<p>Cognex (NASDAQ:CGNX) is preparing to release its quarterly earnings on Wednesday, 2026-02-11. Here's a brief overview of what investors should keep in mind before the announcement.</p>
<p>Analysts expect Cognex to report an <strong>earnings per share</strong> (EPS) of $0.20.</p>
<p>Cognex bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.</p>
<p>New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).</p>
<h3>Overview of Past Earnings</h3>
<p>In the previous earnings release, the company beat EPS by $0.07, leading to a 12.92% drop in the share price the following trading session.</p>
<p>Here's a look at Cognex's past performance and the resulting price change:</p>
<p></p><table>
<thead>
<tr>
<th><strong>Quarter</strong></th>
<th align="right"><strong>Q3 2025</strong></th>
<th align="right"><strong>Q2 2025</strong></th>
<th align="right"><strong>Q1 2025</strong></th>
<th align="right"><strong>Q4 2024</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>EPS Estimate</strong></td>
<td align="right">0.26</td>
<td align="right">0.21</td>
<td align="right">0.13</td>
<td align="right">0.16</td>
</tr>
<tr>
<td><strong>EPS Actual</strong></td>
<td align="right">0.33</td>
<td align="right">0.25</td>
<td align="right">0.16</td>
<td align="right">0.20</td>
</tr>
<tr>
<td><strong>Price Change %</strong></td>
<td align="right">-13.00</td>
<td align="right">21.00</td>
<td align="right">2.00</td>
<td align="right">-14.00</td>
</tr>
</tbody>
</table><p></p>
<p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1770742881_0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="eps graph" original-src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1770742881_0.png"/></p>

<h3>Performance of Cognex Shares</h3>
<p>Shares of Cognex were trading at $43.72 as of February 09. Over the last 52-week period, shares are up 12.03%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. </p>
<h3>Analyst Insights on Cognex</h3>
<p>For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Cognex.</p>
<p>A total of 4 analyst ratings have been received for Cognex, with the consensus rating being Buy. The average one-year price target stands at $45.25, suggesting a potential 3.5% upside.</p>
<h3>Analyzing Analyst Ratings Among Peers</h3>
<p>In this comparison, we explore the analyst ratings and average 1-year price targets of Vontier, Mirion Technologies and Itron, three prominent industry players, offering insights into their relative performance expectations and market positioning.</p>
<ul>
<li>Analysts currently favor an Underperform trajectory for Vontier, with an average 1-year price target of $40.0, suggesting a potential 8.51% downside.</li>
<li>Analysts currently favor an Buy trajectory for Mirion Technologies, with an average 1-year price target of $30.33, suggesting a potential 30.63% downside.</li>
<li>Analysts currently favor an Buy trajectory for Itron, with an average 1-year price target of $127.5, suggesting a potential 191.63% upside.</li>
</ul>
<h3>Peer Metrics Summary</h3>
<p>Within the peer analysis summary, vital metrics for Vontier, Mirion Technologies and Itron are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.</p>
<p></p><table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Cognex</td>
<td>Buy</td>
<td>17.96%</td>
<td>$187.29M</td>
<td>1.18%</td>
</tr>
<tr>
<td>Vontier</td>
<td>Underperform</td>
<td>0.33%</td>
<td>$356.10M</td>
<td>8.45%</td>
</tr>
<tr>
<td>Mirion Technologies</td>
<td>Buy</td>
<td>7.88%</td>
<td>$104.50M</td>
<td>0.18%</td>
</tr>
<tr>
<td>Itron</td>
<td>Buy</td>
<td>-5.50%</td>
<td>$219.54M</td>
<td>3.97%</td>
</tr>
</tbody>
</table><p></p>
<p>Key Takeaway:</p>
<p>Cognex ranks highest in Revenue Growth among its peers. It has the lowest Gross Profit and Return on Equity.</p>
<h3>Get to Know Cognex Better</h3>
<p>Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. ID products read codes that have been applied to items during the manufacturing process. Cognex generates the maximum proportion of its sales in the United States and Europe.</p>
<h3>Understanding the Numbers: Cognex's Finances</h3>
<p><strong>Market Capitalization:</strong> Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.</p>
<p><strong>Revenue Growth:</strong> Cognex's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of <strong>17.96%</strong>. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Information Technology sector.</p>
<p><strong>Net Margin:</strong> Cognex's net margin is impressive, surpassing industry averages. With a net margin of <strong>6.38%,</strong> the company demonstrates strong profitability and effective cost management.</p>
<p><strong>Return on Equity (ROE):</strong> Cognex's ROE excels beyond industry benchmarks, reaching <strong>1.18%</strong>. This signifies robust financial management and efficient use of shareholder equity capital.</p>
<p><strong>Return on Assets (ROA):</strong> Cognex's ROA excels beyond industry benchmarks, reaching <strong>0.88%</strong>. This signifies efficient management of assets and strong financial health.</p>
<p><strong>Debt Management:</strong> Cognex's debt-to-equity ratio is below the industry average. With a ratio of <b>0.05</b>, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.</p>
<p>To track all earnings releases for Cognex visit their earnings calendar on our site.</p>
<p><em>This article was generated by Benzinga's automated content engine and reviewed by an editor.</em></p>

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<p>Cognex (NASDAQ:CGNX) is set to announce its quarterly earnings on February 11, 2026, with analysts predicting an EPS of $0.20. Investors are keen on positive guidance for future growth. In the past, Cognex's earnings beat led to a 12.92% drop in share price. Currently, shares are trading at $43.72, up 12.03% over the last year. Analysts rate Cognex as a Buy with a one-year price target of $45.25. The company shows strong revenue growth at 17.96% and maintains a low debt-to-equity ratio of 0.05, indicating solid financial health.</p>

What to Expect from Cognex's Earnings