Cognex is capitalizing on accelerating AI-driven machine vision adoption, with Q2 2026 revenue up 16.9% YoY to $291.3M and gross margin expanding to 70.6%, the highest in the period. Operating leverage is evident as operating margin surged to 29.4% from 17.4% ...
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Revenue accelerated 16.9% YoY to $291.3M in Q2 2026 with gross margin expanding to 70.6% and operating margin reaching 29.4%, driven by AI-vision adoption and cost discipline.
Cognex is showcasing advanced AI-powered vision systems like In-Sight® 3900 and OneVision™, combining edge AI with centralized development for smarter automation solutions.
Wall Street analysts project an 8.4% upside potential with a $70.92 consensus price target, reflecting confidence in Cognex's growth trajectory.
JPMorgan upgraded Cognex to Overweight, citing progress in AI-powered machine vision solutions and an evolving sales strategy as key growth drivers.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.45+6.2% vs $0.42 | $291M-0.3% vs $292M |
Q2 2026 May 6, 2026 | $0.34+36.9% vs $0.25 | $268M+9.1% vs $246M |
Q1 2026 Feb 11, 2026 | $0.27+22.7% vs $0.22 | $252M+5.6% vs $239M |
Q4 2025 Oct 29, 2025 | $0.33+22.2% vs $0.27 | $277M+15.9% vs $239M |
Shares of Cognex Corporation (NASDAQ: CGNX - Get Free Report) have been given a consensus rating of "Moderate Buy" by the eighteen research firms that are presently covering the stock, Marketbeat Ratings reports. Six investment analysts have rated the stock with a hold rating, ten have issued a buy rating and two have given a strong
In-Sight 1750 ® helps chipmakers maintain throughput and product quality as demand for advanced semiconductors grows NATICK, Mass., September 23, 2026 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced the launch of the In-Sight® 1750 Series, a next-generation wafer and panel identification system designed to help semiconductor manufacturers reduce disruptions, improve traceability, and maintain throughput.
Cognex NASDAQ: CGNX said it has entered into a definitive agreement to acquire RealSense, a provider of depth-sensing cameras and vision technology used in robotic perception and physical AI applications.
Cognex Corporation (CGNX) M&A Call Transcript
Benchmark CGNX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cognex Corporation (CGNX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $64.97 | $10.81B | 95.54 | 8.73% | 11.51% | 7.61% | 0.5% | |
| $384.64 | $65.73B | 78.82 | 7.95% | 19.08% | 20.11% | — | |
| $73.48 | $3.47B | -46.21 | 12.74% | -7.43% | -4.91% | — | |
| $47.10 | $11.62B | 314.00 | 8.39% | -2% | -3.16% | — | |
| $149.27 | $5.32B | 101.54 | 3.3% | 6% | 4.9% | — | |
| $100.77 | $5.27B | 9999.00 | -7.38% | 12.18% | 13.55% | — |
Cognex Corporation (CGNX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Cognex Corporation (CGNX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 6, 2026·SEC
Apr 30, 2026·SEC
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Cognex Corporation (CGNX) stock FAQ — growth, dividends, profitability & financials explained
Cognex Corporation (CGNX) reported $1.09B in revenue for fiscal year 2025. This represents a 787% increase from $122.8M in 1996.
Cognex Corporation (CGNX) grew revenue by 8.7% over the past year. This is steady growth.
Yes, Cognex Corporation (CGNX) is profitable, generating $174.8M in net income for fiscal year 2025 (11.5% net margin).
Yes, Cognex Corporation (CGNX) pays a dividend with a yield of 0.50%. This makes it attractive for income-focused investors.
Cognex Corporation (CGNX) has a return on equity (ROE) of 7.6%. This is below average, suggesting room for improvement.
Cognex Corporation (CGNX) generated $268.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
