Cognex (CGNX) Surge on Q4 Earnings Beat and Q1 Outlook

Cognex (NASDAQ:CGNX) surged 33.5% on February 10, 2026, following Q4 2025 results that exceeded expectations. Revenue rose 9.9% YoY to $252.3 million, and adjusted EPS climbed 35% to $0.27. The company guided to Q1 2026 revenue of $235M–$255M, with the midpoint 7% above analyst estimates, reflecting accelerating demand for its machine vision systems. Supporting context: Cognex’s shares have moved over 5% in 14 sessions this year, reaching a 52-week high of $58.10 and a 57.3% YTD gain. The broader rally included a 6.7% gain on February 6, 2026, as major indices rebounded from a week of selling, benefiting from a stabilization in Bitcoin, improved U.S. consumer sentiment, and gains in AI semiconductor “pick-and-shovel” stocks such as Nvidia and Broadcom.