Cognex (CGNX) Projected to Post Quarterly Earnings on Wednesday

Key Points

• Cognex will report Q1 2026 results after the market close on May 6, with analysts forecasting EPS of $0.25 and revenue of $245.576 million; an earnings call is scheduled for May 7 at 8:30 AM ET.
• In the prior quarter Cognex topped estimates (EPS $0.27 vs. $0.22; revenue $252.34M) and the stock carries an average analyst rating of Moderate Buy with a mean target of $59.50, as several firms (Goldman, UBS, Barclays) recently raised price targets.
• Company insiders sold roughly 196,083 shares (~$11.42M) in the last quarter, even as institutional ownership is high at 88.12% and major funds (AQR, Price T. Rowe, Alyeska) materially increased their stakes.

Cognex (NASDAQ:CGNX - Get Free Report) will likely be announcing its Q1 2026 results after the market closes on Wednesday, May 6th. Analysts expect the company to announce earnings of $0.25 per share and revenue of $245.5760 million for the quarter. Investors may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, May 7, 2026 at 8:30 AM ET.

Cognex (NASDAQ:CGNX - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The scientific and technical instruments company reported $0.27 EPS for the quarter, topping analysts' consensus estimates of $0.22 by $0.05. The business had revenue of $252.34 million for the quarter, compared to analysts' expectations of $238.92 million. Cognex had a net margin of 11.51% and a return on equity of 9.02%. The business's revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the company earned $0.16 EPS. On average, analysts expect Cognex to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Cognex Price Performance

Shares of NASDAQ CGNX opened at $53.74 on Wednesday. The stock has a market capitalization of $8.98 billion, a price-to-earnings ratio of 80.22 and a beta of 1.47. Cognex has a 12 month low of $26.14 and a 12 month high of $59.88. The firm's 50 day simple moving average is $52.41 and its 200-day simple moving average is $44.72.

Cognex Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 12th. Stockholders of record on Thursday, February 26th were paid a dividend of $0.085 per share. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.34 dividend on an annualized basis and a dividend yield of 0.6%. Cognex's dividend payout ratio (DPR) is presently 50.75%.

Analyst Ratings Changes

A number of research firms recently issued reports on CGNX. The Goldman Sachs Group lifted their price target on shares of Cognex from $50.00 to $68.00 and gave the company a "buy" rating in a research note on Tuesday, February 17th. DA Davidson set a $55.00 price target on shares of Cognex and gave the company a "neutral" rating in a research note on Tuesday, February 17th. Barclays lifted their price target on shares of Cognex from $61.00 to $64.00 and gave the company an "overweight" rating in a research note on Monday, March 16th. UBS Group reissued a "buy" rating and issued a $70.00 price target on shares of Cognex in a research note on Friday, February 13th. Finally, Truist Financial dropped their price target on shares of Cognex from $52.00 to $50.00 and set a "hold" rating on the stock in a research note on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Cognex has an average rating of "Moderate Buy" and an average target price of $59.50.

Insider Activity at Cognex

In other Cognex news, Director Angelos Papadimitriou sold 4,150 shares of the firm's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $55.58, for a total value of $230,657.00. Following the transaction, the director owned 16,222 shares in the company, valued at approximately $901,618.76. This trade represents a 20.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Robert Willett sold 177,052 shares of the firm's stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $58.39, for a total value of $10,338,066.28. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 196,083 shares of company stock valued at $11,419,321. 1.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CGNX. Alyeska Investment Group L.P. purchased a new position in Cognex in the 4th quarter valued at $68,388,000. AQR Capital Management LLC lifted its holdings in Cognex by 18,810.9% in the 2nd quarter. AQR Capital Management LLC now owns 1,794,649 shares of the scientific and technical instruments company's stock valued at $56,657,000 after purchasing an additional 1,785,159 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in Cognex by 31.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,314,896 shares of the scientific and technical instruments company's stock valued at $191,231,000 after purchasing an additional 1,258,629 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in Cognex by 10,861.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 782,776 shares of the scientific and technical instruments company's stock valued at $35,460,000 after purchasing an additional 775,635 shares in the last quarter. Finally, Wellington Management Group LLP lifted its holdings in Cognex by 55.4% in the 3rd quarter. Wellington Management Group LLP now owns 1,441,646 shares of the scientific and technical instruments company's stock valued at $65,307,000 after purchasing an additional 514,046 shares in the last quarter. Hedge funds and other institutional investors own 88.12% of the company's stock.

Cognex Company Profile

Cognex Corporation is a leading provider of machine vision systems, software, sensors and industrial barcode readers used to automate manufacturing, logistics and distribution processes. The company designs and develops vision-based products that help manufacturers and logistics operators inspect, identify and guide parts, assemblies and packaged goods in real time. Its solutions are applied in a broad range of industries, including automotive, electronics, semiconductor, pharmaceutical, food and beverage, and general manufacturing.

The company's product portfolio includes stand-alone vision systems, vision sensors and deep learning-based software platforms that enable automated inspection, quality control and traceability.

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