Added to YB: 2026-03-12
Pitch date: 2026-01-08
LOGI [bearish]
Logitech International S.A.
-11.87%
current return
Author Info
No bio for this author
Company Info
Logitech International S.A., through its subsidiaries, designs, manufactures, and markets software-enabled hardware solutions that connect people to working, creating, and gaming worldwide.
Market Cap
N/A
Pitch Price
CHF 77.34
Price Target
67.50 (-22%)
Dividend
1.52%
EV/EBITDA
16.34
P/E
23.40
EV/Sales
N/A
Sector
Technology Hardware, Storage and Peripherals
Category
N/A
Logitech International S.A. - $LOGI (short)
LOGI (short): Memory prices surging 75%+ in 2026 due to AI datacenter demand will drive HSD%+ PC price increases & MSD-HSD% volume destruction, causing MSD-HSD%+ EPS miss vs $5-6 consensus. Multiple to compress to mid-teens (from 17-18x) on misses = -20-30% downside. Risks: memory shortages, SE Asian competition vs 40%+ gross margins, Windows refresh ending.
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