Market Cap
$10.2B
CGNX
COGNEX CORP
$64.97 ▲ +4.42%
Prev close $62.22Market cap$10.2B
ConsensusBuy
12-mo target$79.58 (+22.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)42 New Institutional Positions8 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CGNX right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$8.9B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $16.0M sell
Insider Net $
-$16.0M
Social Sentiment
33° Cool
SEC Reports
9
Price chart 30d +6.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 2, 2026 SEC Short Volume: CGNX — 62.4% short (0.4M / 0.6M)
Short: 404,358 | Exempt: 12 | TRF Vol: 647,589 | Short Ratio: 62.4% | Off-exchange volume (dark pool
Cognex (CGNX) reported Q2 2026 EPS of $0.45, a 12.9% miss versus the $0.52 consensus, signaling weaker-than-expected pro
PRESS-RELEASE — Impact 6/10
Aug 11, 2026 Insider
Moschner Matthew sold 1,600 shares
CEO & President @ $65.36 ($104.6K)
Aug 11, 2026 Insider
Moschner Matthew sold 4,000 shares
CEO & President @ $63.62 ($254.5K)
Aug 11, 2026 Insider
Aug 5, 2026 SEC Moschner Matthew acquired via exercise 4,000 shares
CEO & President @ $40.71 ($162.8K)
Cognex reported Q2 2026 record revenue of $291M (beat on EPS but slight revenue miss vs $292.5M consensus) with GAAP EPS
PRESS-RELEASE — Impact 7/10
A strong institutional cluster emerged in CGNX during 2026-Q2, with 12 buyers accumulating $136.7M in net new positions
INST-CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
2,979,759 shares ($215.8M)
Analyst ratings buy % +2.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 23, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 15, 2026 | Needham | REITERATE | Buy | 50% |
| Aug 10, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 10, 2026 | HSBC | DOWNGRADE | Hold | 55% |
| Aug 10, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 7, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 7, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 15 | 8 | 0 | 0 | 71% | |
| Aug 1, 2026 | 5 | 16 | 7 | 0 | 0 | 75% | |
| Jul 1, 2026 | 5 | 17 | 7 | 0 | 0 | 76% | |
| Jun 1, 2026 | 5 | 17 | 7 | 0 | 0 | 76% | |
| May 1, 2026 | 5 | 16 | 8 | 0 | 0 | 72% | |
| Apr 1, 2026 | 5 | 16 | 8 | 0 | 0 | 72% | |
| Mar 1, 2026 | 5 | 16 | 7 | 1 | 0 | 72% | |
| Feb 1, 2026 | 5 | 15 | 8 | 1 | 0 | 69% |
Price targets
Where 19 covering analysts think CGNX trades over the next 12 months.
$79.58 +22.5% upside Strong Buy
Current$64.97 Low$65.00 Median$80.00 High$92.00 19 analysts
$65.00$92.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 3 bullish, 2 bearish, 0 mixed, 4 neutral · avg impact 4.7/10.
BEARISHPRESS-RELEASE6/10
Cognex (CGNX) reported Q2 2026 EPS of $0.45, a 12.9% miss versus the $0.52 consensus, signaling weak
Sep 2, 2026
BULLISHPRESS-RELEASE7/10
Cognex reported Q2 2026 record revenue of $291M (beat on EPS but slight revenue miss vs $292.5M cons
Aug 5, 2026
BULLISHINST-CLUSTER6/10
A strong institutional cluster emerged in CGNX during 2026-Q2, with 12 buyers accumulating $136.7M i
Aug 5, 2026
NEUTRALPRESS-RELEASE2/10
Cognex Corporation announced that it will release Q2 2026 earnings on August 5, 2026 after market cl
Jul 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CGNX — 62.4% short (0.4M / 0.6M)
Short: 404,358 | Exempt: 12 | TRF Vol: 647,589 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CGNX — 63.4% short (0.5M / 0.7M)
Short: 467,587 | Exempt: 877 | TRF Vol: 737,326 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CGNX — 61.5% short (0.3M / 0.5M)
Short: 336,152 | Exempt: 1,302 | TRF Vol: 546,861 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CGNX — 55.6% short (0.3M / 0.6M)
Short: 318,252 | Exempt: 457 | TRF Vol: 572,598 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
other
Cognex Launches New Wafer Reader to Help Semiconductor Manufacturers Scale Production
In-Sight 1750® helps chipmakers maintain throughput and product quality as demand for advanced semiconductors grows NATICK, Mass., September 23, 2026
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.52 | $0.50–$0.53 | 56.5% | +0.0% | 16↑ 0↓ | $0.3B | 17 |
| Next Q | $0.39 | $0.34–$0.50 | 44.0% | -0.1% | 16↑ 0↓ | $0.3B | 17 |
| Current FY | $1.69 | $1.63–$1.80 | 65.9% | +0.0% | 18↑ 0↓ | $1.1B | 18 |
| Next FY | $2.03 | $1.86–$2.68 | 19.8% | +0.2% | 18↑ 0↓ | $1.3B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.517 | — |
| 7d ago | $0.517 | — |
| 30d ago | $0.517 | — |
| 60d ago | $0.371 | +0.146 |
| 90d ago | $0.369 | +0.147 |
Institutional ownership
Which big funds own CGNX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.9B total value (123,514,138 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Invesco. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 15,991,755 | $1.2B | 13.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,099,866 | $731.4M | 8.2% | — |
| Invesco Ltd. | 8,206,627 | $594.3M | 6.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,509,391 | $543.8M | 6.1% | — |
| Pictet Asset Management Holding SA | 5,829,878 | $422.0M | 4.7% | — |
| NORDEA INVESTMENT MANAGEMENT AB | 5,820,165 | $407.4M | 4.6% | — |
| STATE STREET CORP | 5,419,280 | $392.5M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,918,798 | $356.3M | 4.0% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,979,759 | $215.8M | 2.4% | ADD +46.6% |
| Point72 Asset Management, L.P. | 2,532,073 | $183.4M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 2,033,091 | 2,979,759 | +46.6% | $215.8M |
| LAZARD ASSET MANAGEMENT LLC | ADD | 1,471,027 | 2,297,887 | +56.2% | $166.4M |
| Sumitomo Mitsui Trust Group, Inc. | ADD | 1,410,151 | 2,215,361 | +57.1% | $160.4M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,472,969 | 2,039,619 | +38.5% | $147.7M |
| MORGAN STANLEY | ADD | 1,394,194 | 1,969,946 | +41.3% | $142.7M |
| NORGES BANK | NEW | — | 1,925,511 | — | $139.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 218,455 | 1,355,678 | +520.6% | $98.2M |
| BAMCO INC /NY/ | TRIM | 1,740,166 | 1,251,099 | -28.1% | $90.6M |
| Hood River Capital Management LLC | NEW | — | 1,172,170 | — | $84.9M |
| UBS Group AG | DOUBLED | 526,396 | 1,128,067 | +114.3% | $81.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$16.0M — $0.00 bought, $16.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Moschner Matthew | CEO & President | SELL | 1,600 | $65.36 | $104.6K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | SELL | 4,000 | $63.62 | $254.5K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | EXERCISE | 4,000 | $40.71 | $162.8K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | SELL | 4,000 | $65.36 | $261.4K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | EXERCISE | 1,600 | $56.44 | $90.3K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | EXERCISE | 4,000 | $51.49 | $206.0K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | EXERCISE | 7,000 | $42.84 | $299.9K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | SELL | 7,000 | $63.61 | $445.3K |
| Aug 11, 2026 | Moschner Matthew | CEO & President | SELL | 8,362 | $63.62 | $532.0K |
| Aug 7, 2026 | Long Darren Marc | Vice President | TAX W/H | 734 | $66.89 | $49.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CGNX.
Shares short
7,132,531
Settlement Sep 15, 2026
Change vs prior
-7.3%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All CGNX filing & press-release reports (9)
- PRESS-RELEASE reportSep 2, 2026
- PRESS-RELEASE reportAug 5, 2026
- INST-CLUSTER reportAug 5, 2026
- PRESS-RELEASE reportJul 16, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 12, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportMar 13, 2026
- CLUSTER reportFeb 24, 2026