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Cognex Corp (DE:CGZ)
FRANKFURT:CGZ

Cognex (CGZ) Price & Analysis

2 Followers

CGZ Stock Chart & Stats

€53.48
-€1.34(-2.44%)
At close: 4:00 PM EDT
€53.48
-€1.34(-2.44%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthCognex's very low leverage and stable equity position provide durable financial flexibility to fund R&D, opportunistic M&A, buybacks and dividends without stressing liquidity. This capital strength also cushions cyclic downturns and supports sustained investment in product leadership.
High-Quality Cash GenerationConsistent, high-quality cash generation (FCF roughly matching net income) underpins durable shareholder returns and funds strategic investments. Reliable conversion of earnings to cash enhances long-term capital allocation flexibility and reduces reliance on external financing.
Product & AI Vision LeadershipRecent embedded AI product launches and OneVision expansion strengthen Cognex's edge-to-cloud machine-vision position in a sizeable served market. This deepens technical differentiation, supports higher-margin system sales, and aligns with structural automation and AI adoption trends.
Bears Say
Revenue CyclicalityCognex's revenue and profitability depend on cyclical capital spending by manufacturing and logistics customers. Historical swings (2023 decline, then recovery) show earnings volatility, complicating predictable growth and margin sustainability across investment cycles.
Component Cost & Supply RisksMemory price pressure and longer lead times for critical components can compress gross margins and delay deliveries for high-value systems. Persistent supply-cost volatility undermines margin sustainability even with improving product mix and raises execution risk for growth plans.
Near-Term Revenue Reduction From Portfolio ExitsIntentional divestitures improve long-term mix and margins but create a recurring near-term revenue drag. The deliberate removal of noncore revenue complicates comparability and tempers headline growth, requiring management to offset lost top-line with higher-quality system sales.

Cognex News

CGZ FAQ

What was Cognex Corp’s price range in the past 12 months?
Cognex Corp lowest stock price was €29.33 and its highest was €64.96 in the past 12 months.
    What is Cognex Corp’s market cap?
    Cognex Corp’s market cap is €9.41B.
      When is Cognex Corp’s upcoming earnings report date?
      Cognex Corp’s upcoming earnings report date is Oct 29, 2026 which is in 85 days.
        How were Cognex Corp’s earnings last quarter?
        Cognex Corp released its earnings results on Aug 05, 2026. The company reported €0.373 earnings per share for the quarter, beating the consensus estimate of €0.368 by €0.005.
          Is Cognex Corp overvalued?
          According to Wall Street analysts Cognex Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cognex Corp pay dividends?
            Cognex Corp does not currently pay dividends.
            What is Cognex Corp’s EPS estimate?
            Cognex Corp’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Cognex Corp have?
            Cognex Corp has 166,419,450 shares outstanding.
              What happened to Cognex Corp’s price movement after its last earnings report?
              Cognex Corp reported an EPS of €0.373 in its last earnings report, beating expectations of €0.368. Following the earnings report the stock price went up 14.514%.
                Which hedge fund is a major shareholder of Cognex Corp?
                Currently, no hedge funds are holding shares in DE:CGZ
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Cognex Corp

                  Cognex Corporation specializes in machine vision technology, offering solutions that interpret and process visual data to streamline and automate production and logistics operations globally. Their advanced vision systems enable the automated manufacturing and tracking of individual components or finished goods, such as mobile devices, pharmaceutical containers, and automotive parts. This is achieved by precisely locating, recognizing, examining, and gauging items throughout their journey from production to delivery. The company provides a comprehensive software portfolio, including VisionPro, a collection of patented tools for sophisticated development; QuickBuild, an intuitive platform enabling users to create vision applications via a graphical, flowchart interface; and its specialized deep learning vision software. Beyond software, their offerings encompass robust vision sensors for tasks like ensuring component presence and accurate sizing, alongside the versatile In-Sight series of integrated vision systems and sensors. These tools support a variety of critical inspection functions, such as pinpointing part locations, confirming identities, precise dimensioning, validating assembly, and guiding robotics. Another key product is DataMan, their line of image-based barcode readers and verification systems. Cognex serves a diverse clientele across various sectors, including consumer electronics, automotive manufacturing, general consumer goods, food and beverage processing, pharmaceuticals, and medical device production. Their products are distributed directly and through a global network of partners and system integrators. Established in 1981, Cognex Corporation maintains its headquarters in Natick, Massachusetts.

                  Cognex (CGZ) Earnings & Revenues

                  CGZ Company Deck

                  CGZ Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call reflected strong operational and financial outperformance in Q1 — high revenue growth (24% YoY), doubled EBITDA, >100% free cash flow conversion and major product/AI launches — while acknowledging manageable near-term headwinds (memory cost timing, tariffs, FX, portfolio exits) and limited visibility into the second half. Management presented confidence in cost-reduction targets, product-led growth and disciplined capital allocation, offsetting macro uncertainties.View all DE:CGZ earnings summaries

                  CGZ Revenue Breakdown

                  39.45%39.45%26.35%19.59%14.61%
                  39.45% Americas
                  26.35% Europe
                  19.59% Greater China
                  14.61% Other Asia
                  tipranks

                  CGZ Stock 12 Month Forecast

                  Average Price Target

                  €65.26
                  ▲(22.03% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":35.603,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":37.111,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":32.855,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":30.771,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n     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