4 High-Potential Peripheral Equipment Players Riding Strong Industry Momentum

The computer peripherals sector is experiencing a remarkable upswing, with companies like Logitech (LOGI), LG Display (LPL), Identiv (INVE), and TransAct Technologies (TACT) positioned to capitalize on surging demand across gaming, IoT, and enterprise markets.

Why the Peripheral Equipment Industry is Gaining Traction

Multiple tailwinds are driving expansion in this space. The global computer peripherals market is projected to reach $183.53 billion by 2029 from $162.9 billion in 2025, representing a steady 3% CAGR. Key growth catalysts include:

• E-sports and gaming accessibility: Professional gaming peripherals are replacing casual mobile gaming preferences, with wireless gaming mice, headsets, and controllers becoming mainstream
• PC refresh cycle momentum: The Windows 11 upgrade wave combined with on-device AI capabilities is sparking renewed commercial PC demand
• IoT and automation adoption: RFID technology adoption for supply chain tracking and retail operations remains key quotes in enterprise purchasing decisions
• Healthcare innovation: 3D-printed medical equipment is creating cost-effective, personalized solutions that were impossible with traditional manufacturing

The growing penetration into price-sensitive Asia-Pacific and Middle East markets through affordable yet quality products is further accelerating industry expansion.

Industry Valuation Presents Compelling Opportunity

Trading at 0.87X forward P/S ratio, computer peripheral stocks appear significantly undervalued compared to the broader tech sector’s 6.64X multiple and S&P 500’s 5.31X. The industry has historically ranged between 0.20X and 4.81X over five years, suggesting current valuations offer attractive entry points.

Performance-wise, the sector has delivered 25.2% returns over the past 12 months, outpacing the S&P 500’s 20.1% while trailing the broader technology sector’s 27.9% gains. With a Zacks Industry Rank of #32—placing it in the top 13% of 250 tracked industries—the growth prospects remain substantial.

Four Stocks to Monitor

Logitech: The global peripherals leader has demonstrated back-to-back strong quarters, marking six consecutive quarters of year-over-year sales growth following the post-pandemic slowdown. Hybrid work adoption, cloud-based collaboration tools, and partnerships with Zoom and Microsoft remain key quotes supporting future expansion. Analysts have raised fiscal 2026 earnings estimates by 11.3% to $5.61 per share, while the stock has surged 24.5% annually.

LG Display: Benefiting from robust PC vendor demand, LG has seen panel shipments rise for eight consecutive quarters. The ongoing PC refreshment cycle and smartphone sales strength should sustain momentum. The 2026 earnings estimate stands at 27 cents per share, up 3 cents in recent revisions, with the stock climbing 36.6% year-to-date.

Identiv: Dominant in RFID-enabled IoT devices and platforms, Identiv’s technical proficiency in intellectual property and successful design win agreements position it well. The 2026 loss estimate has narrowed to 70 cents from 90 cents, while shares have declined 7.8% annually.

TransAct Technologies: Specializing in transaction-based printers across gaming, kiosks, financial services, and point-of-sale applications, TransAct benefits from accelerated digital transformation. The 2026 loss forecast improved to 5 cents from 7 cents previously, though shares have fallen 8.5% year-over-year.

Headwinds Worth Monitoring

Macroeconomic pressures remain—elevated interest rates, prolonged inflation, and hesitant enterprise IT spending could temper growth. Additionally, rising tariff policies on component imports may increase costs for suppliers and consumers. Companies investing heavily in R&D and sales expansion to maintain competitive advantage may face near-term margin compression.

The computer peripherals industry stands at an inflection point where valuation, market trends, and fundamental recovery align attractively for strategic investors.