Core Insights - The Zacks Computer-Peripheral Equipment industry is positioned to benefit from increasing demand for professional gaming accessories, touchscreen and wireless devices, smart glasses, and RFID solutions, supported by improving PC shipments [1][2] Industry Overview - The industry includes companies that provide computer input, output, and storage devices, such as keyboards, mice, LCD panels, smart glasses, 3D printers, and gaming accessories [3] - The competitive nature of the industry drives innovation and product development to meet current demand trends [3] Growth Trends - A shift in consumer preference towards professional gaming and the rise of e-sports is a significant growth driver for the industry [4] - The 3D printing market is expected to offer long-term investment opportunities as various sectors adopt 3D technologies for design and modeling [4] - The global computer peripherals market is projected to grow from $162.9 billion in 2025 to $183.53 billion by 2029, reflecting a CAGR of 3% [5] Demand Drivers - Increasing commercial PC demand, particularly for PCs with AI capabilities, is anticipated to boost the computer peripheral industry's prospects [6] - The ongoing PC refreshment cycle and Windows 11 upgrades are expected to further drive market growth [6] Financial Performance - The Zacks Computer-Peripheral Equipment industry has outperformed the S&P 500, with a 25.2% increase over the past 12 months, while the S&P 500 and broader sector rose by 20.1% and 27.9%, respectively [13] - The industry is currently trading at a forward 12-month P/S ratio of 0.87X, significantly lower than the S&P 500's 5.31X and the sector's 6.64X [16] Company Highlights - Identiv focuses on RFID and IoT devices, benefiting from design agreements and technical expertise, with a consensus estimate for a 2026 loss of 70 cents per share [19][20] - TransAct Technologies specializes in transaction-based printers, experiencing growth due to digital transformation, with a consensus estimate for a 2026 loss of 5 cents per share [24][26] - Logitech, a leader in PC peripherals, has seen a recovery with six consecutive quarters of sales growth, driven by hybrid work trends and partnerships with cloud providers, with a revised earnings estimate of $5.61 per share for fiscal 2026 [29][32] - LG Display is benefiting from healthy demand for its display panels, with a consensus estimate for 2026 earnings of 27 cents per share, reflecting a 36.6% stock surge over the past year [34][36]