juan maria asensio garcia/iStock via Getty Images Logitech International S.A. ( LOGI ) reported the company's fiscal Q3 results from the seasonally strong October-December period on the 27th of January. The company's growth and margins have remained good across most categories, setting up stable growth expectations. Weakness in the gaming category shadows an otherwise very good report. I downgrade...
juan maria asensio garcia/iStock via Getty Images Logitech International S.A. ( LOGI ) reported the company's fiscal Q3 results from the seasonally strong October-December period on the 27th of January. The company's growth and margins have remained good across most categories, setting up stable growth expectations. Weakness in the gaming category shadows an otherwise very good report. I downgraded my rating on the stock to Hold in my previous January 2025 article , titled " Logitech: Strong Q3, But Notable Currency Headwinds Ahead ". The stock has since lost -5% of its value, losing to the S&P 500's 14% return. My Rating History on LOGI (Seeking Alpha) Logitech Q3 Review Logitech reported fiscal Q3 results that came in above the company's guidance and Wall Street's consensus estimates. Revenues were reported at $1421 million, slightly beating the company's own $1375-1415 million guidance range and beating Wall Street's consensus by $14 million. Adjusted operating income came in at $312 million, beating Logitech's own $270-290 million guidance more noticeably and leading to a good EPS beat. The $1.93 adjusted EPS came in $0.12 above Wall Street's consensus. The quarter is Logitech's 12th consecutive EPS beat. It seems that Logitech has a habit of guiding earnings conservatively, leading to relatively low Wall Street expectations as well. Author's Illustration Using TIKR Data Logitech had a strong performance in most product categories. Total constant currency revenue growth came in at 4%, reflecting strength in keyboards & combos, pointing devices, tablet accessories, and other products. Logitech notes market share gains in a number of categories. The company's product strategy has worked well with the launch of the MX Master 4 mouse and other products. Weaker revenues in webcams and headsets aren't critical to Logitech as they have a very small scale. By market, Logitech's revenues held up in the Americas and EMEA with 0% and 2% constant currency growth, respective...
Justin Paget/DigitalVision via Getty Images Camping World Holdings ( CWH ) has certainly seen its bursts and reality checks. In early 2020, shares fell below $5/share only to spike above the $30/share mark by the middle of the pandemic year. The performance has been sporadic since then, with swings higher and lower. I view the swings as natural, given the seasonal cycles of the RV business. With s...
Justin Paget/DigitalVision via Getty Images Camping World Holdings ( CWH ) has certainly seen its bursts and reality checks. In early 2020, shares fell below $5/share only to spike above the $30/share mark by the middle of the pandemic year. The performance has been sporadic since then, with swings higher and lower. I view the swings as natural, given the seasonal cycles of the RV business. With shares now trading at around the $13.30/share mark and still down 40% over the last year, despite it’s nearly 40% rise YTD, I believe the stock and its outlook is worth an update. In recent months, the company installed a new CEO and announced a partnership with Costco ( COST ). While these events could certainly be viewed as forward catalysts, I don’t necessarily believe the valuation is right at this junction in time. Seeking Alpha - Basic Trading Data Of CWH Stock CWH Stock Key Metrics Despite its significant pullback over the past year, CWH is still a stock that commands a nearly 40x multiple to earnings. Not only is that well above CWH’s historical averages , but it’s a significant premium to the broader markets, which though itself is arguably stretched, is still a better value than CWH. It could be viewed as a surprise, then, that CWH is still graded highly on valuation by the Seeking Alpha (“SA”) quants. Looking closer, this is due to the company’s low valuation when assessed through the lens of its enterprise value to sales, which at 0.72x is discounted to the sector median of 1.4x. Seeking Alpha - Valuation Metrics Of CWH Stock Still, CWH is viewed negatively overall by the quants, primarily due to its poor grading on profitability and momentum. This echoes the sentiment by the broader SA community, who view CWH as ‘neutral’ as opposed to a downright ‘sell’ by the quants. Seeking Alpha - Ratings Summary Of CWH Stock The question then becomes ‘ what are Wall Street analysts seeing that most others are missing? ’ Over the last 90 days, there have been ratings from 12...
Netflix reported earnings and results were solid, but guidance left investors wanting more. In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Netflix earnings. earnings. Netflix going all-cash for Warner Bros. Discovery . . Bond markets in turmoil. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you'r...
Netflix reported earnings and results were solid, but guidance left investors wanting more. In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Netflix earnings. earnings. Netflix going all-cash for Warner Bros. Discovery . . Bond markets in turmoil. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. This podcast was recorded on Jan. 21, 2026. Travis Hoium: Netflix reported earnings last night, and the stock is down today. What's going on? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium joined by Rachel Warren and Lou Whiteman. The big news over the last 24 hours has been Netflix. They reported earnings yesterday. The numbers looked pretty good, but the stock's down about 3% as we're recording, it was down about 5% to the open. But, Rachel, what did you see from the results from Netflix? Rachel Warren: Despite the market's response, I would say it was a pretty good report for the company, and I want to talk about a few of these numbers and metrics. Netflix, their Q4 revenue was just a little over 12 billion. That was actually up about 18% from one year ago. Earnings per share of $0.56. Now, both were slightly above what Wall Street had been projecting. The main driver of the stock drop that we saw post earnings had to do with management's forecast for slower revenue growth in 2026. They're looking for anywhere between 12-14% growth compared to 16% in 2025. They also guided for lower than expected Q1 profit expectations. Now, I think it's important to remember, Netflix is performing pretty strongly as a mature business. This is a much more mature company than even five, six years ago. They are really navigating a period of significant transition, and I think that's feeding a lot into investor uncertainty. They reached a massive milestone of about 325 ...
(RTTNews) - Indian shares look set to open a tad lower on Friday as investors react to a slew of earnings results announced after market hours the previous day and await the Union Budget presentation on Sunday. ITC, Vedanta, Dixon Tech, Voltas and Blue Star have unveiled their quarterly results after market hours while Bajaj Auto, Bank of Baroda, Blue Dart, NALCO and Nestle are due to report their...
(RTTNews) - Indian shares look set to open a tad lower on Friday as investors react to a slew of earnings results announced after market hours the previous day and await the Union Budget presentation on Sunday. ITC, Vedanta, Dixon Tech, Voltas and Blue Star have unveiled their quarterly results after market hours while Bajaj Auto, Bank of Baroda, Blue Dart, NALCO and Nestle are due to report their results later today. Benchmark indexes Sensex and Nifty recovered from a weak start to end up around 0.3 percent each on Thursday after the Economic Survey's First Advance Estimates put FY26 real GDP growth at 7.4 percent and Gross Value Added (GVA) growth at 7.3 percent, "reaffirming India's status as the fastest-growing major economy for the fourth consecutive year". "India is an oasis of economic performance in the global scenario. The growth numbers stand out in comparison to any other part of the world," Chief Economic Adviser V.A. Anantha Nageswaran said. The rupee slipped to a record low near the 92 level before recovering marginally to end down 18 paise at 91.96 against the greenback amid strong dollar demand linked to derivative maturities and corporate hedging. Foreign investors offloaded shares worth Rs 394 crore on a net basis Thursday, while domestic institutional investors net bought shares to the extent of Rs 2,634 crore, according to provisional exchange data. Asian markets were mixed this morning, while U.S. equity futures fell as Apple warned of margin pressures, adding to concerns about AI investment returns. Trade concerns also kept investors on edge after U.S. President Donald Trump said he will de-certify all aircraft made in Canada and signed an executive order aimed at imposing trade tariffs on countries that provide oil to Cuba. On the positive side, U.S. Senators have reached a deal to avert a partial U.S. government shutdown that was set to begin on Saturday. President Trump said he would announce his pick for a nominee to chair the Federal Reser...
SpaceX is said to be considering a potential merger with Tesla or xAI, as Elon Musk weighs how to consolidate his empire. Bloomberg Tech's Ed Ludlow discusses what's at stake on "Bloomberg: The Asia Trade."
SpaceX is said to be considering a potential merger with Tesla or xAI, as Elon Musk weighs how to consolidate his empire. Bloomberg Tech's Ed Ludlow discusses what's at stake on "Bloomberg: The Asia Trade."
A group of three suspects robbed five people on a street in central Tokyo on Thursday night, fleeing with suitcases that the victims said contained around 420 million yen (US$2.7 million) in cash, according to police. A few hours later, a man with luggage containing 190 million yen in cash was attacked early on Friday with pepper spray in a parking space at the Japanese capital’s Haneda airport, b...
A group of three suspects robbed five people on a street in central Tokyo on Thursday night, fleeing with suitcases that the victims said contained around 420 million yen (US$2.7 million) in cash, according to police. A few hours later, a man with luggage containing 190 million yen in cash was attacked early on Friday with pepper spray in a parking space at the Japanese capital’s Haneda airport, but nothing was stolen from him, police said. Investigators are looking into a possible link between the incidents. Advertisement The victims in central Tokyo, three Japanese and two Chinese nationals ranging in age from their 20s to 40s, were robbed at around 9.30pm in Taito ward near JR Okachimachi Station as they were loading three suitcases containing the money into a passenger car. One of the Chinese victims in his 40s was allegedly attacked with pepper spray by the group before they fled with the suitcases, police said. Advertisement A pedestrian in his 50s was struck by a vehicle in the area around the same time that the suspects left the scene.
President Donald Trump filed a $10 billion lawsuit Thursday against the Internal Revenue Service and the Treasury Department — with the potential for U.S. taxpayers to pay for it.
President Donald Trump filed a $10 billion lawsuit Thursday against the Internal Revenue Service and the Treasury Department — with the potential for U.S. taxpayers to pay for it.