Summary
CGNX Chart
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: 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 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 Dividends
 CGNX 3 days ago Announced | Quarterly | $0.08 Per Share |
| CGNX 5 months ago Paid | Quarterly | $0.08 Per Share |
| CGNX 9 months ago Paid | Quarterly | $0.08 Per Share |
| CGNX 15 Aug 2024 Paid | Quarterly | $0.07 Per Share |
| CGNX 15 May 2024 Paid | Quarterly | $0.07 Per Share |
Cognex Corporation Earnings
| 29 Oct 2025 (In 2 months) Date | | 0.28 Cons. EPS | - EPS |
| 28 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 30 Jul 2025 Date | | 0.23 Cons. EPS | - EPS |
| 30 Jul 2025 Date | | 0.23 Cons. EPS | - EPS |
| 29 Jul 2025 Date | | 0.24 Cons. EPS | 0.25 EPS |
| CGNX 3 days ago Announced | Quarterly | $0.08 Per Share |
| CGNX 5 months ago Paid | Quarterly | $0.08 Per Share |
| CGNX 9 months ago Paid | Quarterly | $0.08 Per Share |
| CGNX 15 Aug 2024 Paid | Quarterly | $0.07 Per Share |
| CGNX 15 May 2024 Paid | Quarterly | $0.07 Per Share |
| 29 Oct 2025 (In 2 months) Date | | 0.28 Cons. EPS | - EPS |
| 28 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 30 Jul 2025 Date | | 0.23 Cons. EPS | - EPS |
| 30 Jul 2025 Date | | 0.23 Cons. EPS | - EPS |
| 29 Jul 2025 Date | | 0.24 Cons. EPS | 0.25 EPS |
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Cognex Corporation Profile
| Hardware, Equipment & Parts Industry | Technology Sector | Robert J. Willett CEO | NASDAQ (NGS) Exchange | 192422103 Cusip |
| US Country | 2,914 Employees | 14 Aug 2025 Last Dividend | 4 Dec 2017 Last Split | - IPO Date |
Overview
Cognex Corporation is a global leader in providing machine vision products designed to automate the manufacturing and distribution tasks by capturing and analyzing visual information. These products find applications in a wide array of industries, including automotive, logistics, consumer electronics, medical, semiconductor, consumer products, food and beverage, and more. Founded in 1981, Cognex has its headquarters in Natick, Massachusetts and serves its diverse clientele worldwide through a robust network of distributors and integrators. Its technology plays a crucial role in improving efficiency, accuracy, and quality control in the manufacturing and tracking of discrete items such as mobile phones, electric vehicle batteries, and e-commerce packages by offering solutions for locating, identifying, inspecting, and measuring products during production or distribution processes.
Products and Services
- VisionPro Software: A comprehensive suite of patented vision tools designed for advanced programming. VisionPro enables users to develop complex vision applications that meet the demanding requirements of modern manufacturing processes.
- QuickBuild: This tool simplifies the development of vision applications by providing a graphical, flowchart-based programming interface. QuickBuild enables customers to quickly and efficiently build applications without the need for extensive programming knowledge.
- Cognex Deep Learning Vision Software: This software leverages deep learning algorithms to improve the capability of machines to recognize patterns and anomalies. It’s especially useful in applications where traditional machine vision systems might struggle, such as with variable or unpredictable parts.
- Vision Sensors: Cognex offers a range of vision sensors designed to handle various vision applications, including but not limited to checking the presence and size of parts. These sensors play a crucial role in maintaining the quality and consistency of production.
- In-Sight Product Line: This line includes vision systems and sensors that offer powerful inspection capabilities. In-Sight products are well-suited for part location, identification, measurement, assembly verification, and robotic guidance tasks.
- DataMan: DataMan products comprise image-based barcode readers and verifiers. They are engineered to provide high-speed and reliable reading of direct part marks (DPM) and 1D/2D barcodes, enhancing traceability and efficiency in manufacturing and logistics operations.
Contact Information
