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Upturn AI Summary - About
Cognex Corporation(CGNX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGNX
11/12/2026: CGNX (2-star) is currently NOT-A-BUY. Pass it for now.
Cognex Corporation is a technology provider specializing in machine vision systems and barcode readers that automate complex manufacturing and distribution tasks. The company has a strong reputation for high-performance software and holds a leading position in its niche. Its primary growth story revolves around the rising demand for automated logistics and AI-driven quality inspection in factories. Risks include high sensitivity to cyclical industrial spending and intense competition from larger, diversified automation providers. It is best suited for growth-oriented investors who can tolerate cyclical volatility, and it may appeal to income seekers due to its consistent dividend, though monitoring capital expenditure cycles is essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Cognex operates in the high-growth automation and AI-vision sector. |
| Momentum investor | Mixed fit | Momentum depends heavily on the cyclical upturn of customer capital expenditure. |
| Value investor | Mixed fit | Valuation often commands a premium due to the company's strong niche market position. |
| Dividend investor | Strong fit while signal remains positive | Consistent dividends and strong cash reserves support income-focused investment. |
| Low-risk investor | Weak fit | High exposure to cyclical industry spending leads to stock price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Cyclical end-market demand leads to significant swings in share price. |
| Valuation risk | Medium | The stock often trades at higher multiples due to its reputation for innovation. |
| Competition risk (AI competition) | High | Rapid AI innovation lowers barriers to entry for low-cost competitors. |
| Business quality | Strong | Cognex has a long history of high margins and a strong balance sheet. |
| Dividend income | Low | The dividend yield is modest and growth is prioritized over high income. |
| Execution risk | Medium | Success relies on maintaining a lead in software-driven product development. |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.71B USD | Price to earnings Ratio 36.17 | 1Y Target Price 71.42 |
Price to earnings Ratio 36.17 | 1Y Target Price 71.42 | ||
Volume (30-day avg) 2.2M shares | Beta 1.48 | 52 Weeks Range 34.45 - 72.78 | Updated Date 11/11/2026 |
52 Weeks Range 34.45 - 72.78 | Updated Date 11/11/2026 | ||
Dividends yield (FY) 0.67% | Basic EPS (TTM) 1.43 |
Sector & Industry Intelligence
Sector
Technology
Caution- Sentiment
- Near Bearish
- Momentum
- Rapid Breadth Deterioration
- BUY participation
- 30.1%
- Active BUY / eligible
- 37 / 123
- 30-Day BUY Count Change
- -42
- Market state
- Weak Bullish / Near Bearish
BUY participation is falling rapidly, suggesting elevated market vulnerability.
Industry
Scientific & Technical Instruments
- BUY participation
- 0.0%
- Active BUY / eligible
- 0 / 4
- 30-Day BUY Count Change
- -2
Eligible universe: 4 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -1.99% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Factory Automation | Vision sensors used for assembly, inspection, and quality control. | Selling the 'eyes' of the factory robot. |
| Logistics | Barcode readers and dimensioning systems for warehouses. | Enabling faster e-commerce fulfillment. |
| Geographic Sales | Operations spanning Americas, Europe, and Asia. | Global economic health drives results. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-04 | When After Market | Estimate 0.51 | Actual 0.53 |
Profitability
Profit Margin 21.5% | Operating Margin (TTM) 25.01% |
Management Effectiveness
Return on Assets (TTM) 8.22% | Return on Equity (TTM) 15.07% |
Valuation
Trailing PE 36.17 | Forward PE 33.9 | Enterprise Value 7.93B | Price to Sales(TTM) 7.74 |
Enterprise Value 7.93B | Price to Sales(TTM) 7.74 | ||
Enterprise Value to Revenue 7.04 | Enterprise Value to EBITDA 25.6 | Shares Outstanding 168.38M | Shares Floating 167.63M |
Shares Outstanding 168.38M | Shares Floating 167.63M | ||
Percent Insiders 0.36 | Percent Institutions 106.31 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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