Cognex Corp Stock Price, News & Analysis

Cognex (NASDAQ: CGNX) announced that its Chief Financial Officer, Dennis Fehr, will present at two upcoming investor conferences in New York in December 2025. Presentations are scheduled for Dec 3, 2025 at 12:10 p.m. ET at The Goldman Sachs Industrials and Materials Conference and Dec 10, 2025 at 11:30 a.m. ET at the Bernstein Annual Industrials Forum. The company said live webcasts and replays will be available on its investor relations website at www.cognex.com/investor.

Cognex (NASDAQ: CGNX) announced participation at two investor conferences in November 2025. Matt Moschner, President and CEO, will present at the Baird Global Industrial Conference in Chicago on Tuesday, November 11, 2025 at 2:20 p.m. CT. Dennis Fehr, CFO, will present at the Stephens Annual Investment Conference in Nashville on Wednesday, November 19, 2025 at 10:00 a.m. CT. Live webcasts and replays will be available from Cognex's Investor Relations website at www.cognex.com/investor.

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.