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CGCGNX

Cognex Corporation

$CGNX·$11B·Hardware, Equipment & Parts·Technology
$63.89+1.0%YTD+75.4%1Y+91.7%
Mentions · last 7 days
2026-07-09: 93 posts2026-07-10: 82 posts2026-07-11: 47 posts2026-07-12: 65 posts2026-07-13: 95 posts2026-07-14: 23 posts2026-07-15: 34 posts447-6%
Price updated 13h ago·X counts updated 2d ago
CGCGNX
$CGNXCognex Corporation
$63.89+1.03%447 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CGNX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Machine-vision + edge-AI leader up 73% YTD — OneVision AI is the fresh product catalyst.

Cognex Corporation is the machine-vision + edge-AI defect-detection platform whose 2026 tape has ripped 74% YTD and 90% t12m on the specific edge-AI narrative. The setup is real-business + accelerating with earnings on July 29.

  • The core business is executing at scale: Q1 2026 revenue grew 24% YoY to $268M, gross margin held at 71%, and operating margin was 22% — this is exactly the specialty-hardware compounder profile, and the specific edge-AI-defect-detection thesis is the real driver.
  • The OneVision AI launch is the specific dated catalyst: Cognex globally launched its OneVision AI intelligent vision platform integrating edge AI defect detection — real specific product-launch milestone that supports the compounder narrative into the July 29 print.
  • The technical setup is confirming: CGNX is breaking out of the $69 pivot of its double-bottom base on heavy volume and pulling back to test the 21-day EMA, capital rotating into asymmetric bets in CCXI/OUST/CGNX, and CGNX holds above important support attracting buyers.

The July 29 Q2 earnings are the near-term arbiter — Q2 revenue growth (need continued 20%+), OneVision AI monetization commentary, and any specific FY26 EPS guide movement extend the setup toward $80. A revenue miss or OneVision-attach-rate softening stalls the tape below $55.

Agrees with X sentimentX is bullish, notes Cognex globally launching its OneVision AI intelligent vision platform integrating edge AI defect detection, plus the stock breaking out of the $69 pivot of its double-bottom base on heavy volume and pulling back to test the 21-day EMA. Bulls flag capital rotating into asymmetric bets in CCXI/OUST/CGNX and note CGNX holds above important support attracting buyers. Mechanics validate: Q1 revenue +24% YoY at 71% gross margin and 22% operating margin — the July 29 print has to affirm.

What to watch: The July 29 Q2 earnings. Watch Q2 revenue growth (need continued 20%+), OneVision AI monetization commentary, and FY26 EPS guide movement. Revenue miss or OneVision-attach-rate softening stalls the tape sub-$55; steady growth + OneVision traction extends toward $80.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-12

Posts describe Cognex globally launching its OneVision AI intelligent vision platform integrating edge AI defect detection, plus the stock breaking out of the $69 pivot of its double-bottom base on heavy volume and pulling back to test the 21-day EMA. Bulls flag capital rotating into asymmetric bets in CCXI/OUST/CGNX and note CGNX holds above important support attracting buyers.

Read the AI verdict + X sentiment for $CGNX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes machine vision cameras and software for automated quality inspection and robot guidance in manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $CGNX.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $CGNX

Partial — Makes machine vision cameras and software for automated quality inspection and robot guidance in manufacturing; this segment overlaps with the AI data center networking and compute hardware buildout but is not the dominant revenue driver.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
71.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.34$0.25+36.9%
Q4 2025Feb 11, 2026$0.27$0.22+22.7%
Q3 2025Oct 29, 2025$0.33$0.27+22.2%
Q2 2025Jul 30, 2025$0.25$0.23+8.7%
Next earningsWed, Jul 29·consensus EPS $0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$268.4M+24.3%71.1%22.3%$0.31$42.3M
Q4 FY25$252.3M+9.9%65.7%14.0%$0.20$72.3M
Q3 FY25$276.9M+18.0%67.6%20.9%$0.11$86.0M
Q2 FY25$249.1M+4.1%67.4%17.4%$0.24$40.4M

Forward consensus

4-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.1B$1.49$1.42 – $1.6214
FY27$1.2B$1.2B – $1.2B$1.80$1.70 – $1.9214
FY28$1.3B$1.3B – $1.3B$2.07$1.85 – $2.499
FY29$1.5B$1.5B – $1.6B$2.50$2.39 – $2.604

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 158.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 27Long Darren MarcPresident7.1K sh$470KSellMay 12Macdonald Laura AnnVP and PAO25.5K sh$1.7MSellMay 11Macdonald Laura AnnVP and PAO17.2K sh$1.1MSellMay 11Mark FennellChief Legal Officer &Secretary8.9K sh$593K
+ 8 other (5 exempts · 2 awards · 1 inkind) in window

See when $CGNX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CGNX on 2026-05-01, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2035 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CGNX on 2026-05-01, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2035 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMay 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CGNX on 2026-05-01, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2035 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

CGNX disclosed a personnel change (8-K Item 5.02, dated 2026-04-30). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3New insider — initial holdingsMar 163
3New insider — initial holdingsMar 163
8-K/AMaterial event (amended)Feb 198-K/A — Item 4.01
8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 12 other (3 13Gs · 2 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cognex Announces Second Quarter 2026 Earnings Release and Conference Call Datesprnewswire.com·1d agoThe Physical AI Proof Points Are Suddenly Everywhereinvestorplace.com·3d agoAre Computer and Technology Stocks Lagging Cognex (CGNX) This Year?zacks.com·7d agoHere's Why Cognex Corporation (CGNX) is a Great Momentum Stock to Buyzacks.com·8d agoCognex: Quality Doesn't Come Cheap, With Momentum To Bootseekingalpha.com·10d ago

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Voices on X · last 7 days

No standout posts about $CGNX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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