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 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| 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 |
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
Acquisition adds leading 3D robotic perception platform, expands Cognex's served market, andsupports long-term growth diversification NATICK, Mass. and CUPERTINO, Calif.
Cognex (NASDAQ: CGNX) Chief Financial Officer Dennis Fehr said the machine-vision company is pursuing growth across logistics, packaging, semiconductors, electronics and data-center supply chains, supported by artificial intelligence-enabled products, an expanded customer base and operating-efficiency initiatives. Speaking at Morgan Stanley's 14th Annual Laguna Conference, Fehr said Cognex helps customers inspect products and components, identify parts in
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 |
|---|---|---|---|---|---|---|---|
| $58.97 | $9.81B | 86.72 | 8.73% | 11.51% | 7.61% | 0.55% | |
| $347.32 | $59.36B | 71.17 | 7.95% | 19.08% | 20.11% | — | |
| $64.54 | $3.04B | -40.59 | 12.74% | -7.43% | -4.91% | — | |
| $36.40 | $8.98B | 242.67 | 8.39% | -2% | -3.16% | — | |
| $144.17 | $5.13B | 98.07 | 3.3% | 6% | 4.9% | — | |
| $89.54 | $4.69B | 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 0.55%. 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.
