Cognex Buys RealSense, Atlas Goes To Work | Sep 25, 2026
The week robotics investing got concrete. On September 22, Cognex (NASDAQ: CGNX) agreed to acquire RealSense — the depth-camera business Intel founded in 2014 and spun out in 2025 — for approximately $500 million in cash, plus a $56.5 million retention program and about $50 million in stock grants. Cognex expects RealSense to generate $80–90 million of revenue in 2026 and sizes robotic perception at roughly $600 million today, growing to about $1.6 billion by 2030. The market disagreed: shares fell about 4.7% to just over $59, and D.A. Davidson's Matthew Summerville held a Neutral rating and…
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