CGNX Cognex Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:59
Aug 17
Aug 17
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
LOW
04:37
Aug 12
Aug 12
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.
MED
22:30
Jul 01
Jul 01
Long Physical AI basket: author says he is building a Physical AI portfolio.
MED
19:30
Jun 30
Jun 30
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.
LOW
17:46
Jun 30
Jun 30
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.
LOW
19:30
Jun 29
Jun 29
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
Jun 29
Jun 29
Speaker adds CGNX to a watchlist of relative-strength names, no directional view stated.
LOW
11:00
Jun 28
Jun 28
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.
LOW
11:21
Jun 27
Jun 27
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.
MED
11:19
Jun 25
Jun 25
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.
LOW
09:18
Jun 25
Jun 25
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.
MED
09:04
Jun 10
Jun 10
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
Jun 09
Jun 09
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.
MED
23:00
May 12
May 12
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.
HIGH
15:46
Apr 29
Apr 29
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.
HIGH
11:00
Oct 22
Oct 22
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.
MED
About CGNX Analyst Coverage
Buzzberg tracks CGNX (Cognex Corporation) across 9 sources. 3 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (19%). 16 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: thematictrader, crux_capital_, Mark Minervini.