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2025-10-22 03:25
- Cognex (NASDAQ:CGNX) rose 3% at least partly after activist investor Engaged Capital disclosed a stake in the company and sees the potential for 85% upside over the next two years.
- Engaged Capital disclosed a stake in Cognex (NASDAQ:CGNX) at the 13D Monitor Active-Passive Investor Summit in New York City on Tuesday, according to a presentation from the activist.
- Engaged is calling for the company to cut costs so it can drive "meaningful" margin expansion. The activist also wants Cognex (CGNX) to accelerate revenue growth through "sales transformation" and AI product enhancements.
- Engaged argues that new management has the opportunity to improve margins by over 1,000 bps.
More on Cognex
- Cognex Sets Ambitious Growth Goals For The Next Cycle
- Cognex: Caution Warranted Given Macro Uncertainty
- Cognex Corporation (CGNX) Q2 2025 Earnings Call Transcript
- Cognex gets rating upgrade at KeyBanc after Q2 results, outlook
- Cognex outlines 9% Q3 revenue growth target with AI strategy and disciplined cost focus
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