CGNX
Cognex CorporationTechnology · $9.9B market cap
Verdict
Share price
$64.97
close of Oct 3, 2026
Fair value
$21.30
Sticker Price
Payback Price
$8.52
buy price
CGNX is Overpriced: at $64.97 it trades 205% above its fair value of $21.30. Its buy price (Payback Price) is $8.52, 87% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold CGNX. In Q2 2026, 1 trimmed. Who we track
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$94.7M
1,307,856 shares
Glenn Welling
Engaged Capital · as of Q2 2026
$24.6M
339,000 shares
Moves in Q2 2026
Trimmed: Glenn Welling
Insider activity
Since Aug 7, 2026: no open-market purchases, 4 sales worth $1.5M and 8 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Moschner Matthew
CEO & President · 2026-08-11
Sold
$532K
Moschner Matthew
CEO & President · 2026-08-11
Sold
$445K
Moschner Matthew
CEO & President · 2026-08-11
Sold
$254K
Moschner Matthew
CEO & President · 2026-08-11
Sold
$261K
Other filings
Moschner Matthew
CEO & President · 2026-08-11
Option exercise
$90K
Moschner Matthew
CEO & President · 2026-08-11
Option exercise
$163K
Moschner Matthew
CEO & President · 2026-08-11
Option exercise
$206K
Moschner Matthew
CEO & President · 2026-08-11
Option exercise
$300K
Moschner Matthew
CEO & President · 2026-08-07
Tax withholding
$148K
About Cognex Corporation
Cognex Corporation specializes in machine vision technology, offering solutions that interpret and process visual data to streamline and automate production and logistics operations globally. Their advanced vision systems enable the automated manufacturing and tracking of individual components or finished goods, such as mobile devices, pharmaceutical containers, and automotive parts. This is achieved by precisely…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works