LOGI

Over the past six months, Logitech declared a dividend of US$1.68 payable on September 23, 2026, and an earlier dividend of CHF 1.36 per share was approved. On July 28, 2026, the company reported strong Q1 FY27 results, with non-GAAP EPS of $1.85 and revenue of $1.23 billion, including a $61 million tariff refund. However, a serious incident at a semiconductor supplier in late June 2026 is expected to cause a $20 million revenue headwind in Q2 and impact up to $200 million of net sales in Q3 Fiscal Year 2027, tempering investor enthusiasm. Logitech also launched the MX Keypad for developers and partnered with SEGA for its Logitech G gaming brand, contributing to positive sentiment. Analyst ratings have been mixed, with some downgrading the stock to 'Hold' due to supply disruption and rising component costs, while others maintained 'Sell' or 'Underweight,' leading to fluctuations influenced by broader technology sector trends, AI enthusiasm, and geopolitical tensions. Over the last 12 months, the stock's price decreased by 7.90%, with a year-to-date return of 2.31%, and increased by 4.30% in the past month.