PLXS logo

Plexus Corp. Stock Price

NasdaqGS:PLXS Community·US$8.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

PLXS Share Price Performance

US$299.97
166.27 (124.35%)
US$280.75
Fair Value
US$299.97
166.27 (124.35%)
6.8% overvalued intrinsic discount
US$280.75
Fair Value
Price US$299.97
AnalystConsensusTarget US$280.75
AnalystHighTarget US$220.00
AnalystLowTarget US$173.00

PLXS Community Narratives

·
Fair Value US$280.75 6.8% overvalued intrinsic discount

Execution On Expansion Plans Will Shape Near-Term Manufacturing Opportunities

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value US$220 36.4% overvalued intrinsic discount

Aerospace And Defense Outsourcing Wave Will Support Stronger Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$173 73.4% overvalued intrinsic discount

Semicap And Aerospace Slowdowns Will Pressure Margins And Constrain Future Cash Generation

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$280.75
6.8% overvalued intrinsic discount
Revenue
11.83% p.a.
Profit Margin
4.62%
Future PE
33.87x
Price in 2029
US$361.62
US$173
73.4% overvalued intrinsic discount
Revenue
9.94% p.a.
Profit Margin
4.91%
Future PE
20.25x
Price in 2029
US$220.91
US$220
36.4% overvalued intrinsic discount
Revenue
8.32% p.a.
Profit Margin
4.9%
Future PE
28.33x
Price in 2029
US$280.77

Trending Discussion

Updated Narratives

PLXS logo

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

Fair Value: US$280.75 6.8% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PLXS logo

Semicap And Aerospace Slowdowns Will Pressure Margins And Constrain Future Cash Generation

Fair Value: US$173 73.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PLXS logo

Aerospace And Defense Outsourcing Wave Will Support Stronger Long Term Outlook

Fair Value: US$220 36.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards

Plexus Corp. Key Details

US$4.3b

Revenue

US$3.9b

Cost of Revenue

US$433.4m

Gross Profit

US$245.8m

Other Expenses

US$187.5m

Earnings

Last Reported Earnings
Apr 04, 2026
Next Reporting Earnings
n/a
7.01
10.05%
4.35%
12.8%
View Full Analysis

About PLXS

Founded
1979
Employees
20000
CEO
Todd Kelsey
WebsiteView website
www.plexus.com

Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services. It serves the aerospace/defense, healthcare/life sciences, and industrial/commercial sectors. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.

Recent PLXS News & Updates

Seeking Alpha Jun 21

Plexus: A Flawless Strategic Pivot, But Priced In

Summary Plexus Corp has transformed its business model, focusing on high-complexity, regulated sectors like aerospace, defense, and medical devices. PLXS achieved 19% YoY revenue growth in Q2, with a record $4B manufacturing funnel and 30 new programs, supporting diversification and resilience. Despite strong execution and sector tailwinds, PLXS is rated 'Hold' as the current price (~$300) is near fair value ($325–$328), limiting upside. I monitor for revenue above $1.2B, operating margin >5.9%, and inventory declines as key signals for accelerating demand and a better entry point. Read the full article on Seeking Alpha
Narrative Update Jun 05

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

Analysts have lifted Plexus' implied fair value in this framework from $210.80 to $280.75, reflecting updated assumptions that point to higher revenue, slightly stronger profit margins, and a richer future P/E multiple supported by recent Street research highlighting the company's positioning in secular growth areas like A&D, Semi Cap, and emerging Data Center applications. Analyst Commentary Bullish Takeaways Bullish analysts have moved their price targets higher, which aligns with the updated implied fair value and signals greater confidence in the stock's risk and reward profile.

Recent updates

No updates