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CGNX

Cognex Corp

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 65.24 Technology - Hardware, Equipment & PartsAWAIT ENTRY
50

Position levels

Currenttoday
USD 65.24
Buy <=wait / entry
USD 49.33
Trim >=take some off
USD 68.00
Thesis breakTwo consecutive quarters of negative organic revenue growth, a disclosure of a m...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case15%100 / 10015.0
Base case50%62 / 10031.0
Bear case35%10 / 1003.5
Weighted conviction50 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q1 revenue increased 24% YoY with adjusted diluted EPS up 113% YoY
  • Introduction of In-Sight 6900 NVIDIA-powered and In-Sight 3900 Qualcomm-powered AI vision platforms
  • $113 million returned to shareholders in Q1 primarily via share repurchases
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.