Aerospace And Defense Outsourcing Wave Will Support Stronger Long Term Outlook

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

31 Jan 26

Updated

03 Aug 26

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Shared on 03 Aug 26

Fair value Increased 50%

PLXS: Earnings And Secular End Markets Will Drive Future Upside Potential

Wall Street turns more upbeat on Plexus after fresh talks with management, pointing to stronger demand across aerospace and defense, chip-making equipment, and newer data‑center uses. With earnings around the corner and a new defense-focused partnership taking shape, the next few months could test whether this optimism is justified.

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Fair Value vs Share Price

US$330

vs US$271.9517.6% undervalued

14.5%

Revenue growth

4.9%

Profit margin

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Company analysis

Flawless balance sheet with acceptable track record.

Market capUS$7.2b

PB4.7x

Estimated Growth11.9%

Dividend YieldN/A

Full analysis

CEO & management

Todd Kelsey

CEO

5.6yrs

CEO Tenure

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