Added to YB: 2026-10-01
Pitch date: 2026-09-27
CGNX [bullish]
Cognex Corporation
-3.96%
current return
Author Info
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Company Info
Cognex Corporation provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks in the United States, Europe, Greater China, and internationally.
Market Cap
$10.0B
Pitch Price
$57.97
Price Target
N/A
Dividend
0.57%
EV/EBITDA
34.36
P/E
57.38
EV/Sales
8.91
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Cognex (CGNX): The Eyes of the Automated Factory Are Getting Smarter
CGNX: Cognex’s operating turnaround is real, while AI can simplify machine-vision deployment and RealSense adds upside rather than underpinning the thesis. Q2 revenue rose 17% to a record $291M and adjusted EBITDA margin reached 32.2%. However, at ~$59 and 35.5x pre-deal FY26 adjusted EPS, the price implies roughly 15% annual revenue growth and 30% margins for five years; buy one-third now and add only with execution or valuation compression.
Read full article (9 min)