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CGNX Overview

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Intellectia

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High
67.710
Open
67.490
VWAP
64.80
Vol
3.37M
Mkt Cap
10.68B
Low
62.500
Amount
218.49M
EV/EBITDA(TTM)
49.76
Total Shares
166.42M
EV
11.27B
EV/OCF(TTM)
45.05
P/S(TTM)
11.21
Cognex Corporation is a global technology company in industrial machine vision systems that seeks to improve efficiency and help solve critical manufacturing and distribution challenges, providing support across a diverse set of industrial end markets. The Company operates through the machine vision technology segment. Its solutions blend hardware and software to capture and analyze visual information, aiding the automation of manufacturing and distribution tasks for customers worldwide. Machine vision products are used to automate the manufacturing and distribution of discrete items, such as mobile phones, automotive components, and consumer goods, by locating, identifying, inspecting, and measuring them. Machine vision is important for applications in which human vision is inadequate to meet requirements for size, accuracy, or speed, or in instances where substantial cost savings or quality improvements are maintained.
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News

NASDAQ.COM
8.0
06-29NASDAQ.COM
Surge in Options Volume for Rush Street and Cognex
  • Rush Street Options Volume: Rush Street Interactive Inc (RSI) has seen an options volume of 27,320 contracts today, representing approximately 2.7 million shares, which accounts for a significant 82% of its average daily trading volume of 3.3 million shares over the past month, indicating strong market interest.
  • High Volume Contracts: Among RSI options, the $35 strike call option stands out with 13,649 contracts traded today, representing about 1.4 million shares, suggesting investor expectations for future price increases.
  • Cognex Options Activity: Cognex Corp (CGNX) has recorded an options volume of 17,825 contracts today, equivalent to approximately 1.8 million shares, making up 81% of its average daily trading volume of 2.2 million shares over the past month, reflecting investor confidence in its future performance.
  • Key Contract Insights: The $75 strike call option for CGNX has seen a trading volume of 10,226 contracts, representing around 1.0 million shares, highlighting positive market sentiment regarding the company's growth potential.
Fool
7.5
06-25Fool
Investing in the Hidden Winners of AI
  • Cognex Developments: In 2026, Cognex launched the In-Sight Vision Controller powered by Nvidia, enabling compute-intensive inspection tasks directly on the camera unit, enhancing factory robots' vision capabilities and likely solidifying its dominance in the machine vision market.
  • Growing Market Demand: Cognex's OneVision platform is now generally available to manufacturers, with over 100 customers building AI-powered inspection applications in beta, indicating a rapid increase in demand for efficient automation solutions that could significantly boost future revenues.
  • Zebra Technology Innovations: Zebra Technologies showcased Frontline AI Blueprints at Automate 2026, which are pre-built AI frameworks that can be deployed directly into manufacturing and retail operations, expected to significantly improve operational efficiency and reduce labor costs, enhancing its competitive edge.
  • Expanding Customer Base: Zebra's installed base spans over 10,000 customers across 100 countries, providing a recurring revenue stream, and as physical AI expands, Zebra stands to benefit at the infrastructure level, reinforcing its position in the industry.
NASDAQ.COM
7.5
06-25NASDAQ.COM
Investment Opportunities in Cognex and Zebra Technologies for AI Growth
  • Cognex Product Launch: In April 2026, Cognex launched the In-Sight Vision Controller powered by Nvidia, enabling compute-intensive inspection tasks directly on the camera unit, which enhances production efficiency and reduces reliance on external PCs.
  • Growing Market Demand: The rapid adoption of Cognex's OneVision platform, with over 100 customers testing it post-launch, indicates strong demand from manufacturers for AI-driven inspection applications that operate without data scientist support, further solidifying its market leadership.
  • Zebra's Infrastructure Advantage: Zebra Technologies enhanced its data capture infrastructure through the 2025 acquisition of Photoneo, providing 3D vision systems for robotic guidance in warehouses and logistics centers, which improves operational efficiency and addresses item alignment challenges.
  • Practical AI Framework Applications: At the Automate 2026 conference, Zebra showcased Frontline AI Blueprints, pre-built AI frameworks that can be directly deployed in manufacturing and retail operations, significantly improving real-time accuracy in inventory management and automating manual tasks.
Fool
6.5
06-11Fool
Financial Analysis of Cognex and Power Integrations
  • Cognex Financial Performance: In FY 2025, Cognex reported nearly $994.4 million in revenue, reflecting an 8.7% year-over-year growth, with net income around $114.4 million and a net margin of approximately 11.5%, indicating a steady recovery in industrial demand and ongoing adoption of automated inspection tools.
  • Power Integrations Revenue Growth: Power Integrations generated approximately $443.5 million in revenue for FY 2025, marking a 5.9% increase year-over-year, although its net margin decreased to about 5.0%, highlighting the importance of its high-voltage analog integrated circuits in power conversion.
  • Risk Analysis: Cognex faces significant risks from technological obsolescence, particularly in integrating AI into its systems, while Power Integrations is subject to the cyclical nature of the semiconductor industry and its reliance on third-party foundries, which could impact order fulfillment.
  • Valuation Comparison: Cognex trades at a forward P/E of 33.9, slightly above the sector benchmark, while Power Integrations has a P/S ratio of 9.4, indicating differences in market valuation, with Cognex expected to achieve a 12% revenue growth in 2026.
NASDAQ.COM
9.5
06-11NASDAQ.COM
Financial Analysis of Cognex and Power Integrations
  • Cognex Financial Performance: In FY 2025, Cognex reported revenue of nearly $994.4 million, reflecting an 8.7% year-over-year growth, with net income around $114.4 million and a net margin of approximately 11.5%, indicating a steady recovery in industrial demand and ongoing adoption of automated inspection tools.
  • Power Integrations Revenue Growth: During the same period, Power Integrations generated approximately $443.5 million in revenue, marking a 5.9% increase year-over-year, although its net margin decreased to about 5.0%; however, its debt-free status and a current ratio of 6.5x demonstrate strong short-term liquidity.
  • Market Competition Risks: Cognex faces intense competition from large tech firms and niche providers, particularly regarding the risk of technological obsolescence in AI integration, with 67% of its revenue derived from international markets, making it highly sensitive to trade tensions.
  • Future Growth Expectations: Cognex anticipates a 12% revenue increase in 2026 to about $1.1 billion, with net income projected to more than double to $240 million, showcasing its growth potential driven by a strong customer base, despite cautious market sentiment regarding its future valuation.
Yahoo Finance
6.5
06-11Yahoo Finance
Investment Analysis: Cognex vs Power Integrations
  • Cognex Financial Performance: In FY 2025, Cognex reported revenue of nearly $994.4 million, reflecting an 8.7% year-over-year growth, with a net income of approximately $114.4 million and a net margin of about 11.5%, indicating a steady recovery in industrial demand and ongoing adoption of automated inspection tools.
  • Power Integrations Market Risks: Power Integrations generated approximately $443.5 million in revenue for FY 2025, a 5.9% increase, but its net margin fell to 5.0%, primarily due to fluctuations in the semiconductor market, with its top ten customers accounting for 80% of revenue, adding significant business risk.
  • Technological Integration Challenges: Cognex faces risks of technological obsolescence, particularly in integrating artificial intelligence into its systems, which could impact its market position if it fails to keep pace with competitors, while Power Integrations must navigate the cyclical nature of the semiconductor industry, which can lead to sharp demand drops.
  • Future Growth Expectations: Cognex anticipates a 12% revenue increase in 2026 to about $1.1 billion, with net income expected to more than double to $240 million, showcasing strong performance across its customer base, while Power Integrations needs to identify new growth avenues in a competitive market.
Wall Street analysts forecast CGNX stock price to rise
6 Analyst Rating
Wall Street analysts forecast CGNX stock price to rise
3 Buy
2 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
35.00
Averages
45.33
High
54.00
Current: 0.000
sliders
Low
35.00
Averages
45.33
High
54.00
Truist
Jamie Cook
Hold
maintain
$61 -> $71
AI Analysis
2026-07-02
Reason
Truist
Jamie Cook
Price Target
$61 -> $71
AI Analysis
2026-07-02
maintain
Hold
Reason
Truist analyst Jamie Cook raised the firm's price target on Cognex to $71 from $61 and keeps a Hold rating on the shares. The firm adjusted estimates and targets in the machinery, infrastructure services, and multi-industry group as part of a Q2 preview. Truist sees positive setup for Q2 earnings reports across the sector. Demand trends remain strong across the group, with continued support from secular growth tailwinds in power, data center, aerospace and defense, and infrastructure, the analyst tells investors in a research note.
JPMorgan
Neutral
to
Overweight
upgrade
$65 -> $75
2026-05-26
Reason
JPMorgan
Price Target
$65 -> $75
2026-05-26
upgrade
Neutral
to
Overweight
Reason
JPMorgan upgraded Cognex to Overweight from Neutral with a price target of $75, up from $65. The company \"continues to innovate\" with its AI-enabled solutions that are advancing customer reach and acquisition, the analyst tells investors in a research note. The firm believes Cognex is \"entering a new chapter,\" defined by AI-enabled vision systems and end market diversification. It believes Cognexs ongoing sales model transformation is driving a doubling of the customer base.
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Valuation Metrics

The current forward P/E ratio for Cognex Corp (CGNX.O) is 33.90, compared to its 5-year average forward P/E of 47.58. For a more detailed relative valuation and DCF analysis to assess Cognex Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
47.58
Current PE
33.90
Overvalued PE
60.13
Undervalued PE
35.03

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
36.06
Current EV/EBITDA
35.23
Overvalued EV/EBITDA
44.01
Undervalued EV/EBITDA
28.11

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
8.57
Current PS
8.87
Overvalued PS
10.96
Undervalued PS
6.18

Financials

AI Analysis
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3M Return
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+12.27%
3M Return
S
Singapore
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3M Return
M
Mairs and Power, Inc.
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+9.30%
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Copeland Capital Management, LLC
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Frequently Asked Questions

What is Cognex Corp (CGNX) stock price today?

The current price of CGNX is 64.205 USD — it has decreased -7.61

What is Cognex Corp (CGNX)'s business?

Cognex Corporation is a global technology company in industrial machine vision systems that seeks to improve efficiency and help solve critical manufacturing and distribution challenges, providing support across a diverse set of industrial end markets. The Company operates through the machine vision technology segment. Its solutions blend hardware and software to capture and analyze visual information, aiding the automation of manufacturing and distribution tasks for customers worldwide. Machine vision products are used to automate the manufacturing and distribution of discrete items, such as mobile phones, automotive components, and consumer goods, by locating, identifying, inspecting, and measuring them. Machine vision is important for applications in which human vision is inadequate to meet requirements for size, accuracy, or speed, or in instances where substantial cost savings or quality improvements are maintained.

What is the price predicton of CGNX Stock?

Wall Street analysts forecast CGNX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CGNX is45.33 USD with a low forecast of 35.00 USD and a high forecast of 54.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cognex Corp (CGNX)'s revenue for the last quarter?

Cognex Corp revenue for the last quarter amounts to 268.44M USD, increased 24.26

What is Cognex Corp (CGNX)'s earnings per share (EPS) for the last quarter?

Cognex Corp. EPS for the last quarter amounts to 0.31 USD, increased 121.43

How many employees does Cognex Corp (CGNX). have?

Cognex Corp (CGNX) has 2745 emplpoyees as of July 08 2026.

What is Cognex Corp (CGNX) market cap?

Today CGNX has the market capitalization of 10.68B USD.