Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NASDAQ · US · Scientific & Technical Instruments

CGNX Cognex

Machine vision

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$57.01
+2.63% today
1W
+3.4%
1M
−2.8%
3M
−5.4%
YTD
+59.1%
1Y
+18.7%
Off 52w high
−21.2%
Next earnings (est.): 2026-11-04
Market cap$9.34B
P/E (trailing)56.7Forward 27.5
EV / sales8.1×EV/EBITDA 33.1×
Revenue (TTM)$1.09BGrowth 16.9% y/y
Margins68.9%gross · op 29.4%
Free cash flow$196MCash $404M · debt $72.48M
Analyst target$79.37+39.2% upside · 19 analysts · buy
Riskβ 1.48Short 4.8% of float · yield 0.62%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

CGNX · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsBeat / raise

    Reported EPS 0.45 vs 0.42 expected (+5.9% surprise).

  2. 7
    2026-05-06EarningsBeat / raise

    Reported EPS 0.34 vs 0.25 expected (+37.1% surprise).

  3. 6
    2026-02-11EarningsBeat / raise

    Reported EPS 0.27 vs 0.22 expected (+22.9% surprise).

  4. 5
    2025-10-29EarningsBeat / raise

    Reported EPS 0.33 vs 0.29 expected (+13.5% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 0.25 vs 0.24 expected (+5.8% surprise).

  6. 3
    2025-04-30EarningsBeat / raise

    Reported EPS 0.16 vs 0.13 expected (+20.4% surprise).

  7. 2
    2025-02-12EarningsBeat / raise

    Reported EPS 0.2 vs 0.16 expected (+28.2% surprise).

  8. 1
    2024-10-30EarningsBeat / raise

    Reported EPS 0.2 vs 0.19 expected (+5.7% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-050.420.45+5.9%
2026-05-060.250.34+37.1%
2026-02-110.220.27+22.9%
2025-10-290.290.33+13.5%
2025-07-300.240.25+5.8%
2025-04-300.130.16+20.4%
2025-02-120.160.2+28.2%
2024-10-300.190.2+5.7%
2024-07-310.210.23+11.9%
2024-05-020.080.11+45.7%
2024-02-150.090.11+17.6%
2023-10-310.140.16+15.6%
2023-08-030.260.32+21.2%
2023-05-040.090.13+48.5%
2023-02-160.310.27−11.9%
2022-11-030.140.21+55.0%
2022-08-020.420.41−1.2%
2022-05-050.390.42+8.8%
2022-02-170.220.3+35.1%
2021-11-040.450.4−10.6%
2021-08-050.420.43+2.7%
2021-05-060.350.36+2.4%
2021-02-110.270.32+16.6%
2020-10-280.330.47+42.4%

About Cognex

Website ↗

Cognex Corporation provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally. Its machine vision products are used to automate the manufacture and distribution of discrete items, such as mobile phones, automotive components, and e-commerce packages, by locating, identifying, inspecting, and measuring them. The company offers VisionPro software, a suite of patented vision tools for traditional rule-based tools and deep learning-enabled tools for advanced programming; vision systems that combine smart cameras and software to perform a wide range of tasks, including part location, identification, measurement, assembly verification, and robotic guidance; OneVision, a cloud-based platform designed to transform how manufacturers build, train, and scale AI-powered…

2,745 employees · Natick, United States

Robots and vehicles see through CMOS sensors and LiDAR. Dexterous manipulation still lacks good, cheap tactile sensing.

Image sensor→LiDAR→Perception→Control

What would prove us wrong. Weakens if sensor ASPs collapse without volume growth.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6758.T
Sony Group
Image sensor leader ¥4,135.0−0.05%+13.4%+3.6%
HSAI
Hesai Group
Largest LiDAR maker by volume $13.78+4.91%−15.2%−38.5%
OUST
Ouster
Digital LiDAR for industrial and robotics $30.07+1.28%−31.2%+39.0%
6861.T
Keyence
Machine vision and factory sensors ¥77,270−1.42%0.0%+37.5%
TDY
Teledyne Technologies
Imaging sensors and instruments $641.8+2.62%+4.5%+25.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.