Cognex Corporation ($CGNX) Stock Forecast: Down 4.6% Today

What is Cognex Corporation?

Cognex Corporation (NASDAQ: CGNX) specializes in AI-enabled vision systems for automation and manufacturing processes. The company remains resilient in the automation and AI-driven industries due to its strong financial health and strategic position.

Why is Cognex Corporation going down?

CGNX stock is down 4.6% on Dec 10, 2025 17:40

• Cognex's stock rating was downgraded to Underweight by JPMorgan due to concerns about valuation and cyclical risks, resulting in a bearish market movement.
• Edgestream Partners L.P. has increased institutional ownership, potentially signaling confidence in Cognex's long-term prospects despite the recent downgrade.
• Analysts have an optimistic outlook with a median price target of $50.00, indicating potential growth opportunities for the company.
• The market response to JPMorgan's downgrade has been noteworthy, although other firms continue to hold positive views on Cognex's stock.

CGNX Price Chart

CGNX Technical Analysis

CGNX News

JPMorgan downgrades Cognex stock rating to Underweight on valuation concerns

JPMorgan downgraded Cognex (NASDAQ:CGNX) from Neutral to Underweight, lowering its price target to $35.00 from $45.00 due to valuation concerns and cyclical risks. Despite acknowledging Cognex's strong long-term outlook in AI-enabled vision systems and diversified end-markets, the premium to historical multiples prompted caution. The firm noted potential upside risks, including successful sales execution and new AI product launches.

https://www.investing.com/news/analyst-ratings/jpmorgan-downgrades-cognex-stock-rating-to-underweight-on-valuation-concerns-93CH-4387380

CGNX: JP Morgan Downgrades Cognex to Underweight, Lowers Price T

JP Morgan has downgraded Cognex (CGNX) from Neutral to Underweight, significantly lowering its price target from $45.00 to $35.00, a 22.22% decrease reported on December 3, 2025. This adjustment signals a shift in analyst sentiment despite other firms maintaining or increasing their price targets recently. Cognex provides machine vision products that automate manufacturing processes, and its stock currently has an "Outperform" average brokerage recommendation and an estimated GF Value suggesting an upside.

https://www.gurufocus.com/news/3231676/cgnx-jp-morgan-downgrades-cognex-to-underweight-lowers-price-target-cgnx-stock-news?mobile=true

Cognex Corporation: Analyzing Where the Stock Stands Today

Cognex Corporation, a NASDAQ-listed entity in the Technology sector, is currently trading at $38.19 with a market cap of $6.4 billion. Despite recent fluctuations, the company shows resilience due to its strong financial health, including a current ratio of 3.96, and a strategic position in the growing automation and AI-driven industries. Analyst forecasts are optimistic, with a median price target of $50.00, suggesting potential for growth, and investors are advised to watch the upcoming earnings announcement on February 11, 2026.

https://meyka.com/blog/cognex-corporation-analyzing-where-the-stock-stands-today-0312/

Edgestream Partners L.P. Has $6.61 Million Position in Cognex Corporation $CGNX

Edgestream Partners L.P. significantly increased its stake in Cognex Corporation (NASDAQ:CGNX) by 485.1% in Q2, acquiring 172,755 additional shares to reach a total of 208,368 shares valued at $6.61 million. This move is part of a broader trend of institutional investors accumulating Cognex shares, with other major funds like Nordea Investment Management AB and Mawer Investment Management Ltd. also increasing their positions, resulting in institutional ownership of 88.12% of the company's stock. Cognex recently reported strong quarterly earnings, beating estimates with $0.33 EPS and $264 million in revenue, and raised its quarterly dividend to $0.085 per share.

https://www.marketbeat.com/instant-alerts/filing-edgestream-partners-lp-has-661-million-position-in-cognex-corporation-cgnx-2025-12-03/

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Cognex Corporation Price History

15.01.2024 - CGNX Stock was up 6.6%

• The bullish movement in CGNX today can be attributed to positive earnings results and other factors:
• CGNX reported earnings that met or exceeded expectations, indicating strong financial performance.
• The announcement of a quarterly cash dividend may have attracted investors, increasing demand for the stock.
• The company's non-GAAP EPS and revenue beating estimates further bolstered investor confidence.
• Overall, the positive financial results and dividend announcement likely contributed to the bullish market movement in CGNX today.

30.09.2025 - CGNX Stock was down 12.3%

• The strong bearish movement in CGNX stock could be attributed to profit-taking by investors after the stock delivered better-than-expected Q3 earnings and revenues. This could indicate that some investors believe the stock may have reached its short-term peak.
• The insider decision of Robert Willett, a Board Member at Cognex, exercising stock options worth $53K might have also contributed to the bearish sentiment. Investors could interpret this move as a lack of confidence in the stock's future performance.
• Despite the positive earnings results, the market may be reacting to broader economic concerns or sector-specific challenges impacting CGNX and leading to the bearish movement.

31.09.2024 - CGNX Stock was up 2.1%

• CGNX beat Q3 earnings and revenue estimates by a significant margin, indicating strong financial performance.
• The positive surprise in earnings and revenue could have boosted investor confidence in the company's growth prospects.
• This outperformance might lead to increased investor interest and buying activity, driving the stock price higher.
• Investors may view this as a sign of the company's ability to capitalize on the growing demand for automation technologies, potentially fueling further bullish momentum in the stock.

16.01.2024 - CGNX Stock was up 6.6%

• Despite an expected decline in revenue in 2023, Cognex anticipates growth, signaling a positive outlook for the company.
• CGNX surprised with better-than-expected earnings and revenue results for the quarter ending in December 2023, indicating strong financial performance.
• Investor interest in Cognex Corp may have been driven by the announcement of an upcoming quarterly cash dividend, contributing to the bullish movement.
• CGNX's non-GAAP EPS surpassing expectations and revenue exceeding estimates further solidify the positive sentiment surrounding the company.

01.04.2025 - CGNX Stock was up 5.0%

• CGNX outperformed expectations for both earnings and revenue in Q1 2025, reflecting robust financial performance.
• The earnings and revenue beats indicate strong demand for Cognex's products and services, potentially bolstering investor sentiment and driving up the stock price.
• Optimism surrounding Cognex's future is likely fueled by its impressive performance in the recent quarter and the anticipated growth in the market for machine vision technology.
• The favorable results could draw more investors to CGNX, resulting in increased buying activity and pushing the stock price higher during today's trading session.

13.01.2025 - CGNX Stock was down 8.3%

• Despite Cognex surpassing earnings and revenue estimates in Q4, the stock experienced a strong bearish movement.
• The market may have been expecting even higher numbers, leading to a sell-off after the earnings release.
• Investors might have been concerned about future growth prospects or guidance provided by the company.
• It's possible that profit-taking occurred as some traders decided to capitalize on the positive earnings surprise by selling their positions.

10.11.2025 - CGNX Stock was down 4.6%

• Cognex's stock rating was downgraded to Underweight by JPMorgan due to concerns about valuation and cyclical risks, resulting in a bearish market movement.
• Edgestream Partners L.P. has increased institutional ownership, potentially signaling confidence in Cognex's long-term prospects despite the recent downgrade.
• Analysts have an optimistic outlook with a median price target of $50.00, indicating potential growth opportunities for the company.
• The market response to JPMorgan's downgrade has been noteworthy, although other firms continue to hold positive views on Cognex's stock.

10.06.2025 - CGNX Stock was up 5.2%

• The stock of Cognex has demonstrated a strong bullish trend, with a minor dip in the current market session.
• Growing investor confidence in the company is evidenced by the rise in the stock price over the last month.
• While the stock price experienced a notable decline over the past year, today's bullish movement could be attributed to positive developments within the company or favorable news.
• Investors seem positive about Cognex's future prospects, potentially influenced by factors such as new product launches, strategic partnerships, or improving financial metrics.

18.06.2024 - CGNX Stock was down 5.1%

• Highlighting undervalued robotics stocks in the market may have raised concerns among investors about CGNX's valuation, leading to a sell-off.
• Forecasted growth in the robotics industry could have shifted investor focus towards other potential opportunities, causing a dip in CGNX's stock price.
• Mention of merger and acquisition interest in the robotics sector might have sparked speculation about CGNX's position in potential consolidation scenarios, impacting its stock negatively.

01.07.2024 - CGNX Stock was down 6.6%

• Despite Cognex Corporation (CGNX) reporting earnings and revenues that surpassed estimates, the stock experienced a bearish movement.
• Investors might have been expecting even higher numbers, leading to a sell-off after the earnings release.
• Market sentiment could have been influenced by factors beyond the company's performance, such as broader economic concerns or industry-specific challenges.
• It's possible that profit-taking or technical factors played a role in the bearish movement, overshadowing the positive earnings surprise.

23.09.2025 - CGNX Stock was up 5.1%

• Bullish movement in CGNX stock could be attributed to insider confidence as Board Member Robert Willett exercises company stock options, signaling a positive outlook on the company's future performance.
• Insider transactions are closely monitored by investors as they can indicate management's belief in the company's growth prospects, potentially boosting investor sentiment and driving the stock price higher.
• The exercise of stock options by a board member like Willett could be interpreted as a vote of confidence in Cognex's strategic direction and financial health, leading to increased buying interest in the stock and contributing to its bullish movement.

31.06.2025 - CGNX Stock was up 20.9%

• Strong Q2 earnings and revenue beats indicate robust performance and market demand for Cognex's products.
• The positive surprises suggest that the company's technology is in high demand and gaining market share.
• Investors are likely optimistic about Cognex's future growth potential and are rewarding the stock with a bullish movement.
• The strong financial results may attract more investors looking for growth opportunities in the tech sector, further driving up CGNX's stock price.