LOGI

Gaming and Leisure Properties is upgraded to Strong Buy, with valuation at a deep discount and a highly attractive, sustainable dividend yield. GLPI delivered strong Q2 results, raised AFFO guidance to $1.219–$1.225 billion, and maintained a solid balance sheet with 4.8x leverage. Risks include heavy reliance on PENN (roughly half of the rent) and macro headwinds, but current valuation already reflects significant risk premiums.

Logitech (LOGI) reported earnings 30 days ago. What's next for the stock?

LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Logitech (SIX: LOGN) (NASDAQ: LOGI) has supercharged its presence and environmental sensor, Logitech Spot, helping companies turn passive room data into action. By connecting Spot's data stream directly into leading workplace management, AV control, and analytics platforms – including Appspace, Extron, Q-SYS, Planon, Robin, Spaceti, Utelogy, VergeSense, Xyte and Zoom – company leaders and employees can now benefit from truly respo.

SAN JOSE, Calif.--(BUSINESS WIRE)--On August 18, 2026, Cotchett, Pitre & McCarthy, LLP (“CPM”) filed a class action lawsuit in the U.S. District Court for the Northern District of California, San Jose Division, against Logitech Inc. (“Logitech”), on behalf of a proposed nationwide class of consumers who purchased Logitech products at prices the company quietly inflated to cover the costs of tariffs, now reimbursed by the federal government. The complaint alleges that Logitech raised U.S. re.

Gaming and Leisure Properties, Inc. (GLPI) Q2 2026 Earnings Call Transcript

Gaming and Leisure Properties NASDAQ: GLPI reported second-quarter 2026 growth in adjusted funds from operations, or AFFO, as acquisitions, lease escalators and development funding increased cash income. Chairman and Chief Executive Officer Peter Carlino said AFFO rose 10% from a year earlier and described the company's near- and medium-term growth pipeline as highly visible.

Logitech International S.A. is downgraded to Hold due to a critical supplier shutdown despite strong demand and margin expansion. Q1 2027 net sales grew 7% y/y, with the Americas leading at 11% CC and robust category growth in Gaming and Pointing Devices. Supply chain disruption could impact Q3 2027 revenue by up to $200 million (~14%), risking sharp margin compression and earnings estimate downgrades.

LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--SIX Swiss Exchange Ad hoc announcement pursuant to Art. 53 LR — Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced that on July 29, 2026, it filed with the U.S. Securities and Exchange Commission (SEC) its Quarterly Report on Form 10-Q for the first quarter of Fiscal Year 2027. The filing is available on the SEC's website at www.sec.gov and Logitech's website at http://ir.logitech.com. About Logitech Logitech designs soft.

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech G is embarking on an unprecedented expansion, announcing the official return of its premier global flagship event, Logitech G PLAY 2026 on September 23rd, 2026. Logitech G PLAY 2026 will come to life across three flagship locations around the world.The celebration begins in Warsaw at Warszawskie Centrum EXPO XXI, where Logitech G will host a professional esports tournament on September 22nd. On September 23rd, Logitech G PLAY wi.