$LPL

3 Stocks to Watch in a Thriving Computer Peripheral Equipment Industry

The Zacks Computer-Peripheral Equipment industry participants like LPL, IMMR and TACT are likely to benefit from the growing demand for professional gaming accessories, touchscreen devices, smart glasses and the recovery in PC sales.

Original reporting
Zacks Commentary · Anirudha Bhagat
Published Jul 8, 2025, 12:58 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jul 9, 2025, 12:32 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
3 Stocks to Watch in a Thriving Computer Peripheral Equipment Industry — source image
Decision brief

The 30-second read

$LPLNeutralMed
01

Why it matters

Positive industry outlook suggests potential for stock appreciation in key players, though external risks remain.

02

Market read

The industry is experiencing a positive growth phase, with multiple stocks poised to benefit from technological and consumer demand trends.

03

What to watch

Global supply chain disruptions, geopolitical tensions, and potential regulatory changes could adversely affect industry growth.

Timing: Short to medium term (next 3-6 months)

Background

The article highlights the expected growth in the computer peripheral equipment industry, driven by demand for gaming accessories, touchscreen devices, and smart glasses, amidst a recovery in PC sales.

Company-level read

Ticker impact

$LPLNeutralMedium confidence
Context

High relevance due to industry focus on professional gaming accessories and PC sales recovery.

Expected impact

Moderate upward movement (~5-10%) over the next 3-6 months.

Evidence & confidence

Industry trends favor LPL, but current valuation and market conditions introduce uncertainty.

$IMMRNeutralMedium confidence
Context

High relevance as IMMR is a key player in the industry, likely to benefit from the same demand surge.

Expected impact

Potential increase of approximately 7-12% within 6 months.

Evidence & confidence

Strong industry tailwinds support growth, but competitive pressures could influence outcomes.

$TACTNeutralMedium confidence
Context

High relevance given its position in the computer peripheral equipment industry.

Expected impact

Expected rise of 4-8% over the next quarter.

Evidence & confidence

Market demand is favorable, but supply chain issues could impact performance.

$IMMRNeutralMedium confidence
Context

High relevance; already included above.

Expected impact

Same as above.

Evidence & confidence

Consistent industry growth supports positive outlook.

Market effects

The industry is poised for growth driven by technological innovations and increased consumer demand.

Primarily positive in North America and Asia, where gaming and PC markets are expanding.

Significant, as global demand for peripherals and smart devices increases.

Counterpoint

Potential market saturation or increased competition could limit upside potential; some stocks may be overvalued based on current multiples.

Key entities

  • LPL

    A manufacturer of gaming peripherals and accessories.

  • IMMR

    A developer of touchscreens and smart glass technologies.

  • TACT

    A producer of computer peripheral equipment.

  • SNEJF

    Sony Corporation's international stock, involved in various electronics segments.

  • SSNLF

    Sony Corporation's global stock, diversified electronics and entertainment company.

Related articles

$IMMRHigh

IMMERSION CORP (IMMR): Results of Operations and Financial Condition

IMMERSION CORP (IMMR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Immersion Corporation Reports First Quarter of Fiscal 2027 Results GAAP Net Income Attributable to Immersion Stockholders of $4.9 million or $0.17 per diluted share Non-GAAP Net Income Attributable to Immersion Stockholders of $16.6 million or $0.50 per diluted share

$TACTMed

TransAct Technologies Incorporated Q2 2026 Earnings Call Summary

TransAct Technologies reported Q2 2026 progress shifting its Food Service Technology segment to higher-margin recurring SaaS. Software revenue grew 47% YoY, aided by price increases and ending free bundling, and BOHA! migration to Microsoft Azure. Full-year 2026 net sales guidance is $55M to $57M, adjusted EBITDA $1.5M to $2.0M. Tariff ruling cut net sales by $1M and EBITDA by $400k.

$TACTMed

TRANSACT TECHNOLOGIES INC (TACT): Results of Operations and Financial Condition

TRANSACT TECHNOLOGIES INC (TACT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 TransAct Technologies Reports Preliminary Second Quarter 2026 Financial Results Sold 1,900 BOHA! Units in the Second Quarter of 2026 FST Recurring Revenue up 13% Year-over-Year Casino and Gaming Demonstrates Continued Strength Reiterates 2026 Revenue Guidance of $55

$IMMRMed

IMMERSION CORP (IMMR): Results of Operations and Financial Condition

IMMERSION CORP (IMMR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 immr-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Immersion Corporation Reports Fourth Quarter and Fiscal 2026 Results Fourth Quarter GAAP Net Income Attributable to Immersion Stockholders of $3.7 million or $0.12 per diluted share Fourth Quarter Non-GAAP Net Income Attribut