$CGNX

COGNEX CORP

AlphAI earnings readSecond quarter 2026 · AUG 5Cognex Reports Second Quarter 2026 ResultsVerdict: strong

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Cognex (CGNX) Lifted Revenue Guidance, Is The Stock Already Pricing In The Upside?

Cognex (CGNX) reported Q2 revenue growth and raised guidance, exceeding expectations. Despite a recent 11.96% share price pullback, the stock is up 68.56% year-to-date. Analysts expect earnings to reach $373.0 million by August 2029, with a fair value estimate of $80.42, suggesting a 23% undervaluation. However, the stock's high P/E ratio of 59.9x raises valuation concerns.

Cognex (CGNX) Down 9.8% Since Last Earnings Report: Can It Rebound?

Cognex (CGNX) shares fell 9.8% since its last earnings report, despite Q2 2026 earnings beating estimates. Revenue rose 17% to $291.26M, missing expectations. The company raised its 2026 revenue and margin outlook, with strong growth in most end markets except Automotive. CGNX has no debt and increased its cash position.

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News on $CGNX

Score
$CGNXMedAI 8/10

Cognex (CGNX) Lifted Revenue Guidance, Is The Stock Already Pricing In The Upside?

Cognex (CGNX) reported Q2 revenue growth and raised guidance, exceeding expectations. Despite a recent 11.96% share price pullback, the stock is up 68.56% year-to-date. Analysts expect earnings to reach $373.0 million by August 2029, with a fair value estimate of $80.42, suggesting a 23% undervaluation. However, the stock's high P/E ratio of 59.9x raises valuation concerns.

$AMBAMedAI 8/10

Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It

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.

$CGNXHighAI 8/10

Enabled Machine Vision Drives Growth – Metrology and Quality News

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

$CGNXMedAI 9/10

Cognex (CGNX) Q2 2026 Earnings Call Transcript

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.

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