Cognex (CGZ) Stock Price & Analysis
CGZ Stock Chart & Stats
- Day’s Range
- EUR 50.42 - EUR 50.42
- 52-Week Range
- EUR 29.33 - EUR 64.96
- Previous Close
- EUR 51.72
- Volume
- 0
- Average Volume (3M)
- 56
- Market Cap
- EUR 8.46B
- Enterprise Value
- EUR 11.19B
- Total Cash (Recent Filing)
- EUR 404.37M
- Total Debt (Recent Filing)
- EUR 72.48M
- Price to Earnings (P/E)
- 53.5
- Beta
- 0.76
- Next Earnings
- Nov 04, 2026 (Est.)
- EPS Estimate
- 0.46
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.58%
Bulls Say, Bears Say
Bulls Say
Sustained Revenue Growth And Customer Expansion
Repeated year-over-year growth across eight quarters, together with thousands of new customers, indicates expanding adoption of Cognex automation solutions. Broader customer reach can diversify demand, deepen market penetration, and support continued revenue growth beyond a single strong reporting period.
Margin Expansion And Strong Cash Generation
Large, consecutive margin gains and strong free-cash-flow conversion show that revenue growth is translating efficiently into earnings and cash. This improves funding capacity for product development, acquisitions, shareholder returns, and cost resilience while reinforcing operating discipline.
Strategic Expansion Into Robotic Perception
The RealSense transaction broadens Cognex from industrial vision and identification into depth perception and robotic navigation. Exposure to a projected $1.6 billion robotic-perception market by 2030 could diversify growth and strengthen the company’s physical-AI positioning.
Bears Say
Automotive And European Weakness
Weak European and automotive demand remains a fundamental exposure because Cognex serves manufacturers whose automation spending can vary with production conditions. Continued softness could restrain growth in an important end market and offset strength elsewhere over the next several quarters.
Memory-Cost Pressure On Gross Margin
Higher memory costs directly pressure product economics and may prevent recent margin expansion from continuing at the same pace. Cognex plans pricing actions, but the timing and effectiveness of offsetting those costs could determine whether profitability remains sustainably elevated.
Limited Short-Cycle Demand Visibility
Short order visibility makes revenue planning more sensitive to changes in customer automation projects, memory markets, inflation, and geopolitics. Even with full-year guidance, limited forward certainty can produce uneven execution and complicate durable margin and investment planning.
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Cognex Stock Smart Score
Company Description
Cognex
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.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- Matthew Moschner
- Employees
- 2,745
- Website
- www.cognex.com
- Address
- One Vision Drive, Natick, MA, 01760-2059, US
Cognex (CGZ) Earnings & Revenues
CGZ Company Deck
CGZ Earnings Call
Earnings Call SentimentPositive
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 DE:CGZ earnings summariesCGZ Net sales Breakdown
- 39.45% Americas
- 26.35% Europe
- 19.59% Greater China
- 14.61% Other Asia
CGZ Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 4 | 13 |
| Technical Analysis | 2 | 4 | 4 |
| Moving Averages | 3 | 0 | 9 |
