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Ananda

Research Analyst at Loop Capital Markets

Ananda Baruah is a Research Analyst at Loop Capital Markets, specializing in IT infrastructure, supply chain, and computer & technology sectors. He covers specific companies including Super Micro Computer (SMCI), NVIDIA (NVDA), Hewlett Packard Enterprise (HPE), Apple (AAPL), MaxLinear (MXL), TD SYNNEX (SNX), Penguin Solutions (PENG), and Logitech (LOGI), with a strong performance track record ranked #585 out of 10,050 Wall Street analysts on TipRanks, achieving a 56% success rate across 436 ratings and an average return per rating of +12.90%, highlighted by a standout +631.70% return on SMCI. Baruah joined Loop Capital in 2017 after serving as Senior Vice President & Senior Analyst at Brean Capital from 2012-2017, Analyst at Aegis Capital Corp. and Banc of America Securities earlier in his career. He holds an undergraduate degree from the University of Pittsburgh, a graduate degree from the University of Oxford, and an MBA from The College of William & Mary in 1998.

Ananda's questions to LOGITECH INTERNATIONAL (LOGI) leadership

Question · Q3 2026

Ananda asked if Logitech anticipates growth above its typical 300-500 basis point outperformance relative to the PC market in the coming year, given that consumers might upgrade peripherals instead of full PCs. He also inquired whether Logitech observed any pull-forward sales due to anticipated component price increases, particularly concerning memory.

Answer

CEO Hanneke Faber stated it was too early to speculate on the year ahead but affirmed Logitech's historical ability to win in any environment, citing examples like gamers upgrading mice instead of CPUs. CFO Matteo Anversa noted that personal workspace growth outpaced overall company growth in the recent quarter. Both Hanneke and Matteo confirmed that Logitech had not observed any pull-forward sales, either in B2C or B2B, attributing recent video conferencing growth to strong execution rather than anticipated component shortages or price increases.

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