Cognex Corporation

Cognex Corporation

CGNXยทNASDAQ

$66.06

-0.030%
TechnologyHardware, Equipment & Parts

Cognex Corporation provides machine vision products that capture and analyze visual information in order to automate manufacturing and distribution tasks worldwide. Its machine vision products are used to automate the manufacturing and tracking of discrete items, including mobile phones, aspirin bottles, and automobile tires by locating, identifying, inspecting, and measuring them during the manufacturing or distribution process. The company offers VisionPro software, a suite of patented vision tools for advanced programming; QuickBuild that allows customers to build vision applications with a graphical, flowchart-based programming interface; and Cognex deep learning vision software. It also provides a range of inspection tasks, including part location, identification, measurement, assembly verification, and robotic guidance; vision sensors for vision applications, such as checking the presence and size of parts; and the In-Sight product line of vision systems and sensors. In addition, the company offers DataMan, an image-based barcode readers and barcode verifiers. It sells its products to consumer electronics, automotive, consumer products, food and beverage, pharmaceuticals, and medical devices industries, as well as through a network of distributors and integrators. Cognex Corporation was incorporated in 1981 and is headquartered in Natick, Massachusetts.

At a Glance

Live Snapshot
Market Cap$10.99B
EPS0.6800
P/E Ratio97.15
Earnings Date07/29/2026
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Cognex Corporation Street Expectations Map

CGNX ยท NASDAQ

Wall Street analysts project that CGNX stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 70.92, with estimates ranging from a low of 61.00 to a high of 80.00.

Lowest Target
61.00
-7.66%
Consensus Target
70.92
7.36%
Highest Target
80.00
21.10%

The consensus 1-year price target stands at 70.92, with estimates ranging from a low of 61.00 to a high of 80.00.

Analyst Consensus Analysis

Upside Potential

+7.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

26.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.75x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Cognex Corporation Forward Estimates of Revenue

CGNX ยท NASDAQ
Latest Revenue
994.36M
FY 2025
Avg Estimate
1.11B
FY 2026
Estimate Range
1.10B - 1.12B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cognex Corporation Forward Estimates of Net Income

CGNX ยท NASDAQ
Latest Net Income
114.44M
FY 2025
Avg Estimate
239.61M
FY 2026
Estimate Range
208.01M - 279.08M
Analyst Spread

Forward Growth Analysis

Projected Growth+109.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread30%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Cognex Corporation Forward Estimates of EPS

CGNX ยท NASDAQ
Latest EPS
0.68
FY 2025
Avg Estimate
$1.48
FY 2026
Estimate Range
$1.23 - $1.65
Analyst Spread

Forward Growth Analysis

Projected Growth+118.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Cognex Corporation Forward Estimates of EBIT

CGNX ยท NASDAQ
Latest EBIT
162.57M
FY 2025
Avg Estimate
222.94M
FY 2026
Estimate Range
220.93M - 224.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+37.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cognex Corporation Forward Estimates of EBITDA

CGNX ยท NASDAQ
Latest EBITDA
193.36M
FY 2025
Avg Estimate
252.15M
FY 2026
Estimate Range
249.88M - 254.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+30.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cognex Corporation Forward Estimates of SG&A Expense

CGNX ยท NASDAQ
Latest SG&A Expense
363.86M
FY 2025
Avg Estimate
395.29M
FY 2026
Estimate Range
391.73M - 398.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cognex Corporation Insider Positioning

CGNX ยท NASDAQ

During the last 12 months, insiders have sold $3.59M worth of CGNX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

9.5K

632.96K

Net Activity

-633K

-$633K

3-6 Months

Bought

0

0.00

Sold

41.9K

2.32M

Net Activity

-2.3M

-$2.32M

6-9 Months

Bought

0

0.00

Sold

8.7K

421.95K

Net Activity

-422K

-$422K

9-12 Months

Bought

0

0.00

Sold

4.7K

210.06K

Net Activity

-210K

-$210K

Top Buyers

No buying activity

Top Sellers

1
PDM

Parrotte Dianne M

Director

18.4K sharesโ€ข1 transactions

$994K

2
WR

Willett Robert

Director

12.6K sharesโ€ข3 transactions

$679K

3
KJ

Kuechen Joerg

Officer: Head Of Corporate M&A

11.0K sharesโ€ข1 transactions

$617K

4
LDM

Long Darren Marc

Officer: Vice President

5.5K sharesโ€ข1 transactions

$365K

5
FM

Fennell Mark

Officer: Chief Legal Officer &Secretary

4.0K sharesโ€ข1 transactions

$268K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$633K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.