13F Pro Quality Score

63.6/100

Rank #680 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

62.5/100

Profitability

77.7/100

Balance Sheet

77.3/100

Earnings Quality

52.7/100

Free Cash Flow

78.5/100

Institutional Flow

15.4/100

Revenue Scale

49.8/100

Dilution Risk

26.1/100

CGNX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for COGNEX CORP (CGNX), a Technology sector company. 13F Pro's AI-powered ranking engine scores CGNX at 63.6/100 on a 32-signal composite quality model, placing it at rank #680 of 2,879 stocks — the top 25% of the AI-ranked universe. CGNX scores in the top quartile across free cash flow (78.5), profitability (77.7), balance sheet strength (77.3). Areas of concern include institutional flow (15.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 26.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), COGNEX CORP reports quarterly revenue of $268.4M, net income of $51.7M, an operating margin of 22.3%. Top institutional holders of CGNX by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CGNX trades on the Nasdaq exchange and files with the SEC under CIK 851205. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CGNX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGNEX CORP directly from SEC EDGAR. COGNEX CORP's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 63.6 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about COGNEX CORP

Quirks, history, and lore behind CGNX — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. technology company · mid-cap · listed on Nasdaq · headquartered in Massachusetts.
  • 2
    The Numbers
    Annual revenue around $800 million, with gross margins above 70% — the kind of numbers that make hardware companies weep with envy.
  • 3
    The History
    Founded in 1981 by engineers out of MIT, it pioneered an entire category of industrial technology before most factory floors had heard of it.
  • 4
    The Secret
    Its customers are factory automation systems worldwide — this company's products let machines see, inspect, and make decisions faster than any human eye ever could.
  • 5
    The Lore
    It is widely considered the global leader in machine vision, with technology embedded in everything from semiconductor fabs to EV battery lines to your favorite snack-food packaging.
  • 6
    The Giveaway
    The ticker is four letters, the company name sounds almost made-up, but its machine vision cameras and barcode readers are the eyes of modern manufacturing — this is the machine vision pure-play of the Nasdaq.
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Revenue

Q1 2026

$268.4M

Net Income

Q1 2026

$51.7M

Free Cash Flow

Q1 2026

$42.3M

Operating Margin

Q1 2026

22.3%

ROIC

Q1 2026

4.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+9.2% YoY
$914.5MFY 2024
FY21 $1.04BFY22 $1.01BFY23 $837.5MFY24 $914.5M

Net Income

-6.2% YoY
$106.2MFY 2024
FY21 $279.9MFY22 $215.5MFY23 $113.2MFY24 $106.2M

Operating Income

-12.0% YoY
$115.1MFY 2024
FY21 $315.1MFY22 $246.2MFY23 $130.7MFY24 $115.1M

EPS (Diluted)

-4.6% YoY
$0.62FY 2024
FY21 $1.56FY22 $1.23FY23 $0.65FY24 $0.62

Total Assets

-1.2% YoY
$1.99BFY 2024
FY21 $2.00BFY22 $1.96BFY23 $2.02BFY24 $1.99B

Op. Cash Flow

+32.0% YoY
$149.1MFY 2024
FY21 $314.1MFY22 $243.4MFY23 $112.9MFY24 $149.1M

AI Insight: CGNX Financial Trends

Cognex stabilized revenue momentum into Q2 2026 with operating margin expanding to 22.4%, though net income volatility persists.

Operating margin improved from 10.9% in Q1 2025 to 22.4% in Q2 2026, signaling operational leverage recovery.

Revenue rebounded to $268M in Q2 2026 after Q4 2025 dip to $252M, showing stabilization after 2024–Q1 2025 decline.

Operating cash flow averaged $60M in last two quarters, up from $41M in Q1 2025, indicating strengthened cash generation.

Net income swung sharply from $52M (Q2 2026) to $18M (Q3 2025), suggesting non-operating volatility or one-time charges.

Revenue fell from $239M (Q2 2024) to $216M (Q1 2025), a 9.6% decline; recovery to $268M still lags prior-year levels.

AI Insight: CGNX Ratio Trends

Operating margin and ROIC surged to multi-year highs in Q2 2026, driven by strong profitability recovery and improved asset efficiency.

OpMargin expanded from 12.1% in Q1 2025 to 22.3% in Q2 2026, a 1,020 basis point recovery over 15 months.

ROIC climbed to 16.2% in Q2 2026, highest in dataset, from 7.2% trough in Q1 2025—140 basis point jump quarter-over-quarter.

NPM reached 19.3% in Q2 2026, strongest reading since Q2 2024, signaling durable earnings power restoration.

ROA improved to 10.3% from 4.9% low, matching pre-downturn levels and indicating sharper capital deployment.

Q3 2025 NPM collapsed to 6.4% despite 20.9% OpMargin—unusual gap suggests one-time charge or tax item. Monitor recurrence.

Q4 2025 showed OpMargin, NPM, and ROIC all decline from Q2–Q3 levels; verify if seasonal or demand-driven.

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Available Research

13F Pro tracks comprehensive data for COGNEX CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CGNX

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Is CGNX a good stock to buy?

13F Pro's AI-powered analysis of COGNEX CORP (CGNX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CGNX are available on the CGNX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CGNX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CGNX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COGNEX CORP's investment landscape.