Price
No data yet.
Social Signal Score
Analyst Ratings
32 analystsRevenue
$291.26M+96.86%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew Moschner
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- Employees
- 2,745
- Beta
- 1.49
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 12.80
Financials
Revenue
$291.26M+96.9%Net Income
$72.76M+35.5%EBITDA
$88.39M+51.8%Free Cash Flow
$67.62M+29.5%EPS (diluted)
$0.43+38.7%Shares Outstanding (diluted)
169.99M-2.7%Operating Expenses
$120.26MCash & Debt
$404.37MReturn of Capital
$20.49MRevenue by Segment (annual)
$994.36MDividend per Share
$0.09Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $994.36M | $114.44M | $0.68 |
| 2024 | $914.51M | $106.17M | $0.62 |
| 2023 | $837.55M | $113.23M | $0.66 |
| 2022 | $1.01B | $215.53M | $1.24 |
| 2021 | $1.04B | $279.88M | $1.59 |
| 2020 | $811.02M | $176.19M | $1.02 |
| 2019 | $725.63M | $203.87M | $1.19 |
| 2018 | $806.34M | $219.27M | $1.27 |
| 2017 | $766.08M | $176.71M | $1.02 |
| 2016 | $529.51M | $143.69M | $0.88 |
| 2015 | $450.56M | $187.07M | $1.09 |
| 2014 | $426.45M | $121.48M | $0.70 |
| 2013 | $307.65M | $73.57M | $0.43 |
| 2012 | $324.28M | $68.10M | $0.40 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CGNX's reported EPS growth of 4.2% a year over 13 years.
- EPS in 5 years
- $0.84
- Implied price
- $44.34
- Return from $64.97
- -7.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $22.04 — -66.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 37 | 45 | 53 | 61 | 69 |
|---|---|---|---|---|---|
| -5.8% | -22.1% | -18.9% | -16.2% | -13.9% | -11.7% |
| -0.8% | -17.9% | -14.6% | -11.8% | -9.3% | -7.0% |
| 4.2% | -13.8% | -10.3% | -7.4% | -4.7% | -2.3% |
| 9.2% | -9.6% | -6.0% | -2.9% | -0.1% | 2.3% |
| 14.2% | -5.5% | -1.7% | 1.5% | 4.4% | 7.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70-33.33%Social Signal Score
Mentions (18)
- News (RSS)seekingalpha·2d ago·Positive
Cognex: Wait For A Better Time To Buy
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Cognex: AI And Robotics Have Potential, But Near-Term Upside Looks Limited
View source ↗ - Newsprnewswire.com·13d ago·Negative
…ers 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.
View source ↗ - Newsmarketbeat.com·13d ago·Negative
Cognex Acquires RealSense for $500M to Expand Robotic Vision Platform 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.
View source ↗ - Newsseekingalpha.com·13d ago·Positive
Cognex Corporation (CGNX) M&A Call Transcript Cognex Corporation (CGNX) M&A Call Transcript
View source ↗ - News (RSS)seekingalpha·13d ago·Positive
Cognex to buy robotics firm RealSense in $500M deal
View source ↗ - Newsprnewswire.com·14d ago·Positive
Cognex to Acquire RealSense, Expanding Machine Vision Leadership into High-Growth Robotic Perception Market Acquisition adds leading 3D robotic perception platform, expands Cognex's served market, andsupports long-term growth diversification NATICK, Mass. and CUPERTINO, Calif.
View source ↗ - Newsmarketbeat.com·15d ago·Neutral
Cognex Touts AI Vision Growth Across Data Centers, Semis and China 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.
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
Cognex Corporation (CGNX) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·19d ago·Positive
Cognex Corporation (CGNX) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript Cognex Corporation (CGNX) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - News (Marketaux)seekingalpha.com·33d ago·Positive
Baron Small Cap Fund Q2 2026 Shareholder Letter Of our IT holdings, Cognex [+324 characters]
View source ↗ - Newsprnewswire.com·34d ago·Neutral
Cognex to Present at the Morgan Stanley 14th Annual Laguna Conference NATICK, Mass., Sept. 2, 2026 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced that Dennis Fehr, Chief Financial Officer, is scheduled to participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference on Wednesday, September 16, 2026, at 7:45 a.m.
View source ↗ - Newszacks.com·39d ago·Neutral
Can Cognex (CGNX) Run Higher on Rising Earnings Estimates? Cognex Corporation (CGNX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
View source ↗ - Newszacks.com·39d ago·Neutral
Wall Street Analysts See a 27.01% Upside in Cognex (CGNX): Can the Stock Really Move This High? The consensus price target hints at a 27% upside potential for Cognex (CGNX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
View source ↗ - Newszacks.com·48d ago·Positive
Why Cognex Corporation (CGNX) is a Top Momentum Stock for the Long-Term Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
View source ↗ - News (Marketaux)seekingalpha.com·54d ago·Positive
Cognex: The Data Center Supply Chain Play The Market Is Underpricing; Strong Buy (CGNX) Cognex Corporation ( C[+103 characters]
View source ↗ - Newsseekingalpha.com·56d ago·Positive
Cognex Corporation (CGNX) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript Cognex Corporation (CGNX) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
View source ↗ - Newsmarketbeat.com·56d ago·Positive
Cognex Sees Record Revenue, Margin Gains as AI Powers Machine-Vision Growth Cognex NASDAQ: CGNX Chief Financial Officer Dennis Fehr said the machine-vision company sees a strong demand backdrop, expects continued margin expansion and views artificial intelligence as a growth catalyst rather than a competitive threat.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $0.52 per share
Typical surprise +22.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.45 vs $0.42beat
- Wed, May 6$0.34 vs $0.25beat
- Wed, Feb 11$0.27 vs $0.22beat
- Wed, Oct 29$0.33 vs $0.27beat
- Wed, Jul 30$0.25 vs $0.23beat
- Wed, Apr 30$0.16 vs $0.13beat
Estimates and results for CGNX via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CGNX officers and directors.
- Bought
- —
- Sold
- $5.4m
0 trades
11 trades
- Moschner Matthewsold
- Moschner Matthewsold
- Moschner Matthewsold
- Moschner Matthewsold
- Long Darren Marcsold
- Long Darren Marcsold
- Macdonald Laura Annsold
- Fennell Marksold
89 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Donald Sternoff Beyerhouse · VA08 · disclosed Mar 3, 2022 (3d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Oct 1, 2021 (14d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Jan 1, 2021 (29d later)Buy$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Dec 1, 2020 (14d later)Buy$1,001 - $15,000
- Greg Gianfortehouse · MT00 · disclosed Nov 9, 2020 (27d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Aug 9, 2020 (26d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed May 31, 2020 (30d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed May 31, 2020 (24d later)Sell$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed May 9, 2020 (11d later)Sell$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed Apr 14, 2020 (34d later)Sell$15,001 - $50,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Feb 22, 2020 (8d later)Buy$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Feb 22, 2020 (25d later)Buy$1,001 - $15,000
- Donald Sternoff Beyerhouse · VA08 · disclosed Jan 2, 2020 (9d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA39 · disclosed Aug 19, 2019 (24d later)Sell$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA39 · disclosed Aug 19, 2019 (21d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA39 · disclosed May 14, 2019 (32d later)Sell$1,001 - $15,000
- Sheldon Whitehousesenate · RI · disclosed May 8, 2019 (20d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA39 · disclosed Feb 13, 2019 (13d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Oct 2, 2018 (230d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Aug 13, 2018 (392d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.