Research Analysts Set Expectations for Cognex Q3 Earnings

Key Points

• DA Davidson predicts $0.21 in earnings per share for Cognex's Q3 2025, maintaining a "Neutral" rating and a price target of $35.00.
• The company recently reported $0.25 EPS for the quarter ending July 30th, exceeding expectations, with revenue of $249.09 million reflecting a 4.2% year-over-year increase.
• Cognex announced a quarterly dividend of $0.08 per share with a dividend yield of 0.8%, expected to be paid on August 28th.

Cognex Corporation (NASDAQ:CGNX - Free Report) - DA Davidson issued their Q3 2025 earnings per share (EPS) estimates for Cognex in a research report issued on Monday, August 4th. DA Davidson analyst M. Summerville expects that the scientific and technical instruments company will earn $0.21 per share for the quarter. DA Davidson currently has a "Neutral" rating and a $35.00 target price on the stock. The consensus estimate for Cognex's current full-year earnings is $0.61 per share. DA Davidson also issued estimates for Cognex's FY2025 earnings at $0.65 EPS and FY2026 earnings at $0.83 EPS.

Cognex (NASDAQ:CGNX - Get Free Report) last announced its earnings results on Wednesday, July 30th. The scientific and technical instruments company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. Cognex had a return on equity of 6.65% and a net margin of 13.13%. The business had revenue of $249.09 million during the quarter, compared to the consensus estimate of $246.70 million. During the same period in the prior year, the business posted $0.23 earnings per share. Cognex's revenue was up 4.2% compared to the same quarter last year.

Several other brokerages also recently commented on CGNX. Needham & Company LLC upped their target price on Cognex from $36.00 to $45.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Melius raised Cognex from a "hold" rating to a "buy" rating and set a $60.00 price objective for the company in a research note on Thursday, July 10th. Robert W. Baird increased their price objective on Cognex from $30.00 to $32.00 and gave the stock a "neutral" rating in a research note on Monday, June 16th. TD Cowen raised Cognex from a "hold" rating to a "buy" rating and set a $35.00 price objective for the company in a research note on Monday, April 28th. Finally, UBS Group increased their price objective on Cognex from $53.00 to $58.00 and gave the stock a "buy" rating in a research note on Friday, August 1st. One investment analyst has rated the stock with a sell rating, six have assigned a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $42.31.

Cognex Stock Down 1.1%

Shares of NASDAQ CGNX traded down $0.45 during mid-day trading on Wednesday, hitting $40.91. 1,457,826 shares of the company traded hands, compared to its average volume of 2,247,104. Cognex has a 1 year low of $22.67 and a 1 year high of $44.17. The stock has a market capitalization of $6.87 billion, a price-to-earnings ratio of 57.62 and a beta of 1.47. The business has a 50 day moving average of $33.35 and a two-hundred day moving average of $31.85.

Cognex Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 28th. Stockholders of record on Thursday, August 14th will be issued a dividend of $0.08 per share. The ex-dividend date of this dividend is Thursday, August 14th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.8%. Cognex's dividend payout ratio is currently 45.07%.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in CGNX. LPL Financial LLC increased its holdings in shares of Cognex by 37.0% during the 4th quarter. LPL Financial LLC now owns 47,381 shares of the scientific and technical instruments company's stock valued at $1,699,000 after acquiring an additional 12,797 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in Cognex in the 4th quarter valued at approximately $5,742,000. Envestnet Asset Management Inc. grew its holdings in Cognex by 17.1% in the 4th quarter. Envestnet Asset Management Inc. now owns 568,141 shares of the scientific and technical instruments company's stock valued at $20,374,000 after buying an additional 82,885 shares during the last quarter. Russell Investments Group Ltd. grew its holdings in Cognex by 14.5% in the 4th quarter. Russell Investments Group Ltd. now owns 98,537 shares of the scientific and technical instruments company's stock valued at $3,534,000 after buying an additional 12,488 shares during the last quarter. Finally, Federated Hermes Inc. grew its holdings in Cognex by 12.5% in the 4th quarter. Federated Hermes Inc. now owns 674,287 shares of the scientific and technical instruments company's stock valued at $24,180,000 after buying an additional 74,968 shares during the last quarter. Institutional investors and hedge funds own 88.12% of the company's stock.

About Cognex

Cognex Corporation provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide. Its machine vision products are used to automate the manufacturing and tracking of discrete items, including mobile phones, electric vehicle batteries, and e-commerce packages by locating, identifying, inspecting, and measuring them during the manufacturing or distribution process.