$CGNX

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.

COGNEX CORP (CGNX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a07052026-xex991xq22026ear.htm EX-99.1 Document Exhibit 99.1 Cognex Reports Second Quarter 2026 Results August 5, 2026 — NATICK, MA — Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today reported financial results for the s

Cognex (CGNX) will report Q2 earnings Wednesday after market hours. The article notes last quarter’s revenue of $268.4 million, up 24.3% year on year, and a beat on EPS and revenue guidance. For the upcoming quarter, analysts expect revenue growth of 17.8% y/y. The average analyst price target is $77.21 versus $67.72.

After ISM reported its Services PMI at 54% in June (down 0.5 point from May but 24th straight month above 50), several stocks rose in the afternoon session. Getty Images gained 3.6%, SAIC 2.9%, Cognex 3.5%, HPE 3.6%, and IBM 3.4%. The article also cites Getty’s prior OpenAI partnership and its YTD and 52-week performance.

Cognex VP Darren Marc Long sold 20,252 shares on May 27 at an average $66.34, raising about $1.34M, according to an SEC filing. After the sale, he held 3,990 shares. The stock last traded at $66.01. Cognex reported Q1 EPS of $0.34 on revenue of $268.44M and set Q2 2026 guidance at 0.400–0.440 EPS.

Nvidia CEO Jensen Huang said humanoid robots and labor automation could total a $40 trillion market, highlighting physical AI. The article cites Derek Yan’s view that physical AI may be larger than EVs or smartphones and points to Waymo’s autonomy stack. It profiles Cognex (Q1 FY26 revenue $268.44M, adj. EPS $0.34), Nvidia’s Data Center revenue ($39B, +73%), Tesla (Q1 FY26 revenue $22.39B; FSD 1.28M +51%), Symbotic (Q2 FY26 revenue $676.48M; backlog ~$22.70B), and Serve Robotics (Q1 FY26 revenue

Long Darren Marc (Vice President) sold 20,252 shares of COGNEX CORP (CGNX) at an average of $66.34 ($66.32–$66.52, $1.34M total) across 4 trades on 2026-05-27.

Cognex (NASDAQ:CGNX) said at a TD Cowen event that its turnaround is gaining traction, citing leadership changes, improved market conditions since around November 2024, and a focus on operating efficiency. CFO Dennis Fehr said 2025 showed strong EPS growth and the company is “on a good path for 2026,” with more earnings growth runway over 18+ months. He noted nine straight quarters of double-digit logistics growth, but broader digestion over the next 6–18 months. Fehr also said Cognex expects $3

Cognex (NASDAQ:CGNX) CFO Dennis Fehr said at a TD Cowen investor event that early benefits from a leadership transition, an improving market backdrop and cost-focused execution are driving “strong EPS growth.” He cited 2025 growth and a “good path for 2026,” with logistics showing nine straight quarters of double-digit growth. Fehr said Cognex expects $35 million–$40 million in net OpEx reductions, about 80% complete, and discussed pricing changes, sales productivity efforts, and nearly $100 mil

Cognex announced the general availability of OneVision™, its AI vision development environment, experiencing rapid adoption by manufacturers seeking to scale AI-powered inspection. The platform's cloud-to-edge architecture enables central management and deployment of AI models while ensuring real-time, edge-based inspection. Customers across various industries report faster development, improved throughput, and reduced costs, with examples from Essity, Schneider Electric, and 3M highlighting significant operational efficiencies.