Added to YB: 2025-02-21
Pitch date: 2025-01-05
CGNX [bullish]
Cognex Corporation
-2.12%
current return
Author Info
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Company Info
Cognex Corporation provides machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks worldwide.
Market Cap
$6.2B
Pitch Price
$36.42
Price Target
100.00 (+181%)
Dividend
0.92%
EV/EBITDA
29.14
P/E
56.74
EV/Sales
6.13
Sector
Electronic Equipment, Instruments and Components
Category
growth
Cognex Corporation - $CGNX
CGNX: Leader in $6.5B+ machine vision market. Secular automation growth, end markets bottoming. Apple/Amazon rebound 10%+ tailwind. ECI expanding TAM 3x+. Margins to improve from 16.4% to 40%+. $2+ EPS by 2026 vs Street $1.32. 35x = $70+. Downside $24. Risks: competition, pricing, macro.
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