DEFA14A ·Filed Mar 13, 2026

CGNX

COGNEX CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed6mo ago SEC0001193125-26-105068
Proxy solicitation materials
Actionable Insight • Neutral

Monitor shareholder voting results, particularly on the stock plan amendment and say-on-pay vote, which could signal investor sentiment on executive compensation and equity issuance. Recent insider selling activity may warrant attention in conjunction with proxy outcomes.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
CGNX ▲ +30.10% at T+60d
NEUTRAL call ✓ call won +30.10% · α vs SPY +18.48% · entry $47.96 → $62.39
Entry anchored
Mar 12, 03:59 PM ET
via exchange tick
T+1d
+3.32%
call +3.32% · α +2.29%
$49.55
settled 7mo ago
T+5d
+2.23%
call +2.23% · α +4.35%
$49.03
settled 7mo ago
T+20d
+12.97%
call +12.97% · α +9.38%
$54.18
settled 6mo ago
T+60d
+30.10%
call +30.10% · α +18.48%
$62.39
settled 4mo ago

Price Chart

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Executive Summary

Cognex Corporation filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting of Shareholders, scheduled for April 29, 2026. The meeting will address the election of three directors, an amendment to the 2023 Stock Option and Incentive Plan, ratification of KPMG LLP as auditors, and an advisory vote on executive compensation. The filing is routine and reflects standard corporate governance procedures.

Key Facts

  • Annual shareholder meeting scheduled for April 29, 2026
  • Three director nominees: Matthew Moschner, Angelos Papadimitriou, and Christopher Donato
  • Proposal to amend the 2023 Stock Option and Incentive Plan
  • Proposal to ratify KPMG LLP as independent auditor for fiscal year 2026
  • Advisory vote on executive compensation (say-on-pay)

Financial Impact

No immediate financial impact; potential long-term impact from stock plan amendment if approved

dilutionexecutive compensation

Risk Factors

  • Potential shareholder opposition to the stock plan amendment could lead to increased dilution
  • Negative say-on-pay vote could signal governance concerns

Market Snapshot

Exchange
Nasdaq

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-105068
Document: 0001193125-26-105068-index-headers.html0001193125-26-105068
Document: 0001193125-26-105068-index.html0001193125-26-105068
Document: 0001193125-26-105068.txt0001193125-26-105068
9 reports for CGNX
Performance horizon
40% Hit rate 2 of 5 directional calls best @ T+20▲ +10.28%Feb 23, 2026
Filters
Rows
Reports for CGNX — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
Press Release
BEARISH ★ 6/10
$59.71 $62.22▼ −4.21%▼ −4.36%$64.97 (−8.81%)
Aug 5, 2026
8w ago
Press Release
BULLISH ★ 7/10
$67.38 $60.79▼ −9.78%▼ −10.38%$64.97 (−3.58%)
Aug 5, 2026
8w ago
Institutional Cluster
BULLISH ★ 6/10
$70.71 $59.94▼ −15.23%▼ −14.63%$64.97 (−8.12%)
Jul 16, 2026
11w ago
Press Release
NEUTRAL ★ 2/10
$63.89 $61.59▼ −3.60%▼ −7.22%$64.97 (+1.69%)
May 11, 2026
20w ago
Insider Cluster
NEUTRAL ★ 2/10
$66.90 $61.32▼ −8.34%▼ −8.03%$64.97 (−2.88%)
May 6, 2026
21w ago
8-K
BULLISH ★ 8/10
$65.74 $66.06▲ +0.49%▼ −2.64%$64.97 (−1.17%)
Mar 13, 2026
29w ago
DEFA14A
NEUTRAL ★ 3/10
$47.96 $54.18▲ +12.97%▲ +9.38%$64.97 (+35.48%)
Feb 23, 2026
31w ago
Insider Cluster
BEARISH ★ 6/10
$56.43 $50.63▲ +10.28%▲ +6.33%$64.97 (−15.14%)
Feb 17, 2026
32w ago
Insider Cluster
NEUTRAL ★ 2/10
$56.93 $50.11▼ −11.98%▼ −10.24%$64.97 (+14.13%)
Showing 9 of 9

US Market Status

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