Cognex (CGNX)
Builds vision systems that inspect, identify, measure, and guide physical items.
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Sells machine-vision systems, software, barcode readers, and imaging components for factory and logistics automation. One reportable segment spans standard products and application-specific solutions, with most revenue generated outside the United States.
Builds two- and three-dimensional machine-vision systems, In-Sight sensors, VisionPro software, and OneVision tools for inspection, measurement, identification, and equipment guidance. DataMan barcode readers, logistics systems, cameras, lenses, and lighting extend the portfolio from factory lines into warehouses and distribution centers.
Operates as one machine vision technology segment, selling mainly standard products alongside application-specific customer solutions. The business serves logistics, packaging, consumer electronics, automotive, and semiconductor customers, with most revenue generated outside the United States.
Execution rests on image-analysis algorithms, embedded AI, three-dimensional sensing, and cloud-based model management that deploys inspection to compatible edge devices. Demand depends on customer capital spending across automation markets, while production relies partly on contract manufacturers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | DA Davidson | Reiterate | Rating: —Target: $62 | Target: $65 |
| Aug 10, 2026 | HSBC | Downgrade | Target: $68 | Target: $65 |
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $75 | Target: $80 |
| Aug 7, 2026 | Truist Financial | Target | Target: $71 | Target: $78 |
| Aug 7, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $63 | Target: $84 |
EPSReportedEstimate
RevenueReportedEstimate
HistoryDividendAnnual yield
| Institutions | ≈ 103.34% | 173.85M shares | |
|---|---|---|---|
| 681 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.37% | 618.3K shares | |
| 14 holders · as of Aug 12, 2026 | |||
| Strategic holders | 5.14% | 8.65M shares | |
| 1 holder · as of Mar 8, 2024 | |||
| Adds to | 108.85% | ||
168.22M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.85%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.51% | 15.99M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.00% | 10.10M | as of Jun 30, 2026 |
GIC Private LtdStrategic | 5.14% | 8.65M | filed Mar 8, 2024 |
Invesco Ltd.Institution | 4.88% | 8.21M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.46% | 7.51M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Matthew Moschner | director, officer: CEO & President | −23,362 | $63.91 |
| May 27, 2026 | Darren Marc Long | officer: Vice President | −7,077 | $66.37 |
| May 11, 2026 | Laura Ann Macdonald | officer: VP and PAO | −17,212 | $66.80 |
| May 12, 2026 | Laura Ann Macdonald | officer: VP and PAO | −25,500 | $65.56 |
| May 11, 2026 | Mark Fennell | officer: Chief Legal Officer &Secretary | −8,863 | $66.89 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cognex | $59.56 | −3.93% | $10.32B | 60.2 | 31.9 | 9.5 | +16.9% |
| Zebra Technologies | $352.01 | +0.33% | $16.71B | 33.0 | 16.9 | 2.9 | +20.4% |
| Delta Air Lines | $83.19 | +0.83% | $54.25B | 13.7 | 10.8 | 0.8 | +18.7% |
| Teledyne Technologies | $607.91 | −0.19% | $28.23B | 29.4 | 23.8 | 4.4 | +9.8% |
| Median | 29.4 | 16.9 | 2.9 | +18.7% |