Last month we called the consensus hockey stick in machine vision revenues worth watching sceptically. Four weeks later the analysts blinked: 2026 growth for the listed vision players was cut from 16.8% to 13.9%, while 2027 was lifted from 6.8% to 9.5%. Nothing was cancelled – it was deferred. Meanwhile Europe is brightening up. German factories hit a 51-month high on defence and data-centre orders, and the defence primes are now signing nine-figure cheques for series production capacity.
