CognexCGNX
About: Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. ID products read codes that have been applied to items during the manufacturing process. Cognex generates the maximum proportion of its sales in the United States and Europe.
Employees: 2,914
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
38% more call options, than puts
Call options by funds: $2.67M | Put options by funds: $1.94M
16% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 62
1.01% more ownership
Funds ownership: 89.89% [Q3] → 90.9% (+1.01%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 148
0% more funds holding
Funds holding: 437 [Q3] → 438 (+1) [Q4]
11% less capital invested
Capital invested by funds: $6.24B [Q3] → $5.59B (-$657M) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Stephens & Co. Tommy Moll 40% 1-year accuracy 10 / 25 met price target | 84%upside $55 | Overweight Reiterated | 12 Mar 2025 |
Goldman Sachs Joe Ritchie 52% 1-year accuracy 13 / 25 met price target | 17%upside $35 | Sell Maintained | 18 Feb 2025 |
UBS Damian Karas 38% 1-year accuracy 6 / 16 met price target | 88%upside $56 | Buy Maintained | 18 Feb 2025 |
Baird Richard Eastman 17% 1-year accuracy 4 / 24 met price target | 27%upside $38 | Neutral Maintained | 18 Feb 2025 |
Truist Securities Jamie Cook 37% 1-year accuracy 28 / 76 met price target | 24%upside $37 | Hold Reiterated | 14 Feb 2025 |
Financial journalist opinion
