These three stocks are fundamentally sound companies with excellent underlying growth prospects. However, shares in machine vision expert Cognex (CGNX -1.01%), advanced materials company Hexcel (HXL -0.94%), and Tesla (TSLA 2.28%) all declined in the first half of 2025.
While Cognex delivered solid Q2 results, I am now cautious due to the soft demand environment, and the potential delayed impact of tariffs. Growth appears set to strengthen in the coming quarters, but further margin gains are likely to be more modest. While automation and AI adoption support Cognex's long-term outlook, the stock is now more fully valued.
Investors often talk about growth stocks in terms of their cyclical growth (tied to the economy) and secular growth (benefiting from a structural and fundamental change in an industry). The distinction is beneficial to understand when looking at machine vision company Cognex (CGNX 0.20%).
NATICK, Mass. , Aug. 4, 2025 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced that Dennis Fehr, Chief Financial Officer, will participate in a fireside chat at the KeyBanc Capital Markets Technology Leadership Forum on Monday, August 11, at 1:30 p.m.
The Connected Economy 100 index had a tough week, losing 4.2% percent across all pillars except “eat.” While the index was down overall due to big drops at several companies, including double digits at Xero, iRobot, and United Healthcare, there were some notable highlights.
Cognex Corporation (NASDAQ:CGNX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Dennis S. Fehr - Senior VP of Finance & CFO Greer Aviv - Head of Investor Relations Matthew Moschner - President, CEO & Director Conference Call Participants Andrew Edouard Buscaglia - BNP Paribas Exane, Research Division Damian Mark Karas - UBS Investment Bank, Research Division Jac...
NATICK, Mass. , July 30, 2025 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today reported financial results for the second quarter ended June 29, 2025.
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