Cognex Corporation (CGNX-Q) Stock Predictions - Stockchase
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Cognex Corporation (CGNX-Q)

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Cognex Corporation

CGNX-Q

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Cognex Corporation (CGNX-Q) SAVE Apr, 24, 2019, 3:51 pm

56.47 0.37 (0.65%)

About Cognex Corporation (CGNX-Q)

Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. More at Wikipedia

What the experts are saying about CGNX-Q



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BUY on WEAKNESS
Cognex Corporation(CGNX-Q) 

February 15, 2019

Performed well in logistics, such as airports. Hurt in consumer electronics. Financial position is good, no debt. Q1 revenues expected to be flat. It will take a year for consumer inventory issues to be resolved. Good company, he took profits, and has recently started to pick away at it again. A long-term hold. In the right space, lots of positive stuff coming down the road.
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Performed well in logistics, such as airports. Hurt in consumer electronics. Financial position is good, no debt. Q1 revenues expected to be flat. It will take a year for consumer inventory issues to be resolved. Good company, he took profits, and has recently started to pick away at it again. A long-term hold. In the right space, lots of positive stuff coming down the road.
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David Driscoll

President , Liberty Internationa...

Price Price
$50.750
Owned Owned
Yes

PAST TOP PICK
Cognex Corporation(CGNX-Q) 

January 17, 2019

(A Top Pick Dec 28/17, Down 32%) Doubled his money and sold half, that's his rule. Price is at a point where he's getting interested again. Apple is its biggest customer, and Amazon is a big client. They produce the "eyes" to the barcode scanning robots. A growing business, dividend increased about 10%. Very cyclical.
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(A Top Pick Dec 28/17, Down 32%) Doubled his money and sold half, that's his rule. Price is at a point where he's getting interested again. Apple is its biggest customer, and Amazon is a big client. They produce the "eyes" to the barcode scanning robots. A growing business, dividend increased about 10%. Very cyclical.
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David Driscoll

President , Liberty Internationa...

Price Price
$42.000
Owned Owned
Yes

DON'T BUY
Cognex Corporation(CGNX-Q) 

December 27, 2018

They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow.
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They are a wonderful company. They allow robots to see. The problem is that they sell a widget only purchased by manufacturers when they are modernizing their factories. They will participate in a spending cycle but right now capital spending is continuing to slow.
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David Fingold

VP and Por, Dynamic Funds...

Price Price
$37.890
Owned Owned
Unknown

WAIT
Cognex Corporation(CGNX-Q) 

October 12, 2018

Sold down their position because it ran up over his 3% weighting. Will be affected by slowdown in iPhone sales. Valuations got way too stretched. If it got 15-20% lower, he’d be an aggressive buyer. Nothing wrong with it.

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Sold down their position because it ran up over his 3% weighting. Will be affected by slowdown in iPhone sales. Valuations got way too stretched. If it got 15-20% lower, he’d be an aggressive buyer. Nothing wrong with it.

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David Driscoll

President , Liberty Internationa...

Price Price
$44.720
Owned Owned
Yes

WATCH

This is one of a small group of companies that do advanced machine vision. This is a very fine company. Its primary public competitor is Keyence Corporation (KYCCF-5) in Japan, which he has shares in. Their business has slowed a bit this year. They do a lot of project work for large customers, like Apple. He expects it to remain range-bound at least for the first half of this year. He doesn’t own the company now out of mindfulness of the cycles in its business. He is looking for opportunities to get into this stock in the future.

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This is one of a small group of companies that do advanced machine vision. This is a very fine company. Its primary public competitor is Keyence Corporation (KYCCF-5) in Japan, which he has shares in. Their business has slowed a bit this year. They do a lot of project work for large customers, like Apple. He expects it to remain range-bound at least for the first half of this year. He doesn’t own the company now out of mindfulness of the cycles in its business. He is looking for opportunities to get into this stock in the future.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$50.460
Owned Owned
No

PARTIAL BUY

They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents.

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They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents.

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David Driscoll

President , Liberty Internationa...

Price Price
$50.770
Owned Owned
Unknown

HOLD

Fundamentally he likes this company.  It is an automation play company within the global market and it is a top-5 company in that space.  Apple is about 11% of their sales, so be mindful.  It is close to fair value. 

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Fundamentally he likes this company.  It is an automation play company within the global market and it is a top-5 company in that space.  Apple is about 11% of their sales, so be mindful.  It is close to fair value. 

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Thomas George

, TD Asset Management...

Price Price
$53.020
Owned Owned
Unknown

BUY
Cognex Corporation(CGNX-Q) 

February 21, 2018

This company makes software to determine what a computer is looking at.  They own this for their American funds.  The company has made great progress in these tools.  Demand has been explosive.  Revenues have been growing yearly and the prospects are tremendous.   There will be continued capital spending and “machine vision” will be a fast growing part of this.

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This company makes software to determine what a computer is looking at.  They own this for their American funds.  The company has made great progress in these tools.  Demand has been explosive.  Revenues have been growing yearly and the prospects are tremendous.   There will be continued capital spending and “machine vision” will be a fast growing part of this.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$56.970
Owned Owned
Yes

SELL
Cognex Corporation(CGNX-Q) 

February 12, 2018

Not a fan of chasing a stocks and this one's run up. Take some money off the table.

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Not a fan of chasing a stocks and this one's run up. Take some money off the table.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$54.890
Owned Owned
Unknown

TOP PICK
Cognex Corporation(CGNX-Q) 

December 28, 2017

This is the eyes of the robot. They have 2 distinct businesses. One is looking at quality controls in 2-D and 3-D through the assembly lines. The 2nd line of business is reading bar tags and barcodes. Also has a burgeoning business with Airport contracts where they can read barcodes on the luggage, getting the luggage to the passengers in 5-10 minutes. This has a lot of room to run and is a good 5-10 year hold. Dividend yield of 0.3%. (Analysts' price target is $62.25.)

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This is the eyes of the robot. They have 2 distinct businesses. One is looking at quality controls in 2-D and 3-D through the assembly lines. The 2nd line of business is reading bar tags and barcodes. Also has a burgeoning business with Airport contracts where they can read barcodes on the luggage, getting the luggage to the passengers in 5-10 minutes. This has a lot of room to run and is a good 5-10 year hold. Dividend yield of 0.3%. (Analysts' price target is $62.25.)

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David Driscoll

President , Liberty Internationa...

Price Price
$61.740
Owned Owned
Yes

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