Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot.
NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild.
Cognex NASDAQ: CGNX is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano.
Cognex Corporation (CGNX) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
Investors need to pay close attention to CGNX stock based on the movements in the options market lately.
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Cognex Corporation (CGNX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Does Cognex Corporation (CGNX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Cognex opens 2026 with a big beat, 24% revenue growth, new AI In-Sight systems, and a Q2 outlook calling for more automation and logistics strength.
Cognex Corporation (CGNX) Q1 2026 Earnings Call Transcript
Cognex Corporation (CGNX) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.16 per share a year ago.
Cognex is rated Strong Buy with a price target of $80, reflecting optimism for durable, margin-accretive growth. CGNX is positioned to benefit from North American reindustrialization, military mobilization, and semiconductor market expansion, supporting robust revenue and EPS forecasts. Forecasts for EQ1'26 are $255 million in net revenue and $0.26 EPS, at the top end of management guidance, driven by manufacturing productivity and automation trends.