Logitech is well-positioned for long-term growth, driven by innovation, strong brand, and balanced B2C/B2B exposure despite near-term macro and tariff headwinds. Margin resilience is supported by price increases, supply chain diversification, and operational efficiency, with tariffs expected to have only a temporary impact. Valuation is attractive: LOGI trades below its 5-year average P/E, offering a margin of safety and potential upside, especially after formal guidance returns.
I maintain my 'Buy' rating on Logitech, supported by strong demand trends, product innovation, and resilient market leadership across key categories. Gaming growth is sustained by successful China-specific strategies and premium partnerships, while AI integration is driving both user experience and internal productivity. LOGI's pricing power and agile supply chain mitigate tariff risks, supporting margin recovery and long-term profitability despite near-term headwinds.
Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
![]() LOGI In 1 month Announced | Annual | $1.59 Per Share |
![]() LOGI 10 months ago Paid | Annual | $1.29 Per Share |
![]() LOGI 10 months ago | Other | $1.36 Per Share |
![]() LOGI 25 Sep 2023 Paid | Annual | $1.17 Per Share |
![]() LOGI 26 Sep 2022 Paid | Annual | $0.98 Per Share |
29 Jul 2025 (In 3 days) Date | | 1.08 Cons. EPS | - EPS |
21 Jul 2025 Date | | 0.98 Cons. EPS | - EPS |
27 Apr 2025 Date | | - Cons. EPS | - EPS |
20 Jan 2025 Date | | 1.31 Cons. EPS | 1.59 EPS |
21 Oct 2024 Date | | 1.11 Cons. EPS | 1.2 EPS |
![]() LOGI In 1 month Announced | Annual | $1.59 Per Share |
![]() LOGI 10 months ago Paid | Annual | $1.29 Per Share |
![]() LOGI 10 months ago | Other | $1.36 Per Share |
![]() LOGI 25 Sep 2023 Paid | Annual | $1.17 Per Share |
![]() LOGI 26 Sep 2022 Paid | Annual | $0.98 Per Share |
29 Jul 2025 (In 3 days) Date | | 1.08 Cons. EPS | - EPS |
21 Jul 2025 Date | | 0.98 Cons. EPS | - EPS |
27 Apr 2025 Date | | - Cons. EPS | - EPS |
20 Jan 2025 Date | | 1.31 Cons. EPS | 1.59 EPS |
21 Oct 2024 Date | | 1.11 Cons. EPS | 1.2 EPS |
Computer Hardware Industry | Technology Sector | Johanna W. Faber CEO | NASDAQ (NGS) Exchange | H50430232 Cusip |
CH Country | 7,300 Employees | 22 Sep 2025 Last Dividend | 17 Jul 2006 Last Split | - IPO Date |