Things have certainly stalled for CGNX with the stock down nearly 11% over the last year as revenue and earnings have been in decline. It appears that the business has some cyclicality looking at the company's fundamentals but it does also play into AI trends. Analyst estimates are ~14% revenue growth and above 40% earnings growth for 2025 and 2026, so it may be entering a demand cycle. CGNX does look decent outside of the current growth trends with no debt and a good ability to generate cash flows. CNR is of course much safer as a quality large cap stock that pays a nice dividend and will see less volatility. The decision really comes down to risky growth vs lower growth, less volatility, and dividend safety. GOOGL is by far the largest name and could offer the best combination of growth and risk but it is totally different business. For growth, we would probably lean GOOGL but it really depends on how aggressive an investor is. CNR is the only big dividend payer/grower out of the three. GOOG just started its (tiny) dividend.
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