Cognex Corporation (CGNX) reported fourth-quarter fiscal 2025 revenue of $252.3 million, up 9.9% year-over-year and above the consensus estimate of $244.3 million.
Key profitability results:
Cash flow and balance sheet highlights:
Additional items:
Shares reacted strongly, rising about 20.4% since market close following the release.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CGNX stock by insiders over the last 6 months:
- ROBERT WILLETT sold 6,704 shares for an estimated $331,889
- SHEILA MARIE DIPALMA (EVP, Employee Services) has made 0 purchases and 2 sales selling 4,002 shares for an estimated $180,150.
- LAURA ANN MACDONALD (VP and PAO) sold 2,666 shares for an estimated $119,970
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cognex Corporation Hedge Fund Activity
We have seen 253 institutional investors add shares of Cognex Corporation stock to their portfolio, and 280 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
- POINT72 ASSET MANAGEMENT, L.P. added 2,123,919 shares (+343.6%) to their portfolio in Q3 2025, for an estimated $96,213,530
- SQUAREPOINT OPS LLC removed 2,082,265 shares (-76.4%) from their portfolio in Q3 2025, for an estimated $94,326,604
- MACKENZIE FINANCIAL CORP removed 1,674,808 shares (-36.3%) from their portfolio in Q3 2025, for an estimated $75,868,802
- PICTET ASSET MANAGEMENT HOLDING SA added 1,529,010 shares (+27.9%) to their portfolio in Q4 2025, for an estimated $55,013,779
- SWEDBANK AB removed 1,400,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $50,371,999
- D. E. SHAW & CO., INC. removed 1,301,165 shares (-94.7%) from their portfolio in Q3 2025, for an estimated $58,942,774
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cognex Corporation Analyst Ratings
Wall Street analysts have issued reports on $CGNX in the last several months. We have seen 3 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
- Needham issued a "Buy" rating on 10/31/2025
- Barclays issued a "Overweight" rating on 10/31/2025
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 6 analysts offer price targets for $CGNX in the last 6 months, with a median target of $44.5.
Here are some recent targets:
- Guy Hardwick from Barclays set a target price of $54.0 on 01/12/2026
- Jamie Cook from Truist Securities set a target price of $42.0 on 12/18/2025
- Joe Ritchie from Goldman Sachs set a target price of $50.0 on 12/16/2025
- Tomohiko Sano from JP Morgan set a target price of $35.0 on 12/03/2025
- Matthew Summerville from DA Davidson set a target price of $38.0 on 11/03/2025
- James Ricchiuti from Needham set a target price of $47.0 on 10/31/2025
