A Look at Cognex Corp (CGNX) After 4.4% Gain -- GF Value $53.26 vs Price $64.97
Cognex Corp (CGNX) saw a 4.4% stock price increase, reaching $64.97, but is considered "Modestly Overvalued" with a GF Value of $53.26. Despite a strong GF Score of 86/100, indicating good profitability and momentum, its valuation rank is lower. Notably, insiders have sold $35.1 million in shares over the past year with no buying, suggesting caution among those closest to the company.
Cognex Corporation (CGNX) Options Chain
This article provides the options chain information for Cognex Corporation (CGNX) on Yahoo Finance. It displays a delayed quote for CGNX, showing its closing price and pre-market activity. The options chain itself indicates no available call or put options "In The Money" as of the data provided.
Cognex to Acquire RealSense in $500 Million Robotics Vision Deal
Cognex Corp. has announced its acquisition of RealSense for approximately $500 million, a move that will expand Cognex's machine vision technology into robotic perception and Physical AI. RealSense specializes in depth-sensing cameras and vision technology for robots, and this acquisition will integrate their 3D perception platform with Cognex's existing industrial machine vision offerings. The deal is expected to close in the fourth quarter of 2026, creating a comprehensive portfolio for industrial identification, 2D/3D machine vision, 3D depth perception, and robotic navigation.
Cognex Corporation (CGNX) options chain – Yahoo Finance
This article displays the options chain for Cognex Corporation (CGNX) from Yahoo Finance. It provides detailed call and put option data, including last price, change, percentage change, volume, and open interest for various strike prices and an expiration date of January 21, 2028. The current stock performance of CGNX is also shown, with its closing and pre-market prices.
Cognex Wafer Reader Helps IC Manufacturers Scale Production
Cognex has launched the In-Sight 1750 Series, a next-generation wafer and panel identification system for semiconductor manufacturers. This system is designed to improve traceability and maintain throughput by reliably reading difficult wafer markings, leveraging AI innovations and advanced imaging. It aims to help chipmakers scale production for AI infrastructure and advanced computing without sacrificing quality.
Cognex Corporation Launches In-Sight 1750 Series to Help Semiconductor Manufacturers Reduce Disruptions, Improve Traceability, and Maintain Throughput
Cognex Corporation has launched the In-Sight 1750 Series, a new wafer and panel identification system for semiconductor manufacturers. This system aims to reduce disruptions, enhance traceability, and maintain throughput by reliably reading difficult wafer and panel markings, even on challenging substrates. It integrates AI innovations, advanced imaging, and purpose-built illumination to improve process control and increase confidence in manufacturing operations.
As robotics market expands, Cognex acquires RealSense for $500 million
Cognex, a leading industrial machine vision firm, has acquired RealSense, a maker of depth-sensing cameras and vision technology for robotic perception, for $500 million. This acquisition aims to diversify Cognex's growth engine by entering the high-growth robotic perception market, which is expected to reach $1.6 billion by 2030. RealSense, originally founded by Intel, specializes in 3D robotic perception for various applications including autonomous mobile robots and humanoids.
Cognex to Acquire Intel Spinoff RealSense in $600 Million Robotics Push
Cognex has agreed to acquire RealSense, an Intel spinoff specializing in 3D vision technology, for approximately $600 million, marking Cognex's largest acquisition to date. RealSense, which Intel once planned to shut down, has significantly grown its revenue since becoming independent and expects $80-$90 million in 2026 revenue. This acquisition aims to expand Cognex's presence in the rapidly growing robotic perception market and integrate RealSense's technology into its broader visual intelligence platform.
Cognex acquires Intel spinout in $500M bet on robot vision
Cognex Corporation has acquired RealSense, an Intel spinout specializing in depth-sensing cameras and vision technology for robots, for $500 million. RealSense, which has Israeli roots, is projected to generate up to $90 million in revenue this year. The acquisition marks a significant investment by Cognex in the field of robot vision.
Cognex Acquires RealSense for $500M to Expand Robotic Vision Platform
Cognex announced the acquisition of RealSense for $500 million in cash, aiming to expand its machine-vision portfolio into 3D depth sensing and robotic perception. RealSense, which shipped over 1 million units and holds more than 70 patents, is expected to generate $80 million–$90 million in 2026 revenue with growth exceeding 50%. This acquisition is projected to close in Q4 2026 and is not expected to materially affect Cognex's 2026 financial results.
Cognex Corporation (CGNX) Launches In-Sight 1750 Wafer Reader
Cognex Corporation has introduced the In-Sight 1750 Series, a new wafer and panel ID system designed to enhance traceability and throughput in semiconductor manufacturing. This product aims to improve the reading of degraded or challenging marks and offers an easy upgrade path for existing users. The launch aligns with the current semiconductor upcycle, particularly benefiting AI and advanced computing sectors.
A new system helps track the discs used to make computer chips through production.
Cognex (NASDAQ: CGNX) has launched its In-Sight 1750 wafer and panel identification system, designed to enhance traceability and reduce disruptions in semiconductor manufacturing. The system utilizes advanced AI, imaging, and illumination to accurately read difficult wafer markings, supporting chipmakers as they scale production for AI infrastructure and next-generation electronics. It aims to improve throughput, quality control, and offers seamless upgrades for existing users.
Cognex Launches New Wafer Reader to Help Semiconductor Manufacturers Scale Production
Cognex Corporation has launched its new In-Sight 1750 Series wafer and panel identification system, designed to help semiconductor manufacturers improve traceability and maintain throughput as demand for advanced semiconductors grows. The system integrates AI innovations and advanced imaging to reliably read difficult wafer and panel markings, reducing disruptions and increasing equipment utilization. This enables chipmakers to scale production more efficiently without sacrificing quality.
Cognex Launches New Wafer Reader to Help Semiconductor Manufacturers Scale Production
Cognex Corporation has launched its new In-Sight 1750 Series wafer and panel identification system, designed to help semiconductor manufacturers enhance traceability, reduce disruptions, and maintain throughput amidst growing demand for advanced semiconductors. This system incorporates advanced AI and imaging technologies to reliably read difficult wafer and panel markings, facilitating faster upgrades and higher equipment utilization. The In-Sight 1750 aims to help chipmakers scale production efficiently without compromising quality or traceability.
Machine vision company Cognex buys Intel robotics spinoff RealSense for $600M
Cognex Corp., a U.S. machine vision company, announced its intent to acquire RealSense Inc., an Intel robotics spin-off, for approximately $600 million. RealSense, known for its depth cameras used in robotics, has seen significant growth since its spin-off from Intel 14 months prior. This acquisition signals Cognex's strategic expansion into the robotics industry, aiming to integrate RealSense's 3D depth perception and robot navigation capabilities with its existing machine vision technology.
Cognex to Acquire RealSense, Expanding Machine Vision Leadership into High-Growth Robotic Perception Market
Cognex Corporation announced its definitive agreement to acquire RealSense, a leader in depth-sensing cameras and vision technology for robotic perception, for approximately $500 million. This acquisition aims to expand Cognex's market into high-growth robotic perception, diversify its growth engine, and offer a full-stack visual intelligence platform. RealSense is projected to generate $80 million to $90 million in revenue in 2026, and the transaction is expected to close in the fourth quarter of 2026.
Cognex to buy robotics firm RealSense in $500M deal (CGNX:NASDAQ)
Cognex (CGNX) announced its agreement to acquire robotics company RealSense for approximately $500 million in cash. This acquisition is a strategic move to diversify Cognex's growth engine by entering the robotic perception market. RealSense was originally founded by Intel in 2014 and spun out in 2025.
Cognex to buy RealSense for $500M, funds deal from cash; up to $125M in employee retention and RSUs
Cognex is acquiring RealSense for $500 million in an all-cash transaction, utilizing its existing cash reserves. This acquisition will expand Cognex's presence in 3D robotic perception, a market projected to reach $1.6 billion by 2030, and includes significant employee retention incentives totaling up to $125 million. RealSense is expected to generate $80M–$90M in revenue in 2026, representing over 50% year-over-year growth.
Cognex to Acquire RealSense, Expanding Machine Vision Leadership into High-Growth Robotic Perception Market
Cognex Corporation announced its acquisition of RealSense for approximately $500 million, a move that will expand Cognex's presence in the high-growth robotic perception market. RealSense, a leader in depth-sensing cameras and vision technology for robotic perception, is expected to generate $80-90 million in revenue in 2026. This acquisition aims to diversify Cognex's growth engine and integrate RealSense's 3D perception platform into a full-stack visual intelligence platform.
Cognex at Morgan Stanley’s 14th annual Laguna Conference: growth shift
Cognex (CGNX) outlined its growth strategy, margin expansion, and increased reliance on AI at Morgan Stanley's 14th Annual Laguna Conference. The company reported record Q2 2025 results, with significant revenue fall-through to the bottom line and improved EBITDA margins. Cognex is focusing on customer acquisition, market diversification, and leveraging its AI-based OneVision platform to open new machine vision applications.
Cognex to Present at the Morgan Stanley 14th Annual Laguna Conference
Cognex Corporation announced that its Chief Financial Officer, Dennis Fehr, will participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference on September 16, 2026, at 7:45 a.m. Pacific Time. A live webcast and replay of the event will be available on the company's Investor Relations website. Cognex specializes in industrial machine vision technology, helping manufacturing and distribution companies improve efficiency through automation.
Cognex (CGNX) CEO Moschner vests 4,999 RSUs, withholds 2,218 shares for taxes
Cognex (CGNX) CEO Matthew Moschner vested 4,999 restricted stock units (RSUs) on August 7, 2026. From this transaction, 2,218 shares were withheld at $66.89 per share to cover tax withholding obligations. The filing indicates no open-market sale, and Moschner continues to hold substantial non-qualified stock options and additional RSUs.
Oppenheimer Asset Management Inc. Buys Shares of 400,910 Cognex Corporation $CGNX
Oppenheimer Asset Management Inc. recently acquired 400,910 shares of Cognex Corporation (NASDAQ:CGNX) worth approximately $29 million, with institutional investors now owning 88.12% of the company. Cognex reported strong quarterly earnings, beating estimates with $0.45 EPS and a 16.9% year-over-year revenue increase, while analysts maintain a "Moderate Buy" rating with a $75.64 price target. The company also declared a quarterly dividend of $0.085 per share, even as a company VP sold over 20,000 shares.
Cognex Corporation $CGNX Shares Acquired by Bank of America Corp DE
Bank of America Corp DE significantly increased its stake in Cognex Corporation (CGNX) by 51.9% in the first quarter, now owning 731,149 shares valued at $35.8 million. Other institutional investors also adjusted their holdings, with a total of 88.12% of Cognex stock held by institutional investors. Cognex reported strong quarterly earnings, beating EPS estimates and showing a 16.9% revenue increase year-over-year, while analysts maintain a "Moderate Buy" rating with an average price target of $75.64.
Handelsbanken Fonder AB Cuts Stock Holdings in Cognex Corporation $CGNX
Handelsbanken Fonder AB significantly reduced its stake in Cognex Corporation (NASDAQ:CGNX) by 61.4% in the second quarter, selling 293,458 shares and retaining 184,125 shares valued at $13.3 million. Despite this, institutional investors still hold 88.12% of CGNX, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $75.64. Cognex recently reported strong quarterly earnings, beating EPS estimates and showing a 16.9% year-over-year revenue increase.
Cognex Corporation $CGNX Position Decreased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly reduced its stake in Cognex Corporation (CGNX) by 55.9% in the second quarter, selling 45,255 shares but still retaining 35,653 shares valued at approximately $2.58 million. Despite this decrease, institutional investors collectively own 88.12% of the company. Analysts maintain a "Moderate Buy" consensus for Cognex, with an average price target of $75.64, indicating potential upside from its recent trading price of $61.59.
Cognex Earnings Call Highlights Record Growth and Margins
Cognex's Q2 earnings call revealed record revenue, up 17% year-over-year, and significant margin expansion, with adjusted EBITDA margin reaching 32.2%. The company raised its full-year 2026 revenue guidance to $1.13–1.15 billion and saw EPS surge 80%. While strong demand was noted in semiconductor and logistics, Europe and automotive segments faced some weakness, and rising memory prices were flagged as a potential headwind.
Cognex Corporation (CGNX) Stock Forecasts
Argus has lowered its target price for Cognex Corporation (CGNX) to $70.00. The report notes that Cognex Corp specializes in machine vision products, including software, systems, sensors, and ID products, which automate manufacturing processes. The current stock price for CGNX is $60.77.
Cognex CEO Matthew Moschner Executes Stock Option Exercises and Sells 28,562 Shares Under Rule 10b5-1 Plan
Cognex Corp CEO Matthew Moschner exercised stock options and sold 28,562 shares of common stock on August 11, 2026, under a Rule 10b5-1 trading plan. These transactions resulted in his direct beneficial ownership decreasing to 10,884 shares of Cognex Common Stock. The sales and exercises involved multiple tranches at varying prices, while he still retains a significant portfolio of non-qualified stock options and restricted stock units.
Cognex (CGNX) CEO Moschner sells 24,962 shares after exercising options
Cognex (CGNX) CEO & President Matthew Moschner exercised 16,600 stock options and sold 24,962 shares of common stock on August 11, 2026, generating approximately $1.60 million in gross sale proceeds. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan. Despite the sales, Moschner retains substantial unexercised stock options and restricted stock units expiring between 2031 and 2036.
Royal Bank of Canada Sells 18,885 Shares of Cognex Corporation $CGNX
Royal Bank of Canada reduced its stake in Cognex Corporation (NASDAQ:CGNX) by 13.5%, selling 18,885 shares but still holding 121,253 shares valued at $5.94 million. Institutional investors collectively own 88.12% of Cognex, with several other firms increasing their holdings, while a company VP also sold a significant number of shares. Cognex reported strong quarterly results, beating EPS estimates and showing 16.9% revenue growth, and analysts maintain a "Moderate Buy" rating with an average price target of $75.64.
Cognex (CGNX) VP Long reports 2,500 RSUs vested and 734 shares withheld for taxes
Cognex (CGNX) Vice President Darren Marc Long reported the vesting of 2,500 restricted stock units (RSUs) into common stock on August 7, 2026. Concurrently, 734 shares were withheld at $66.89 per share to cover tax obligations. The filing also details Long's ongoing direct holdings, including various non-qualified stock options and additional unvested RSUs with vesting scheduled through 2029.
Cognex (CGNX) holder files Form 144 to sell option and RSU shares
A shareholder of Cognex Corporation (CGNX) has filed a Form 144 to sell 16,600 shares obtained from stock options and 8,362 shares related to restricted stock units. The sale will be executed as cash transactions on NASDAQ through Morgan Stanley Smith Barney LLC Executive Financial Services. This notice indicates a planned divestment of equity awards by an insider.
DA Davidson raises Cognex stock price target on improved demand outlook
DA Davidson has increased its price target for Cognex (NASDAQ:CGNX) to $65 from $62, while maintaining a Neutral rating, following an improved demand outlook and strong second-quarter 2026 earnings. The firm revised its sales and EPS projections upwards for 2026 and 2027, aligning with other analysts who have also raised their earnings estimates. Despite the stock being considered overvalued relative to its Fair Value, Cognex reported record revenue, an 80% increase in adjusted EPS year-over-year, and boasts strong fundamentals with a nearly 69% gross profit margin and over $750 million in cash.
Cognex Corp (CGNX) Shares Fall 3.8% -- What GF Score of 72 Tells Investors
Cognex Corp (CGNX) shares dropped 3.8%, making its current price of $64.36 23.7% above its GF Value of $52.05, suggesting the stock is "Modestly Overvalued." The company has a GF Score of 72/100, indicating an "Above Average" quality, primarily due to strong profitability and momentum, despite weak growth. Insider selling of $15.0M over the past three months without corresponding purchases raises concerns about insider confidence.
Cognex Sees Record Revenue, Margin Gains as AI Powers Machine-Vision Growth
Cognex (NASDAQ:CGNX) is experiencing record revenue and margin expansion, driven by strong demand in machine vision and the integration of AI. The company reported record second-quarter revenue of $290 million, with third-quarter guidance projecting another record at $310 million, and has significantly improved its adjusted EBITDA margins from 17% in 2024 to 32% in the latest quarter. Cognex views AI as a significant growth catalyst, particularly with its OneVision platform, and is actively pursuing cost reductions while anticipating continued growth in consumer electronics, data centers, and semiconductors.
DA Davidson raises Cognex stock price target on improved demand outlook
DA Davidson has increased its price target for Cognex (NASDAQ:CGNX) to $65 from $62, maintaining a Neutral rating, following strong Q2 2026 earnings and an improved demand outlook. The firm revised its sales and EPS projections upwards for 2026 and 2027, driven by robust demand in Logistics, Consumer Electronics, Packaging, and Semiconductor sectors. Despite the stock's significant year-to-date surge and current overvaluation according to InvestingPro, Cognex boasts strong fundamentals including an almost 69% gross profit margin and a healthy balance sheet.
COGNEX CORP COGNEX ORD SHS (0I14.L) Q1 FY2026 earnings call transcript
Cognex Corporation reported strong Q1 2026 results with a 24% year-over-year revenue increase and a significant expansion in adjusted EBITDA margin to 26.9%. The company raised its Q2 guidance, projecting 16.5% revenue growth, but maintained a cautious full-year outlook due to macroeconomic uncertainties and limited visibility into the second half of the year. The earnings call provided further details on these results and future projections.
Earnings call transcript: Cognex posts record Q2 2026 revenue, shares slip
Cognex (CGNX) reported record Q2 2026 revenue of $291 million, up 17% year-over-year, and adjusted EPS of $0.45, beating analyst estimates. Despite strong financial performance and positive guidance for Q3 and full-year 2026, the company's shares slipped in after-hours trading due to a slight revenue miss and investor caution. The company highlighted strong growth in logistics, packaging, electronics, and semiconductors, driven by AI-enabled machine vision and successful execution of its growth strategy.
Cognex Q2 Earnings Call Centers on AI and Data Center Growth
Cognex's Q2 2026 earnings call highlighted growth driven by an improving industrial cycle and a strategic focus on AI-enabled machine vision, new customers, and emerging markets like the data center supply chain. The company emphasized its AI platforms, customer expansion, and efforts to maintain profitability through cost reductions and productivity improvements, while also providing a positive outlook for the second half of the year despite some anticipated margin pressures.
Cognex Corp (CGNX) (Q2 2026) Earnings Call Highlights: Record Revenue and Margin Expansion Fuel ...
Cognex Corp (CGNX) reported record quarterly revenue in Q2 2026, up 17% year over year, with adjusted EPS increasing 80% to $0.45. The company saw significant margin expansion and strong demand in logistics, electronics, and semiconductor markets, alongside a growing data center opportunity. Despite this, automotive revenue declined, and memory price increases are expected to create a gross margin headwind in Q3.
Cognex Corp (CGNX) (Q2 2026) Earnings Call Highlights: Record Revenue and Margin Expansion Fuel ...
Cognex Corp (CGNX) reported record quarterly revenue in Q2 2026, up 17% year-over-year, alongside significant margin expansion, with adjusted EBITDA margin increasing 1,150 basis points to 32.2%. The company saw strong demand in logistics, electronics, and semiconductor markets, driven by the growing data center supply chain opportunity, and successfully implemented cost reduction initiatives. Despite a decline in automotive and European revenues, and anticipated memory price headwinds, Cognex raised its full-year guidance, expressing confidence in its strategic growth areas and operational efficiencies.
Earnings call transcript: Cognex posts record Q2 2026 revenue, shares slip
Cognex Corp. reported record second-quarter 2026 revenue of $291 million, up 17% year-over-year, and adjusted earnings per share of $0.45, surpassing analyst estimates. Despite strong financial performance and an optimistic full-year outlook, the company's stock experienced a slight slip in after-hours trading, likely due to a narrow miss on revenue forecasts and potential future memory cost pressures. Management emphasized continued strategic execution, margin expansion, and diversification into new high-growth markets like the data center supply chain.
COGNEX CORP 2026: Revenue $291.26M, EPS $0.43— 10-Q Summary
COGNEX CORP (CGNX) reported strong financial results for the quarter ended 2026, with revenue reaching $291.26 million and diluted EPS of $0.43, significantly up from the prior year. The growth was driven by broad-based demand, favorable foreign exchange, and strong geographic performance in Greater China and the Americas. The company also saw gross margin expansion and reduced operating expenses due to cost controls.
Cognex earnings beat by $0.03, revenue fell short of estimates
Cognex (NASDAQ: CGNX) reported strong Q2 earnings, beating analyst EPS estimates by $0.03 with an EPS of $0.45, although revenue of $291M fell slightly short of the consensus estimate of $291.76M. The company's stock has performed well, rising 7.69% in the last 3 months and 70.96% over the past year, with 15 positive EPS revisions in the last 90 days. InvestingPro assesses Cognex's financial health as "good performance."
Cognex Q2 Earnings: Record $291M Revenue, EPS $0.45 | CGNX Stock News
Cognex reported record Q2 2026 revenue of $291 million, a 17% year-over-year increase, with adjusted diluted EPS up 80% to $0.45. The company also announced the general availability of its AI-powered OneVision platform, already in use by hundreds of customers. Cognex provided strong guidance for Q3 and full-year 2026, anticipating continued double-digit revenue growth and significant margin expansion.
Cognex Q2 revenue hits record $291 million
Cognex (CGNX) reported record second-quarter 2026 revenue of $291 million, a 17% increase year-over-year, with net income rising to $72.8 million. The company provided optimistic third-quarter and full-year guidance, and also declared a quarterly cash dividend of $0.085 per share. Insider trading activity showed 16 sales and no purchases in the last six months, while hedge funds exhibited mixed activity with both significant additions and reductions in their holdings.
Cognex Q2 revenue hits record $291 million
Cognex (CGNX) reported a record Q2 2026 revenue of $291 million, a 17% increase year over year, with diluted earnings per share of $0.43. The company saw broad-based strength across its major end markets and issued optimistic guidance for Q3 and the full year 2026. Insider trading activity showed sales by several executives, while institutional investors had mixed movements in their holdings.
A Look at Cognex Corp (CGNX) After 6.0% Gain -- GF Value $51.57 vs Price $71.52
Cognex Corp (CGNX) shares rose 6.0% to $71.52, but GuruFocus assesses the stock as "Significantly Overvalued" with a GF Value of $51.57. Despite a strong GF Score of 81/100, indicating robust performance, the high P/E ratio and recent insider selling of $15.0 million suggest caution for investors regarding its current valuation.
Cognex (NASDAQ:CGNX) Climbs After Q2 EPS Beat Offsets Revenue Miss
Cognex (NASDAQ:CGNX) reported second-quarter results with non-GAAP EPS of $0.45, beating the consensus estimate of $0.43, despite revenue of $291.3 million falling short of the $298.4 million expectation. Shares rose approximately 2.5% in after-hours trading, indicating investors focused on the profit beat and 16.9% year-over-year sales growth. The company, a leader in industrial machine vision, saw continued demand for automation, though the revenue miss suggests potential unevenness in order flow.
