CGNX

Over the past six months, Cognex Corp.'s stock has been impacted by several key events. In September 2026, the company announced its participation in the Morgan Stanley 14th Annual Laguna Conference and its intention to acquire Intel's RealSense depth-sensing camera business for approximately $500 million, which led to a 4.7% stock drop due to market concerns about potential margin dilution. In August 2026, Cognex reported strong second-quarter results, including a 17% year-over-year revenue increase and an 80% increase in adjusted EPS, driven by stronger margins and cost reductions, despite slightly missing revenue forecasts. The company also presented at the KeyBanc Technology Leadership Forum, and its CEO sold shares. In July 2026, Cognex announced its second-quarter earnings release dates, and in June 2026, its CEO participated in the Automate 2026 Opening Keynote. The company also presented at the TD Cowen Technology, Media & Telecom Conference in May 2026. A significant positive event occurred in February 2026, when the stock experienced a +36.3% increase following its Q4 2025 earnings report, which showed the first year of meaningful organic revenue growth since 2021, achievement of profitability milestones ahead of schedule, the addition of approximately 9,000 new customer accounts, and a board-approved $500 million share repurchase program expansion. Overall, Cognex's stock price has increased by 33.47% over the last 12 months, with a year-to-date return of 71.35% as of September 18, 2026, significantly outperforming peers and the broader market.