CGNX, US1924221039

Cognex stock trades at EUR 52.66 as RealSense deal reshapes growth

Published on 09/30/2026 at 11:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cognex stock is tied to Q2 2026 revenue of USD 291.26 million, up 16.9 percent year over year. D.A. Davidson kept a USD 65.00 target after the RealSense deal.

CGNX, US1924221039, Illustration mit AI erstellt.

Cognex (ISIN US1924221039) was trading at EUR 52.66 at Lang & Schwarz on September 30, 2026 at 11:16 a.m. CEST, plus 0.36 percent versus the prior close of EUR 52.47. The company is expanding beyond traditional machine vision as MarketScreener reported on September 22, 2026.

RealSense adds a USD 500 million bet

Cognex agreed to acquire RealSense for USD 500.00 million in cash, adding depth-sensing cameras and robotic perception to its industrial automation portfolio, according to MarketScreener on September 22, 2026.

RealSense is expected to generate USD 80.00 million to USD 90.00 million in 2026 revenue, representing growth of more than 50.00 percent year over year. The transaction is expected to close in the fourth quarter of 2026, subject to customary conditions.

Q2 revenue reaches USD 291.26 million

Cognex reported USD 291.26 million in Q2 2026 revenue, up 16.90 percent year over year, while adjusted EPS reached USD 0.45 versus USD 0.42 consensus, according to MarketBeat in its September 11, 2026 report. Revenue exceeded the prior-year quarter by USD 42.17 million, while EPS rose from USD 0.25 to USD 0.45.

For Q3 2026, Cognex guided to revenue of USD 300.00 million to USD 320.00 million and adjusted EPS of USD 0.50 to USD 0.54. Full-year 2026 guidance calls for adjusted EPS of USD 1.64 to USD 1.68, according to the same reported results coverage.

Market cap reaches USD 9.9 billion

Cognex describes its business as machine vision technology for manufacturing and distribution automation, serving more than 30,000 customers through operations in over 30 countries, according to its Cognex investor relations overview. D.A. Davidson maintained a Neutral rating and a USD 65.00 price target after the transaction, while the source also reported that the firm had raised the target from USD 62.00.

EUR 52.66 meets a wide yearly range

Cognex had a market capitalization of USD 9.9 billion and a 52-week range of USD 34.60 to USD 72.88 as of September 29, 2026. The stock's position inside that range gives the RealSense integration and the Q3 guidance a measurable test for the next reported period.

Cognex was trading at EUR 52.66 at Lang & Schwarz on September 30, 2026 at 11:16 a.m. CEST, plus 0.36 percent versus the prior close of EUR 52.47. The reference price is an intraday indication for investors in Germany.