Cognex Corp Stock Price, News & Analysis

Cognex (NASDAQ: CGNX) reported third-quarter 2025 results: revenue $277M (+18% Y/Y; +13% excluding a one-time commercial partnership benefit). Operating margin was 20.9% and adjusted EBITDA margin was 24.9%, the highest since Q2 2023. Adjusted diluted EPS was $0.33 (+69% Y/Y); GAAP diluted EPS was $0.10. Cash and investments totaled $600M with no debt. Free cash flow was $86M (+66% Y/Y) and FCF conversion was strong. The board raised the quarterly dividend to $0.085 and repurchased $24M of stock in Q3. Q4 2025 guidance: revenue $230–$245M and adjusted EPS $0.19–$0.24.

Cognex (NASDAQ: CGNX) launched the Solutions Experience (SLX) logistics portfolio on October 28, 2025, its first line of application-specific, easy-to-deploy machine vision devices for logistics.

The SLX logistics portfolio includes three devices — SLX-280D, SLX-290, and SLX-3816 — delivering combined high-performance barcode reading, AI-powered item detection, shared web-based guided UI for fast deployments, dual-function capability to reduce devices, and multi-device firmware management to lower TCO and improve OEE.

Engaged Capital announced it has built a stake in Cognex (NASDAQ: CGNX) and released a presentation outlining value‑enhancement steps. Key proposals include right‑sizing operating expenses to drive margin expansion, accelerating revenue via sales transformation and AI product enhancements, and hiring top external consultants to execute the plan.

Engaged cites Cognex’s 2024 EBITDA margin of 17% and presents a path to ~35% EBITDA margins. Engaged also projects approximately 85% upside in Cognex equity valuation over 24 months if initiatives succeed and says it will engage constructively with management.

Cognex (NASDAQ: CGNX) will release third quarter 2025 earnings on Wednesday, October 29, 2025 after market close. The company will discuss results on a conference call on Thursday, October 30, 2025 at 8:30 a.m. EDT.

Investors can access the live call by telephone at (877) 704-4573 or (201) 389-0911 (outside U.S.), and a replay and webcast will be available on the Cognex Investor Relations website at https://www.cognex.com/investor.

Cognex (NASDAQ: CGNX), a leader in industrial machine vision technology, has announced that CFO Dennis Fehr will participate in a fireside chat at the KeyBanc Capital Markets Technology Leadership Forum. The event is scheduled for Monday, August 11, at 1:30 p.m. Mountain Time.

Investors can access both the live webcast and replay of the presentation through Cognex's Investor Relations website at www.cognex.com/investor.

Cognex (NASDAQ: CGNX), a leader in industrial machine vision, reported strong Q2 2025 financial results with revenue growing 4% year-over-year to $249 million. The company achieved notable improvements in profitability, with operating margin reaching 17.4% and Adjusted EBITDA margin expanding to 20.7%.

Key highlights include a 12% increase in adjusted EPS to $0.25, reduced operating expenses by 3%, and strong free cash flow generation of $40 million. The company maintains a robust financial position with $553 million in cash and no debt. For Q3 2025, Cognex expects revenue between $245-265 million and adjusted EPS of $0.24-0.29.

The company also announced a quarterly dividend of $0.08 per share and entered a strategic partnership in medical lab automation expected to generate additional revenue of $8-14 million in Q3 2025.

Cognex (NASDAQ: CGNX), the leader in industrial machine vision, has announced a strategic reorganization of its executive leadership team under new CEO Matt Moschner. The restructuring aligns with three key priorities: becoming the #1 provider of AI technology in industrial machine vision, delivering superior customer experience, and doubling the customer base within five years.

The new leadership team, formed entirely from internal talent, includes eight executives in newly created or expanded roles. Key appointments include Carl Gerst as EVP of Global Sales & Products, Dennis Fehr as CFO with expanded responsibilities, and Sheila DiPalma as EVP Employee Services and Chief Culture Officer, among others focusing on engineering, operations, and customer success.

Cognex (NASDAQ: CGNX), a leader in industrial machine vision technology, has scheduled its Q2 2025 earnings release for Wednesday, July 30, 2025, after the market closes. The company will hold a conference call to discuss the results on Thursday, July 31, 2025, at 8:30 a.m. EDT.

Investors can access the conference call and subsequent replay through the Cognex Investor Relations website. For those joining by phone, the call-in numbers are (877) 704-4573 for domestic callers and (201) 389-0911 for international participants.

Cognex (NASDAQ: CGNX) has announced the launch of OneVision, a groundbreaking cloud-based platform designed to revolutionize AI-powered machine vision applications in manufacturing. The platform addresses key challenges in industrial AI adoption by simplifying application development, eliminating expensive infrastructure requirements, and enabling seamless integration across operations. OneVision features an intuitive interface that reduces setup time from months to minutes, cloud-based delivery for lower upfront costs, and centralized development with local customization capabilities. Currently available for select customers on In-Sight 3800 and 8900 vision systems, OneVision will expand to additional Cognex products in early 2026.