Cognex Corporation stock rose 2.2% following several corporate developments. The company reported fourth quarter 2025 results showing adjusted diluted earnings per share of $0.27, up 35% year over year, marking the sixth consecutive quarter of double-digit growth. Full-year adjusted EPS increased 38% to $1.02. The company achieved an adjusted EBITDA margin of 21.5%, up 440 basis points year over year, surpassing a 20% execution milestone ahead of schedule. Cognex also announced it is exiting approximately $22 million in non-core, no-growth or low-margin revenue and expects additional annualized cost reductions of $35 to $40 million by the end of 2026. Additionally, the company added an Italian manufacturing executive to its board while two other members retired. A director sold 2,148 shares worth approximately $128,000 in an open-market transaction.
Read full analysisCognex Corporation stock rose 2.2% following several corporate developments. The company reported fourth quarter 2025 results showing adjusted diluted earnings per share of $0.27, up 35% year over year, marking the sixth consecutive quarter of double-digit growth. Full-year adjusted EPS increased 38% to $1.02. The company achieved an adjusted EBITDA margin of 21.5%, up 440 basis points year over year, surpassing a 20% execution milestone ahead of schedule. Cognex also announced it is exiting approximately $22 million in non-core, no-growth or low-margin revenue and expects additional annualized cost reductions of $35 to $40 million by the end of 2026. Additionally, the company added an Italian manufacturing executive to its board while two other members retired. A director sold 2,148 shares worth approximately $128,000 in an open-market transaction.
Cognex is a global leader in industrial machine vision — technology that enables automated systems to 'see' and inspect products on factory lines, logistics warehouses, and semiconductor manufacturing. The company reported blowout Q4 2025 earnings on February 12 that sent shares surging over 36%, driven by adjusted EPS of $0.27 (vs. $0.22 consensus) and plans to exit low-margin product lines while targeting 25%-31% adjusted EBITDA margins. Today's gain tracks a broad tech rally as the stock continues to consolidate around its post-earnings trading range.