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Analyst: Logitech Faces Tough Environment Ahead

There's still room for more optimism to unwind

Deputy Editor
Feb 22, 2023 at 9:25 AM
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UBS downgraded the U.S.-listed shares of Logitech International SA (NASDAQ:LOGI) to "neutral" from "buy," sending the equity 0.8% lower in premarket trading.

The analyst cited an "incrementally tougher" environment, less visibility, and heightened competition as reasons for the bear note. "Cost savings will be supportive to earnings growth but Logitech is operating in a low-barrier-to-entry hardware end market and it is key to have some visibility on topline growth, something we miss right now," UBS said in its note.

This comes roughly a month after Wedbush downgraded LOGI following lackluster preliminary third-quarter results. In that time, optimism began to unwind; however, five of the eight covering brokerages still rate the security a "strong buy," still leaving room for sentiment to shift to the negative.  

A further change in tune within the options pits could take place, too, as these bettors are more call-biased than usual. This is per Logitech stock's 50-day call/put volume ratio that sits higher than 87% of annual readings back at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). 

Weighing in with options could be a good route to go. LOGI's Schaeffer's Volatility Index (SVI) of 35% sits in the relatively low 15th percentile of its annual range, meaning the stock is currently sporting attractively priced premiums.

On the charts, the $54 level still seems to be providing the shares with some soft support, though several long-term trendlines are poised to move in as layers of resistance. Year-over-year, Logitech stock is down more than 26%.

 
 

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