Wedbush analysts project Logitech will report fiscal Q3 revenue of $1.415 billion, representing 6 percent year-over-year growth and topping both the Street’s $1.402 billion consensus and the company’s own $1.375–$1.415 billion guidance range. This forecast reflects Logitech’s ability to navigate headwinds from U.S. import tariffs while regaining momentum in Greater China, where sales rebounded by an estimated 12 percent sequentially in Q3. Strength in core categories such as PC peripherals, gaming headsets and video collaboration devices underpins the profitable growth trajectory, with gross margins expected to expand by roughly 100 basis points owing to favorable product mix and disciplined cost management.

The Large Cap International Portfolio reduced its stake in Logitech by 6.89 percent, selling 2,460 shares and lowering its holding to 33,256 shares. This disposal follows the fund’s accumulation phase through 2024 and represents approximately $80 thousand at current market levels. While the sale accounts for a small fraction of Logitech’s nearly 140 million diluted shares outstanding, it underscores a measure of caution among institutional investors as the company contends with foreign exchange volatility and competitive pressures in the fast-growing video collaboration market.