Logitech(LOGI)
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Logitech(LOGI) - 2026 Q2 - Quarterly Results
2025-10-28 20:06
Operational Excellence and Strategic Priorities Drive Strong Second Quarter LAUSANNE, Switzerland, and SAN JOSE, Calif., Oct. 28, 2025 — SIX Swiss Exchange Ad hoc announcement pursuant to Art. 53 LR — Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced financial results for the second quarter of Fiscal Year 2026. Exhibit 99.1 Editorial Contacts: Nate Melihercik, Head of Investor Relations - ir@logitech.com Bruno Rodriguez, Head of Corporate Communications - mediarelations@logitech.com Ben Star ...
LPL vs. LOGI: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-10-27 16:41
Core Insights - Investors in the Computer - Peripheral Equipment sector may consider LG Display (LPL) and Logitech (LOGI) for potential value opportunities [1] Group 1: Zacks Rank and Earnings Outlook - LG Display has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Logitech has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting LPL has an improving earnings outlook [3] Group 2: Valuation Metrics - LPL has a forward P/E ratio of 6.92, significantly lower than LOGI's forward P/E of 22.10 [5] - LPL's PEG ratio is 0.26, while LOGI's PEG ratio is 3.52, indicating LPL may be undervalued relative to its expected EPS growth [5] - LPL's P/B ratio is 0.93, compared to LOGI's P/B of 8.05, further highlighting LPL's relative valuation advantage [6] Group 3: Value Grades - LPL has earned a Value grade of A, while LOGI has a Value grade of C, suggesting LPL is more attractive to value investors [6]
Logitech Eyes Breakout Before Earnings—Citigroup Sees 30% Upside
MarketBeat· 2025-10-24 18:44
Core Insights - Logitech International's stock has increased by 33% this year, outperforming the S&P 500 and NASDAQ, which are up approximately 13% and 22.5% respectively [1] - The company operates in the technology sector, focusing on computer peripherals and video collaboration tools, rather than artificial intelligence [2] - Citigroup upgraded Logitech's stock from Neutral to Buy, with a price target of $130, indicating a potential 30% increase from the current price [3] Innovation and Product Development - Logitech has recently gained attention for its innovative products, including the Logitech Spot, recognized as a Best Invention of 2025, which helps manage office space and monitor environmental conditions [5] - The company also launched Muse, a digital pencil for Apple Vision Pro, which started selling on October 22, with expected revenue impacts to be assessed in future quarters [6] Market Outlook and Analyst Ratings - Citigroup's bullish outlook is supported by an improving environment for computer accessories, driven by a return to office trends and increased gaming activity at home [8] - Recent positive PC shipment data and a rise in video conference equipment orders further bolster this outlook [8] Manufacturing and Tariff Management - Logitech has effectively managed tariff concerns by reducing the share of products manufactured in China from 40% to 10%, while diversifying its global manufacturing footprint [11][10] - Approximately two-thirds of Logitech's sales occur outside the United States, which mitigates some risks associated with domestic tariffs [11] Valuation and Earnings Expectations - Logitech's stock is currently trading at around 26 times forward earnings, which is a premium compared to historical averages, raising concerns about the sustainability of earnings growth [12] - Analysts are looking for more substantial earnings growth than the currently forecasted 3% when the company reports its earnings [12] Stock Performance and Technical Analysis - Logitech's stock is trading above its 50-day simple moving average and has been in an uptrend since April, although it is currently consolidating gains [13] - The 50-day SMA has provided support, and as long as the stock remains above this level, there is potential for further upside [14]
Logitech (LOGI) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-10-23 14:16
Core Insights - Wall Street analysts expect Logitech to report quarterly earnings of $1.22 per share, reflecting a year-over-year increase of 1.7% and revenues of $1.17 billion, up 5.1% from the previous year [1] Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] Key Metrics Projections - Analysts predict 'Net Sales- Pointing Devices' to reach $201.71 million, a change of +3% year-over-year [4] - 'Net Sales- Keyboards & Combos' are expected to be $216.87 million, indicating a +3.3% change from the prior year [4] - 'Net Sales- Webcams' are projected at $88.19 million, reflecting a +9.9% change year-over-year [4] - 'Net Sales- Headsets' are estimated at $48.37 million, showing a +3.1% change from the previous year [5] - 'Net Sales- Video Collaboration' is forecasted to reach $172.64 million, indicating an +8.1% change year-over-year [5] - 'Net Sales- Gaming' is expected to be $321.00 million, reflecting a +6.8% change from the prior year [5] - 'Net Sales- Other' is projected at $32.00 million, indicating a year-over-year change of -14.1% [6] - 'Net Sales- Tablet Accessories' are expected to reach $92.30 million, reflecting a +7.8% change year-over-year [6] Stock Performance - Logitech shares have increased by +0.7% in the past month, compared to the Zacks S&P 500 composite's +0.2% [6] - With a Zacks Rank 3 (Hold), Logitech is expected to closely follow overall market performance in the near term [6]
Logitech CEO Hanneke Faber says she would consider adding an AI agent to her board of directors
Yahoo Finance· 2025-10-16 09:11
In today’s CEO Daily: Lee Clifford on adding an AI and corporate governance. The big story: Trump’s crypto empire has earned him $1 billion-plus so far. The markets: Mostly up. Plus: All the news and watercooler chat from Fortune. Good morning. Would you add an AI to your company’s board? Yes, the idea sounds crazy. Then again, what would you think about a board member with perfect recall, exemplary computation skills, and the ability to dig into data and ask hard questions? Starts to sound not so cra ...
Markets rebound on Bessent's remarks, top calls from Wall Street, Apple's M5 chip product updates
Youtube· 2025-10-15 18:25
Market Overview - Major averages are experiencing a rebound, with the Dow up approximately 350 points (0.75%), the S&P up nearly 1%, and the Nasdaq up about 1.1% [2] - The Russell 2000 index has reached a new record high, increasing by about 1.4% for the session and up 13% year-to-date [3] Banking Sector Performance - Bank of America and Morgan Stanley reported stronger-than-expected third-quarter results, driven by a surge in deal-making on Wall Street [8] - Morgan Stanley achieved a record quarter in its equity underwriting business, while Bank of America set a record for its lending margin and net interest income [9][10] - Goldman Sachs reported over $1 trillion in M&A volume advised year-to-date, indicating strong performance across major banks [10] - Analysts expect street estimates for bank earnings to rise for 2026, reflecting positive trends in loan demand and credit quality [12][15] Trade Tensions and Economic Implications - U.S. Treasury Secretary and U.S. Trade Representative criticized China for new restrictions on rare earth exports, labeling it as economic coercion [28][29] - The U.S. aims to diversify supply chains rather than decouple from China, with ongoing discussions at staff levels [30] - President Trump indicated potential retribution against China regarding cooking oil imports, which could impact U.S. farmers [32][39] ETF Market Trends - ETF net inflows surpassed $1 trillion, significantly ahead of last year's total, with strong interest in thematic and fixed-income ETFs [82][83] - The shift from mutual funds to ETFs is evident, with significant inflows into S&P 500 index-based products and thematic ETFs related to artificial intelligence and nuclear energy [84][86] - Retail investors are driving demand for thematic strategies, indicating a resurgence in retail-driven trading [88] Oil Seed Processing Sector - Bungi, a major oil seed processor, reported positive earnings and updated guidance, benefiting from potential reductions in Chinese used cooking oil imports [40][41] - The sector is expected to gain from a shift away from Chinese imports, with companies like ADM and Darling Ingredients also positioned to benefit [42]
Logitech Spot Named a TIME Best Invention of 2025
Businesswire· 2025-10-09 16:06
Core Insights - Logitech Spot, a workplace occupancy and environmental sensor, has been recognized as a Best Invention of 2025 by TIME, highlighting its significance in enhancing employee productivity and room health [1] Company Overview - Logitech is a prominent player in the technology sector, focusing on innovative solutions that improve workplace environments [1] Product Details - The Logitech Spot utilizes radar-based technology to monitor workplace occupancy and environmental conditions, addressing hidden barriers to productivity [1] - The sensor has been awarded in the productivity category, showcasing its role in advancing workplace efficiency [1]
Logitech Targets Hybrid Work Needs With Zone Wireless 2 Launch
ZACKS· 2025-09-30 15:30
Product Launch - Logitech has launched two new headsets, the Zone Wireless 2 ES and the Zone Wired 2, aimed at enhancing focus for office workers [1] - The headsets feature adaptive noise cancellation and AI-powered microphones to block background sounds [2] - The wireless version offers up to 20 hours of talk time and 25 hours of listening time, while the wired version is a plug-and-play option [3] Design and Sustainability - The headsets incorporate design elements from gaming headsets for comfort during long use and allow customization through the Logi Tune app [4] - Logitech emphasizes sustainability by using recycled materials and offering replaceable parts to extend product lifespan [4] Pricing and Availability - The Zone Wireless 2 ES will be available in November for $159.99 (Bluetooth) or $179.99 (with receiver), while the Zone Wired 2 will be available in December for $129.99 [5] Strategic Growth - Logitech is expanding its product line beyond consumer accessories into enterprise and hybrid work solutions to enhance productivity [5] - The company is also innovating in gaming, streaming, and spatial computing, showcasing significant updates at the Logitech G PLAY 2025 event [6] AI and Collaboration Tools - A notable product is the Streamlabs AI Streaming Agent, which utilizes NVIDIA technology for enhanced streaming capabilities [7] - Logitech is collaborating with Apple on the Vision Pro, introducing Muse, a digital pencil for spatial computing [8] Market Demand - The shift towards hybrid work setups is driving demand for Logitech's video collaboration tools and other products, as companies invest in remote work solutions [9]
X @Bloomberg
Bloomberg· 2025-09-30 07:06
Logitech's newest wireless mouse has a built-in motor that brings vibrating video game-like feedback to creative apps https://t.co/Vn34U9Zsyu ...
Remastering an Icon: Introducing Logitech MX Master 4
Businesswire· 2025-09-30 07:01
Core Insights - Logitech has launched the MX Master 4, the latest addition to the MX Master series, aimed at enhancing the productivity of creative professionals, developers, and business users [1] - The MX Master 4 features immersive haptic feedback, advanced software, and improved connectivity, setting a new benchmark for control, precision, and productivity in demanding workflows [1] Product Features - The MX Master 4 is designed to empower users with its advanced capabilities, catering specifically to the needs of professionals [1] - Key enhancements include stronger connectivity and immersive haptic feedback, which contribute to a more efficient user experience [1]