Insider buying last 90 days
No open-market insider purchases were filed for CGNX in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every CGNX insider filing, plotted on the chart in Gekko.Open CGNX in Gekko
NASDAQ: CGNX
Cognex (CGNX) Stock Analysis & Forecast
Sep 28 close
$58.75+0.09 (+0.2%)
Gekko Brief
AI summaryCognex announces its acquisition of RealSense, a depth-sensing and 3D vision specialist spun out of Intel, for approximately $500 million in cash, a deal aimed at extending its machine-vision platform into robotic perception and Physical AI; some reports cite the price as $600 million. Separately, Cognex has launched the In-Sight 1750 Series wafer and panel identification system for semiconductor manufacturers, built on AI-enabled imaging for traceability and throughput. Cognex also carries a consensus "Moderate Buy" rating from covering analysts.
Cognex shares closed at $58.75, up 0.2%, sitting below the 50-day average of $62.09 but above the 200-day average of $55.25, with the stock down 6.7% over one month, down 14.1% over three months, yet up 23.5% over six months and 30.9% over a year. The GekkoIndex reads 64.5, placing the stock in the Accumulation zone, up 6.1 over five days. The price sits 2.2% below Gekko Fair Value of $60.05.
The next earnings report is due 28 October 2026, before the open, 29 days away and outside a typical 20-day holding window; the prior quarter beat estimates, with $0.45 actual EPS against a $0.42 estimate, though the stock reacted -5.8%. No insider, Congress or unusual options activity appears in the respective 90-day and 30-day windows. Seasonally, the next 20 trading days have averaged -0.2% over 5 years, higher in 3 of them. Analyst consensus target stands at $79.63.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Cognex price vs fair value
Close $58.75200-day averageGekko Fair Value $60.05
Cognex quick facts
- Market cap
- $9.78B
- P/E ratio
- 56.6
- Forward P/E
- 29.5
- EPS, TTM
- $1.02
- Revenue, TTM
- $1.09B
- Profit margin
- 16.1%
- Dividend yield
- 0.58%
- Beta
- 1.49
- Volume
- 1.53M avg 1.52M
- 1-year return
- +30.9%
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±7.5%
- 50-day average
- $62.09
- 200-day average
- $55.25
- Next earnings
- Oct 28 before open
- Shares outstanding
- 168.2M
Cognex swing-trade checklist
Cognex scores 2 supportive, 3 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive3 mixed0 headwinds
- Trendmixed
Averages disagree
Close $58.75 sits between the 50-day ($62.09) and 200-day ($55.25) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
64.5, Accumulation
Reading 64.5 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
2.2% below
Price is within 5% of Gekko Fair Value (2.2% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 29 days
Next report Oct 28, 2026, 29 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
−0.2% on average
From this point in the calendar, the next 20 trading days averaged −0.2% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Cognex stock chart and price history
Cognex closed at $58.75 on Sep 28, 2026, +30.9% over the past year, inside a 52-week range of $34.60 to $72.88.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −6.7%
- 3 months
- −14.1%
- 6 months
- +23.5%
- 1 year
- +30.9%
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About Cognex
Cognex builds machine vision technology that allows factories and warehouses to automate the way they manufacture, inspect and track products. Its systems interpret visual data to locate, identify, measure and check items as they move from production through to delivery, and its customers include makers of mobile devices, pharmaceutical packaging and automotive components. The company is recognized for this kind of image-based automation used across manufacturing and logistics settings.
Its product range spans software tools such as VisionPro and QuickBuild for building vision applications, along with deep learning vision software, vision sensors, the In-Sight line of integrated vision systems, and the DataMan barcode reading and verification products. These tools handle tasks like confirming part presence, measuring dimensions, checking assembly accuracy and guiding robotic equipment. Cognex reaches customers in consumer electronics, automotive, consumer goods, food and beverage, pharmaceuticals and medical device production, selling both directly and through a network of partners and system integrators worldwide.
Cognex was founded in 1981 and is headquartered in Natick, Massachusetts. Its shares are listed on the NASDAQ under the ticker CGNX.
- Listed
- NASDAQ
- Sector
- Electronic technology
- Industry
- Electronic equipment/Instruments
- Website
- cognex.com
Cognex GekkoIndex: the smart money zone
Cognex’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.5, in the Accumulation zone, up 6.1 points over five sessions.
64.5Accumulation
Up 6.1 points over five sessions, from the Neutral zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 42 | +0.6% | +5.1% | ||
| Accumulation (current zone) | 186 | +1.1% | +2.5% | ||
| Neutral | 394 | +0.4% | +2.9% | ||
| Distribution | 44 | −0.4% | −3.6% | ||
| Selling | 6 | Too few readings yet | |||
Average CGNX share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the CGNX price, zone by zone.Track CGNX in Gekko
Is Cognex stock overvalued? Gekko Fair Value
Cognex trades 2.2% below Gekko Fair Value of $60.05, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Cognex shares are worth, recalculated every trading day.
$60.05
Gekko Fair Value, Sep 26, 2026
2.2% below fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open CGNX in Gekko
Cognex insider and Congress trading
No open-market insider purchases were filed for Cognex, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in CGNX were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for CGNX, plotted on the chart in Gekko.Open CGNX in Gekko
Buybacks
Cognex has been buying back its own shares.
- Latest authorization
- $500.0M, Feb 11, 2026
- Bought back, quarter ended Jul 5, 2026
- $6.24M
- As a share of market cap
- 0.06%
- Trailing four quarters
- $154.2M
From company filings.
Hedge funds and billionaires quarter ended Jun 30
2of the funds Gekko tracks hold CGNX.
0added1opened1trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Cognex earnings: next date and track record
Cognex reports on Oct 28, 2026, before the open (29 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Oct 28, 2026
Expected before the open, 29 days away
- EPS estimate
- $0.51
- Revenue estimate
- $313.5M
8 of 8reports beat the EPS estimate
±12.9%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 5, 2026 AI summary
- What they said
- Cognex reported a strong Q2 2026 with record quarterly revenue, significant adjusted EBITDA margin expansion (32.2%, +1,150 bps YoY), and 80% adjusted EPS growth. Management attributed results to both an improving industrial cycle and execution against strategic initiatives: AI-enabled OneVision platform, new product launches (In-sight 2800, Insight L38, 3900, 6900), expanded channel focus, and customer base diversification (notably packaging and data center supply chain). China and Americas were key growth regions, while Europe declined (impacted in part by procurement ordering entity shifts and automotive weakness). Management reiterated a $35M net cost reduction target, reported strong free cash flow conversion (~114% trailing 12 months), and provided full-year guidance alongside Q2 (citing short-cycle visibility but sufficient near-term visibility to issue a guide). They flagged a near-term headwind from rising memory prices (~75 bps gross margin headwind expected in Q3) but expect to offset through pricing and to be net positive on pricing for 2026. Management expressed confidence in semiconductor and electronics end markets and sees data center as a nascent but fast-growing opportunity (low-single-digit revenue today, growing ~30%).
- Guidance
- Management issued full-year 2026 guidance alongside Q2 results (no specific numeric totals disclosed in the transcript). Key guidance points: Q3 includes roughly a 75-basis-point gross margin headwind from rising memory prices; OpEx expected to remain below prior-year levels and below first-half 2026; net $35M cost reduction target reconfirmed; revenue flow-through expected ~87% at midpoint for full year; management expects to offset memory cost headwinds through pricing over time and to be net positive on pricing for 2026.
- Risks flagged
- Near-term gross margin pressure from rising memory prices (75 bps headwind in Q3, possibly into Q4); short-cycle, limited visibility (~3-4 months) particularly for year-end demand; Europe weakness and automotive softness; potential demand impact in consumer electronics if higher memory prices slow volumes; supply-chain/commodity cost volatility that may necessitate further pricing and could affect sales cycles.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 5, 2026 | $0.45 est $0.42 | $291.3M est $292.1M | −5.8% |
| May 6, 2026 | $0.34 est $0.25 | $268.4M est $246.0M | +12.1% |
| Feb 11, 2026 | $0.27 est $0.22 | $252.3M est $239.0M | +34.6% |
| Oct 29, 2025 | $0.33 est $0.27 | $276.9M est $238.9M | −12.6% |
| Jul 30, 2025 | $0.25 est $0.23 | $249.1M est $248.2M | +19.0% |
| Apr 30, 2025 | $0.16 est $0.13 | $216.0M est $248.8M | +3.8% |
| Feb 12, 2025 | $0.20 est $0.15 | $229.7M est $220.7M | −14.4% |
| Oct 30, 2024 | $0.20 est $0.19 | $234.7M est $220.9M | −0.9% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Cognex stock forecast and analyst price targets
Analysts’ average 12-month price target for Cognex is $79.63, +35.5% from the last close, from 14 firms rating the stock in the last 90 days.
$79.63consensus 12-month target, +35.5% from the last close
Now $58.75Avg $79.63
Low $65High $91
Each firm’s latest rating in the last 90 days: 14 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 28 | UBS | $80 | +36.2% |
| Sep 23 | J.P. Morgan | $75 | +27.7% |
| Sep 23 | Bernstein | $85 | +44.7% |
| Sep 23 | Robert W. Baird | $70 | +19.1% |
| Sep 23 | Truist Financial | — | — |
+2.5%average 20-day move after past Accumulation readings
−0.2%average move over the next 20 trading days in the last 5 years
±3.8%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Cognex seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Cognex averaged −0.2% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.6% | 3 of 5 |
| Next 10 trading days | −2.7% | 2 of 5 |
| Next 15 trading days | −0.4% | 4 of 5 |
| Next 20 trading days | −0.2% | 3 of 5 |
| Next 30 trading days | −0.8% | 3 of 5 |
For scale, CGNX’s typical 20-trading-day move in either direction is about 7.5%.
Cognex market cap and key statistics
Cognex’s market cap is $9.78B, with a P/E ratio of 56.6 and revenue of $1.09B over the last twelve months.
Valuation
- Market cap
- $9.78B
- P/E ratio
- 56.6
- Forward P/E
- 29.5
- EPS, TTM
- $1.02
- Gekko Fair Value
- $60.05
Trading
- Volume
- 1.53M
- Avg volume, 20 days
- 1.52M
- 52-week high
- $72.88
- 52-week low
- $34.60
- Shares outstanding
- 168.2M
Financials
- Revenue, TTM
- $1.09B
- Profit margin
- 16.1%
- Return on equity
- 11.2%
- Quarterly earnings growth, YoY
- +79.2%
Risk and income
- Beta
- 1.49
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±7.5%
- Dividend yield
- 0.58%
Cognex stock news this week
Coverage of Cognex this week reads positive: 11 positive, 2 neutral and 0 negative headlines.
- Cognex to Acquire RealSense in $500 Million Robotics Vision DealAssembly Magazine, Sep 28
- Cognex Corporation (CGNX) options chain – Yahoo FinanceYahoo Finance Singapore, Sep 26
- Cognex Corporation (NASDAQ:CGNX) Receives Consensus Recommendation of “Moderate Buy” from AnalystsDefense World, Sep 26
- Cognex Wafer Reader Helps IC Manufacturers Scale ProductionEE Times Asia, Sep 25
- As robotics market expands, Cognex acquires RealSense for $500 millionDC Velocity, Sep 23
- Cognex to Acquire Intel Spinoff RealSense in $600 Million Robotics PushBigGo Finance, Sep 23
Cognex peers
Cognex’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| EMREmerson Electric | Neutral | 14.8% above |
| KEYSKeysight Technologies | Neutral | 14.3% above |
| QQnity Electronics | Neutral | 3.4% below |
| FTVFortive | Accumulation | 3.6% below |
| ONTOOnto Innovation | Neutral | 2.1% above |
| NXTNextpower | Accumulation | 24.6% below |
A peer links to its own page where one exists.
Cognex stock FAQ
What is Cognex’s market cap?
Cognex’s market cap is $9.78B at the Sep 28, 2026 close of $58.75, with 168.2M shares outstanding. The shares trade on a P/E ratio of 56.6.
What is the Cognex stock forecast?
The consensus analyst 12-month price target for Cognex is $79.63, +35.5% from the last close. Of the 14 firms that rated the stock in the last 90 days, 9 rate it a buy, 5 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Cognex stock overvalued or undervalued?
On Gekko’s estimate Cognex is about fair value: the Sep 28, 2026 close of $58.75 is 2.2% below Gekko Fair Value of $60.05. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Cognex report earnings next?
Cognex is expected to report on Oct 28, 2026, before the market opens (29 days away). Analysts expect earnings of $0.51 per share on revenue of $313.5M. Cognex beat the earnings estimate in 8 of its last 8 reports, moving 12.9% on average across the report.
What is Cognex’s 52-week high and low?
Cognex’s 52-week high is $72.88 and its 52-week low is $34.60; it closed at $58.75 on Sep 28, 2026, +30.9% over the past year. Over the last five years the shares peaked at $92.17 on Nov 3, 2021.
Is Cognex stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and earnings risk), 3 as mixed (trend, fair value and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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