its sales and EPS projections for 2026 and 2027. Despite the positive outlook and a 77% year-to-date return, the stock's current high valuation, trading at a P/E ratio of 75.11 and appearing slightly overvalued, keeps DA Davidson from a more positive stance.
Cognex (CGNX) Launches In-Sight 3900 Embedded AI Vision System for Edge Inspections
Cognex (CGNX) has launched its In-Sight 3900 embedded AI vision system, powered by Qualcomm Dragonwing platforms, designed for high-speed industrial inspections. This system offers significantly faster processing and high-resolution imaging, enabling complex inspections directly at the edge without an external PC. It integrates with the Cognex OneVision ecosystem for scalable cloud-to-edge workflows, providing a robust solution for high-volume manufacturing environments.
Cognex finance chief joins TD Cowen tech, media and telecom conference in NYC
Cognex (NASDAQ: CGNX) announced that its CFO, Dennis Fehr, will participate in a fireside chat at the TD Cowen 54th Annual Technology, Media & Telecom Conference in New York City on May 27, 2026, at 11:25 a.m. ET. A live webcast and replay of the event will be available on the company's investor relations website. This engagement is part of Cognex's ongoing investor relations outreach, following strong Q1 2026 results and several AI vision product launches.
Cognex Corp (CGNX) Stock Down 3.1% but Still Overvalued -- GF Sc
Cognex Corp's stock (CGNX) recently fell 3.1% to $63.65 but is still considered overvalued by GuruFocus, trading 26.1% above its GF Value™ of $50.48. Despite a strong GF Score™ of 87/100, indicating good financial strength and momentum, its valuation rating is low at 5/10. Insider selling of $20.6 million over the last three months, without notable buying, further suggests caution for investors.
CGNX (NASDAQ: CGNX) amendment lists RSU settlements, option grants and 14,881-share sale
Cognex Corp (NASDAQ: CGNX) has filed an amendment to Form 144/A, detailing several equity transactions. The filing includes the settlement of various Restricted Stock Units (RSUs), multiple option grants with specific share counts, and a significant insider sale of 14,881 shares by Laura Ann MacDonald for $850,554 on February 12, 2026. This amendment provides compliance disclosures for resale purposes, outlining individual equity events.
Cognex OneVision™ Adoption Ramps as Manufacturers Scale AI Vision Globally
Cognex (NASDAQ: CGNX) has announced the general availability of its OneVision collaborative AI vision development environment, which simplifies and scales AI-powered inspection in manufacturing. Over 100 customers, including Essity and Schneider Electric, have used it in beta to accelerate deployments, standardize processes, and significantly cut development time and costs. Essity, for example, reduced sealing inspection development from over a year to less than a day using OneVision.
Cognex OneVision™ Adoption Ramps as Manufacturers Scale AI Vision Globally
Cognex announced the general availability of OneVision™, its AI vision development environment, experiencing rapid adoption by manufacturers seeking to scale AI-powered inspection. The platform's cloud-to-edge architecture enables central management and deployment of AI models while ensuring real-time, edge-based inspection. Customers across various industries report faster development, improved throughput, and reduced costs, with examples from Essity, Schneider Electric, and 3M highlighting significant operational efficiencies.
Cognex chief legal officer Mark Fennell sells $4.3m in stock
Cognex Chief Legal Officer and Secretary Mark Fennell sold 64,873 shares of company common stock for approximately $4.35 million after exercising non-qualified stock options. The transactions occurred on May 11, 2026, and May 12, 2026, following which Fennell no longer directly holds common stock in Cognex. This significant sale comes after Cognex reported strong first-quarter 2026 results and a 114% stock return over the past year, though InvestingPro's fair value analysis suggests the stock might be overvalued.
Cognex chief legal officer Mark Fennell sells $4.3m in stock
Mark Fennell, Cognex Corporation's Chief Legal Officer and Secretary, sold approximately $4.35 million worth of company stock on May 11, 2026. This transaction followed the exercise of non-qualified stock options, through which he acquired shares totaling $2.72 million. Despite the stock returning 114% over the past year, InvestingPro suggests it may be overvalued, while Cognex recently surpassed Q1 2026 earnings expectations.
[Form 4] COGNEX CORP Insider Trading Activity
Cognex Corp's Chief Legal Officer & Secretary, Mark Fennell, exercised stock options to acquire 60,010 shares and subsequently sold 64,873 shares of Common Stock on May 11, 2026, for a total value of approximately $4.35 million. Following these transactions, Fennell directly holds 4,863 shares of Cognex Common Stock. The shares were sold at prices ranging from $66.73 to $67.08 per share, after exercising options with various strike prices.
Cognex Insider Sold Shares Worth $9,282,195, According to a Recent SEC Filing
An insider at Cognex Corporation (CGNX) sold shares valued at $9,282,195, as reported in a recent SEC filing. The article highlights this transaction and provides an overview of Cognex Corporation's recent financial activities, including its Q1 2026 earnings call, adjusted earnings, revenue, and Q2 guidance. The news also briefly mentions recent product launches and analyst rating updates for the company.
Cognex (CGNX) VP sells shares after multiple option exercises
Cognex Corp VP and PAO Laura Ann Macdonald sold 139,722 shares of Common Stock in open-market transactions on May 11–12, 2026, following the exercise of stock options for 137,510 shares. The sales were made at prices around $65-$66 per share, while the options were exercised at strike prices ranging from $33.04 to $56.44 per share. After these transactions, Macdonald directly holds 5,258 Common shares and retains various equity awards, including Restricted Stock Units and Non-Qualified Stock Options.
CGNX (NASDAQ: CGNX) discloses option‑linked sales and $7.4M reported proceeds
CGNX (Cognex Corp) has filed a Rule 144 notice disclosing proposed sales of common stock and recent dispositions. The filing details planned sales of 6,100, 10,000, and 25,500 shares tied to option grants, with an intended sale date of May 12, 2026. Additionally, the report indicates two completed dispositions in the past three months, totaling 14,881 shares for $850,554.00 and 98,122 shares for $6,554,765.00, handled by Robert W Baird & Co.
CGNX SEC Filings - Cognex Corp 10-K, 10-Q, 8-K Forms
This article provides access to SEC filings for Cognex Corporation (CGNX), including 10-K, 10-Q, and 8-K forms. It highlights key events covered in these filings, such as operating results, dividends, share repurchases, and board matters. The platform, StockTitan, offers AI-generated summaries, impact scoring, and sentiment analysis for these regulatory disclosures.
Cognex (NASDAQ: CGNX) Form 144 lists 60,010-option shares and February restricted stock
Cognex Corporation (NASDAQ: CGNX) has filed a Form 144 indicating proposed sales of common stock. The filing details a stock option exercise of 60,010 shares dated May 11, 2026, and several restricted stock entries from February 2026, including 1,945, 1,582, and 1,336 shares. Morgan Stanley Smith Barney LLC is listed as the broker-dealer for these proposed transactions.
Insider sale and equity awards listed at Cognex (NASDAQ: CGNX) — 14,881 shares sold
Cognex (NASDAQ: CGNX) filed a Form 144 notice disclosing proposed sales of common stock and related equity awards. The filing reported a recent sale by Laura Ann MacDonald of 14,881 shares for $850,554 on February 12, 2026, and also listed several RSU releases and multiple option grants with specific share counts and settlement dates. The document provides details on these transactions and awards, indicating a neutral impact and sentiment according to Rhea-AI's analysis.
Cognex (CGNX) Is Up 18.7% After AI Vision Launch And Earnings Beat Has The Bull Case Changed?
Cognex (CGNX) recently reported strong Q1 2026 results with increased sales and net income, alongside the launch of new AI-powered vision systems for various industrial applications. These new products, the In-Sight 6900 and 3900, are expected to strengthen its AI-heavy revenue stream and differentiation in the market, although the company still faces potential margin pressure from competition and commoditization. The article suggests that while recent developments support the near-term earnings story, investors should consider diverse perspectives on Cognex's future performance and valuation.
Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Cognex Corporation (NASDAQ:CGNX) recently announced Q1 results, surpassing revenue and EPS estimates with revenues of US$268m and EPS of US$0.31. Following these strong results, analysts have updated their forecasts, now predicting US$1.08 billion in revenue and US$1.26 EPS for 2026, reflecting a more bullish outlook. The consensus price target has also increased by 12% to US$73.10, indicating improved sentiment and a potential increase in the stock's valuation.
UBS Group AG Cuts Stake in Cognex Corporation $CGNX
UBS Group AG significantly reduced its stake in Cognex Corporation by 39.3% in the fourth quarter, selling over 531,000 shares. Despite this, Cognex reported strong Q1 results, beating EPS and revenue estimates, and provided bullish Q2 guidance. Analysts have generally raised price targets, though some maintain a neutral outlook.
Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Cognex Corporation (NASDAQ: CGNX) exceeded Q1 forecasts with revenue of US$268m and EPS of US$0.31, leading analysts to update their full-year 2026 estimates. The consensus now predicts US$1.08b in revenue and US$1.26 EPS, with a 12% increase in the price target to US$73.10. While revenue growth is expected to improve, it is still projected to be slower than the broader industry.
Cognex Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Cognex Corporation recently reported quarterly results, exceeding revenue and EPS forecasts. Analysts have since updated their models, showing increased bullishness for the company's future, with upgraded EPS estimates and a 12% rise in the consensus price target to US$73.10. While Cognex's revenue growth is expected to accelerate, it is still projected to lag behind the broader industry's growth.
Cognex releases fully integrated AI-powered vision system for robotics
Cognex Corporation has launched its In-Sight 3900 Vision System, an AI-powered vision system designed for robotics. This system offers high speed, accuracy, and resolution for demanding inspections without sacrificing throughput. Built on a new generation of embedded AI vision technology powered by Qualcomm Dragonwing platforms, it enables real-time inspections at full line speed for various industrial applications.
Results: Cognex Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
Cognex Corporation (NASDAQ:CGNX) recently reported strong quarterly results, surpassing revenue and EPS estimates. This positive performance has led analysts to become more bullish on the company, revising their earnings per share forecasts upwards and increasing the consensus price target to US$73.10. While Cognex is expected to grow faster than its past performance, analysts still project its revenue growth to be slower than the broader industry.
50,000 Shares in Cognex Corporation $CGNX Acquired by Bokf Na
Bokf Na acquired 50,000 shares of Cognex Corporation, valued at approximately $1.8 million, during the fourth quarter, initiating a new position in the company. Other institutional investors also increased their holdings, contributing to institutions owning 88.12% of Cognex stock. This comes after Cognex reported strong Q1 results, exceeding revenue and EPS estimates, and provided optimistic Q2 guidance, leading to analysts raising price targets.
Bernstein raises Cognex stock price target to $75 on estimate upgrades
Bernstein SocGen Group has increased its price target for Cognex Corp. (NASDAQ:CGNX) to $75 from $66, maintaining an Outperform rating. Despite the stock already reflecting many positives and trading above historical averages with a P/E ratio of 73.26 indicating overvaluation, the firm believes further estimate upgrades could still act as a tailwind for its share price. This adjustment follows Cognex's strong Q1 2026 financial results, which surpassed Wall Street expectations with higher-than-forecast adjusted EPS and revenue.
[Form 4] COGNEX CORP Insider Trading Activity
A recent Form 4 filing for COGNEX CORP (CGNX) indicates insider trading activity involving SVP and Chief Financial Officer, Dennis Fehr. The filing details the exercise/conversion of 5,394 shares, as well as the disposition of 1,984 shares withheld for tax obligations related to vested restricted stock units. This activity resulted in holdings after the transaction including common stock, restricted stock units, and non-qualified stock options.
Research Alert: CFRA Maintains Buy Rating On Shares Of Cognex Corporation.
CFRA has reaffirmed its Buy rating on Cognex Corporation. This indicates their continued positive outlook on the company's stock.
Cognex Stock Surges 23%, With A 6-Day Winning Spree
Cognex (CGNX) stock experienced a 6-day winning streak, gaining 23% and increasing its market cap by $2.1 billion to $11 billion. Despite strong operating performance, the stock is considered "Relatively Expensive" due to a "Very High valuation." The article also presents financial data for Cognex and compares its performance against the S&P 500 over various periods.
CGNX SEC Filings - Cognex Corp 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Cognex Corporation's (CGNX) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and Form 4 insider trading disclosures. It offers AI-powered summaries for easier understanding of these regulatory documents. The page details significant insider trading activities and corporate announcements, such as the latest option exercises, share sales by executives under 10b5-1 plans, and RSU vesting disclosures.
CGNX (NASDAQ: CGNX) insider sales report $13.74M proceeds from 232,926 shares
A Form 144 filing by Cognex Corp (NASDAQ: CGNX) indicates proposed sales of Common Stock and recent dispositions by Robert J. Willett. Willett reported three sales between February and May 2026, totaling 232,926 shares and $13.74 million in proceeds. The filing also lists several proposed sales of option-derived shares for May 7, 2026.
Cognex Surges 11.8% After Stephens & Co. Maintains Overweight
Cognex Corporation shares surged 11.8% after Stephens & Co. upgraded the machine vision company to Overweight and raised its price target from $65 to $75. The upgrade signals renewed confidence in the industrial automation specialist, with the new target suggesting further upside. Investors reacted positively, pushing Cognex's market capitalization to $11.6 billion, demonstrating the significant impact of analyst calls on stock performance, especially at inflection points in market sentiment.
Cognex Corporation Plans Quarterly Dividend of $0.09 (NASDAQ:CGNX)
Cognex Corporation (NASDAQ:CGNX) has declared a quarterly dividend of $0.085 per share, payable on June 4th to shareholders of record on May 21st, representing an annualized yield of about 0.5%. The company recently beat Q1 earnings and revenue estimates and raised its Q2 guidance, driven by accelerating demand and the launch of its new In‑Sight 3900 AI vision system. While Cognex shows strong growth momentum, its shares currently trade at a high P/E ratio of 101.40, suggesting investors should consider valuation alongside growth prospects.
Stronger Q1 lifts Cognex (NASDAQ: CGNX) margins to 71% and doubles profit
Cognex Corporation (NASDAQ: CGNX) reported a strong first quarter for 2026, with revenue increasing 24% year-over-year to $268.4 million and net income more than doubling to $51.7 million, or $0.31 per diluted share. Gross margin improved to 71% from 67%, driven by a favorable end-market mix and increased cost efficiencies. The company maintained a solid liquidity position with $621.9 million in cash and investments and repurchased $99.0 million of stock during the quarter.
Cognex Launches In-Sight Vision Controller Powered by NVIDIA
Cognex Corporation has introduced the In-Sight 6900 Vision Controller, an AI-powered industrial machine vision system. This modular controller uses NVIDIA Jetson technology for high-capacity AI processing at the edge, eliminating the need for external PCs. It offers advanced AI tools for challenging inspections, few-sample classification, and robust segmentation, and integrates with Cognex's OneVision platform for global deployment.
Earnings Flash (CGNX) Cognex Corporation Reports Q1 Revenue $268.4M, vs. FactSet Est of $246.0M
Cognex Corporation (CGNX) reported its Q1 revenue at $268.4 million, exceeding the FactSet estimate of $246.0 million. The company also provided guidance for Q2, projecting revenue to be in the range of $280.0 million to $300.0 million and adjusted EPS between $0.40 and $0.44. This news of stronger-than-expected revenue for Q1 and positive Q2 guidance indicates a favorable outlook for the industrial machine vision company.
CGNX (NASDAQ: CGNX) insider sales: 179,200 shares disclosed in Form 144
A recently filed Form 144 by Cognex Corp (CGNX) discloses insider sales totaling 179,200 shares. The filing details both a proposed sale linked to an option granted in February 2024 and completed sales by Robert J. Willett on February 12th and 13th, 2026, generating over $10 million in proceeds. The disclosure is considered neutral in terms of impact and sentiment by Rhea-AI.
Cognex earnings on deck as AI vision products face demand test
Cognex Corporation is set to report its first-quarter earnings, with analysts expecting $0.25 EPS on $245.5 million revenue. Investors are keenly watching the impact of new AI-powered product launches, such as the In-Sight 3900 and In-Sight 6900, on customer demand amidst expected sequential revenue softness. Key focus areas include traction in automotive, electronics, and logistics, margin performance, and Q1 guidance to validate the company's growth acceleration thesis in a stabilizing machine vision market.
Number of shareholders of Cognex Corporation – BX:CGZ
This article focuses on the number of shareholders for Cognex Corporation (BX:CGZ) as listed on TradingView, specifically mentioning a "Period Value Change" and percentage. It appears to be a data point or a financial metric provided within a larger financial platform, indicating a change in shareholder count.
Cognex Corporation $CGNX Shares Sold by Strs Ohio
Strs Ohio significantly reduced its holdings in Cognex Corporation (NASDAQ:CGNX) by 52.2% in the fourth quarter, selling 91,893 shares. Despite this, other institutional investors like AQR Capital Management LLC and Pictet Asset Management Holding SA increased their stakes in the company. Cognex recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Cognex says new factory vision system runs inspections up to 4X faster
Cognex has launched its In-Sight 3900 AI vision system, powered by Qualcomm Dragonwing platforms, which it claims can perform inspections up to four times faster than previous generations. This new system supports up to 25 MP imaging and operates PC-free, enabling real-time edge inspections for manufacturing. The In-Sight 3900 aims to deliver high-speed, high-accuracy inspection at the edge without compromising throughput, addressing a long-standing challenge in industrial automation.
Vanguard Group Inc. Cuts Position in Cognex Corporation $CGNX
Vanguard Group Inc. reduced its stake in Cognex Corporation by 0.1% in the fourth quarter of an unspecified year, selling 22,088 shares and holding 18,576,640 shares valued at approximately $668.4 million. The company has seen significant insider selling worth over $11.42 million within the last 90 days. Despite this, analysts maintain a "Moderate Buy" consensus rating with a target price of $59.50, following Cognex's recent beat on quarterly EPS and revenue.
Will Cognex’s New Edge AI Vision Platform Redefine Its Competitive Moat in Automation (CGNX)?
Cognex Corporation recently launched the In-Sight 6900 Vision Controller, an edge AI system designed to enhance inspection tasks without external PCs, leveraging NVIDIA Jetson technology. This system, part of Cognex's OneVision platform, is expected to reinforce the company's focus on high-value AI solutions at the edge, aiming to counter hardware commoditization and cyclical revenue swings. Despite the potential for stronger growth from AI-powered products, Cognex still faces challenges such as concentrated exposure to cyclical sectors and intensifying competition, particularly in Asia.
Cognex Shareholders Back Governance Changes and Equity Plan
Cognex shareholders have approved governance changes, including the reclassification of Joerg Kuechen's executive status and the election of three directors. They also backed an amendment to the 2023 Stock Option and Incentive Plan, ratified KPMG as the auditor for fiscal 2026, and supported executive pay, indicating strong investor alignment with the company's strategic direction. TipRanks' AI Analyst, Spark, rates CGNX as Outperform due to strong financial resilience and upbeat earnings guidance, though notes a stretched technical setup and high valuation.
[Form 3] COGNEX CORP Initial Statement of Beneficial Ownership
COGNEX CORP Vice President Darren Marc Long has filed a Form 3, detailing his initial beneficial ownership in the company. The filing indicates he directly holds 5,569 shares of common stock, alongside various restricted stock units and non-qualified stock options. This report provides an overview of his equity stake and derivative holdings in Cognex.
Cognex (CGNX) legal chief reports stock, RSU and option holdings
Cognex's Chief Legal Officer & Secretary, Mark Fennell, has filed his initial statement of beneficial ownership, detailing his equity holdings in the company. The filing indicates he directly holds 4,863 shares of common stock, along with various restricted stock units (RSUs) and non-qualified stock options. These holdings represent a mix of direct shares and derivative securities, with specific exercise prices and expiration dates for the options and RSUs.
