Cognex Corporation (CGNX) reported first-quarter 2026 results with revenue of $268.4 million, up 24.3% year-over-year and above the revenue estimate of $251.8 million. Diluted earnings per share came in at $0.31, a 121.4% increase year-over-year and ahead of the EPS estimate of $0.25.
Cost of sales totaled $77.5 million (+8.1% YoY), supporting an expanded gross margin of roughly 71%.
Shares of Cognex (CGNX) moved about 2.96% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Cognex Corporation Insider Trading Activity
Cognex Corporation insiders have traded $CGNX stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $CGNX stock by insiders over the last 6 months:
- ROBERT WILLETT has made 0 purchases and 3 sales selling 179,200 shares for an estimated $10,465,007.
- JOERG KUECHEN (Head of Corporate M&A) has made 0 purchases and 4 sales selling 61,900 shares for an estimated $3,468,385.
- LAURA ANN MACDONALD (VP and PAO) has made 0 purchases and 2 sales selling 14,881 shares for an estimated $850,553.
- CARL GERST (EVP, Global Sales and Products) has made 0 purchases and 2 sales selling 14,336 shares for an estimated $802,021.
- ANGELOS PAPADIMITRIOU sold 4,150 shares for an estimated $230,658
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Cognex Corporation Hedge Fund Activity
We have seen 280 institutional investors add shares of Cognex Corporation stock to their portfolio, and 253 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 10,471,400 shares (+173138.2%) to their portfolio in Q4 2025, for an estimated $376,760,971
- ALYESKA INVESTMENT GROUP, L.P. added 1,900,718 shares (+inf%) to their portfolio in Q4 2025, for an estimated $68,387,833
- SWEDBANK AB removed 1,400,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $50,371,999
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,258,629 shares (+31.0%) to their portfolio in Q4 2025, for an estimated $45,285,471
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,113,868 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $40,076,970
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 1,032,175 shares (+65244.9%) to their portfolio in Q4 2025, for an estimated $37,137,656
- AQR CAPITAL MANAGEMENT LLC removed 1,014,994 shares (-46.9%) from their portfolio in Q4 2025, for an estimated $36,519,484
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Cognex Corporation Analyst Ratings
Wall Street analysts have issued reports on $CGNX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 12/16/2025
- JP Morgan issued a "Underweight" rating on 12/03/2025
To track analyst ratings and price targets for Cognex Corporation, check out Quiver Quantitative's $CGNX forecast page.
Cognex Corporation Price Targets
Multiple analysts have issued price targets for $CGNX recently. We have seen 8 analysts offer price targets for $CGNX in the last 6 months, with a median target of $65.5.
Here are some recent targets:
- Jamie Cook from Truist Securities set a target price of $50.0 on 04/20/2026
- Guy Hardwick from Barclays set a target price of $64.0 on 03/16/2026
- Tomohiko Sano from JP Morgan set a target price of $55.0 on 03/09/2026
- Helen Fang from HSBC set a target price of $68.0 on 02/17/2026
- Matthew Summerville from DA Davidson set a target price of $55.0 on 02/17/2026
- Joe Ritchie from Goldman Sachs set a target price of $68.0 on 02/17/2026
- Ken Newman from Keybanc set a target price of $70.0 on 02/13/2026
