Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?
Logitech International S.A. is downgraded to Hold due to a critical supplier shutdown despite strong demand and margin expansion. Q1 2027 net sales grew 7% y/y, with the Americas leading at 11% CC and robust category growth in Gaming and Pointing Devices. Supply chain disruption could impact Q3 2027 revenue by up to $200 million (~14%), risking sharp margin compression and earnings estimate downgrades.
LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,480 | $837,204.03 | $869,030.4 | $31,826.37 | 3.8% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 2,535 | $176,293.43 | $259,786.8 | $83,493.37 | 47.36% |
Curtis Ellergodt Rothschild Investment LLC | 150 | $14,366.41 | $15,537.75 | $1,171.34 | 8.15% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3,036 | $285,520 | $322,817.88 | $37,297.88 | 13.06% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 220 | $21,020.1 | $22,805.2 | $1,785.1 | 8.49% |
| Technology Hardware, Storage & Peripherals Industry | Information Technology Sector | Johanna W. Faber CEO | NASDAQ (NGS) Exchange | H50430232 CUSIP |
| CH Country | 7,300 Employees | 21 Sep 2026 Last Dividend | 17 Jul 2006 Last Split | - IPO Date |
Logitech International S.A. stands as a global leader in the realm of personal peripherals, connecting users to the burgeoning sphere of digital and cloud experiences across the globe. Established in 1981 and headquartered in Lausanne, Switzerland, Logitech has expanded its reach far beyond its initial offerings, evolving into a multifaceted conglomerate. Its product line is diverse, touching on various sectors such as computing, gaming, video conferencing, and mobile accessories. The company caters to a wide audience through an extensive channel network comprising consumer electronics distributors, retailers, e-tailers, mass merchandisers, specialty stores, computer and telecommunications stores, value-added resellers, and online merchants. Embracing multiple brands such as Logitech, Logitech G, ASTRO Gaming, Streamlabs, Blue Microphones, Ultimate Ears, and Jaybird, Logitech International S.A. prides itself on innovation, quality, and user experience.