Cognex Corporation (CGNX)
Cognex: The Growth Cycle Is Just Getting Started
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 (CGNX) Q4 2025 Earnings Call Transcript
Cognex Q4 Earnings Review: Why The Stock Jumped Over 30% (Upgrade)
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) Beats Q4 Earnings and Revenue Estimates
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.
Cognex to Report Q4 Earnings: What's in Store for the Stock?
CGNX heads into its Q4 report with rising earnings estimates, steady revenue growth and momentum from new AI-driven logistics solutions.
Cognex: Turning To AI And New Markets To Reignite Growth
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 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) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
Cognex Corporation (CGNX) Presents at Stephens Annual Investment 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.
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.
