Core Viewpoint - Cognex is experiencing early signs of recovery in factory automation after a prolonged downturn, with a cautious optimism about future growth driven by AI innovations and market penetration strategies [4][7]. Group 1: Market Conditions and Growth Outlook - Warehouse automation began to show growth in 2024 and continued into 2025, while factory automation, which constitutes about 75% of Cognex's business, did not see growth until late 2025 [2]. - The company reported a revenue of $994 million for 2025, but excluding a one-time event, the adjusted revenue would be approximately $982 million [8]. - Cognex is targeting a 25% EBITDA run rate by the end of 2026, assuming mid-single-digit revenue growth and cost reductions of $35–40 million [6][13]. Group 2: AI Strategy and Competitive Positioning - Cognex is focusing on AI-driven market penetration through its OneVision "Physical AI" approach, which enhances its competitive edge against low-cost competitors [5][11]. - The company believes that AI will not only drive machine vision penetration but also enable margin expansion over the next five years [23]. Group 3: End Market and Regional Commentary - Logistics is highlighted as a long-term growth area due to low penetration, with expectations of mid- to high-single-digit growth in 2026 after strong performance in 2025 [17]. - Consumer electronics saw a return to growth in 2025, driven by supply chain shifts and increased customer demand, with expectations of continued recovery [18]. - The automotive market has faced challenges, with a double-digit decline in 2024 and a high single-digit decline in 2025, but Cognex sees stabilization at the end of 2025 [20][21]. Group 4: Financial Performance and Cost Management - Cognex exited 2025 with a 20.7% adjusted EBITDA margin and is confident in achieving a 25% target by the end of 2026 [6][13]. - The company is focusing on optimizing operating expenses through digitalization and process improvements rather than cutting growth investments [16]. - Pricing strategies have been adjusted to maintain market share, particularly in response to competitive pressures in China [15].

Cognex (NasdaqGS:CGNX) 2026 Conference February 19, 2026 08:50 AM ET Company ParticipantsDennis Fehr - SVP of Finance and CFOConference Call ParticipantsPiyush Avasthi - VP and Research AnalystNone - AnalystPiyush AvasthiPrivate chat with Cognex. I am Piyush Avasthi, analyst at Citi. With me today is Dennis Fehr, the CFO of Cognex. Welcome, Dennis.Dennis FehrThank you. Thank you for having me, and thanks, everyone, for your interest in Cognex.Piyush AvasthiHi, Dennis. Cognex is a strong player in machine vi ...

Machine-Vision Stock Cognex Soars. Manufacturing Is Improving. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Cognex Earnings Offer a Clue to What Is Working in the Stock Market NowBy [Al Root]ShareResize---ReprintsIn this article[CGNX][SP ...

Cognex Corporation ( CGNX ) reported fourth-quarter results that sent shares up by over 36% at the time of writing this earnings recap. The company provides advanced machine vision software and hardware. At $58.50, CGNX stock is still below the $60–$80Chris Lau is an individual investor and economist with 30 years of experience covering life science, technology, and dividend-growth income stocks. He has degrees in Microbiology and Economics. Chris runs the investing group DIY Value Investing where he shares ...

分组1 - Cognex Corporation reported fourth-quarter results that led to a share price increase of over 36% [1] - The company specializes in advanced machine vision software and hardware [1] - As of the report, CGNX stock is priced at $58.50, which is still below the expected range of $60–$80 [1] 分组2 - Chris Lau, an individual investor and economist, has 30 years of experience in covering life science, technology, and dividend-growth income stocks [1] - Lau runs the DIY Value Investing group, sharing stock picks of undervalued stocks with potential catalysts for upside [1] - The group also provides recommendations for dividend-income stocks with a history of growth, along with a printable calendar and quantitative scores [1]

Artificial intelligence (AI) darlings might be cratering on fears of a bubble and a spending pause, but one stock is defying the trend, and how! Shares of Cognex (NASDAQ: CGNX) jumped 39.2% this morning, hitting a 52-week high $59.88 per share. The AI machine vision stock is up a staggering 62% so far in 2026, as of this writing. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image s ...

Cognex (NasdaqGS:CGNX) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker8Greetings, and welcome to the Cognex Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Greer Aviv, He ...

Cognex Q4 2025 Earnings February 11, 2026 © 2026 Cognex Corporation 1 Forward-Looking Statements Certain statements made in this presentation, as well as oral statements made by the Company from time to time, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act. Readers can identify these forward-looking statements by our use of the words "expects," "anticipates," "estimates," "potential," "believes," "projects ...

Core Viewpoint - Cognex Corp. shares experienced a significant increase of 24.31% in after-hours trading, reaching $53.49 following the release of its fourth-quarter 2025 earnings results [1]. Financial Performance - Cognex reported a revenue increase of $22.65 million compared to the same period last year [2]. - Management provided guidance for the first quarter of 2026, projecting earnings between $0.22 and $0.26 per share [2]. Trading Metrics and Technical Analysis - The company has a market capitalization of $7.21 billion, with a 52-week high of $49.76 and a low of $22.67 [3]. - The stock has shown an 8.61% increase over the past 12 months and is currently trading approximately 75.2% above its 52-week low [3]. - The Relative Strength Index (RSI) for Cognex is reported at 62.95, indicating a positive price trend [3][4].

Core Insights - Cognex (CGNX) is set to report its fourth-quarter 2025 results on February 11, with expected revenues between $230 million and $245 million, indicating a year-over-year growth of 3% at the midpoint [2][10] - The company anticipates adjusted earnings per share (EPS) of 19 to 24 cents, reflecting a year-over-year growth of 7.5% [2][10] - The Zacks Consensus Estimate for earnings is at 22 cents per share, unchanged over the past 30 days, suggesting a year-over-year increase of 10%, while the revenue consensus is pegged at $235.5 million, indicating a 2.5% year-over-year increase [3] Performance Influencers - Cognex's fourth-quarter performance is expected to benefit from strong momentum in consumer electronics, logistics, and packaging, particularly due to the launch of SLX, a new AI-integrated solution for logistics [5][10] - The company has successfully acquired new clients in underpenetrated verticals like packaging, and this trend is expected to continue [6] - Year-over-year revenue growth in consumer electronics is anticipated to persist into the fourth quarter, supported by disciplined cost management that is expected to enhance profitability [6] Market Challenges - Despite positive trends, softness in the automotive end-market remains a challenge for Cognex [7] Earnings Outlook - According to the Zacks model, Cognex has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating that the odds of an earnings beat are not favorable [8]