Cognex stock gains as AI vision growth lifts margins
Published on 09/21/2026 at 21:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Cognex stock (ISIN US1924221039) closed at USD 61.56 on September 18, 2026, after a 1.17 percent gain, while Yahoo Finance put its market capitalization at USD 10.356 billion and volume at 1,904,787 shares.
AI vision keeps the story alive
Yahoo Finance said Cognex posted Q2 FY26 revenue of USD 291.26 million and earnings of USD 72.76 million, with profit margin at 24.98 percent. The same snapshot shows EPS of USD 0.45 against an estimate of USD 0.42, a 7.1 percent beat.
In a September 21, 2026 report, Yahoo Finance quoted Cognex management as saying adjusted EBITDA margin improved from 17 percent in 2024 to about 30 percent guidance for 2026. The same report said third-quarter gross margin faces a 75-basis-point headwind from higher memory costs.
Margins matter most
MarketBeat highlighted the same 2026 margin guidance and said Cognex recorded 100 percent revenue fall-through in the second quarter. It also said management sees stronger demand from data centers, semis and China, where revenue has grown more than 40 percent so far this year.
For investors, the main question is whether that margin expansion can absorb the memory-cost pressure and still support the 2026 guidance. The stock ended September 18, 2026, at USD 61.56 on Nasdaq, with a prior close of USD 60.85.
Stock near recent highs
As of September 18, 2026, Cognex traded in a USD 61.56 to USD 61.56 range on Yahoo Finance, with a 5Y beta of 1.49 and average volume of 2,078,241 shares. The price sits close to the recent market cap level of USD 10.356 billion and reflects how closely traders are tracking the margin path.
Cognex stock key data
- Company: Cognex Corporation
- ISIN: US1924221039
- Ticker: CGNX
- Trading venue: Nasdaq
- Price (as of September 18, 2026): USD 61.56
- Market capitalization: USD 10.356 billion (as of September 21, 2026)
- Sector / Industry: Information Technology / Electronic Equipment, Instruments and Components
- Index membership: S&P 500
- Next earnings date: October 28, 2026
