Cognex Corporation (CGNX) Presents at Baird 55th Annual Global Industrial Conference Transcript
Cognex Corporation ( CGNX ) Baird 55th Annual Global Industrial Conference November 11, 2025 3:20 PM EST Company Participants Matt Moschner - President, CEO & Director Conference Call Participants Robert Mason - Robert W. Baird & Co. Incorporated, Research Division Presentation Robert Mason Robert W.
Cognex Corporation (CGNX) Q3 2025 Earnings Call Transcript
Cognex Corporation ( CGNX ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Greer Aviv - Head of Investor Relations Matt Moschner - President, CEO & Director Dennis Fehr - Senior VP of Finance & CFO Conference Call Participants Damian Karas - UBS Investment Bank, Research Division Andrew Buscaglia - BNP Paribas, Research Division Thomas Moll - Stephens Inc., Research Division Jacob Levinson - Melius Research LLC Piyush Avasthy - Citigroup Inc. Exchange Research Guy Drummond Hardwick - Barclays Bank PLC, Research Division Joseph Giordano - TD Cowen, Research Division Kenneth Newman - KeyBanc Capital Markets Inc., Research Division Kevin Wilson - Truist Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Cognex Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Cognex Corporation (CGNX) Q3 Earnings and Revenues Top Estimates
Cognex Corporation (CGNX) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.2 per share a year ago.
Cognex (CGNX) Upgraded to Buy: What Does It Mean for the Stock?
Cognex (CGNX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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 (CGNX) Tops Q2 Earnings and Revenue Estimates
Cognex Corporation (CGNX) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago.
Cognex: New Product And Revamped GTM Strategy
I rate CGNX a buy, driven by the game-changing OneVision AI platform and a revamped go-to-market strategy targeting significant new customer growth. OneVision lowers AI adoption friction, expands use cases, and increases customer stickiness, positioning CGNX for market share gains and recurring revenue growth. The new 'salesnoid' tier has proven effective, unlocking smaller customer segments and supporting management's ambitious goal to double the customer base in five years.
Analysts Are Bullish on These 3 Laser Tech Companies
Lasers are an often-overlooked technology with a broad array of applications in medicine, industrial settings, electronics, and more. The global market for laser technology is small but growing rapidly; valued at about $24 billion in 2024, it is expected to climb at a compound annual growth rate of 8% over a five-year period to reach close to $30 billion by 2029.
Cognex: Attractively Priced Despite Near-Term Headwinds
Cognex's business continues to face a fairly soft demand environment. A situation that could be exacerbated by tariffs. Looking beyond this, the adoption of automation will continue to increase, supported in part by the rapidly increasing capabilities of AI. If tariffs remain in place, reshoring could also provide a boost as companies invest in infrastructure to support the restructuring of supply chains.
Cognex Corporation (CGNX) Q1 2025 Earnings Call Transcript
Cognex Corporation (NASDAQ:CGNX ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Greer Aviv - Senior Investor Relations Consultant Matt Moschner - President and COO Robert Willett - Chief Executive Officer Dennis Fehr - Senior Vice President of Finance and Chief Financial Officer Conference Call Participants Joe Giordano - TD Cowen Damian Karas - UBS Tommy Moll - Stephens Inc. Andrew Buscaglia - BNP Paribas Asset Management Jamie Cook - Truist Securities Piyush Avasthy - Citi Jake Levinson - Melius Research Operator Greetings and welcome to the Cognex First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
