CGNX

COGNEX CORP

Nasdaq · Industrial Instruments For Measurement, Display, and Control · Inc. MA · CIK 0000851205
$66.04 +2.75% $10.7B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$10.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (72%)
Inst. Holders10 funds
Inst. Value$960.6M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 5S
Insider Net $-$2.1M
SEC Reports4
Exchange Nasdaq·Sector Industrial Instruments For Measurement, Display, and Control·Inc. MA·CIK 0000851205·Prev Close $64.27

Recent Activity

May 21, 2026 short_volume
Short Volume: CGNX — 71.3% short (0.6M / 0.9M)
Short: 633,907 | Exempt: 5,614 | TRF Vol: 889,436 | Short Ratio: 71.3% | Off-exchange volume (dark p
May 12, 2026 SEC
Two Cognex insiders (VP/PAO and Chief Legal Officer) sold a combined ~$872K in open-market sales within a week of the co
CLUSTER — Impact 2/10
May 12, 2026 Insider
MACDONALD LAURA ANN sold 6,100 shares
VP and PAO @ $65.56 ($399.9K)
May 12, 2026 Insider
MACDONALD LAURA ANN sold 6,100 shares
VP and PAO @ $47.21 ($288.0K)
May 12, 2026 Insider
MACDONALD LAURA ANN sold 6,100 shares
VP and PAO @ $0.00 ($0.00)
May 6, 2026 SEC
Cognex reported a stellar Q1 2026 with revenue up 24% YoY to $268M and GAAP EPS more than doubling to $0.31, driven by b
8-K — Impact 8/10
Mar 13, 2026 SEC
Cognex Corporation filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting of Shareholders, scheduled
DEFA14A — Impact 3/10
Inst.
NORGES BANK — NEW
2,031,768 shares ($73.1M)

Price Targets

$75.75 +14.7% upside Buy
Current $66.04 Low $61.00 Median $75.50 High $94.00 20 analysts
$61.00 $94.00

Analyst Ratings

Buy72% buy · 29 analysts
5Strong Buy
16Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 11, 2026 Goldman Sachs MAINTAIN Buy → Buy
May 11, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 Citigroup MAINTAIN Neutral → Neutral
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.42 ▲ +35.4% $0.38 — $0.47 69% YoY 18
Next Q $0.36 ▲ +4.5% $0.27 — $0.41 10% YoY 18
Current FY $1.47 ▲ +17.5% $1.35 — $1.67 44% YoY 19
Next FY $1.75 ▲ +14.0% $1.56 — $2.35 19% YoY 19

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$668.4M
NORGES BANK$73.1MNEW
MORGAN STANLEY$54.6MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$53.7MNEW
Mawer Investment Management Ltd.$46.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026MACDONALD LAURASELL$399.9K
May 12, 2026MACDONALD LAURAM$288.0K
May 12, 2026MACDONALD LAURAM$0.00
May 11, 2026Fennell MarkSELL$429.3K
May 11, 2026Fennell MarkM$329.5K
10 institutional holders with $960.6M total value (26,698,850 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC18,576,640$668.4M69.6%
2NORGES BANK2,031,768$73.1M7.6%NEW
3MORGAN STANLEY1,517,130$54.6M5.7%TRIM -25.5%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,493,460$53.7M5.6%NEW
5Mawer Investment Management Ltd.1,282,831$46.2M4.8%NEW
6RENAISSANCE TECHNOLOGIES LLC835,058$30.0M3.1%ADD +40.6%
7BANK OF AMERICA CORP /DE/481,272$17.3M1.8%TRIM -50.2%
8TWO SIGMA INVESTMENTS, LP279,595$10.1M1.0%NEW
9WELLS FARGO & COMPANY/MN172,388$6.2M0.6%DOUBLED +169.0%
10FMR LLC28,708$1.0M0.1%TRIM -29.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,031,768$73.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD593,956835,058+40.6%$30.0M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW279,595$10.1M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED64,077172,388+169.0%$6.2M2025-Q4
FMR LLCTRIM40,71228,708-29.5%$1.0M2025-Q4
UBS Group AGADD1,067,8571,449,717+35.8%$65.7M2025-Q3
MORGAN STANLEYTRIM1,921,1831,430,717-25.5%$64.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED239,956593,956+147.5%$26.9M2025-Q3
BANK OF AMERICA CORP /DE/TRIM793,335395,392-50.2%$17.9M2025-Q3
NORGES BANKEXIT1,226,0190-100.0%$0.002025-Q3
MORGAN STANLEYADD1,030,3351,921,183+86.5%$60.9M2025-Q2
Mawer Investment Management Ltd.NEW1,441,467$45.7M2025-Q2
NORGES BANKNEW1,226,019$38.9M2025-Q2
UBS Group AGADD565,9851,067,857+88.7%$33.9M2025-Q2
WELLS FARGO & COMPANY/MNADD29,89757,706+93.0%$1.8M2025-Q2
FMR LLCDOUBLED17,79736,943+107.6%$1.2M2025-Q2
CITADEL ADVISORS LLCDOUBLED231,510890,190+284.5%$26.6M2025-Q1
WELLS FARGO & COMPANY/MNTRIM53,99229,897-44.6%$891.8K2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT31,6900-100.0%$0.002025-Q1
NORGES BANKEXIT1,291,0910-100.0%$0.002025-Q1
UBS Group AGDOUBLED186,285459,055+146.4%$16.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW356,800$12.8M2024-Q4
WELLS FARGO & COMPANY/MNTRIM95,89753,992-43.7%$1.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,385,464$56.1M2024-Q3
13 unique insiders with 5 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026MACDONALD LAURA ANNVP and PAOSELL6,100$65.56$399.9K
May 12, 2026MACDONALD LAURA ANNVP and PAOM6,100$47.21$288.0K
May 12, 2026MACDONALD LAURA ANNVP and PAOM6,100$0.00$0.00
May 11, 2026Fennell MarkChief Legal Officer &SecretarySELL6,400$67.08$429.3K
May 11, 2026Fennell MarkChief Legal Officer &SecretaryM6,400$51.49$329.5K
May 11, 2026Fennell MarkChief Legal Officer &SecretaryM6,634$0.00$0.00
May 11, 2026MACDONALD LAURA ANNVP and PAOM6,634$0.00$0.00
May 11, 2026MACDONALD LAURA ANNVP and PAOM6,634$33.04$219.2K
May 11, 2026MACDONALD LAURA ANNVP and PAOSELL6,634$66.80$443.2K
May 6, 2026Fehr DennisSVP, Chief Financial OfficerM5,394$0.00$0.00
May 6, 2026Fehr DennisSVP, Chief Financial OfficerF1,984$62.26$123.5K
May 6, 2026Fehr DennisSVP, Chief Financial OfficerM5,394$0.00$0.00
Mar 15, 2026MACDONALD LAURA ANNVP and PAOF109$47.98$5.2K
Mar 15, 2026MACDONALD LAURA ANNVP and PAOM368$0.00$0.00
Mar 15, 2026MACDONALD LAURA ANNVP and PAOM368$0.00$0.00
Feb 23, 2026Papadimitriou AngelosDirectorSELL4,150$55.58$230.7K
Feb 23, 2026Gerst CarlEVP, Global Sales and ProductsSELL10,532$55.93$589.0K
Feb 21, 2026Moschner MatthewCEO & PresidentM3,495$0.00$0.00
Feb 21, 2026Papadimitriou AngelosDirectorM2,537$0.00$0.00
Feb 21, 2026Gerst CarlEVP, Global Sales and ProductsM8,791$0.00$0.00
Feb 21, 2026PARROTTE DIANNE MDirectorM2,913$0.00$0.00
Feb 21, 2026PARROTTE DIANNE MDirectorM2,913$0.00$0.00
Feb 21, 2026DiPalma Sheila MarieEVP, Employee ServicesM5,295$0.00$0.00
Feb 21, 2026Sennett MarjorieDirectorM2,913$0.00$0.00
Feb 21, 2026Lawande SachinDirectorM2,913$0.00$0.00
Feb 21, 2026Lee John Tseng-ChungDirectorM2,913$0.00$0.00
Feb 21, 2026SUN ANTHONYDirectorM2,913$0.00$0.00
Feb 21, 2026Sennett MarjorieDirectorM2,913$0.00$0.00
Feb 21, 2026Lawande SachinDirectorM2,913$0.00$0.00
Feb 21, 2026Lee John Tseng-ChungDirectorM2,913$0.00$0.00
Feb 21, 2026SUN ANTHONYDirectorM2,913$0.00$0.00
Feb 21, 2026Moschner MatthewCEO & PresidentM3,495$0.00$0.00
Feb 21, 2026Papadimitriou AngelosDirectorM2,537$0.00$0.00
Feb 21, 2026Kuechen JoergHead of Corporate M&AM6,355$0.00$0.00
Feb 21, 2026Kuechen JoergHead of Corporate M&AM6,355$0.00$0.00
Feb 21, 2026Gerst CarlEVP, Global Sales and ProductsM8,791$0.00$0.00
Feb 21, 2026MACDONALD LAURA ANNVP and PAOM2,754$0.00$0.00
Feb 21, 2026MACDONALD LAURA ANNVP and PAOM2,754$0.00$0.00
Feb 21, 2026DiPalma Sheila MarieEVP, Employee ServicesM5,295$0.00$0.00
Feb 20, 2026Moschner MatthewCEO & PresidentM3,042$0.00$0.00
Feb 20, 2026Gerst CarlEVP, Global Sales and ProductsM6,846$0.00$0.00
Feb 20, 2026DiPalma Sheila MarieEVP, Employee ServicesM3,803$0.00$0.00
Feb 20, 2026Moschner MatthewCEO & PresidentM3,042$0.00$0.00
Feb 20, 2026Kuechen JoergHead of Corporate M&AM11,029$33.04$364.4K
Feb 20, 2026Kuechen JoergHead of Corporate M&AM11,029$0.00$0.00
Feb 20, 2026Kuechen JoergHead of Corporate M&AM5,325$0.00$0.00
Feb 20, 2026Gerst CarlEVP, Global Sales and ProductsM6,846$0.00$0.00
Feb 20, 2026MACDONALD LAURA ANNVP and PAOM1,902$0.00$0.00
Feb 20, 2026MACDONALD LAURA ANNVP and PAOM1,902$0.00$0.00
Feb 20, 2026DiPalma Sheila MarieEVP, Employee ServicesM3,803$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 29 analysts: 5 strong buy, 16 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$75.75 mean target +14.7% upside Buy (1.76)
$61.00 Low $94.00 High
MetricValue
Current Price$66.04
Target Low$61.00
Target Mean$75.75
Target Median$75.50
Target High$94.00
# Analysts20
RecommendationBuy (1.76)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.42 $0.38 $0.47 69.3% +35.4% 15↑ 0↓ $0.3B 17.0% 18
Next Q
2026-09-30
$0.36 $0.27 $0.41 10.3% +4.5% 10↑ 3↓ $0.3B 0.1% 18
Current FY
2026-12-31
$1.47 $1.35 $1.67 44.2% +17.5% 17↑ 0↓ $1.1B 11.1% 19
Next FY
2027-12-31
$1.75 $1.56 $2.35 19.2% +14.0% 17↑ 0↓ $1.2B 8.6% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.423
7d ago$0.424-0.001
30d ago$0.313+0.111
60d ago$0.313+0.110
90d ago$0.312+0.111
10 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 DA Davidson MAINTAIN Neutral Neutral
May 11, 2026 Goldman Sachs MAINTAIN Buy Buy
May 11, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 Citigroup MAINTAIN Neutral Neutral
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Truist Securities MAINTAIN Hold Hold
May 8, 2026 Needham MAINTAIN Buy Buy
May 7, 2026 Stephens & Co. MAINTAIN Overweight Overweight
Apr 20, 2026 Truist Securities MAINTAIN Hold Hold
Mar 16, 2026 Barclays MAINTAIN Overweight Overweight
Mar 9, 2026 JP Morgan UPGRADE Underweight Neutral
Feb 17, 2026 DA Davidson MAINTAIN Neutral Neutral
Feb 17, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 17, 2026 HSBC UPGRADE Hold Buy
Feb 13, 2026 Barclays MAINTAIN Overweight Overweight
Feb 13, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 12, 2026 Needham MAINTAIN Buy Buy
Jan 12, 2026 Barclays MAINTAIN Overweight Overweight
Dec 18, 2025 Truist Securities MAINTAIN Hold Hold
Dec 16, 2025 Goldman Sachs UPGRADE Sell Buy
Dec 3, 2025 JP Morgan DOWNGRADE Neutral Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202651680072%
Apr 1, 202651680072%
Mar 1, 202651671072%
Feb 1, 202651581069%
Jan 1, 202651581069%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 21, 2026
short_volume
Short Volume: CGNX — 71.3% short (0.6M / 0.9M)
Short: 633,907 | Exempt: 5,614 | TRF Vol: 889,436 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: CGNX — 68.5% short (0.7M / 1.0M)
Short: 710,485 | Exempt: 1,171 | TRF Vol: 1,037,327 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CGNX — 57.9% short (0.4M / 0.7M)
Short: 381,907 | Exempt: 0 | TRF Vol: 659,261 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
CGNX Q1 2026 Earnings Scheduled — 2026-05-06
May 6, 2026
short_volume
Short Volume: CGNX — 64.1% short (1.6M / 2.5M)
Short: 1,616,980 | Exempt: 62,315 | TRF Vol: 2,522,216 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: CGNX — 69.4% short (0.9M / 1.2M)
Short: 854,902 | Exempt: 37,096 | TRF Vol: 1,231,912 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: CGNX — 57.1% short (0.6M / 1.1M)
Short: 646,589 | Exempt: 5,402 | TRF Vol: 1,131,433 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: CGNX — 68.0% short (0.5M / 0.7M)
Short: 471,854 | Exempt: 1,854 | TRF Vol: 694,352 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: CGNX — 63.0% short (0.5M / 0.7M)
Short: 450,407 | Exempt: 33 | TRF Vol: 714,847 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: CGNX — 57.9% short (0.3M / 0.6M)
Short: 335,296 | Exempt: 511 | TRF Vol: 578,988 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: CGNX — 58.3% short (0.6M / 0.9M)
Short: 550,285 | Exempt: 2,318 | TRF Vol: 943,498 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CGNX — 3.3M shares, 56,034 trades
Week starting 2026-04-27. Total ATS volume: 3,253,046 shares across 56,034 trades.
Apr 23, 2026
short_volume
Short Volume: CGNX — 62.4% short (0.3M / 0.5M)
Short: 316,726 | Exempt: 1,201 | TRF Vol: 507,876 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: CGNX — 2.0M shares, 39,964 trades
Week starting 2026-04-20. Total ATS volume: 2,037,582 shares across 39,964 trades.
Apr 15, 2026
short_volume
Short Volume: CGNX — 61.0% short (0.3M / 0.5M)
Short: 330,468 | Exempt: 361 | TRF Vol: 542,090 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)