CGNX Cognex Corporation

Cwm LLC increased its stake in Cognex Corporation by 48.8% to 174,164 shares, valued at $7.89 million, significantly contributing to the 88.12% institutional ownership of the company. Cognex surpassed Q3 earnings expectations with $0.33 EPS and $264 million revenue, leading to a raised quarterly dividend and a "Hold" consensus rating from analysts with an average target price of $45.79.

Truist has provided a selective outlook for industrials in 2026, lowering Cognex Corporation's (CGNX) price target to $42 from $45 while maintaining a Hold rating. The firm notes continued favor for power-related markets and increasing investor scrutiny for signs of peaking demand. Meanwhile, Cognex's own Q3 2025 results show improving momentum, with significant revenue and earnings growth.

Truist lowered its price target on Cognex (CGNX) to $42 from $45 but maintained a Hold rating, indicating a more selective outlook for industrial names in 2026, favoring power-related markets. Cognex reported strong third-quarter 2025 results with revenue up 18% year-over-year and adjusted diluted EPS up 69%, alongside the launch of its AI-enabled vision applications for logistics. While acknowledging Cognex's potential, the article suggests other AI stocks might offer greater upside with less risk.

The global 3D Surface Vision and Inspection market is projected to grow from US$ 2804 million in 2024 to US$ 5501 million by 2031, exhibiting a CAGR of 10.3% during the forecast period. A new report by QY Research offers an in-depth analysis of this market, detailing competitive landscapes, key drivers, challenges, and segmentation across various applications and regions. Major companies like Omron, Matrox Imaging Ltd., and Cognex Corporation are profiled, along with recent strategic developments.

Cognex Corporation (NASDAQ:CGNX) has received an average "Hold" rating from seventeen brokerages, with an average 12-month target price of $45.79. Recent analyst actions include Goldman Sachs upgrading the stock to "buy" with a $50 target, while UBS and Barclays have higher targets of $58 and $56, respectively. The company reported strong Q3 results, beating EPS estimates and increasing revenue by 18% year-over-year, and also raised its quarterly dividend.

Swedbank AB reduced its stake in Cognex Corporation by 6.7% in Q3, selling 100,000 shares but still holding 1.4 million shares worth $63.4 million. Cognex beat Q3 earnings estimates with EPS of $0.33 and revenue of $264 million, and also raised its quarterly dividend. Analysts maintain a "Hold" consensus rating with an average price target of $45.79.