$CGNX

CNBC's 'Final Trades' featured picks from investment professionals. Cognex (NASDAQ:CGNX) reported better-than-expected Q2 earnings and strong Q3 guidance. Intuit (NASDAQ:INTU) is set to release Q4 earnings on Aug. 25, with analysts expecting $3.59 EPS. Toast (NYSE:TOST) posted upbeat Q2 results and surged to a new YTD high.

Unitree Robotics, a Chinese company, unveiled a humanoid robot 'Superman' claiming it runs faster than Usain Bolt. The company's IPO on the Shanghai Stock Exchange saw shares surge 460%, valuing it at $50 billion. Investors are betting on the humanoid robotics sector and its supply chain, including companies like Ambarella, Ouster, Cognex, Regal Rexnord, and Harmonic Drive Systems, which saw gains in July.

Cognex Corporation reported record Q2 2026 revenue of $291M, up 17% YoY, driven by demand across major markets and AI-enabled vision applications. Profitability improved significantly, with operating income doubling to $86M and operating margin increasing to 29.4%. The company highlighted the launch of OneVision, its AI-powered machine vision platform, and reaffirmed its growth strategy focused on diversification and scalability. Cognex issued full-year 2026 guidance for strong double-digit reve

Cognex (CGNX) reported strong Q2 2026 results and raised guidance, leading to an 80.34% YTD share price increase. Analysts value it at $80.42, suggesting 17.2% undervaluation, but its P/E of 64.1x is higher than industry peers. Revenue growth of 9.6% annually and margin expansion to 26.0% are expected over the next 3 years.

Cognex (CGNX) reported Q2 2026 revenue of $291 million, up 17% (16% constant currency). Adjusted EBITDA margin rose to 32.2%, and adjusted EPS was $0.45. Full-year 2026 guidance: revenue $1.13 to $1.15 billion, adjusted EPS $1.64 to $1.68, and adjusted EBITDA margin 29% to 31%. Management raised outlooks for logistics, packaging, electronics, and semiconductors.

Moschner Matthew (CEO & President) sold 24,962 shares of COGNEX CORP (CGNX) at an average of $64.01 ($63.61–$65.36, $1.60M total) across 5 trades on 2026-08-11 under a Rule 10b5-1 trading plan.

Cognex (CGNX) shares fell about 4% in the afternoon after HSBC downgraded the stock to Hold from Buy and cut its price target to $65 from $94. The move followed mixed analyst views and valuation concerns. After the initial drop, CGNX traded around $64.53, down about 3.5% from the prior close.

Cognex (CGNX) reported record Q2 revenue in the ~$290 million range and guided Q3 revenue to a $310 million midpoint, according to a MarketBeat/Fehr commentary. The firm targeted $35 million annualized operating-expense reductions, guided 2026 adjusted opex below 2025, and cited 32% EBITDA margin in Q2 with 33% midpoint for Q3. AI OneVision commercialization and demand in consumer electronics and semiconductors were discussed.

Cognex reported Q2 revenue of $291.3M, slightly below estimates of $293.3M, but beat on adjusted EPS of $0.45 vs $0.42 and adjusted EBITDA of $93.66M vs $87.98M. Operating margin rose to 29.4%. Q3 CY2026 revenue guidance midpoint is $310M and full-year adjusted EPS is $1.66. The company cited OneVision adoption, ~4,500 new customers YTD, and margin gains from cost reduction.

Cognex (NASDAQ: CGNX) reported Q2 2026 revenue of $291 million, up 17% year over year, with operating margin at 29.4% and adjusted diluted EPS of $0.45. Net income was $73 million. The company said it has $755 million cash and no debt, declared a $0.085 dividend, and issued 2026 guidance for double-digit revenue growth.