We recently published an article titled 13 Best Internet of Things (IoT) Stocks to Buy Now. On February 5, Craig-Hallum raised its price target on Digi International Inc. (NASDAQ:DGII) to $50 from $45 and reiterated a Buy rating, citing management’s confidence in acquisition integration, strong growth in its Cellular Solutions segment, and resilience following a tariff pause. The firm characterized the company’s raised fiscal 2026 guidance as potentially conservative relative to underlying momentum. The c ...

New research shows top OEMs cut downtime recovery by 40%, strengthening profitability through resilience- first strategies [Accessibility Statement] Skip NavigationFindings reveal how leading machine builders strengthen recovery, consistency and customer outcomesMILWAUKEE, Feb. 24, 2026 /PRNewswire/ -- Rockwell Automation (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today released new global research that highlights how leading machine builders are ...

Group 1 - The Global X Robotics & Artificial Intelligence ETF (BOTZ) offers a concentrated portfolio of companies involved in robotics, industrial automation, and artificial intelligence infrastructure [1] - The portfolio includes high-growth semiconductor leaders, prominently featuring NVIDIA [1] - FinHeim Research specializes in investment analysis and portfolio management, focusing on thematic investing and macroeconomics [1] Group 2 - The main goal of the analysis is to uncover hidden value and provide objective insights to assist investors in making informed decisions [1]

Core Insights - Cognex Corporation is a leader in machine vision systems, focusing on automating manufacturing processes to enhance product quality and reduce production costs [1] - HSBC has set a price target of $68 for Cognex, indicating a potential upside of 15.67% from its current trading price of $58.79 [1] Financial Performance - Cognex recently reported earnings per share of $0.27, exceeding analysts' expectations of $0.22, and revenue of $252.34 million, surpassing the forecast of $238.92 million, marking a 9.9% increase from the same quarter last year [3][6] - The company has a net margin of 11.51% and a return on equity of 9.02%, reflecting efficient management and profitability [4][6] Stock Performance - The stock reached a new 52-week high of $54.42 and is currently trading at $58.79, with a slight increase of 0.20% from the previous session, supported by a trading volume of 4,792,062 shares [2][6] - Over the past year, Cognex's stock performance has been notable, with a high of $59.88 and a low of $22.67, and the company's market capitalization is approximately $9.74 billion [5]

Core Insights - The AI code reader is a crucial tool for information collection, enhancing speed and accuracy while supporting supply chain information management and traceability [1][3] - The global AI code reader market is steadily growing, with projections indicating a market size of approximately 11.78 billion yuan in 2025 and 13.76 billion yuan in 2026 [1][4] - In China, the AI code reader market is expected to reach around 4 billion yuan in 2025 and 4.7 billion yuan in 2026, driven by increasing automation and intelligence in various industries [1][4] Industry Definition and Functionality - AI code readers primarily function to read one-dimensional and two-dimensional codes on products, facilitating information collection through key components such as light sources, imaging, code recognition, and data output [2] Industry Development Status - The integration of advanced technologies like artificial intelligence is significantly boosting the development of key industries, including electronic information manufacturing and consumer goods [3][4] - The demand for production data traceability is increasing, leading to a steady growth in the global AI code reader market [3] Industry Value Chain - The upstream of the AI code reader industry includes components such as image sensors, AI chips, and optical components, while the midstream focuses on production and system integration [6] - The downstream applications span various sectors, including electronics, automotive, and logistics, addressing needs for efficient and precise code reading [6] Industry Development Environment - Related Policies - The government has implemented policies to foster the development of AI code readers, integrating "artificial intelligence+" into traditional industries [8] Industry Competitive Landscape - The AI code reader market is competitive, with major international brands from the US, Germany, and Japan dominating the high-end market [10] - Key domestic players include Shenzhen Simou Information Technology Co., Hikvision Robotics, and Newland Digital Technology [10] Industry Development Trends - The rapid advancement of AI and multimodal models is expected to enhance the adaptability and multitasking capabilities of smart code readers, driving further automation and digital transformation in manufacturing [19]

Financial Data and Key Metrics Changes - Digi International reported quarterly revenues of $122 million, an 18% increase year-over-year [4] - Annualized recurring revenue (ARR) reached $157 million, up 31% year-over-year, marking the fifth consecutive quarter of double-digit growth [4] - Adjusted EBITDA for the quarter was $32 million, a 23% increase year-over-year, with an adjusted EBITDA margin of 25.8%, a new quarterly record [4] - The company generated $36 million in cash during the quarter [4] Business Line Data and Key Metrics Changes - IoT solutions segment grew by 32% year-over-year, while IoT products and services segment grew by 26% year-over-year [5] - The integration of the Jolt acquisition into the SmartSense One platform is progressing well, with strong customer response and cross-selling opportunities [5][6] Market Data and Key Metrics Changes - The company is seeing success across various verticals, including mass transit, utilities, and retail digital signage, with improvements noted in the data center segment [18][20] - The acquisition of Particle is expected to enhance Digi's edge-to-cloud capabilities and expand its addressable market in IoT device management [6][7] Company Strategy and Development Direction - Digi aims to achieve $200 million in ARR and adjusted EBITDA by the end of fiscal 2028, with strategic acquisitions being a top priority [8] - The company is embedding AI capabilities into its products and customer-facing solutions, positioning itself to capitalize on trends in AI, edge computing, and industrial automation [8] - The Particle acquisition is seen as a catalyst for growth, enhancing the company's OEM solutions and overall market presence [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the improving demand environment, particularly in sectors like AI infrastructure and data centers [20] - The company remains cautious about the sustainability of the AI infrastructure buildout but is optimistic about ongoing improvements [20] - Management emphasized a focus on profitable growth rather than growth at all costs, aiming to scale the business responsibly [29] Other Important Information - For fiscal 2026, the company anticipates ARR growth of 23%, revenue growth of 14%-18%, and adjusted EBITDA growth of 17%-21% [10] - The guidance includes the impact of the Particle acquisition, which is expected to contribute approximately $20 million-$22 million in ARR and $13 million-$14 million in revenue [10] Q&A Session Summary Question: Update on demand environment and data centers - Management noted success across various verticals, with improvements in mass transit, utilities, and retail digital signage, and some success in data centers, particularly with the Opengear product line [18][20] Question: Sales synergy opportunities with Particle - Management highlighted the integration of Particle into existing offerings, focusing on embedded-as-a-service solutions and maintaining direct relationships with end users [22][23] Question: Growth rate of Particle and guidance clarification - Management indicated that while Particle will contribute to growth, the overall guidance reflects a cautious approach, with a slight uptick in operational performance [30][32] Question: Gross margin expectations - Management expects continued gross margin expansion as ARR grows, with historical trends indicating a 10-15 basis point increase sequentially [35] Question: Competitive landscape and memory pricing - Management discussed the competitive dynamics in the cellular router market and the impact of memory pricing due to AI demand, emphasizing the importance of supply allocation [47][56] Question: Update on Jolt synergies - Integration efforts from the Jolt acquisition are on track, with both field and support services integration proceeding as planned [59]

Rockwell Automation, Inc. (NYSE:ROK) is included among the 12 Best HVAC Stocks to Buy Now. Oppenheimer Sees Rockwell Automation, Inc. (ROK)'s Operational Gains Largely Priced In On January 20, Oppenheimer analyst Noah Kaye downgraded Rockwell Automation, Inc. (NYSE:ROK) to Perform from Outperform. The firm pointed to Rockwell’s steady progress on operational excellence initiatives. The company has delivered meaningful margin expansion despite weak end markets and has outlined a technology roadmap that su ...

Group 1 - Fortive forecasts fiscal 2026 profit above Wall Street estimates, driven by strong demand in its industrial automation unit [1]

Emerson Electric on Tuesday posted higher first-quarter profit and raised the bottom end of its 2026 adjusted per-share profit forecast, helped by strong demand for industrial automation equipment. ...

来源：新浪证券-红岸工作室 截至1月20日，港迪技术股东户数8348.00，较上期减少1.10%；人均流通股3055股，较上期增加1.11%。 2025年1月-9月，港迪技术实现营业收入3.61亿元，同比减少3.30%；归母净利润4338.69万元，同比减少 25.24%。 分红方面，港迪技术A股上市后累计派现5568.00万元。 机构持仓方面，截止2025年9月30日，港迪技术十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股12.84万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月30日，港迪技术跌0.12%，成交额2093.53万元。两融数据显示，当日港迪技术获融资买入额236.97 万元，融资偿还167.35万元，融资净买入69.62万元。截至1月30日，港迪技术融资融券余额合计6770.98 万元。 融资方面，港迪技术当日融资买入236.97万元。当前融资余额6739.93万元，占流通市值 ...