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Published
04 Sep 24
Updated
03 Sep 26
Views
246
Not Invested
PlexusPLXS
PLXS logo
Fair Value
US$305.75
Share price03 Sep
US$239.2921.7% undervalued intrinsic discount
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1Y77.30%
7D-2.14%

Execution On Expansion Plans Will Shape Near-Term Manufacturing Opportunities

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
04 Sep 24
Updated
03 Sep 26
Views
246
Not Invested
Fair ValueUS$305.75
Share priceUS$239.29
21.7% undervalued intrinsic discount
Narrative
Updates26

Shared on 03 Sep 26

Fair value Increased 4.26%

PLXS: Share Repurchases And Reaffirmed Thesis Will Support Further Upside

Analysts have lifted their Plexus price target from $293.25 to $305.75, pointing to updated expectations around revenue growth, profit margin and long term earnings multiples after recent management meetings reaffirmed key elements of the investment case. What’s in the News for Plexus Plexus Corp.
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0 viewsusers have viewed this narrative update

Shared on 06 Jul 26

Fair value Increased 4.45%

PLXS: Secular Growth Exposure And Macro Uncertainty Will Likely Cap Further Upside

Plexus gets a small bump in analyst targets after leaders talk up long-term growth and steadier profits, helped by demand in areas like aerospace, defense, chip-making equipment, and data centers. But a cloudy economy and reliance on these boom-and-bust markets could limit how much more the stock can run if customer spending cools.
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2 viewsusers have viewed this narrative update

Shared on 22 Jun 26

PLXS: Secular Demand Strength And Macro Uncertainty Will Likely Restrain Upside

Wall Street is getting more confident in Plexus after management meetings and a strong quarter, with optimism tied to demand in defense, chip equipment, and newer data-center work. But bigger expectations and a murky economic backdrop mean timing and profit improvement still have to show up in results for the stock to keep climbing.
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3 viewsusers have viewed this narrative update

Shared on 05 Jun 26

Fair value Increased 33%

PLXS: Secular Demand Strength And Higher P/E Will Likely Restrain Upside

Plexus looks set to benefit from steady demand in areas like defense, chip equipment, and new data center work, and recent analyst views suggest the business may be executing well. But expectations have jumped and the stock is priced for a lot to go right, so any slowdown in orders or slip in cost control could quickly cool the story.
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3 viewsusers have viewed this narrative update

Shared on 25 Apr 26

Fair value Increased 4.98%

PLXS: Higher P/E And Rich Multiple Will Likely Cap Future Upside

Plexus' analyst fair value estimate has been adjusted from $200.80 to $210.80 as analysts factor in updated assumptions on growth, margins and future P/E, supported by a series of recent target increases and an upgrade from major research firms. Analyst Commentary Recent Street research on Plexus focuses on refreshed targets and an upgrade, which analysts link to their updated assumptions on growth, margins and the P/E they are willing to apply to the stock.
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4 viewsusers have viewed this narrative update

Shared on 10 Apr 26

PLXS: Higher P/E Assumptions Will Likely Limit Upside Despite Buybacks

Analysts have raised their price targets on Plexus from $25 to $50, citing updated assumptions around discount rates and future P/E ratios that support a refined view of the stock's valuation. Analyst Commentary Recent research updates on Plexus focus heavily on how revised discount rates and updated P/E assumptions shape the new price targets.
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2 viewsusers have viewed this narrative update

Shared on 27 Mar 26

PLXS: Raised Price Views And Buybacks Will Likely Support Balanced Trading Outlook

Analysts have raised their Plexus price targets by $25 to $50, pointing to modestly adjusted assumptions for growth, margins, and future P/E to support their higher valuation views. Analyst Commentary Recent research points to a cluster of higher Plexus price targets in the US$25 to US$50 range above prior levels, reflecting tweaked assumptions around growth, margins, and the P/E multiple investors might be willing to pay.
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5 viewsusers have viewed this narrative update

Shared on 12 Mar 26

PLXS: Updated Earnings Views And Buybacks Will Likely Support Balanced Trading Outlook

Analysts have raised their average Plexus price target by a combined $105. This reflects updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples.
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2 viewsusers have viewed this narrative update

Shared on 26 Feb 26

PLXS: Higher Earnings Assumptions And Buybacks May Sustain Sideways Trading

Narrative Update on Plexus The analysts’ average price target for Plexus has increased by a combined $105 in recent reports, reflecting updated assumptions for discount rates, revenue growth, profit margins, and a slightly lower future P/E multiple. Analyst Commentary Recent Street research on Plexus centers on higher price targets, with analysts updating their models around discount rates, revenue expectations, margin assumptions, and a slightly lower future P/E multiple.
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4 viewsusers have viewed this narrative update

Shared on 09 Feb 26

Fair value Increased 26%

PLXS: Higher Earnings Assumptions May Support Sideways Trading Near Current Range

The analyst price target for Plexus has shifted from US$159 to about US$201, as analysts factor in updated views on revenue growth, profit margins, and the P/E multiple they are comfortable assigning to the stock. Analyst Commentary Bullish analysts have increased their price targets in several steps, including US$25, US$30, and US$50 adjustments, which lines up with the higher overall target of about US$201.
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5 viewsusers have viewed this narrative update

Shared on 26 Jan 26

PLXS: Manufacturing Partnership And Stable Outlook Will Likely Support Sideways Trading

Analysts have maintained their Plexus fair value estimate at $159.00. The updated assumptions reflect slightly adjusted revenue growth, revised profit margin expectations, and a marginally higher future P/E multiple as they refine their price target framework.
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8 viewsusers have viewed this narrative update

Shared on 12 Jan 26

PLXS: Robust Finish And New Partnership Will Likely Support Sideways Trading

Analysts have raised their Plexus price target to $150 from $140, citing solid recent results and consistent execution. They also noted a more cautious stance on longer term estimates given the current macro backdrop.
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1 viewusers have viewed this narrative update

Shared on 24 Dec 25

PLXS: Shares Will Likely Trade Sideways As Robust Finish Meets Rich Pricing

Analysts have nudged their Plexus price target higher to $150 from $140, citing a robust fiscal year finish that beat sales and earnings expectations while still acknowledging valuation and macroeconomic uncertainties. Analyst Commentary Street research on Plexus reflects a mix of optimism around recent execution and caution regarding valuation and the macro backdrop, leading to a more balanced risk reward profile at current levels.
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4 viewsusers have viewed this narrative update

Shared on 10 Dec 25

PLXS: Shares Will Likely Trade Steadily As Execution Offsets Macro Caution

Analysts have modestly increased their Plexus price target to approximately $159 per share. This reflects confidence in the company’s robust execution and long term growth prospects, despite a more cautious stance on the macro environment and valuation.
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1 viewusers have viewed this narrative update

Shared on 26 Nov 25

PLXS: Shares Will Likely Climb With Confidence In Earnings Momentum

Analysts have modestly increased Plexus’s average price target, citing robust recent results, a positive management outlook, and continued confidence in the company’s growth prospects, with new targets ranging up to $165 from previous levels around $140 to $160. Analyst Commentary Following the latest quarterly report, analysts have provided updated perspectives on Plexus, balancing improved outlooks with some caution regarding future risks.
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2 viewsusers have viewed this narrative update

Shared on 09 Nov 25

PLXS: Shares Will Likely Reflect Mixed Views As Macro Uncertainty Persists

Analysts have slightly raised their price targets for Plexus, citing strong recent results and ongoing confidence in the company's growth prospects. The new targets range from $150 to $165, which is an increase of $10 to $5 from previous estimates.
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5 viewsusers have viewed this narrative update

Shared on 26 Oct 25

Fair value Increased 2.85%
The analyst consensus price target for Plexus has increased by $4.40 to $159.00. This reflects upward revisions in revenue growth expectations and ongoing confidence in management’s execution, even as some firms have issued cautious outlooks recently.
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8 viewsusers have viewed this narrative update

Shared on 08 May 25

Fair value Decreased 2.88%
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6 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Increased 0.32%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 0.76%
AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.
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4 viewsusers have viewed this narrative update

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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5 viewsusers have viewed this narrative update

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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6 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 0.15%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 11 Mar 25

Fair value Increased 4.08%
AnalystConsensusTarget has decreased future PE multiple from 24.5x to 21.2x.
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4 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$305.75
vs US$239.2921.7% undervalued intrinsic discount
PastFuture07b2015201820212024202620272029Revenue US$6.6bEarnings US$323.9m
13%
Revenue growth
4.9%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Plexus

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Company analysis

Flawless balance sheet and fair value.

Market capUS$6.4b
PB4.2x
Estimated Growth11.9%
Dividend YieldN/A
Full analysis

CEO & management

Todd Kelsey
CEO
5.7yrs
CEO Tenure

Provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa.

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