The issues that led to all three stocks underperforming the market in the first half of 2025 appear temporary, and their long-term growth prospects look superb. With the underlying growth in the adoption of machine vision (with AI as an additional driver) and a return to cyclical growth in its key end markets (automakers and consumer electronics can't avoid developing new products forever), Cognex is positioned to achieve management's aim of 10% to 11% annual organic growth through the cycle. Hexcel's near- ...