US · Technology · Scientific & Technical Instruments
EPS came in at 0.45 against a street estimate of 0.42 — a beat of 7.1%.
Analysts rate Cognex Corporation a buy (15 buy, 6 hold, 0 sell out of 21) with an average price target of $80.05.
CONFIDENT Cognex delivered record Q2 revenue with 32.2% adjusted EBITDA margin (+1150 bps YoY) and 80% EPS growth. Strong demand across semiconductors, electronics, and logistics. Raised FY26 guidance; data center emerging as 30% growth opportunity. Q2 2026 China fastest-growing region on semiconductor/electronics strength. Americas benefited from procurement entity shifts; underlying growth still double-digit. Europe weakness driven by automotive; excl. procurement shifts, low single-digit decline. Other Asia growth led by semiconductor. Analysts probed data center sizing and durability (still nascent, early innings), AI product adoption breadth (strong uptake across verticals, esp. packaging), and Q4 guidance conservatism (explained by electronics seasonality and portfolio headwinds). Management framed data center as multi-year growth vehicle aligned with AI infrastructure secular tren…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.65% |
| Vanguard Portfolio Management, LLC | 6.16% |
| Vanguard Capital Management, LLC | 4.42% |
| Pictet Asset Manangement SA | 3.47% |
| Nordea Investment Mgmt Bank Demark A/s | 3.46% |
| State Street Corp | 3.13% |
| T. Rowe Price Associates, Inc. | 2.82% |
| Geode Capital Management, LLC | 2.79% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 COGNEX CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $291.3 million (up 17% vs. Q2 2025's $249.1 million) • Six-Month 2026 | 2026-08-06 |
| Results announced · Q3 2026 COGNEX CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $291 million in Q2 2026, up 17% year-over-year (16% on constant-currency basi | 2026-08-05 |
| Quarterly report · Q2 2026 COGNEX CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $268,437,000 (Q1 2026) vs. $216,036,000 (Q1 2025) — 24.2% year-over-year incre | 2026-05-07 |
| Results announced · Q2 2026 COGNEX CORPORATION – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $268 million, up 24% year-over-year (21% on constant-currency basis), exce | 2026-05-06 |
| Board / officer change · Q2 2026 COGNEX CORPORATION (CGNX) - 8-K FILING SUMMARY HEADLINE NUMBERS • Outstanding shares as of record date: 167,013,856 common shares • Shares represent | 2026-04-30 |
| Proxy statement · Q2 2026 COGNEX CORPORATION PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Directors to serve three-year terms • Proposal 2: Approve | 2026-03-13 |
| Board / officer change · Q1 2026 COGNEX CORPORATION (CGNX) - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Composition Changes: Two new directors appointed effective March 2, 2026; | 2026-02-17 |
| Annual report FY2025 COGNEX CORPORATION - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Company: Cognex Corporation (NASDAQ: CGNX), industrial machine vision | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.09 / share ex-date Aug 20, 2026 · pay Sep 3, 2026 | 2026-08-20 |
| Dividend | $0.09 / share ex-date May 21, 2026 · pay Jun 4, 2026 | 2026-05-21 |
| Dividend | $0.09 / share ex-date Feb 26, 2026 · pay Mar 12, 2026 | 2026-02-26 |
| Dividend | $0.09 / share ex-date Nov 13, 2025 · pay Nov 28, 2025 | 2025-11-13 |
| Dividend | $0.08 / share ex-date Aug 14, 2025 · pay Aug 28, 2025 | 2025-08-14 |
| Announcement | Date |
|---|---|
| Board authorizes $500M share repurchase program and declares quarterly dividend Cognex Corporation announced its Q4 2025 and full-year 2025 financial results on February 11, 2026. While the 8-K filing itself doesn't detail specific earnings numbers (those are in the att | 2026-02-11 |
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Google PlayApp StoreData updated 2026-09-18.