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Brooke Flynn

Vice President and Equity Research Analyst at BNP Paribas

Brooke Flynn is a Vice President and Equity Research Analyst at BNP Paribas, specializing in the healthcare sector with a focus on biotechnology and specialty pharmaceuticals. She covers key companies including Biogen, Gilead Sciences, Regeneron Pharmaceuticals, and Vertex Pharmaceuticals, boasting a strong performance track record with a 68% success rate on TipRanks and average return of 22% per rating as of early 2026. Flynn joined BNP Paribas in 2021 after previous roles at Jefferies as a research associate from 2018 to 2021 and at Leerink Partners from 2015 to 2018, where she began her career post-graduation. She holds Series 7, 63, and 86 FINRA licenses and earned a B.S. in Biology from Duke University.

Brooke Flynn's questions to COGNEX (CGNX) leadership

Question · Q4 2025

Brooke Flynn requested a deeper dive into the demand drivers for consumer electronics (CE), including refresh cycles and new device form factors, and inquired whether logistics momentum is primarily from greenfield or brownfield opportunities. She also asked for an update on Cognex's capital allocation priorities for 2026, particularly regarding M&A and acquisition targets, given strong free cash flow.

Answer

Matt Moschner, CEO, attributed CE growth to supply chain shifts, new AI features, strong consumer demand, and new form factors. For logistics, he noted eight consecutive quarters of double-digit growth, significant white spaces, and AI-enabled products, while expecting moderating growth. Dennis Fehr, CFO, reiterated unchanged capital allocation priorities, strong FCF generation, and expected continued >100% FCF conversion, with less contribution from working capital optimization.

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Question · Q4 2025

Brooke Flynn from BNP Paribas requested a deeper dive into end market momentum, specifically the drivers for Consumer Electronics (refresh cycle, new form factors) and whether Logistics growth was primarily greenfield or brownfield. She also asked for an update on 2026 capital allocation priorities, including any M&A or acquisition targets.

Answer

CEO Matt Moschner explained that Consumer Electronics growth is broad-based, driven by supply chain shifts, new AI-enabled devices, strong consumer demand, and new form factors requiring high precision vision. For Logistics, he noted strong double-digit growth for eight quarters, with future moderation expected but long-term optimism due to white spaces and AI-enabled products like SLX. CFO Dennis Fehr reiterated unchanged capital allocation priorities, highlighting strong 2025 free cash flow generation from profitability and working capital optimization, with less working capital contribution expected in 2026 but continued strong cash conversion.

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