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Rich Peter

Investor, Crypto, US Stocks & High-Dividend ETFs

3 Jul, 02:48Latest

Cognex has shifted its value from hardware to software through AI, which should support a healthier margin profile, a view Bernstein and other Wall Street firms voiced after Automate 2026. Its AI products already bring real orders: OneVision and new In-Sight 3900/6900 AI vision products sell edge analytics and subscriptions with stickier revenue. Warehouse automation and AMR demand is reaccelerating in 2026. OneVision subscription growth in the July 29 Q2 report is the key re-rating test. x.com

CGNX

30 Jun, 03:41

Cognex is re-rating from a traditional industrial sensor maker into an AI and industrial automation growth story. Its OneVision AI vision platform is already deployed at 100+ enterprise customers, letting them scale from one line to many factories in days, faster than the Street expected. New edge AI cameras on NVIDIA Jetson and Qualcomm Dragonwing chips remove complex on-site programming. Quarterly revenue rose 24% to $268M and adjusted gross margin expanded 420 basis points to 71.8%. x.com

CGNX

GrowthTurtle

Data Science PhD & IEEE Fellow, Ex-Two Sigma

16 May

CGNX

Cognex owns the machine-vision software that turns pixels into pass-fail decisions, a moat that won't be arbitraged away when humanoid robots flood the market. As humanoid scaling commoditizes robot makers, component suppliers win, and Cognex firmware already runs every barcode camera and inspection arm on an Amazon fulfillment line. At an $11B market cap, forward EPS of $1.74 times a 40–50x peer multiple implies $70–87 fair value versus $64.26, a multi-year hold. x.com

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

28 Jun

CGNX

Cognex is the vision layer powering automation and robotics, with strong fundamentals and strong technicals. It posted back-to-back power earnings gaps on 30% EPS beats in the last two quarters, gross margins have improved to 67% and are stabilizing, and EPS is expected to grow from $0.86 over the last twelve months to $2.08 by 2028. On the charts it is building a weekly inverse head and shoulders, with flags on the daily. x.com

Venu

Position Trader, Market Leaders, Fundamental/Technical Analysis

25 May

HIMX

Himax is quietly becoming an edge AI and AI vision semiconductor story while most people still see it as a display driver company. Its growth areas now include edge AI sensing, AI vision processors, automotive AI, AR/VR optics and robotics perception, and its ultra-low-power WiseEye AI platform is gaining traction in smart devices and AIoT. The market is starting to re-rate the AI side, and the chart shows a multi-year Stage 1 breakout with heavy accumulation. x.com

Sleuth

Stock Investor, Early Ondas Holdings Shareholder

18 Apr

OUST

Ouster is what lets robots see, and its StereoLabs acquisition made it the only unified physical AI perception platform, combining LiDAR, stereo cameras, AI compute and sensor fusion. The deal effectively doubled its addressable market and added 10,000 customers. Product revenue has grown 12 straight quarters, sensor shipments rose 48% in 2025, and it has $211 million cash and no debt. CEO Angus Pacala says fewer than 1% of machine makers with autonomy strategies have deployed products. x.com … Show more

Pepe Invests

Retail Investor, Stocks, Real Estate, AI & Bitcoin

19 May

TEL

TE Connectivity's mix is shifting toward AI and robotics, which makes its valuation look reasonable. AI-related revenue tripled to over $900M and Industrial Solutions grew 23.7% on automation and robotics demand, while FY2025 revenue rose 8.9% to $17.26B. It sells sensors and interconnects for humanoid robots and cobots, and $3.21B of adjusted free cash flow funds buybacks and the dividend. At 20.5x trailing earnings, a blended model puts fair value near $241, about 20% upside. x.com

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