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—
of holders' portfolios
13F filers
2
institutions
Market cap
$11.1B
166M shares
52-week range
$31.42 – $71.90
91% from low
Sector
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
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NASDAQ
CS
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0.25%
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $806.3M | $725.6M | $811.0M | $1.04B | $1.01B | $837.5M | $914.5M | $994.4M |
| Cost of revenue | $206.1M | $189.8M | $206.4M | $277.3M | $284.2M | $236.3M | $288.7M | $329.0M |
| Gross profit | $600.3M | $535.9M | $604.6M | $759.8M | $721.9M | $601.2M | $625.8M | $665.4M |
| Gross margin | 74.4% | 73.8% | 74.5% | 73.3% | 71.8% | 71.8% | 68.4% | 66.9% |
| R&D | $116.4M | $119.4M | $131.0M | $135.4M | $141.1M | $139.4M | $139.8M | $139.0M |
| Operating income | $221.1M | $142.6M | $170.5M | $315.1M | $246.2M | $130.7M | $115.1M | $162.6M |
| EBITDA | $242.7M | $167.5M | $232.5M | $339.2M | $288.3M | $144.6M | $164.2M | $213.6M |
| Net income | $219.3M | $203.9M | $176.2M | $279.9M | $215.5M | $113.2M | $106.2M | $114.4M |
| Net margin | 27.2% | 28.1% | 21.7% | 27.0% | 21.4% | 13.5% | 11.6% | 11.5% |
| EPS (diluted) | 1.24 | 1.16 | 1.00 | 1.56 | 1.23 | 0.65 | 0.62 | 0.68 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.1B | $1.48 | $1.40–$1.60 | 12 |
| 2027 | $1.2B | $1.78 | $1.69–$1.89 | 13 |
| 2028 | $1.3B | $2.05 | $1.82–$2.46 | 6 |
| 2029 | $1.5B | $2.50 | $2.37–$2.60 | 4 |
Forward consensus · source: Financial Modeling Prep
Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. Geographically, it operates in United states, Europe, Greater China and others. Cognex generates the maximum proportion of its sales in the United States and Europe.
www.cognex.comNo one on the platform currently holds CGNX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 868,058 | $42.5M |
| Bridgewater Associatesas of 2026-03-31 | 83,570 | $4.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-21 | $0.0850 | 2026-06-04 |
| 2026-02-26 | $0.0850 | 2026-03-12 |
| 2025-11-13 | $0.0850 | 2025-11-28 |
| 2025-08-14 | $0.0800 | 2025-08-28 |
| 2025-05-15 | $0.0800 | 2025-05-29 |
| 2025-02-27 | $0.0800 | 2025-03-13 |
| 2024-11-14 | $0.0800 | 2024-11-29 |
| 2024-08-15 | $0.0750 | 2024-08-29 |
| 2024-05-15 | $0.0750 | 2024-05-30 |
| 2024-02-28 | $0.0750 | 2024-03-14 |
No one on the platform has traded CGNX yet.
| $11.4B |
| — |
| NOVTNovanta Inc. | $157.55 | -1.80% | $5.6B | — |
| OLEDUniversal Display Corporation | $87.16 | -0.43% | $4.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-16 |
| $0.0750 |
| 2023-12-01 |
| 2023-08-17 | $0.0700 | 2023-09-01 |
| Execution date | Ratio |
|---|---|
| 2017-11-16 | 2-for-1 |
| 2013-09-17 | 2-for-1 |
Trading at 100.5× earnings vs its 53.4× historical median P/E.
Fair value ≈ $36.34 · price $68.36 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
I’m not missing the robotics cycle Perception + sensing stack I’m watching: $AEVA — FMCW LiDAR, high-precision 3D sensing $ARBE — 4D imaging radar for next-gen autonomy $CGNX — machine vision leader in industrial automation $OUST — LiDAR exposure across robotics + autonomy — force / load / strain sensing layer ZBRA — warehouse automation + scanning ecosystem Core idea: Robotics isn’t one trade — it’s a full stack: • sensing (LiDAR, radar, vision) • data interpretation • warehouse + industrial execution layer The early winners are usually not the robots themselves, but the companies building the perception infrastructure underneath them. That’s where I’m focused.
View on StockTwits ↗$CGNX quietly grinding out of a tight flag structure here. No hype move, just steady tape absorption and improving fundamentals underneath. $CGNX 2 straight EPS beats (+23% / +37%) Revenue growth re-accelerating Gross margins expanding toward ~67% This is the kind of setup that usually doesn’t stay “under the radar” for long. When earnings beats stack and price starts compressing then expanding like this, it often signals early leadership rotation in automation / industrial vision space. Not calling it a straight-line move, but structurally this starts to resemble early phase $TER type behavior within the robotics/industrial automation theme. Big EPS beats + improving margins + clean technical breakout… that’s how new leaders quietly form before the crowd notices.
View on StockTwits ↗A List of Robotics Stocks: Robotics Automation $PEGA Pegasystems $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath The real heart of the robotics revolution may not be the robots themselves—it's the automation software and industrial ecosystem behind them. PEGA and PATH are driving enterprise workflow automation. ROK and ABBN are global leaders in industrial automation and smart manufacturing. ZBRA dominates industrial tracking and data capture, while CGNX remains the leader in machine vision. Over the next decade, AI and robotics will increasingly converge, making automation software, machine vision, and industrial control systems some of the biggest beneficiaries. Often, the companies selling the “picks and shovels” have more durable business models and cash flows than the robot makers themselves. If you could only invest in one robotics theme, would you choose robot manufacturers or automation infrastructure providers?
View on StockTwits ↗$CGNX is starting to stand out as a clean “automation + vision systems” compounder in the robotics stack. Recent earnings momentum has been strong, with consecutive EPS beats (~30%) driving gap-up reactions, signaling real operational acceleration rather than one-off noise. Margins are also trending in the right direction, stabilizing near ~67%, which supports a higher-quality earnings profile over time. Forward EPS trajectory moving from ~$0.86 LTM toward ~$2.08 by 2028 suggests meaningful compounding if execution holds. On the chart, price is coiling within a developing weekly inverse head & shoulders structure, with smaller flag formations on the daily timeframe-often a setup seen before trend continuation phases. When fundamentals and structure align like this, the market tends to pay attention.
View on StockTwits ↗Our not missing the robotics bull run: Perception and Sensing $AEVA - Aeva, FMCW LiDAR $ARBE - Arbe Robotics, 4D imaging radar $CGNX - Cognex, machine vision $OUST - Ouster, LiDAR $VPG - force/load/strain sensing Next-gen FMCW lidar innovator AEVA pairs with hardware pioneer OUST—leveraging its proprietary REV8 architecture and Gemini software stack—to anchor autonomous navigation. Flanked by ARBE (Arbe Robotics), whose high-resolution 4D imaging radar is capturing immediate commercial backlog, this cluster drives Factory automation monarch CGNX (Cognex) secures the high-margin industrial vision software flywheel. Concurrently, the ultimate 'picks-and-shovels' play for humanoid dexterity belongs to VPG (Vishay Precision Group); supplying critical joint torque sensors and strain gages to elite robot developers, VPG's massive 2026 prototype pipelines have fueled an extraordinary 370%+ rally, defying macro volatility. Drop your execution playbook below! 👇
View on StockTwits ↗Back in 2022, $NVDA at ~$10 was the generational entry no one believed in. In 2023, $PLTR under ~$8 became the same type of disbelief trade. Now? Everyone is crowded into the same AI mega-caps… while the next setup quietly shifts elsewhere. If history rhymes, the biggest asymmetric returns usually come from ignored names before narratives form. 5 under-the-radar setups people are overlooking: $OUST $CGNX OKLO $BB CEVA Not saying they become the next $NVDA… but this is exactly the phase where early rotation begins before consensus arrives.
View on StockTwits ↗I’m not missing the robotics / physical AI cycle: Perception & sensing layer: $AEVA - FMCW LiDAR (high-resolution velocity + distance mapping for autonomy) $ARBE - 4D imaging radar (all-weather perception redundancy layer) $CGNX - machine vision leader (industrial automation + inspection systems) $OUST - LiDAR hardware (cost-down + adoption cycle in robotics/AV stack) $VPG - precision sensing (force/load/strain sensors inside robotic systems) This is the “eyes + touch + spatial awareness” layer of robotics. Before robots scale, perception tech scales first - everything starts with sensing accuracy and cost curves. Still building the list, but this is where the foundational bottlenecks are forming.
View on StockTwits ↗The best part about these choppy days and a market pullback is that it puts the best names in front of you like a sore thumb - stocks making: New highs Higher lows Holding key moving averages This is what strength looks like These are the ones you're going to want to get involved in when the market starts to turn. A few that are standing out to me: $APPS $GLW $SEZL $CGNX Sharing framework and levels - no paywall, just structured positioning thinking
View on StockTwits ↗$CGNX Current Stock Price: $63.69 Contracts to trade: $65.0 CGNX Jul 17 2026 Call Entry: $2.70 Exit: $5.20 ROI: 93% Hold ~25 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗PORTFOLIO UPDATE YTD: +96.11% TODAY: +1.12% $CGNX - Cognex Corporation $RKLB - Rocket Lab $DDOG - Datadog $AEVA - Aeva Technologies $ADEA - Adeia Inc Mix of automation, space, software, and sensing continues to define the current positioning. No major changes in strategy here, just staying aligned with names showing relative strength and structural trends. Are you going to miss out again?
View on StockTwits ↗$MCRP added Roll out across middle east soon $ZBRA $CGNX $KTOS
View on StockTwits ↗$PAR i like this product bit aware of supply chain concentration no clue if thats a big prolbem $TDY $COHR $TRMB $CGNX
View on StockTwits ↗$KEYS Has the best margins out of its sub industry.. great exposure to ai boom too $COHR $TDY $CGNX $ZBRA
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.