LOGI Logitech International S.A.

$LOGI $105 16 OCT 26 CALL 100 $0.60 ➡️ $1.20 100% GAINER! HIT THE FOLLOW AND CLICK THE LINK TO JOIN MY CHANNEL (NFA)

🟢 $LOGI +100% GAINER! 🔥🔥🚀 DOUBLED UP! 💰🎯 CONGRATULATIONS TO EVERYONE WHO CAUGHT THIS PLAY! ANOTHER WIN FOR THE VIP! 🟢✅

Logitech just gave all 7,000 employees a paid day off to play GTA 6 on launch day. CEO Hanneke Faber says gaming actually makes the team more productive. $LOGI jumped ~2.5% on the news, adding roughly $357 million in market cap. Peak gaming culture meeting peak capitalism. 🎮📈

$LOGI Logitech's headline was sales up 3% to 1.22 billion dollars in Q2. The category table in the 10-Q is more split than that. Tablet Accessories fell 31.9% to 58.0 million dollars, down 27.1 million from a year ago. Webcams fell 9.2% too. Excluding Tablet Accessories, sales grew about 5.4%. Gaming rose 8.0% to 349.3 million dollars and Video Collaboration rose 12.4% to 188.4 million. Together they added 46.7 million, more than the whole company's 32.8 million increase. The filing also says a semiconductor supplier plant, closed in late June and reopened in September, is still running below the capacity Logitech needs, and availability will stay affected in Q3.

the loser is $LOGI, ~12% lower premarket, 111.82 to ~98.24. the quarter itself was fine, sales 1.22 billion dollars up 3%, adjusted EPS 1.51. the hit is the guide: next quarter sales seen down 5% to flat in constant currency, with a supplier shutdown costing about 70 to 80 million dollars of sales. management says it should be largely resolved by Q4. results came after yesterday's close. premarket quote.

$LOGI reported earnings after the close today. EPS beat estimates: $1.51 vs. $1.34 expected, according to Stock Meadow. What do you think?

$LOGI Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $1.51 up 4.14% YoY • Reported revenue of $1.22B up 2.76% YoY • Logitech expects Q3 FY27 sales of $1.36B, sales growth/decline from -4% to 1% in US dollars and from -5% to 0% in constant currency, and non-GAAP operating income of $220M.

$LOGI reports earnings today after the close. I’m bullish heading into the report: LOGI has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $1.34. What are you watching for?