CGNX vs MU
Cognex vs Micron Technology — AI-powered side-by-side comparison
VS
MU
Micron Technology
66
Buy
| Metric | CGNX | MU |
|---|
| AI Score |
64
|
66
|
| Price |
$66.91
|
$876.35
|
| P/E Ratio |
63.70×
|
19.58×
|
| ROE |
7.7%
|
15.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
72.6%
|
| Debt / Equity |
0.04×
|
0.06×
|
| Dividend Yield |
0.5%
|
0.1%
|
| RSI (14) |
54.3
|
49.2
|
| Beta |
1.492
|
2.142
|
| Expected Upside |
+7.0%
|
+43.2%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus MU.
MU leads by 2 points.
MU scores 66/100 (Buy) versus CGNX at 64/100 (Buy).
CGNX Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 20.4% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Bollinger bandwidth of 20.4% signals elevated volatility — Risk
MU Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.47 across 245 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 70.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 167.0% YoY -- genuine top-line momentum — Growth
- EPS growing 700.7% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 27.9% signals elevated volatility — Risk