LOGI Logitech International S.A. Loading... : Investor Sentiment and Bull/Bear Views
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02:49
Aug 20
Aug 20
JPMorgan lowers its price target on Logitech to $102 from the previous $120.
JPMorgan lowers its price target on Logitech to $102 from the previous $120, reflecting a more cautious valuation outlook.
15:08
Jul 29
Jul 29
Strong demand and resilient margins amid disruption.
Logitech delivered its tenth consecutive quarter of growth with 44% operating income growth and 270bps gross margin expansion (ex-tariff), driven by strong demand across mice, gaming, and video conferencing. The company has a strong balance sheet ($1.5B cash, no debt) and is offsetting unprecedented component cost increases through cost reductions and premiumization. The temporary semiconductor supplier disruption is ring-fenced to Q2-Q3 with mitigation plans and healthy inventory providing a buffer. The CEO is optimistic on gaming demand heading into the holiday season with new product launches and the upcoming GTA VI release.
HIGH
18:28
Jan 28
Jan 28
Logitech can grow via peripherals and B2B.
Logitech beat earnings and is managing component costs and tariffs through diversified manufacturing. With a 1.5 billion PC installed base where less than half use a mouse and less than one-third use an external keyboard, plus healthy double-digit B2B demand and AI-enabled products, the company sees room to grow from 6% toward high single digits.
HIGH
About LOGI Investor Commentary
Across the available history and selected sources, Buzzberg tracks LOGI (Logitech International S.A.) across 2 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 67% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: FirstSquawk, Hanneke Faber.