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) 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.
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.
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.
Cognex Corp (CGZ) Q1 2024 Earnings Report - Results, Call & Slides
Cognex Corp (CGZ) reported its Q1 2024 earnings, missing consensus EPS estimates by -€0.01 with an actual EPS of €0.06, compared to €0.13 a year ago. However, the company beat revenue expectations, posting €182.83M against an expected €174.40M, marking a 4.81% year-over-year growth. The earnings call was held on May 2, 2024, and the next earnings date is estimated for October 29, 2026.
Cognex Corp (CGNX) Stock Up 3.4% but GF Value Says Overvalued -- GF Score: 81/100
Cognex Corp (CGNX) shares rose 3.4% to $67.44, but GuruFocus's GF Value estimates the stock is significantly overvalued at 30.8% above its fair value of $51.55, despite a strong GF Score of 81/100 indicating solid financial performance. Insider activity shows $15.0 million in shares sold with no buying, suggesting a cautious outlook from insiders due to the elevated valuation. Investors are advised to exercise caution due to potential downside risks if the market corrects.
Cognex (CGNX) Q2 Earnings Report Preview: What To Look For
Cognex (CGNX) is set to announce its Q2 earnings this Wednesday after market hours. The market anticipates a 17.8% year-on-year revenue growth, an improvement from the 4.1% increase in the same quarter last year. Analysts have largely reconfirmed their estimates, and Cognex has a history of exceeding Wall Street's expectations.
Cognex Corp expected to post earnings of 42 cents a share - Earnings Preview
Cognex Corp (CGNX) is projected to report earnings of 42 cents per share. This information is presented as an earnings preview from Refinitiv, distributed through TradingView News.
Cognex Corp (CGZ) Q4 2024 Earnings Report - Results, Call & Slides
Cognex Corp (CGZ) announced its Q4 2024 earnings, beating analyst expectations with an actual EPS of CHF0.13 against a consensus of CHF0.12, and revenue of CHF186.07M, exceeding the expected CHF179.18M. The company showed a significant year-over-year revenue growth of 16.79% and reported strong EPS growth compared to the previous year. The next earnings date is estimated for August 5, 2026.
CGNX|Cognex Corp|Price:65.240|Chg%:+2.620
Cognex Corp's stock (CGNX) closed at $65.24, up 4.18%, with a market cap of $10.86 billion. The company exhibits strong fundamentals, including high revenue growth and a stable dividend, and is considered fairly valued by analysts. Despite some institutional selling, the stock is rated as a "Buy" by 22 analysts, with a target price of $77.01.
A Look at Cognex Corp (CGNX) After 8.3% Gain -- GF Value $51.51 vs Price $62.64
Cognex Corp (CGNX) shares recently gained 8.3% but are considered overvalued, with a GF Value of $51.51 against a current price of $62.64. The company holds a strong GF Score of 83/100 due to high profitability and financial strength, though growth and momentum ranks are moderate. Insider selling of $15.0 million over the last three months, with no buying, also suggests caution for potential investors.
Watch Cognex CFO's Aug. 10 fireside chat live online or later
Cognex Corporation (NASDAQ: CGNX) announced that its Chief Financial Officer, Dennis Fehr, will participate in a fireside chat at the KeyBanc Technology Leadership Forum on Monday, August 10, 2026, at 9:30 a.m. Mountain Time. A live webcast and replay of the event will be accessible via the company's investor relations website. This appearance follows a pattern of investor engagement, with similar past conference announcements showing varied stock reactions.
Cognex Corp (CGNX) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Cognex Corp (CGNX), focusing on its support and resistance levels, various technical indicators, and moving averages. As of July 28, 2026, CGNX has a price momentum score of 4.17, with its stock trading between a resistance level of $69.59 and a support level of $54.41, suggesting suitability for range-bound swing trading. While several indicators like MACD, CCI, and Williams %R suggest a "Sell" signal, moving averages show mixed signals with more "Sell" indications for shorter periods and a "Buy" for the 200-day moving average.
Cognex Corp (CGNX) Institutional Confidence
This article analyzes the institutional confidence score for Cognex Corp (CGNX), which currently stands at 10.00, ranking 1st in its industry. The institutional shareholding proportion is 103.88%, with Steven Cohen being the largest institutional shareholder. The report also lists key institutional shareholders and their recent activity.
Cognex to Present at the KeyBanc Technology Leadership Forum
Cognex Corporation announced that its Chief Financial Officer, Dennis Fehr, is scheduled to participate in a fireside chat at the KeyBanc Technology Leadership Forum on Monday, August 10, 2026, at 9:30 a.m. Mountain 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 and AI.
Cognex Number of Employees 2026 | Employee Count & Headcount Data
Cognex Corp. (CGNX) had approximately 2,714 total employees worldwide as of March 2026, representing a 6.5% decline from 2,903 employees in 2023. The company is actively hiring with 100 active job postings in 2026, despite a 40.6% decline from 2025. The workforce is concentrated in North America, East Asia, and Western Europe, with an average salary of $87,806 globally.
Cognex Corp (CGNX) Financial Health: Profitability & Balance Sheet Analysis
This article analyzes the financial health of Cognex Corp (CGNX), ranking it 53 out of 180 in its industry with a strong financial status and average operating efficiency. The company recently reported a 24.26% year-over-year increase in quarterly revenue to $268.44M and a 119.06% rise in net profit. While its financial score is 7.92, specific detailed metrics for Quality of Earnings, Operational Efficiency, Growth Potential, and Shareholder Returns are noted as not yet disclosed.
Cognex Corp (CGNX) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Cognex Corp (CGNX) based on its P/E ratio and overall valuation score. Cognex Corp's current valuation score is 5.91, ranking it 160 out of 180 in its industry, with a P/E ratio of 70.84. The analysis notes that other relevant data like P/B, P/S, and P/CF have not been disclosed by the company yet.
Cognex Insiders Sold US$820k Of Shares Suggesting Hesitancy
The article discusses recent insider selling at Cognex, noting that insiders sold US$820k worth of shares over the last year. This selling occurred despite the stock price rising by 19% in the past 12 months. The analysis suggests that the insider selling activity might indicate a lack of strong conviction in the company's future prospects at current prices, especially given the lack of significant insider purchases.
CGNX|Cognex Corp|Price:60.330|Chg%:-0.960
This article provides a comprehensive stock analysis of Cognex Corp (CGNX) by TradingKey, highlighting its strong fundamentals, high growth potential, and fair valuation within the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company boasts significant revenue growth, a stable dividend, and a very high institutional ownership, with analysts rating it as a "Buy" with a target price of $77.01. Despite recent market weakness, CGNX exhibits stable price movement between support and resistance levels, making it suitable for range-bound swing trading according to the analysis.
Machine Vision Camera Market Overview
The Machine Vision Camera Market is projected to grow from USD 13103.54 million in 2026 to USD 20602.46 million in 2035, exhibiting a CAGR of 5.82%. This growth is primarily driven by increasing industrial automation, advancements in AI and 3D imaging technologies, and expanding applications in medical and manufacturing sectors. North America is expected to lead the market, while Asia Pacific is anticipated to be the fastest-growing region due to significant investments in manufacturing automation.
Cognex Corp (CGNX) Cash Flow
This article provides a detailed historical cash flow statement for Cognex Corp (CGNX), including operating, investing, and financing cash flow data, presented on a quarterly and annual basis. It also clarifies key financial metrics like operating cash flow, investing cash flow, financing cash flow, and free cash flow through an FAQ section, along with specific figures for Cognex. The data shows various financial movements, percentage changes, and monetary values over several fiscal quarters and years.
Precision Trading with Cognex Corporation (CGNX) Risk Zones
This article analyzes Cognex Corporation (CGNX), highlighting weak near and mid-term sentiment but a strong long-term outlook. It presents three AI-generated trading strategies: Long Position, Momentum Breakout, and Risk Hedging, with specific entry, target, and stop-loss zones. The analysis emphasizes risk-reward ratios and multi-timeframe signal analysis for precision trading.
Cognex Corp (CGNX) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Cognex Corp (CGNX), identifying its major institutional investors and their proportional holdings. It also breaks down shareholder types, institutional shareholding trends over recent quarters, and lists related ETFs that include CGNX in their portfolios.
Cognex Corp (CGNX) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article details the historical dividend payouts for Cognex Corp (CGNX), including specific dates for ex-dividend, record, and payment. Over the past five years, the company has distributed a total of $190.59 million in dividends. The information provided outlines interim and final cash dividends with their respective gross amounts.
CGNX|Cognex Corp|Price:62.050|Chg%:-1.390
Cognex Corporation (CGNX) is a global provider of machine vision products and solutions that enhance efficiency and quality in industrial sectors. The company's technology helps automate manufacturing and distribution tasks by identifying, inspecting, and measuring items. Key financial data and executive shareholdings are provided, along with information on institutional ownership and revenue sources.
