康耐视股价单日暴涨31.91%，AI机器视觉业务获市场看好

Company Performance - On February 12, 2026, Cognex Corporation (CGNX.OQ) saw a significant stock price increase, closing at $56.76, with a daily gain of 31.91% and a trading volume exceeding $4.00 billion, indicating heightened market activity [1] - For Q3 2025, the company reported revenue of $277 million, a year-over-year increase of 18% (16% at constant currency), and adjusted diluted earnings per share of $0.33, up 69% [2] - The management highlighted that key financial metrics met the upper expectations, focusing on becoming a leader in machine vision AI technology and expanding market presence through AI-enabled products [2] - The company raised its full-year adjusted EBITDA margin guidance to 27%, with Q4 adjusted earnings per share expected to be between $0.19 and $0.24, signaling optimism for continued business improvement [2] Industry Overview - On February 12, 2026, while the overall U.S. stock market declined, with the Nasdaq index down 1.68%, the technology instruments sector fell by 2.05%, highlighting Cognex's strong performance [3] - As of February 2026, 70% of the 23 institutions covering the stock rated it as a buy or hold, with a target average price of $48.05, reflecting positive market sentiment towards AI machine vision technology [3] - The market's long-term growth expectations for AI machine vision technology are rising, particularly regarding the company's positioning in emerging fields such as logistics automation and industrial AI [3] - Concurrently, the A-share machine vision sector rose by 0.56%, and the industrial automation sector increased by 0.86%, indicating global market interest in automation and AI applications [3]