Cognex (CGNX), FTAI Aviation (FTAI), Insulet (PODD) Stock Surge Analysis - News and Statistics
Cognex (CGNX), FTAI Aviation (FTAI), and Insulet (PODD) stocks have surged due to catalysts like new products and media coverage. While Cognex shows high valuation requiring strong future growth, FTAI Aviation benefits from aerospace demand, and Insulet's premium valuation reflects confidence in its innovative medical technology. The article emphasizes selective investment based on long-term fundamentals amid market volatility.
Earnings Estimates Rising for Cognex (CGNX): Will It Gain?
Cognex Corporation (CGNX) is showing a remarkably improving earnings outlook, with analysts raising their earnings estimates for the company. This positive trend, reflected in the Zacks Rank #1 (Strong Buy), suggests continued stock price appreciation. Both current quarter and full-year earnings estimates have seen significant upward revisions, indicating strong analyst optimism.
Cognex CFO Sees Early Factory Automation Recovery, Targets 25% EBITDA Run Rate by End of 2026
Cognex CFO Dennis Fehr indicates early signs of recovery in factory automation, including strong Q4 2025 demand and a better-than-expected semiconductor start to 2026, though he remains "cautious optimistic." The company aims for a 25% adjusted EBITDA run rate by the end of 2026, driven by mid-single-digit revenue growth and cost reductions. Cognex is also leveraging AI with its OneVision "Physical AI" approach to enhance market penetration and maintain a competitive edge.
We Like The Quality Of Cognex's (NASDAQ:CGNX) Earnings
Cognex Corporation's recent earnings report has been well-received by investors, primarily due to its strong free cash flow conversion. The company recorded a negative accrual ratio of -0.10, indicating that its free cash flow significantly exceeded its reported profit. This strong cash conversion and a 10.0% increase in earnings per share suggest that Cognex's statutory profit may even understate its true earnings potential.
Cognex (CGNX) NASDAQ pre-market $56.72 19 Feb 2026: AI demand guides outlook
Cognex (CGNX) stock is trading at $56.72 pre-market on NASDAQ, up significantly year-to-date due to strong demand for machine vision systems from the AI and automation sectors. While financial metrics show a strong balance sheet and solid cash flow, valuation multiples are high, with a trailing P/E of 83.41, indicating a stretched valuation. Meyka AI gives CGNX a "BUY" rating (72.52/100) but projects potential price declines in the short and long term, cautioning investors to weigh growth potential against premium multiples.
Cognex CFO Sees Demand Improving but Wants More Proof of a Durable Upcycle at Conference
Cognex CFO Dennis Fehr indicated improving demand across several end markets, with 2025 showing meaningful organic growth after an extended downturn. While logistics, semiconductors, and consumer electronics performed well, Fehr remains cautious, seeking more data to confirm a sustained upcycle due to the company's short-cycle business model and revenue baseline adjustments. Cognex also updated its profitability framework, raising through-the-cycle margin targets to 25%-31% thanks to faster execution, cost savings, and AI-driven efficiencies.
The Top 5 Analyst Questions From Cognex's Q4 Earnings Call
Cognex's Q4 earnings surpassed analyst expectations, driven by strong growth in logistics and packaging and the success of new AI-enabled products. The article highlights the top five analyst questions from the earnings call, focusing on topics like revenue divestments, cost reduction sustainability, customer acquisition, capital allocation, and regional automotive market recovery. These questions and management's responses provide insight into the company's future outlook and strategic initiatives.
Cognex director Willett sells $127,808 in shares
Cognex director Robert Willett sold 2,148 shares of common stock for $127,808, while also exercising options to acquire an equal number of shares for $84,717. The transactions occurred as Cognex (NASDAQ:CGNX) trades near its 52-week high, boasts an impressive 74.34% return over the past year, and maintains a high P/E ratio. This activity follows strong Q4 results and multiple analyst upgrades for the machine vision systems manufacturer.
Automation veteran and sales leader join Cognex board in governance refresh
Cognex (NASDAQ: CGNX) has appointed Dr. Sami Atiya and Chris Donato to its Board of Directors, effective March 2, 2026. These additions bring extensive experience in automation, AI, and sales leadership, aligning with Cognex's strategic focus on AI for industrial machine vision and customer growth. The appointments are part of a board refresh that has seen six independent directors added since 2021, and coincide with the retirement of Robert Willett and Dr. Dianne Parrotte.
Formlabs Appoints Former Cognex CEO to Board of Directors
Formlabs, a 3D printing company, has appointed Rob Willett, former CEO of Cognex Corporation, to its board of directors. Willett brings over 30 years of experience in industrial automation and machine vision, having scaled Cognex into a billion-dollar provider. His appointment supports Formlabs' vision to make hardware production more accessible and scalable, as the company continues to advance its technology used to print over 500 million parts.
Cognex Returns To Profitable Growth As AI Products Reshape Business
Cognex (NasdaqGS:CGNX) reported strong Q4 2025 results, signaling a return to profitable growth driven by portfolio optimization, cost actions, and the launch of new AI-powered machine vision products. The stock has seen significant momentum, and the company's strategy focuses on higher-value software-rich systems and a broader customer base. Investors are now watching how durable this profit profile will be given market competition and the company's continued execution.
Cognex Corporation (CGNX) Receives Buy Rating From HSBC, Price Target Indicates Upside Potential
HSBC analyst Helen Fang issued a "Buy" rating for Cognex Corporation (CGNX) with a price target of $68, suggesting significant upside from its current trading price of $58.79. Despite recent volatility and a decline from its 52-week high, CGNX has shown a modest gain over the last month and surpassed EPS expectations. The consensus among analysts is largely optimistic, with a majority rating the stock as "Buy", highlighting its potential for growth.
Cognex Corp (CGNX) Stock Price Down 2.62% on Feb 17
Cognex Corp (CGNX) saw its stock price drop by 2.62% on February 17th, reaching an intraday low of $56.64 before closing at $57.32. This performance places the stock 4.28% below its 52-week high but still 152.85% above its 52-week low. Analyst forecasts suggest an average target price of $62.61, indicating a potential upside, while GuruFocus's GF Value estimates a downside from its current price.
Formlabs sets sights on scaling with former Cognex CEO; Carl Bass steps down
Formlabs has appointed Rob Willett, former CEO of Cognex Corporation, to its Board of Directors to aid its global scaling ambitions, leveraging his experience in industrial automation and machine vision. Carl Bass, former Autodesk CEO, has stepped down from the board. Natan Linder, Chairman of the Board at Formlabs, highlighted Willett's expertise in scaling complex hardware and automation companies as invaluable for Formlabs' evolution into an enduring manufacturing platform.
Cognex Appoints Sami Atiya and Chris Donato to Board of Directors
Cognex Corporation announced the appointments of Dr. Sami Atiya and Mr. Chris Donato to its Board of Directors, effective March 2, 2026. These appointments aim to strengthen Cognex's strategic objectives in AI technology for industrial machine vision and customer experience. Concurrently, Robert Willett and Dr. Dianne Parrotte will retire from the Board.
HSBC upgrades Cognex Corporation (CGNX) to Buy on Feb 16, 2026
HSBC upgraded Cognex Corporation (CGNX) to a Buy rating on February 16, 2026, citing improving fundamentals and clearer revenue stability. This upgrade follows higher price targets from other firms like KeyBanc ($70) and Bernstein/SocGen ($66) and comes as Cognex shares recently hit a 52-week high. While the upgrade boosts sentiment and analyst support, investors are advised to consider cash flow, backlog, and execution alongside the new targets and not treat it as a sole buy trigger.
CGNX Cognex Corporation (NASDAQ) $58.79 Feb 16 2026: AI demand lifts margins
Cognex Corporation (CGNX) stock is trading at $58.79 following a Q4 earnings beat and upbeat guidance, driven by AI demand, which also lifted margin expectations. While the company exhibits strong fundamentals and potential for AI-driven growth, its valuation is considered elevated with a P/E of 86.46. Meyka AI's forecast projects a significant downside, contrasting with some bullish analyst targets, suggesting high near-term volatility.
Cognex Corp Executives Sell Over $11 Million in Company Stock
Cognex Corp executives, including Director Robert Willett and VP Laura Ann Macdonald, recently sold over $11 million worth of company stock. Robert Willett sold 177,052 shares for approximately $10.3 million, leaving him with only indirect ownership through a trust. Laura Ann Macdonald sold 14,881 shares for over $850,000, retaining direct and indirect ownership of a smaller number of shares.
Cognex (NASDAQ:CGNX) VP Sells $850,597.96 in Stock
Cognex VP Laura Ann Macdonald sold 14,881 shares of company stock for a total of $850,597.96, reducing her holdings by over 87%. This transaction occurred after Cognex reported stronger-than-expected Q4 earnings and revenue, announced a quarterly dividend, and received analyst upgrades. The company's stock experienced a significant trading volume increase and institutional ownership stands at 88.12%.
Keybanc Raises Cognex (CGNX) Price Target to $70, Maintains Overweight Rating
Keybanc analyst Ken Newman has raised the price target for Cognex (CGNX) to $70 from $50, maintaining an Overweight rating. This positive outlook follows similar upward adjustments from other analysts like Needham's James Ricchiuti, despite some analysts lowering price targets recently. Cognex, a provider of machine vision products, has an average target price of $53.07 from 19 analysts, indicating a potential downside from its current price, while the average brokerage recommendation is "Outperform."
Truist Securities raises Cognex stock price target to $52 on strong results
Truist Securities has raised its price target for Cognex (NASDAQ:CGNX) to $52 from $42, while maintaining a Hold rating, following the company's strong fourth-quarter results. The company exceeded expectations in sales, margins, and adjusted EPS, reporting $252 million in revenue and a 10% year-over-year increase. This positive outlook is supported by broad-based growth across most end markets and an improved forecast for 2026.
Cognex Corporation (NASDAQ:CGNX) Q4 2025 Earnings Call Transcript
Cognex Corporation (NASDAQ:CGNX) reported a strong Q4 2025, marking a return to profitable growth with constant currency revenue up 8% and adjusted EPS growing 38% year-over-year. The company highlighted advancements in AI for industrial machine vision, efforts to double its customer base, and a comprehensive strategic portfolio review leading to the exit of low-growth product lines and further cost reductions. Cognex raised its through-cycle adjusted EBITDA margin target to 25% to 31% and provided encouraging Q1 2026 guidance, expecting revenue growth of approximately 13% and adjusted earnings per share growth of 50% at the midpoint.
Why Did Cognex (CGNX) Stock Surge Over 24% After Hours
Cognex Corporation (CGNX) stock surged over 24% in after-hours trading following a strong Q4 2025 earnings report. The company surpassed analyst earnings estimates by 35% and showed increased revenue, alongside positive guidance for Q1 2026. This performance has driven the stock significantly above its 52-week low.
Cognex stock hits 52-week high at 56.76 USD By Investing.com
Cognex Corporation's stock reached a 52-week high of $56.76, reflecting a 26.86% increase over the past year and a 19.59% year-to-date return, driven by strong demand in the machine vision sector. Despite this strong performance and "GOOD" financial health, the stock appears overvalued with a P/E ratio of 64.78. Analyst opinions are mixed, with Goldman Sachs upgrading the stock to "Buy" due to growth prospects, while JPMorgan downgraded it to "Underweight" due to valuation concerns.
CGNX Q4 Deep Dive: Portfolio Optimization and AI-Powered Growth Drive Outperformance
Cognex (CGNX) reported better-than-expected Q4 CY2025 revenue and EPS, driven by strong growth in logistics and packaging, and the successful launch of new AI-enabled products. The company's focus on portfolio optimization, salesforce transformation, and cost management contributed to the outperformance and its confident outlook for continued revenue expansion and margin improvement in 2026.
Machine-Vision Stock Cognex Soars. Manufacturing Is Improving.
Cognex, a machine vision provider, saw its stock soar after reporting a strong quarterly performance, indicating a positive trend in the industrial sector. The company's bar code readers are powered by artificial intelligence, highlighting how technology advancements are contributing to its success. This latest earning report provides insight into what is currently performing well in the stock market.
Cognex Q4 Earnings Review: Why The Stock Jumped Over 30% (Upgrade) (NASDAQ:CGNX)
Cognex Corporation reported strong Q4 results with a 10% increase in revenue and a 22.7% rise in adjusted EBITDA, leading to a significant stock rally. The company is strategically shifting its focus to high-margin, AI-enabled machine vision, streamlining operations by exiting non-core units, and aiming for substantial cost reductions. This strategic realignment, coupled with expanding customer engagement and leveraging AI, is expected to drive future growth, earning CGNX a Strong Buy rating.
Cognex (CGNX) Shares Skyrocket, What You Need To Know
Cognex (CGNX) shares surged 33.5% after the company reported strong fourth-quarter 2025 results that exceeded analyst expectations. Revenue grew 9.9% year-over-year to $252.3 million, and adjusted EPS rose 35% to $0.27. The company also provided an optimistic first-quarter 2026 revenue forecast, indicating accelerating demand for its machine vision systems.
Machine-Vision Stock Soars 24%. Manufacturing Is Improving.
Shares of machine vision provider Cognex (CGNX) surged by 24% after reporting strong quarterly results. This performance indicates a positive trend in the industrial sector and marks another success for a manufacturing company.
Cognex Corporation Announces Quarterly Dividend of $0.09 (NASDAQ:CGNX)
Cognex Corporation (NASDAQ:CGNX) declared a quarterly dividend of $0.085 per share, payable on March 12th to shareholders of record by February 26th. The company has a history of increasing its dividend for the last 10 years, with a payout ratio indicating it is well-covered by earnings. Cognex reported strong quarterly earnings, surpassing analyst estimates, and revenue growth.
Cognex Corporation $CGNX Position Trimmed by ProShare Advisors LLC
ProShare Advisors LLC decreased its holdings in Cognex Corporation (NASDAQ:CGNX) by 12.7% in the third quarter, now owning 205,133 shares valued at $9.29 million. Despite this trimming, Cognex exceeded Q4 earnings and revenue expectations, reporting $0.27 EPS and $252.34 million in revenue, leading to a largely positive analyst sentiment with an average price target of $45.64. The company also announced a quarterly dividend of $0.085, signaling continued financial health.
COGNEX CORP SEC 10-K Report
Cognex Corporation has released its 2025 Form 10-K report, highlighting significant financial growth with revenue of $994.4 million, up 9% year-over-year, and net income per share of $0.68. The report details strong performance in logistics, consumer electronics, and automotive markets, driven by strategic product launches like the OneVision™ platform and SLX devices. Cognex is also focusing on strategic initiatives such as a product portfolio review, unified software architecture, and capital management through share repurchases and dividends, while acknowledging technological, operational, regulatory, and supply chain risks.
The Visionary Pivot: A Deep Dive into Cognex Corporation’s AI-Driven Renaissance
Cognex Corporation, known for its machine vision technology, has transformed into an AI-first software and solutions provider, reflected by a recent surge in stock prices following a strong earnings report. The company's pivot towards AI, particularly with its OneVision platform, positions it as a key player in the "Edge AI" revolution and a critical infrastructure provider for the autonomous global economy. Despite high valuation and market cyclicality risks, Cognex's strong financial performance, innovative products, and strategic leadership make it an attractive option for investors in the high-tech industrial sector.
Why Did Cognex (CGNX) Stock Surge Over 24% After Hours
Cognex Corp. (NASDAQ: CGNX) saw its shares jump over 24% in after-hours trading after reporting better-than-expected fourth-quarter 2025 earnings. The company posted an EPS of $0.27, beating analyst estimates, and increased revenue year-over-year, also providing positive guidance for Q1 2026. This performance has driven the stock closer to its annual high, indicating a strong positive price trend.
Cognex's (NASDAQ:CGNX) Q4 CY2025: Strong Sales, Stock Jumps 19%
Cognex (NASDAQ:CGNX) reported better-than-expected Q4 CY2025 results, with revenue significantly beating analyst estimates and increasing 9.9% year-on-year. The company's adjusted EPS also surpassed expectations, leading to a 19% jump in its stock price immediately after the announcement. While the full-year EPS guidance missed projections, the company's strong top-line performance and positive revenue guidance for Q1 CY2026 indicate a solid financial standing.
Cognex Corp (NASDAQ:CGNX) Surges on Strong Earnings and Upbeat Guidance
Cognex Corp (NASDAQ:CGNX) reported strong fourth-quarter 2025 earnings, surpassing analyst expectations on both revenue and EPS, and provided upbeat guidance for Q1 2026. This positive news led to a significant surge in the stock, reflecting renewed investor confidence in the company's growth trajectory and industrial machine vision solutions. The company's performance highlights a potential inflection point due to improved demand in key industrial markets.
Cognex Corporation (CGNX) Beats Q4 Earnings and Revenue Estimates
Cognex Corporation (CGNX) reported strong Q4 results, surpassing Zacks Consensus Estimates for both earnings and revenue. The company posted earnings of $0.27 per share, beating the estimate of $0.22, and revenues of $252.34 million, exceeding the estimate by 7.17%. While Cognex has outperformed the market year-to-date, its current Zacks Rank of #3 (Hold) suggests it's expected to perform in line with the market in the near future.
Cognex earnings beat by $0.05, revenue topped estimates
Cognex (NASDAQ: CGNX) reported strong Q4 earnings, beating analyst EPS estimates by $0.05 with $0.27 per share and exceeding revenue forecasts at $252 million. The company also provided optimistic Q1 2026 guidance, projecting higher EPS and revenue than current consensus estimates. Cognex's stock has seen positive performance, with a 17.02% increase in the last 3 months and a "good performance" financial health rating from InvestingPro.
Cognex Reports Fourth Quarter 2025 Results
Cognex Corporation reported strong financial results for the fourth quarter and full year 2025, with revenue growth of 10% and 9% respectively, and Adjusted EPS increasing by 35% and 38% year-over-year. The company exceeded its Adjusted EBITDA margin target of 20% a year ahead of schedule and outlined further strategic actions, including portfolio optimization and cost reductions, to achieve a 25% Adjusted EBITDA margin by the end of 2026. Cognex also announced a quarterly cash dividend and provided first-quarter 2026 guidance.
Cognex to Report Q4 Earnings: What's in Store for the Stock?
Cognex (CGNX) is set to announce its fourth-quarter 2025 earnings on Feb. 11, with analysts expecting revenue between $230 million and $245 million and adjusted earnings of 19-24 cents per share. The company's performance is expected to be buoyed by strength in consumer electronics, logistics, and packaging, alongside disciplined cost management, despite headwinds in the automotive sector. Cognex holds a Zacks Rank #3 and an Earnings ESP of 0.00%, while other companies like Analog Devices, Applied Materials, and MKS Instruments are highlighted as potential outperformers.
Cognex CFO to speak at back-to-back Miami investor conferences
Cognex (NASDAQ: CGNX) announced that its CFO, Dennis Fehr, will present at two investor conferences in Miami on February 18-19, 2026: the Barclays 43rd Annual Industrial Select Conference and the Citi 2026 Global Industrial Tech and Mobility Conference. Live webcasts and replays of these presentations will be available on Cognex's investor relations website, providing updates on the company's industrial machine vision technology.
Cognex (CGNX) Reports Q4: Everything You Need To Know Ahead Of Earnings
Cognex (CGNX) is set to report its Q4 earnings after market hours, with analysts expecting a 4.2% year-on-year revenue growth to $239.4 million and adjusted earnings of $0.22 per share. The company has a history of beating revenue estimates and its stock is up 10.9% over the last month, outperforming the broader tech hardware & electronics segment. Investors will be watching for performance against analysts' reconfirmed estimates given the recent market volatility.
Y Intercept Hong Kong Ltd Sells 59,312 Shares of Cognex Corporation $CGNX
Y Intercept Hong Kong Ltd significantly reduced its stake in Cognex Corporation (NASDAQ:CGNX) by selling 59,312 shares in Q3, now holding 6,290 shares valued at $285,000. Institutional investors own 88.12% of the company, which has seen mixed analyst ratings with an average price target of $45.64. Cognex, a machine vision systems provider, opened at $39.49 with a market cap of $6.62 billion and a P/E of 61.7.
IMC Chicago LLC Makes New $5.76 Million Investment in Cognex Corporation $CGNX
IMC Chicago LLC has made a new investment of $5.76 million in Cognex Corporation (NASDAQ:CGNX), acquiring 127,168 shares in the third quarter. This makes IMC Chicago LLC own 0.08% of Cognex. Other institutional investors like Royal Bank of Canada and Janney Montgomery Scott LLC have also adjusted their holdings in the company.
Thrivent Financial for Lutherans Buys 178,911 Shares of Cognex Corporation $CGNX
Thrivent Financial for Lutherans significantly increased its stake in Cognex Corporation, purchasing an additional 178,911 shares in the third quarter to reach a total of 266,954 shares valued at $12.09 million. The company (NASDAQ:CGNX) has mixed analyst ratings, generally leaning neutral, with a current average target price of $45.64. Institutional investors and hedge funds collectively own 88.12% of Cognex's stock.
Mutual Advisors LLC Purchases Shares of 27,323 Cognex Corporation $CGNX
Mutual Advisors LLC recently acquired 27,323 shares of Cognex Corporation, a scientific and technical instruments company, valued at approximately $1.313 million. Wall Street analysts have a mixed sentiment on Cognex, with a consensus "Hold" rating and a target price of $45.64, although several firms have recently lowered their price targets. Cognex currently trades around $40.85 with a market capitalization of $6.85 billion.
Cognex Announces Fourth Quarter 2025 Earnings Release and Conference Call Dates
Cognex Corporation (NASDAQ: CGNX) will release its fourth-quarter 2025 earnings after market close on Wednesday, February 11, 2026. The company will host a conference call on Thursday, February 12, 2026, at 8:30 a.m. EST to discuss the results. Details for accessing the call and a replay will be available on the Cognex Investor Relations website.
Peterson Wealth Services Has $1.95 Million Stake in Cognex Corporation $CGNX
Peterson Wealth Services significantly increased its stake in Cognex Corporation (NASDAQ:CGNX) by 1,004.5% in the third quarter, now holding 43,075 shares valued at $1.95 million. Despite mixed analyst ratings, with an average "Hold" and a target price of $45.64, Cognex shares opened at $39.76. The company, a leading provider of machine vision systems, has a market capitalization of $6.66 billion and a PE ratio of 62.13.
WCM Investment Management LLC Invests $20.27 Million in Cognex Corporation $CGNX
WCM Investment Management LLC has invested $20.27 million in Cognex Corporation, acquiring 444,983 shares in the third quarter. This move makes WCM Investment Management LLC a 0.27% owner of Cognex, a company that designs and develops machine vision systems. Several other institutional investors have also adjusted their holdings in Cognex, with hedge funds and institutional investors collectively owning 88.12% of the stock.
Brown Capital Management LLC Sells 821,869 Shares of Cognex Corporation $CGNX
Brown Capital Management LLC has significantly reduced its stake in Cognex Corporation (NASDAQ:CGNX) by selling
