CGNX

Cognex Corp

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 50.77 Technology - Hardware, Equipment & PartsIN BUY ZONE

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 50.77

Buy <=wait / entry

USD 53.33

Trim >=take some off

USD 70.00

Thesis breakForward guidance is cut materially at the next earnings release, or growth decel...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	17%	100 / 100	17.0
Base case	49%	62 / 100	30.4
Bear case	34%	10 / 100	3.4
Weighted conviction			51 / 100 - OPPORTUNISTIC BUY

Top risks

Cognex to Acquire RealSense, expanding machine vision into high-growth robotic perception market
Record Q2 FY26 revenue of $291M (up 17% YoY) with Adjusted EPS $0.45 (up 80% YoY) and full-year 2026 guidance for strong double-digit revenue growth plus significant profitability expansion
General availability of OneVision AI platform and launches of In-Sight 6900 (NVIDIA) and In-Sight 3900 (Qualcomm) AI vision systems

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.