VRT, HUBS, DELL, KEYS and CGNX have surged in the past month as AI-powered data-center, AI servers and AI software adoption drove growth and signaled upside.
CGNX pushes AI-driven machine vision and cost cuts, targeting 25-31% through-cycle EBITDA and more than 100% free cash flow conversion in 2026.
The mean of analysts' price targets for Cognex (CGNX) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
CGNX leans into AI with its OneVision platform and embedded tools to scale machine vision across logistics and electronics while targeting stronger margins.
Cognex pushes AI-driven machine vision with new products and cloud tools as diversified end markets and a sales overhaul aim to expand adoption and double its customer base.
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.