CognexCGNX
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
360% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $2.66M
50% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 60
26% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 140
7% more capital invested
Capital invested by funds: $4.56B [Q1] → $4.88B (+$318M) [Q2]
5% more funds holding
Funds holding: 430 [Q1] → 452 (+22) [Q2]
1.27% more ownership
Funds ownership: 90.32% [Q1] → 91.6% (+1.27%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
DA Davidson Matthew Summerville | 21%downside $35 | Neutral Maintained | 4 Aug 2025 |
UBS Damian Karas | 31%upside $58 | Buy Maintained | 1 Aug 2025 |
Keybanc Ken Newman | 13%upside $50 | Overweight Upgraded | 1 Aug 2025 |
Needham James Ricchiuti | 2%upside $45 | Buy Maintained | 31 Jul 2025 |
Citigroup Piyush Avasthy | 16%downside $37 | Neutral Maintained | 14 Jul 2025 |
Financial journalist opinion
Based on 10 articles about CGNX published over the past 30 days
