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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 $60.85
1D change +1.61%
Market cap $10.24B
Sector Technology

Shared metric table

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Metric CGNX
Price $60.85
1D Change +1.61%
Market Cap $10.24B
Enterprise Value $9.90B
Trailing P/E 58.0
Forward P/E 30.1
PEG Ratio 2.71x
Price / Sales 9.4
EV / Revenue 9.1
Revenue Growth 16.9%
Earnings Growth 79.2%
Gross Margin 68.9%
Operating Margin 29.4%
Net Margin 16.1%
ROE 11.1%
Free Cash Flow $195.7M
FCF Margin 18.0%
Debt / Equity 4.45x
Current Ratio 3.93x
Dividend Yield 0.56%
Next Earnings Oct 28, 2026
Quarterly Revenue $291.3M
Revenue QoQ +8.5%
Quarterly Net Income $72.8M
Net Income QoQ +40.7%

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.