Update shared on 10 Nov 2025
Fair value Increased 11%Analysts have raised their price target for Logitech International from $90.81 to $100.38 per share. They cite improved expectations for revenue growth and profit margins.
What's in the News
- Issued new earnings guidance for Q3 fiscal 2026, projecting sales between $1,375 million and $1,415 million. The company expects year-over-year sales growth of 3% to 6% in US dollars and 1% to 4% in constant currency (Corporate Guidance).
- Announced the Muse digital pencil for Apple Vision Pro, featuring advanced spatial computing capabilities and precision tracking, with support coming to leading spatial apps (Product Announcement).
- Unveiled the MX Master 4 mouse, offering customizable haptic feedback, enhanced connectivity, and sustainability features. The device is designed for creative professionals and business users (Product Announcement).
- Introduced the Signature Slim Solar+ K980 wireless keyboard, powered by any light and engineered for sustainability and ease of use. A version for business with advanced IT integration is also available (Product Announcement).
- Launched Zone Wireless 2 ES and Zone Wired 2 headsets with AI-powered noise canceling, designed for productivity in noisy office environments. These headsets incorporate sustainable materials and feature long battery life (Product Announcement).
Valuation Changes
- Consensus Analyst Price Target (fair value) has increased from CHF 90.81 to CHF 100.38 per share, reflecting higher valuation expectations.
- The discount rate has risen slightly, moving from 4.94% to 5.01%.
- Revenue growth forecast has improved, now expected at 6.22% compared to the previous 5.62%.
- Net profit margin is projected higher, increasing from 13.60% to 14.14%.
- The future P/E ratio estimate has edged up modestly from 24.06x to 24.17x.
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