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CGNX Robotics & Physical AI

Cognex

Machine vision for automation

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

Price $67.60
1D change +2.27%
Market cap $11.25B
Sector Technology

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Metric CGNX
Price $67.60
1D Change +2.27%
Market Cap $11.25B
Enterprise Value $11.03B
Trailing P/E 79.5
Forward P/E 38.4
PEG Ratio 2.71x
Price / Sales 10.7
EV / Revenue 10.5
Revenue Growth 24.3%
Earnings Growth 122.3%
Gross Margin 68.0%
Operating Margin 22.3%
Net Margin 13.6%
ROE 9.7%
Free Cash Flow $181.4M
FCF Margin 17.3%
Debt / Equity 5.00x
Current Ratio 3.64x
Dividend Yield 50.00%
Next Earnings Jul 29, 2026
Quarterly Revenue $268.4M
Revenue QoQ +6.4%
Quarterly Net Income $51.7M
Net Income QoQ +58.3%

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.