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Cognex Corp (CH:CGZ)
:CGZ

Cognex (CGZ) Price & Analysis

2 Followers

CGZ Stock Chart & Stats

CHF47.60
-CHF1.79(-3.47%)
At close: 4:00 PM EDT
CHF47.60
-CHF1.79(-3.47%)

Bulls Say, Bears Say

Bulls Say
Broad-Based Revenue GrowthSustained growth across multiple quarters and end markets indicates expanding adoption of Cognex automation solutions. Higher semiconductor, electronics, packaging and logistics demand supports a diversified revenue base rather than reliance on one customer or application.
Margin Expansion And Operating LeveragePersistent margin expansion suggests stronger execution, favorable mix and operating leverage as revenue recovers. Planned annualized net cost reductions of about $35 million by end-2026 could help sustain profitability even if industrial demand moderates.
Strong Balance Sheet And Cash GenerationMinimal leverage and high cash conversion provide resilience through cyclical manufacturing spending and flexibility to fund innovation, customer expansion and shareholder returns. The balance sheet reduces refinancing risk and supports continued investment without material financial strain.
Bears Say
Cyclical End-Market ExposureExposure to automotive, European manufacturing and customer capital spending makes revenue sensitive to industrial cycles. Continued weakness in these markets could offset strength elsewhere and make growth and margin recovery less consistent over the next several quarters.
Memory Cost PressureHigher memory costs directly pressure product margins and may require pricing actions that could affect competitiveness or customer adoption. If elevated component costs persist, the recent pace of gross-margin expansion may prove difficult to maintain.
Limited Demand Visibility And Portfolio HeadwindsLimited order visibility increases the risk that macro, geopolitical or customer timing changes will disrupt guidance. Portfolio exits also create an ongoing revenue drag, requiring continued growth from core products to offset reduced contribution from divested or noncore offerings.

Cognex News

CGZ FAQ

What was Cognex Corp’s price range in the past 12 months?
Cognex Corp lowest stock price was CHF47.46 and its highest was CHF58.53 in the past 12 months.
    What is Cognex Corp’s market cap?
    Cognex Corp’s market cap is CHF8.15B.
      When is Cognex Corp’s upcoming earnings report date?
      Cognex Corp’s upcoming earnings report date is Oct 29, 2026 which is in 65 days.
        How were Cognex Corp’s earnings last quarter?
        Cognex Corp released its earnings results on Aug 05, 2026. The company reported CHF0.36 earnings per share for the quarter, beating the consensus estimate of CHF0.339 by CHF0.021.
          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 is 0.41.
              How many shares outstanding does Cognex Corp have?
              Cognex Corp has 168,223,850 shares outstanding.
                What happened to Cognex Corp’s price movement after its last earnings report?
                Cognex Corp reported an EPS of CHF0.36 in its last earnings report, beating expectations of CHF0.339. Following the earnings report the stock price went down -3.017%.
                  Which hedge fund is a major shareholder of Cognex Corp?
                  Currently, no hedge funds are holding shares in CH: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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a strongly positive operational and financial performance: record revenue, large margin expansion, substantial EPS and free-cash-flow gains, product innovation, customer additions, and raised guidance for key end markets. Headwinds were noted (Europe and automotive softness, memory-price-driven gross margin pressure, portfolio-driven revenue reductions, and some timing/comp comparability items), but management provided mitigation plans (pricing, cost reductions, channel and product actions) and retained confidence in the demand environment. Overall, positives materially outweigh the contained and manageable lowlights.View all CH: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

                    CHF62.14
                    ▲(30.55% Upside)
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