Consensus estimates for Logitech’s fiscal quarter ending September 30, 2026, anticipate revenue of $1.21 billion and non-GAAP EPS of $1.34, while the stock currently trades at $110.34, slightly above the analyst price target of $106.00.
Investors are primarily focused on the financial impact of a semiconductor supplier facility closure, which management expects will create a $20 million revenue headwind this quarter and a potential $200 million drag in the subsequent period.
Despite these supply disruptions, the company enters the report with momentum in Gaming and Pointing Devices, which drove 7% growth in the previous quarter. Analysts are also evaluating if elevated marketing and R&D spending will weigh on near-term operating margins or successfully sustain market share gains.