Update shared on 25 Nov 2025
Fair value Decreased 0.39%Logitech International's analyst price target has seen a slight decrease from $100.38 to $99.98, as analysts cite modest adjustments in growth outlook and margin expectations.
What's in the News
- Logitech opened its first Experience Store in San Francisco’s Union Square. The store offers immersive demonstrations of its latest products and features, such as complimentary engraving for the MX Master 4 (Business Expansions).
- The company issued new guidance for Q3 FY2026, projecting sales between $1,375 million and $1,415 million. Annual sales growth is expected to be 3% to 6% in US dollars and 1% to 4% in constant currency (Corporate Guidance).
- Logitech launched several new products, including the MX Master 4 mouse with enhanced haptic feedback and green materials, the Muse digital pencil for Apple Vision Pro, and the Signature Slim Solar+ K980 wireless keyboard powered by light (Product-Related Announcements).
- The company announced new Zone Wireless 2 ES and Zone Wired 2 headsets featuring adaptive noise cancellation, AI-powered microphones, and sustainable materials (Product-Related Announcements).
- Logitech approved an increased dividend of CHF 1.26 per share, with payment expected on September 24, 2025 (Dividend Increases).
Valuation Changes
- The Fair Value Estimate has edged down from $100.38 to $99.98, reflecting a minor revision in expectations.
- The Discount Rate has decreased slightly from 5.01% to 5.00%.
- The Revenue Growth Forecast has been reduced modestly from 6.22% to 6.07%.
- The Net Profit Margin is projected to rise marginally from 14.14% to 14.22%.
- The Future P/E Ratio has increased from 24.17x to 25.22x, indicating a slightly higher valuation on projected earnings.
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