The best shares in the automation of factories News ad

While the image of independent cars without effort that envelops on city streets dominates the headlines, a more quiet but equally transforming revolution in the restrictions of factories and warehouses. The inexorable demand for the efficiency and stability of the supply chain fueles massive investments in robotics, artificial intelligence (AI) and machine vision, creating a convincing investment possibility, which can offer a more immediate profitability than the still developing automatic automatic sector. As the political and economic winds change, an increasing number of investors turn their attention from the open road to the factory, trying to benefit from this rapidly accelerating trend.

Autonomous Revolution: outside the roads

The explosive growth of e -commerce exerted unprecedented pressure on logistics networks, requiring faster and more effective methods of storing, sorting and distribution of goods. At the same time, the increase in labor costs and the growing need for sustainability of the supply chain force enterprises to make decisions for automation.

The combination of robotics, artificial intelligence and machine learning allows enterprises to achieve new levels of performance and effectiveness. This contributes to significant operational improvements due to improvement in computer vision and processing.

While car technologies of independent driving are faced with obstacles related to regulatory, technological and public recognition, factory automation is now deploying solutions, and these solutions are already valuable. Political and economic shifts are increasingly favored by domestic production and strong supply chains, which further enhances investment in this sector.

Cognex Corporation: Vision of Automation

Cognex Corporation NASDAQ: CGNX It is a pioneer in machine vision technology, providing eyes for automated systems around the world. This technology uses cameras, complex software and sensors to “see” and analyze images that allow machines to perform complex tasks that require visual perception.

Cognex offers a number of products and services, including full visual systems, specialized software platforms, accurate sensors and ties readers, which are designed to improve production and logistics processes. Its technology has the use in several sectors, including automobile, production, electronic assembly, consumer packaging, pharmaceuticals, logistics and semiconductor production. The company’s ability to automate visual inspections and leadership tasks is crucial for modern high -speed production lines.

Cognex financial indicators demonstrate financial health characterized by consistent profitability and high gross margin, often landing in a high range of 60%. Their latest financial indicators show the growth of income caused by high demand from logistics, semiconductor and electronics. The upcoming Cognex report in the fourth quarter of 2024, planned for the release on February 12, 2025, will provide additional information about their effectiveness. The price of Cognex shares, which has recently been traded from $ 39, is located in the middle of the 52-week range, offering a potential entry point for investors.

Due to the fact that the company, the ratio of the price of profit, is approximately 75, the company is trading with the bonus, reflecting its position in the market and profitability. Analysts have a consensus -medium purchase rating with an average target price of about $ 48, which indicates a potential growth of approximately 22%. Nevertheless, this sector and the company do not have its own risk, since Cognex is subject to economic cycles and intensive market competition. Nevertheless, the company supports a strong brand, a wide portfolio of products and a deep engineering talent, which allows you to quickly respond to a change in market conditions.

Symbotic: Reflecting the warehouse

Symbolic NASDAQ: SYM Overlooks warehouse operations through its advanced, through system of robotic automation. This system, based on software controlled by artificial intelligence, uses a fleet of fixed robots, including automated vehicles and high -speed parallelizers and depalctizers to optimize the entire distribution process. This is a sharp difference from standard materials processing systems with a fixed route.

Symbotic solutions find applications in centers of electronic commerce, food distribution centers and general goods. Its technology provides storage of high density, quick search and effective movement of goods, solving the key problems that modern logistics networks face.

Despite the fact that Symbotic is experiencing rapid revenue growth, with a noticeable increase of 47% compared to last year in its last quarter, the company currently has a negative clean margin, which emphasizes significant expenses associated with the scaling of its activities. Investors are closely monitoring the upcoming release of Symbotic in the first quarter, scheduled for February 5, 2025.

Symbotic has recently reviewed his leadership from the identification of errors in the recognition of revenue associated with the revenge of expenses, which negatively influenced gross profit and adjusted EBITDA. The company also recently revealed material shortcomings in internal control. Nevertheless, these short -term negatives do not interfere with Symbotic to fulfill their long -term plans.

Symbotic strategically expands its coverage and completed the purchase of Walmart’s Walmart NYSE: WMT The department of advanced systems and robotics, as well as the acquisition of OHMNILABS, which should advance the company further to the health care decision. The appointment of Dr. James Kaffner as their new chief technological director is also a step towards further innovation and growth.

Analysts have a moderate purchase rating with a wide range of targeted prices, from 10 to 60 dollars, emphasizing the high risk and high nature of this action. Investors should carefully consider key risks: a high money burning rate, dependence on large-scale projects, potential legal problems due to legal claims in the securities class and recent financial reviews. Despite these problems, innovative Symbotic technologies, strategic acquisitions and potential for significant long -term growth position it as convincing investments for people with higher risk tolerance.

Automation horizon: look forward

The modernization of factories and warehouses provides an immediate opportunity for investors. Although these achievements are not as attractive as cars with independent driving are crucial for the global economy. Decisions adopted under these conditions will greatly affect the future of trade and delivery of goods.

Cognex, thanks to its proven track record and consistent profitability, offers a more stable option for investors. At the same time, Symbotic, with its innovative technologies and an aggressive expansion strategy, is a profile with high growth, but higher risk. Both companies play a role in fundamental changes affecting all aspects of production and supply chains.

Before counting Symbotic, you will want to hear it.

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While Symbotic is currently a “moderate purchase” rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

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