What Makes Cognex Corporation (CGNX) an Investment Bet?

1 week ago 9

Soumya Eswaran

Tue, November 18, 2025 astatine 6:45 AM CST 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Small Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities proceed to rally successful the 3rd quarter, the play with double-digit YTD gains. Major US indices similar Russell 1000®, Russell Midcap®, and Russell 2000® reached grounds highs successful the period. In the quarter, the fund’s Investor Class money ARTSX returned 8.69%, Advisor Class money APDSX posted a instrumentality of 8.75%, and Institutional Class money APHSX returned 8.73%, compared to a instrumentality of 12.19% for the Russell 2000 Growth Index. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Artisan Small Cap Fund highlighted stocks specified arsenic Cognex Corporation (NASDAQ:CGNX). Cognex Corporation (NASDAQ:CGNX) provides instrumentality imaginativeness products that seizure and analyse ocular accusation to automate manufacturing and organisation tasks. The one-month instrumentality of Cognex Corporation (NASDAQ:CGNX) was -25.46%, and its shares mislaid 8.35% of their worth implicit the past 52 weeks. On November 17, 2025, Cognex Corporation (NASDAQ:CGNX) banal closed astatine $35.98 per share, with a marketplace capitalization of $6.03 billion.

Artisan Small Cap Fund stated the pursuing regarding Cognex Corporation (NASDAQ:CGNX) successful its 3rd 4th 2025 capitalist letter:

"During the quarter, we initiated caller GardenSM positions successful Cognex Corporation (NASDAQ:CGNX), Waystar and Ollie's Bargain Outlet. Cognex, a starring shaper of instrumentality imaginativeness systems, automates and optimizes processes crossed manufacturing and logistics. We reinitiated a presumption successful the institution during the quarter. Our concern thesis is supported by 3 cardinal drivers: a caller absorption squad focused connected aligning products with enhanced lawsuit work and disciplined outgo control; advancements successful AI that trim installation and operational costs, enabling entree to tiny and mid-sized customers that were antecedently retired of reach; and imaginable upside from a cyclical betterment successful Cognex’s extremity markets, which could further fortify the nett cycle."

Was Jim Cramer Right About Cognex Corporation (CGNX)?

Cognex Corporation (NASDAQ:CGNX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 41 hedge money portfolios held Cognex Corporation (NASDAQ:CGNX) astatine the extremity of the 2nd quarter, up from 40 successful the erstwhile quarter. In the 3rd 4th of 2025, Cognex Corporation (NASDAQ:CGNX) reported gross of $277 cardinal accrued by 18% year-over-year oregon by 16% connected a changeless currency basis. While we admit the imaginable of Cognex Corporation (NASDAQ:CGNX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.