CGNX Cognex Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
11:59
17 авг
17 авг
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
Низ.
04:37
12 авг
12 авг
Cognex pitched as non-consensus long idea
Buy Cognex as a non-consensus, off-hive-brain idea pitched in response to a direct request for interesting stock ideas outside the crowded retail/semi/neoclouds consensus names.
Сред.
22:30
01 июл
01 июл
Long Physical AI basket: author says he is building a Physical AI portfolio.
Сред.
19:30
30 июн
30 июн
The author is researching and presenting a Physical AI thematic framework with top company.
The author is researching and presenting a Physical AI thematic framework with top company picks but has not yet taken positions, so these are watchlist names for future portfolio building.
Низ.
17:46
30 июн
30 июн
The author reports daily performance of stocks on a focus list without stating any.
The author reports daily performance of stocks on a focus list without stating any forward-looking position or trade idea.
Низ.
19:30
29 июн
29 июн
The author promotes a deep dive on Agility Robotics and lists a Physical AI coverage universe.
The author promotes a deep dive on Agility Robotics and lists a Physical AI coverage universe but frames it as research and portfolio building rather than an explicit current position or forward call.
06:14
29 июн
29 июн
Speaker adds CGNX to a watchlist of relative-strength names, no directional view stated.
Низ.
11:00
28 июн
28 июн
Author is building a real-time portfolio around Physical AI and explicitly states they are.
Author is building a real-time portfolio around Physical AI and explicitly states they are investing in their own research, with OUST as the first deep dive and a supercycle thesis.
Низ.
11:21
27 июн
27 июн
Established profitable machine vision provider for factory automation; levered to capex cycles.
Established profitable machine vision provider for factory automation; levered to capex cycles; described as less explosive but more durable than peers.
Сред.
11:19
25 июн
25 июн
Author lists Physical AI tickers and suggests bookmarking a linked thread.
Author lists Physical AI tickers and suggests bookmarking a linked thread, but states no personal directional view or catalyst.
Низ.
09:18
25 июн
25 июн
Buy CGNX as a high-quality, already-commercial perception play.
Buy CGNX as a high-quality, already-commercial perception play; author highlights adjusted EPS more than doubling, 71.8% adjusted gross margins, and two new embedded AI vision systems (powered by NVDA and QCOM) feeding into the OneVision edge-to-cloud AI vision ecosystem, signaling a platform transition beyond one-off vision products.
Сред.
09:04
10 июн
10 июн
The author presents a large diversified basket of favorite names across sectors as where they.
The author presents a large diversified basket of favorite names across sectors as where they are positioned for the next few years, but the 30+ tickers default to watch due to the basket size rule.
17:37
09 июн
09 июн
Author discloses current positioning in CGNX as a Robotics name.
Author discloses current positioning in CGNX as a Robotics name, framing the dip as a buying opportunity with a multi-year hold thesis.
Сред.
23:00
12 мая
12 мая
The tweet shares a crowdsourced list of humanoid robotics exposure tickers and mentions names.
The tweet shares a crowdsourced list of humanoid robotics exposure tickers and mentions names that appeared most frequently, but it only states an intention to start due diligence without expressing a forward-looking directional view on any specific security.
Выс.
15:46
29 апр
29 апр
Long these automation and machine-vision suppliers as potential beneficiaries of physical AI.
Long these automation and machine-vision suppliers as potential beneficiaries of physical AI commercialization, though enterprise materiality remains small and near-term catalysts limited.
Выс.
11:00
22 окт
22 окт
Teledyne's legacy DALSA E2V industrial imaging businesses collectively grew for the first time in two years, signaling a potential bottom in the machine vision cycle. — A recovery in industrial/vision sensors and cameras could indicate broader demand stabilization for factory automation and semiconductor inspection equipment, rivaling Cognex.
Сред.
Об аналитическом покрытии CGNX
Buzzberg отслеживает CGNX (Cognex Corporation) в 9 источниках. Бычьих сигналов: 3, медвежьих: 0, от 9 аналитиков. Сентимент преимущественно бычий (19%). Всего отслеживается 16 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: thematictrader, crux_capital_, Mark Minervini.