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CGNX Robotics & Physical AI

Cognex

Machine vision for automation

Detail page

Cognex provides machine vision systems that help automated lines inspect, guide, and identify products.

Price $47.78
1D change +0.59%
Market cap $8.05B
Sector Technology

Shared metric table

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Metric CGNX
Price $47.78
1D Change +0.59%
Market Cap $8.05B
Enterprise Value $7.42B
Trailing P/E 33.4
Forward P/E 23.6
PEG Ratio 2.71x
Price / Sales 7.1
EV / Revenue 6.6
Revenue Growth 13.2%
Earnings Growth 400.0%
Gross Margin 69.7%
Operating Margin 32.2%
Net Margin 21.5%
ROE 15.1%
Free Cash Flow $215.1M
FCF Margin 19.1%
Debt / Equity 4.09x
Current Ratio 5.04x
Dividend Yield 0.71%
Next Earnings —
Quarterly Revenue $313.4M
Revenue QoQ +7.6%
Quarterly Net Income $84.8M
Net Income QoQ +16.6%

CGNX thesis lens

Machine vision for automation

Why it could benefit

  • Cognex provides machine vision systems that help automated lines inspect, guide, and identify products.
  • Robotics and physical AI need reliable perception in factories and logistics environments.
  • It gives the dashboard a focused sensing and vision name.

Moat / edge

  • Specialized machine vision expertise.
  • High-value position in automated manufacturing lines.
  • Broad customer base across electronics, logistics, and industrial markets.

What to watch

  • Factory automation recovery.
  • Electronics and logistics customer spending.
  • AI-enabled vision product adoption.

Key risks

  • Industrial capex cycles can create revenue volatility.
  • Competition from lower-cost vision systems and integrated robot vendors.