CGNX
Neutral signalScored 2026-08-13 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
Cognex Corporation
- Nom
- Cognex Corporation
- Secteur
- Technology
- Industrie
- Hardware, Equipment & Parts
- Bourse
- NASDAQ
- Capitalisation
- $9.3B
- Employés
- 2,745
- PDG
- Matthew Moschner
- Site web
- https://www.cognex.com
- Marché
- HXGBYKYCCFMVISNOVTSTZBRA
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.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 23 362 titres (~1 526 940,32 $ US)
- Insiders
- Moschner Matthew
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$531,999
Avg sell (VWAP, 90d window) $63.62 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-08-11
- Last synced
-
2026-08-21 23:36:53
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-11 | Moschner Matthew | Sell · S | 8,362 | $63.62 | $531,999 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2022-02-28 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2021-09-17 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2020-11-17 | Donald Sternoff Beyer | Purchase | $1,001 - $15,000 |
| 2020-10-13 | Greg Gianforte | Sale (Partial) | $1,001 - $15,000 |
| 2020-07-14 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2020-05-07 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2020-05-01 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2020-04-28 | Donald Sternoff Beyer | Sale (Full) | $1,001 - $15,000 |
| 2020-02-14 | Donald Sternoff Beyer | Purchase | $1,001 - $15,000 |
| 2020-01-28 | Donald Sternoff Beyer | Purchase | $1,001 - $15,000 |
| 2019-12-24 | Donald Sternoff Beyer | Purchase | $1,001 - $15,000 |
| 2019-07-29 | Gilbert Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2019-07-26 | Gilbert Cisneros | Sale (Partial) | $15,001 - $50,000 |
| 2019-04-12 | Gilbert Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2019-01-31 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2018-07-27 | Greg Gianforte | Purchase | $50,001 - $100,000 |
Signal
Neutral signalScored 2026-08-13 Drivers: fundamentals. Moteurs : fondamentaux.
CGNX benefits from an exceptional balance sheet (liquidity score: 90) and a credible earnings catalyst (score: 75, confidence: 0.75) driven by AI-powered machine vision demand, margin expansion, and raised guidance —…
The first sentence of the analysis written for CGNX on 2026-08-13 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Supports a bullish reading. Stored narrative reading is in the bullish band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 3.80 · operating margin 16%
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 66.9% | 68.4% | 71.8% | 71.8% | 73.3% | |
| Ebit Margin | 18.4% | 14.4% | 14.7% | 26.7% | 30.7% | |
| Ebitda Margin | 21.5% | 18.0% | 17.3% | 28.7% | 32.7% | |
| Operating Profit Margin | 16.3% | 12.6% | 15.6% | 24.5% | 30.4% | |
| Pretax Profit Margin | 18.4% | 14.4% | 16.2% | 24.9% | 30.7% | |
| Continuous Operations Profit Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | |
| Net Profit Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | |
| Bottom Line Profit Margin | 11.5% | 11.6% | 13.5% | 21.4% | 27.0% | |
| Current Ratio | 3.799 | 3.621 | 4.470 | 3.823 | 3.393 | |
| Quick Ratio | 3.047 | 2.691 | 3.402 | 3.171 | 2.793 | |
| Solvency Ratio | 0.277 | 0.292 | 0.263 | 0.452 | 0.523 | |
| Cash Ratio | 1.432 | 1.099 | 1.334 | 0.966 | 0.987 | |
| Price To Earnings Ratio | 52.912 | 57.839 | 63.242 | 37.992 | 48.906 | |
| Price To Earnings Growth Ratio | 5.468 | -9.543 | -1.352 | -1.726 | 0.875 | |
| Forward Price To Earnings Growth Ratio | 5.468 | -9.543 | -1.352 | -1.726 | 0.875 | |
| Price To Earnings Diluted Ratio | 52.912 | 57.839 | 64.215 | 38.301 | 49.846 | |
| Price To Earnings Diluted Growth Ratio | 5.468 | -12.532 | -1.362 | -1.811 | 0.890 | |
| Price To Book Ratio | 4.053 | 4.051 | 4.778 | 5.679 | 9.595 | |
| Price To Sales Ratio | 6.081 | 6.722 | 8.584 | 8.120 | 13.231 | |
| Price To Free Cash Flow Ratio | 25.537 | 45.866 | 80.028 | 36.512 | 45.952 | |
| Price To Operating Cash Flow Ratio | 24.628 | 41.238 | 63.673 | 33.562 | 43.691 | |
| Debt To Assets Ratio | 0.038 | 0.035 | 0.039 | 0.020 | 0.013 | |
| Debt To Equity Ratio | 0.051 | 0.046 | 0.052 | 0.028 | 0.018 | |
| Debt To Capital Ratio | 0.049 | 0.044 | 0.050 | 0.027 | 0.018 | |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Financial Leverage Ratio | 1.352 | 1.313 | 1.341 | 1.361 | 1.401 | |
| Working Capital Turnover Ratio | 2.077 | 1.883 | 1.585 | 2.051 | 2.253 | |
| Operating Cash Flow Ratio | 1.338 | 0.880 | 0.743 | 1.297 | 1.665 | |
| Operating Cash Flow Sales Ratio | 0.247 | 0.163 | 0.135 | 0.242 | 0.303 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.964 | 0.899 | 0.796 | 0.919 | 0.951 | |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Operating Cash Flow Coverage Ratio | 3.206 | 2.123 | 1.437 | 6.123 | 12.277 | |
| Capital Expenditure Coverage Ratio | 28.081 | 9.910 | 4.893 | 12.376 | 20.321 | |
| Dividend Paid And Capex Coverage Ratio | 3.874 | 2.213 | 1.565 | 3.711 | 5.349 | |
| Dividend Payout Ratio | 0.477 | 0.493 | 0.433 | 0.213 | 0.155 | |
| Enterprise Value Multiple | 27.435 | 36.740 | 48.869 | 27.846 | 39.982 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 66.9% | ▼-1.5% | ▼-3.5% |
| Ebit Margin | 18.4% | ▲4.0% | ▼-2.6% |
| Ebitda Margin | 21.5% | ▲3.5% | ▼-2.1% |
| Operating Profit Margin | 16.4% | ▲3.8% | ▼-3.5% |
| Pretax Profit Margin | 18.4% | ▲4.0% | ▼-2.5% |
| Continuous Operations Profit Margin | 11.5% | ▼-0.1% | ▼-5.5% |
| Net Profit Margin | 11.5% | ▼-0.1% | ▼-5.5% |
| Bottom Line Profit Margin | 11.5% | ▼-0.1% | ▼-5.5% |
| Current Ratio | 3.799 | ▲0.177 | ▼-0.023 |
| Quick Ratio | 3.047 | ▲0.356 | ▲0.026 |
| Solvency Ratio | 0.277 | ▼-0.015 | ▼-0.085 |
| Cash Ratio | 1.432 | ▲0.334 | ▲0.269 |
| Price To Earnings Ratio | 52.912 | ▼-4.927 | ▲0.734 |
| Price To Earnings Growth Ratio | 5.468 | ▲15.011 | ▲6.723 |
| Forward Price To Earnings Growth Ratio | 5.468 | ▲15.011 | ▲6.723 |
| Price To Earnings Diluted Ratio | 52.912 | ▼-4.927 | ▲0.289 |
| Price To Earnings Diluted Growth Ratio | 5.468 | ▲17.999 | ▲7.337 |
| Price To Book Ratio | 4.053 | ▲0.002 | ▼-1.579 |
| Price To Sales Ratio | 6.081 | ▼-0.642 | ▼-2.467 |
| Price To Free Cash Flow Ratio | 25.537 | ▼-20.329 | ▼-21.242 |
| Price To Operating Cash Flow Ratio | 24.628 | ▼-16.610 | ▼-16.731 |
| Debt To Assets Ratio | 0.038 | ▲0.003 | ▲0.009 |
| Debt To Equity Ratio | 0.051 | ▲0.005 | ▲0.012 |
| Debt To Capital Ratio | 0.049 | ▲0.005 | ▲0.011 |
| Long Term Debt To Capital Ratio | 0.000 | 0.000 | 0.000 |
| Financial Leverage Ratio | 1.352 | ▲0.038 | ▼-0.002 |
| Working Capital Turnover Ratio | 2.077 | ▲0.193 | ▲0.107 |
| Operating Cash Flow Ratio | 1.338 | ▲0.457 | ▲0.153 |
| Operating Cash Flow Sales Ratio | 0.247 | ▲0.084 | ▲0.029 |
| Free Cash Flow Operating Cash Flow Ratio | 0.964 | ▲0.065 | ▲0.059 |
| Debt Service Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Interest Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 0.000 |
| Operating Cash Flow Coverage Ratio | 3.206 | ▲1.083 | ▼-1.827 |
| Capital Expenditure Coverage Ratio | 28.081 | ▲18.171 | ▲12.965 |
| Dividend Paid And Capex Coverage Ratio | 3.874 | ▲1.661 | ▲0.532 |
| Dividend Payout Ratio | 0.477 | ▼-0.015 | ▲0.123 |
| Enterprise Value Multiple | 27.435 | ▼-9.305 | ▼-8.739 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $6.05B | $6.15B | $7.19B | $8.17B | $13.72B | |
| Enterprise value | $5.86B | $6.03B | $7.07B | $8.03B | $13.56B | |
| EV / Sales | 5.89x | 6.60x | 8.44x | 7.98x | 13.08x | |
| EV / Op. cash flow | 23.87x | 40.46x | 62.57x | 32.98x | 43.18x | |
| EV / Free cash flow | 24.75x | 45.00x | 78.65x | 35.88x | 45.41x | |
| EV / EBITDA | 27.43x | 36.74x | 48.87x | 27.85x | 39.98x | |
| Net debt / EBITDA | -0.87x | -0.71x | -0.86x | -0.49x | -0.47x | |
| Current ratio | 3.80x | 3.62x | 4.47x | 3.82x | 3.39x | |
| Income quality | 2.15x | 1.40x | 1.00x | 1.13x | 1.12x | |
| Graham number | $12 | $11 | $11 | $15 | $17 | |
| Graham net-net | $0 | -$0 | -$0 | $0 | -$1 | |
| Tax burden | 62.6% | 80.7% | 83.7% | 86.0% | 87.8% | |
| Interest burden | 100.0% | 100.0% | 110.3% | 93.3% | 100.0% | |
| Working capital | $513.7M | $444.0M | $527.1M | $530.0M | $451.2M | |
| Invested capital | $1.14B | $1.09B | $1.21B | $902.4M | $805.5M | |
| Return on assets | 5.7% | 5.3% | 5.6% | 11.0% | 14.0% | |
| Operating ROA | 8.1% | 5.7% | 6.6% | 12.4% | 16.6% | |
| Return on tangible assets | 7.4% | 7.0% | 7.5% | 12.7% | 16.0% | |
| Return on equity | 7.7% | 7.0% | 7.5% | 15.0% | 19.6% | |
| Return on invested capital | 5.5% | 5.1% | 5.8% | 11.9% | 15.2% | |
| Return on capital employed | 8.9% | 6.3% | 7.0% | 13.9% | 17.4% | |
| Earnings yield | 1.9% | 1.7% | 1.6% | 2.6% | 2.0% | |
| Free cash flow yield | 3.9% | 2.2% | 1.2% | 2.7% | 2.2% | |
| Capex / Op. cash flow | 3.6% | 10.1% | 20.4% | 8.1% | 4.9% | |
| Capex / Depreciation | 28.4% | 46.0% | 105.5% | 100.2% | 76.2% | |
| Capex / Sales | 0.9% | 1.6% | 2.8% | 2.0% | 1.5% | |
| SG&A / Sales | 36.6% | 40.6% | 40.5% | 31.0% | 29.8% | |
| R&D / Sales | 14.0% | 15.3% | 16.6% | 14.0% | 13.1% | |
| Stock comp / Sales | 4.9% | 5.7% | 6.5% | 5.4% | 4.2% | |
| Intangibles / Total assets | 23.2% | 23.9% | 25.1% | 13.0% | 12.7% | |
| Days sales outstanding | 60d | 58d | 51d | 46d | 47d | |
| Days payables outstanding | 56d | 48d | 33d | 35d | 58d | |
| Operating cycle | 213d | 258d | 301d | 204d | 196d | |
| Cash conversion cycle | 157d | 209d | 268d | 169d | 138d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-08-15 Cognex Corporation $CGNX Shares Acquired by Bank of America Corp DE Bank of America Corp DE grew its holdings in shares of Cognex Corporation (NASDAQ: CGNX) by 51.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 731,149 shares of the scientific and technical instruments company''s stock after purchasing an
- 2026-08-14 Dividend Champion, Contender, And Challenger Highlights: Week August 16 A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
- 2026-08-12 Cognex: The Data Center Supply Chain Play The Market Is Underpricing; Strong Buy Cognex Corporation is poised for durable, margin-accretive growth, driven by expansion into the data center and semiconductor markets. CGNX''s OneVision platform and AI-enabled inspection solutions position it to capture significant upside from the global data center buildout and server refresh cycles. Despite near-term margin headwinds from rising memory costs, I expect robust operating leverage and margin expansion, with an inflection point in eFY27.
- 2026-08-10 Cognex Corporation (CGNX) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript Cognex Corporation (CGNX) Presents at The KeyBanc Technology Leadership Forum 2026 Transcript
- 2026-08-10 Cognex Sees Record Revenue, Margin Gains as AI Powers Machine-Vision Growth Cognex NASDAQ: CGNX Chief Financial Officer Dennis Fehr said the machine-vision company sees a strong demand backdrop, expects continued margin expansion and views artificial intelligence as a growth catalyst rather than a competitive threat.
- 2026-08-07 Cognex Q2 Earnings Call Centers on AI and Data Center Growth CGNX is leaning on AI-enabled machine vision, data center demand and customer expansion as margins improve and 2026 growth broadens.
- 2026-08-06 Cognex Corporation (CGNX) Q2 2026 Earnings Call Transcript Cognex Corporation (CGNX) Q2 2026 Earnings Call Transcript
- 2026-08-06 Cognex Q2 Earnings Beat on Margin Gains Despite Revenue Miss CGNX''s Q2 earnings beat estimates as margin gains, favorable mix and cost control offset a slight revenue miss. The company raises 2026 guidance.
- 2026-08-06 Cognex Q2 Earnings Call Highlights Cognex NASDAQ: CGNX reported record second-quarter revenue as demand across semiconductor, electronics, packaging and logistics supported growth, while cost reductions and favorable mix drove substantial margin expansion.
- 2026-08-05 Cognex Reports Second Quarter 2026 Results NATICK, Mass., Aug. 5, 2026 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today reported financial results for the second quarter ended July 5, 2026.