Logitech stock gains 1.65% from prior report as supply risk persists

Logitech stock traded at 90.33 euros on Lang & Schwarz at 17:52 CET on Wednesday, November 11, 2026. That was 1.65 percent above the 88.86-euro quote recorded in the previous report at 11:39 CET the same day.

The move provides a fresh market signal after Logitech's latest quarterly update, but the operating debate remains focused on supply execution during the holiday period.

Growth Remains Broad Across Key Categories

Logitech reported sales of 1.219 billion US dollars for the fiscal second quarter ended September 30, 2026, up 3 percent in US dollars and 2 percent in constant currency from the prior-year quarter. The company said the period marked its eleventh consecutive quarter of year-over-year growth.

Gaming sales rose 8 percent to 349.3 million US dollars, while Video Collaboration revenue increased 12 percent to 188.4 million US dollars. Keyboards and Combos and Pointing Devices each grew 4 percent, although Webcams and Tablet Accessories declined.

Holiday Supply Risk Sets The Next Test

A serious incident at a semiconductor supplier's facility remains the main near-term constraint. The site reopened in September and is ramping production, while management expects full production by the end of calendar 2026 and says the disruption should be largely resolved by fiscal Q4.

For fiscal Q3, Logitech guides to sales of 1.36 billion to 1.43 billion US dollars, including an estimated 70 million to 80 million US dollar impact from the supplier incident. Non-GAAP operating income is expected to range from 220 million to 255 million US dollars.

Investors will now watch product availability, holiday-quarter shipments and logistics costs. Continued demand in Gaming and Video Collaboration offers support, but component constraints could limit how much demand converts into sales.

Swiss equities remain in focus in the SMI market overview.

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