Logitech International (LOGI) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is an analyst downgrade that appears to have reset expectations for Logitech’s near-term demand and margins. The selloff seems to reflect concern that growth could slow after a strong fiscal 2026, especially in categories tied to consumer peripherals and gaming.
Details:
Logitech shares were indicated lower in premarket trading after Bank of America downgraded the stock and cut its price target, which likely pressured sentiment early in the session.The downgrade was tied to a more cautious view on demand trends and product mix, with margin concerns centered on areas such as pointing devices and gaming.Logitech’s own most recent annual results were solid, with fiscal 2026 sales up 6% to $4.84 billion and non-GAAP operating income up 18%, suggesting today’s move is more about forward expectations than a weak reported quarter.Management’s May outlook for first-quarter fiscal 2027 called for sales growth of 4% to 6%, but the market may now be questioning how durable that momentum will be in a volatile spending environment.Sources:
Logitech Investor Relations, Investing.com, StreetInsider
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
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$LOGI Hedge Fund Activity
We have seen 190 institutional investors add shares of $LOGI stock to their portfolio, and 188 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 3,545,535 shares (+93.0%) to their portfolio in Q1 2026, for an estimated $323,069,149
- MORGAN STANLEY added 1,859,146 shares (+84.9%) to their portfolio in Q1 2026, for an estimated $169,405,383
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,778,511 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $162,057,922
- BARCLAYS PLC removed 1,478,534 shares (-45.1%) from their portfolio in Q1 2026, for an estimated $134,724,018
- JPMORGAN CHASE & CO removed 1,125,474 shares (-33.1%) from their portfolio in Q4 2025, for an estimated $112,795,004
- ACADIAN ASSET MANAGEMENT LLC removed 924,379 shares (-16.8%) from their portfolio in Q1 2026, for an estimated $84,229,414
- MARSHALL WACE, LLP removed 914,134 shares (-71.8%) from their portfolio in Q1 2026, for an estimated $83,295,890
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LOGI Analyst Ratings
Wall Street analysts have issued reports on $LOGI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- Citigroup issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for $LOGI, check out Quiver Quantitative's $LOGI forecast page.
$LOGI Price Targets
Multiple analysts have issued price targets for $LOGI recently. We have seen 4 analysts offer price targets for $LOGI in the last 6 months, with a median target of $114.5.
Here are some recent targets:
- Tim Long from Barclays set a target price of $105.0 on 05/07/2026
- Asiya Merchant from Citigroup set a target price of $124.0 on 05/07/2026
- Alicia Reese from Wedbush set a target price of $135.0 on 05/06/2026
- Erik Woodring from Morgan Stanley set a target price of $89.0 on 01/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
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Logitech Slides 5% as Analyst Downgrade Overshadows Recent Growth
Logitech International (LOGI) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is an analyst downgrade that appears to have reset expectations for Logitech’s near-term demand and margins. The selloff seems to reflect concern that growth could slow after a strong fiscal 2026, especially in categories tied to consumer peripherals and gaming.
Details:
Sources:
Logitech Investor Relations, Investing.com, StreetInsider
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$LOGI Hedge Fund Activity
We have seen 190 institutional investors add shares of $LOGI stock to their portfolio, and 188 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LOGI Analyst Ratings
Wall Street analysts have issued reports on $LOGI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $LOGI, check out Quiver Quantitative's $LOGI forecast page.
$LOGI Price Targets
Multiple analysts have issued price targets for $LOGI recently. We have seen 4 analysts offer price targets for $LOGI in the last 6 months, with a median target of $114.5.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »