Director Robert Willett sold 2,148 shares for a total transaction value of approximately ~$128,000 on Feb. 13, 2026. The transaction represented 11.97% of Mr.
Does Cognex Corporation (CGNX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Cognex Corporation (CGNX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Cognex Corporation delivered strong FY25 results, with 9% revenue growth and significant margin expansion, driving a 36% share price surge. I assign CGNX a "Strong Buy" rating and $79 price target, justified by robust operational leverage, AI-driven simplification, and a clear path to a 25% adjusted EBITDA margin by eq4'26. CGNX is capitalizing on logistics, semiconductors, and factory automation tailwinds, while aggressive cost discipline and AI integration underpin scalable growth.
Cognex Corporation (CGNX) Q4 2025 Earnings Call Transcript
Cognex Corporation delivered strong Q4 results, with revenue up 10% and adjusted EBITDA up 22.7%, driving a post-earnings rally. CGNX is sharpening its focus on core, high-margin AI-enabled machine vision, exiting non-core units, and targeting $35–$40 million in annualized cost reductions. Management's strategic shift includes expanding large customer exposure, enhancing customer experience, and leveraging early AI adoption for a broader addressable market.
Cognex Corporation (CGNX) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.2 per share a year ago.
CGNX heads into its Q4 report with rising earnings estimates, steady revenue growth and momentum from new AI-driven logistics solutions.
Cognex has seen a rougher-than-expected downcycle on weak auto spending and erratic demand outside of logistics, and machine vision has lagged a broader automation stock recovery. CGNX is strategically expanding its sales force and AI-enabled product suite to target underpenetrated sectors and drive future growth. I expect revenue growth to accelerate beyond 8% in 2026 and to double digits thereafter, with margin leverage into the mid-to-high 20%s from new software and AI-enabled products.
Cognex Corporation (CGNX) Presents at Bernstein Insights: 4th Annual Industrials Forum Investor Conference Transcript
Cognex Corporation (CGNX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Cognex Corporation ( CGNX ) Stephens Annual Investment Conference 2025 November 19, 2025 11:00 AM EST Company Participants Dennis Fehr - Senior VP of Finance & CFO Conference Call Participants Thomas Moll - Stephens Inc., Research Division Presentation Thomas Moll Stephens Inc., Research Division Good morning, everyone. I'm Tommy Moll, I'm analyst here at Stephens.