Cognex

CGNX

Market cap $7.41B

Overview Fund Activity

44.16 USD

-0.23

0.52%

At close Updated Sep 15, 4:00 PM EDT

Pre-market

After hours

44.83

+0.67

1.52%

1 day

-0.52%

5 days

-0.54%

1 month

3.42%

3 months

44.6%

6 months

37.4%

Year to date

23.7%

1 year

14.26%

5 years

-31.27%

10 years

134.02%

About: Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. ID products read codes that have been applied to items during the manufacturing process. Cognex generates the maximum proportion of its sales in the United States and Europe.

Employees: 2,914

Technology Scientific & Technical Instruments

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

357% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $2.98M

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 141

7% more capital invested

Capital invested by funds: $4.56B [Q1] → $4.88B (+$320M) [Q2]

6% more funds holding

Funds holding: 430 [Q1] → 455 (+25) [Q2]

1.3% more ownership

Funds ownership: 90.35% [Q1] → 91.65% (+1.3%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$32

28% downside

Avg. target

$43

2% downside

High target

$58

31% upside

7 analyst ratings

3 positive

43%

4 neutral

57%

0 negative

0%

JP Morgan Tomohiko Sano	$45	Neutral Initiated	15 Sep 2025
DA Davidson Matthew Summerville	$35	Neutral Maintained	4 Aug 2025
UBS Damian Karas	$58	Buy Maintained	1 Aug 2025
Keybanc Ken Newman	$50	Overweight Upgraded	1 Aug 2025
Needham James Ricchiuti	$45	Buy Maintained	31 Jul 2025
Citigroup Piyush Avasthy	$37	Neutral Maintained	14 Jul 2025
Baird Richard Eastman	$32	Neutral Maintained	16 Jun 2025

See Analyst Rankings

Financial journalist opinion

The Motley Fool

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

These three companies are distinct, and their stocks present a range of risk-reward considerations for investors. I'm going to run through them in ascending order of risk and reward potential, so industrial software company PTC (PTC 1.24%) is probably the lowest risk, followed by machine vision specialist Cognex (CGNX 1.31%), and then air taxi manufacturer Joby Aviation (JOBY 3.17%).

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term

The Motley Fool

7 No-Brainer Robotics Stocks to Buy Right Now

Artificial intelligence (AI) may be the hottest story in markets today, but its most powerful effects are only beginning to spill over into robotics. Over the next five to 10 years, AI-driven machines are expected to reshape daily life -- robots performing delicate surgeries, fleets managing warehouses, autonomous vehicles moving goods, and delivery bots navigating sidewalks.

7 No-Brainer Robotics Stocks to Buy Right Now

Cognex Sets Ambitious Growth Goals For The Next Cycle

I reiterate a Strong Buy on Cognex Corporation with a $51.64 price target, driven by robust U.S. reindustrialization and automation trends. Major trade deals and tariffs are fueling over $1T in U.S. investments, expanding Cognex's addressable market, especially in manufacturing and pharmaceuticals. Cognex's new leadership, AI-driven product expansion, and cloud platform OneVision position the company for accelerated growth and broader market reach.

Cognex Sets Ambitious Growth Goals For The Next Cycle

The Motley Fool

3 Underdog Stocks That Could Outperform the Market in the Second Half of 2025

These three stocks are fundamentally sound companies with excellent underlying growth prospects. However, shares in machine vision expert Cognex (CGNX -1.01%), advanced materials company Hexcel (HXL -0.94%), and Tesla (TSLA 2.28%) all declined in the first half of 2025.

3 Underdog Stocks That Could Outperform the Market in the Second Half of 2025

Cognex: Caution Warranted Given Macro Uncertainty

While Cognex delivered solid Q2 results, I am now cautious due to the soft demand environment, and the potential delayed impact of tariffs. Growth appears set to strengthen in the coming quarters, but further margin gains are likely to be more modest. While automation and AI adoption support Cognex's long-term outlook, the stock is now more fully valued.

Cognex: Caution Warranted Given Macro Uncertainty

The Motley Fool

1 Incredible Reason to Buy This Growth Stock Before Interest Rates Drop

Investors often talk about growth stocks in terms of their cyclical growth (tied to the economy) and secular growth (benefiting from a structural and fundamental change in an industry). The distinction is beneficial to understand when looking at machine vision company Cognex (CGNX 0.20%).

1 Incredible Reason to Buy This Growth Stock Before Interest Rates Drop

Cognex to Present at the KeyBanc Capital Markets Technology Leadership Forum

NATICK, Mass. , Aug. 4, 2025 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced that Dennis Fehr, Chief Financial Officer, will participate in a fireside chat at the KeyBanc Capital Markets Technology Leadership Forum on Monday, August 11, at 1:30 p.m.

Cognex to Present at the KeyBanc Capital Markets Technology Leadership Forum

LendingClub Gains 21% While CE 100 Index Struggles

The Connected Economy 100 index had a tough week, losing 4.2% percent across all pillars except “eat.” While the index was down overall due to big drops at several companies, including double digits at Xero, iRobot, and United Healthcare, there were some notable highlights.

LendingClub Gains 21% While CE 100 Index Struggles

Cognex Corporation (CGNX) Q2 2025 Earnings Call Transcript

Cognex Corporation (NASDAQ:CGNX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Dennis S. Fehr - Senior VP of Finance & CFO Greer Aviv - Head of Investor Relations Matthew Moschner - President, CEO & Director Conference Call Participants Andrew Edouard Buscaglia - BNP Paribas Exane, Research Division Damian Mark Karas - UBS Investment Bank, Research Division Jacob Frederick Levinson - Melius Research LLC James Andrew Ricchiuti - Needham & Company, LLC, Research Division Joseph Craig Giordano - TD Cowen, Research Division Keith Michael Housum - Northcoast Research Partners, LLC Ken Newman - KeyBanc Capital Markets Inc., Research Division Kevin Samuel Wilson - Truist Securities, Inc., Research Division Piyush Avasthy - Citigroup Inc., Research Division Thomas Allen Moll - Stephens Inc., Research Division Operator Greetings, and welcome to the Cognex Second Quarter 2025 Earnings Conference Call.

Cognex Corporation (CGNX) Q2 2025 Earnings Call Transcript

The Motley Fool

Cognex (CGNX) Q2 Revenue Rises 4%

Cognex (CGNX) Q2 Revenue Rises 4%

Cognex (CGNX) Q2 Revenue Rises 4%

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