Plexus (PLXS) Aperçu de l'action
Plexus Corp. fournit des services de fabrication électronique aux États-Unis, dans la région Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
PLXS Community Fair Values
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Analyst Price Targets
Plexus Corp. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$267.27 |
| Plus haut sur 52 semaines | US$307.06 |
| Plus bas sur 52 semaines | US$115.35 |
| Bêta | 0.88 |
| Variation sur 1 mois | -9.41% |
| Variation sur 3 mois | 15.98% |
| Variation sur 1 an | 99.56% |
| Variation sur 3 ans | 166.71% |
| Variation sur 5 ans | 211.76% |
| Évolution depuis l'introduction en bourse | 17,236.43% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 10
Plexus: The Multiple Has Front-Run The Story
Summary Plexus has doubled in 12 months, now trading at 32x forward P/E, despite lacking direct AI infrastructure exposure. Q2 delivered strong revenue (+19% YoY), margin expansion, and robust sector momentum, especially in industrial semi-cap and aerospace/defense. PLXS's valuation has outpaced fundamentals; FCF yield remains sub-1%, and AI exposure is indirect, limiting upside versus peers. We rate PLXS a Hold with a fair value target of $240, citing full valuation and risk of multiple compression. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 06
PLXS: Secular Growth Exposure And Macro Uncertainty Will Likely Cap Further Upside
The Plexus analyst price target has been adjusted from $280.75 to $293.25. Analysts cite reaffirmed long-term growth and margin potential following recent management meetings as the key rationale for the update.Mise à jour du récit • Jun 22
PLXS: Secular Demand Strength And Macro Uncertainty Will Likely Restrain Upside
The Plexus analyst price target has been raised from $285 to $310. Analysts point to meetings with management that strengthened their confidence in the company's growth outlook, margin potential, and exposure to areas such as A&D, Semi Cap, and emerging data center applications.Mise à jour du récit • 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
Seeking Alpha • Jul 10
Plexus: The Multiple Has Front-Run The Story
Summary Plexus has doubled in 12 months, now trading at 32x forward P/E, despite lacking direct AI infrastructure exposure. Q2 delivered strong revenue (+19% YoY), margin expansion, and robust sector momentum, especially in industrial semi-cap and aerospace/defense. PLXS's valuation has outpaced fundamentals; FCF yield remains sub-1%, and AI exposure is indirect, limiting upside versus peers. We rate PLXS a Hold with a fair value target of $240, citing full valuation and risk of multiple compression. Read the full article on Seeking AlphaMise à jour du récit • Jul 06
PLXS: Secular Growth Exposure And Macro Uncertainty Will Likely Cap Further Upside
The Plexus analyst price target has been adjusted from $280.75 to $293.25. Analysts cite reaffirmed long-term growth and margin potential following recent management meetings as the key rationale for the update.Mise à jour du récit • Jun 22
PLXS: Secular Demand Strength And Macro Uncertainty Will Likely Restrain Upside
The Plexus analyst price target has been raised from $285 to $310. Analysts point to meetings with management that strengthened their confidence in the company's growth outlook, margin potential, and exposure to areas such as A&D, Semi Cap, and emerging data center applications.Mise à jour du récit • 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.
Nouveau récit • May 04
Semicap And Aerospace Slowdowns Will Pressure Margins And Constrain Future Cash Generation
Catalysts About Plexus Plexus provides design, engineering and manufacturing services for complex electronic products across aerospace and defense, healthcare, industrial and other end markets. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 25
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.Mise à jour du récit • Apr 10
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.Mise à jour du récit • Mar 27
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.Mise à jour du récit • Mar 12
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.Mise à jour du récit • 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.Mise à jour du récit • Feb 09
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.
Nouveau récit • Jan 31
Aerospace And Defense Outsourcing Wave Will Support Stronger Long Term Outlook
Catalysts About Plexus Plexus provides outsourced design, engineering and manufacturing solutions for complex products across Healthcare, Industrial and Aerospace and Defense end markets. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • 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.Mise à jour du récit • Jan 12
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.Article d’analyse • Dec 30
Is It Too Late To Consider Buying Plexus Corp. (NASDAQ:PLXS)?
Plexus Corp. ( NASDAQ:PLXS ), is not the largest company out there, but it saw a double-digit share price rise of over...Mise à jour du récit • Dec 24
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.Mise à jour du récit • Dec 10
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.Mise à jour du récit • Nov 26
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.Mise à jour du récit • Nov 09
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.Mise à jour du récit • Oct 26
Execution On Expansion Plans Will Shape Near-Term Manufacturing Opportunities
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.Article d’analyse • Sep 11
Return Trends At Plexus (NASDAQ:PLXS) Aren't Appealing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Rendement pour les actionnaires
| PLXS | US Electronic | US Marché | |
|---|---|---|---|
| 7D | -2.8% | -1.5% | 0.8% |
| 1Y | 99.6% | 74.8% | 20.6% |
Rendement vs Industrie: PLXS a dépassé le secteur US Electronic qui a rapporté 74.8 % au cours de l'année écoulée.
Rendement vs marché: PLXS a dépassé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| PLXS volatility | |
|---|---|
| PLXS Average Weekly Movement | 5.9% |
| Electronic Industry Average Movement | 9.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: PLXS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de PLXS ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1979 | 20,000 | Todd Kelsey | www.plexus.com |
Plexus Corp. fournit des services de fabrication électronique aux États-Unis, en Asie-Pacifique, en Europe, au Moyen-Orient et en Afrique. L'entreprise propose des solutions de conception, de développement, de chaîne d'approvisionnement, d'introduction de nouveaux produits et de fabrication, ainsi que des services de maintenance. Elle s'adresse aux secteurs de l'aérospatiale/défense, des soins de santé/sciences de la vie et de l'industrie/commercial.
Plexus Corp. Résumé des fondamentaux
| PLXS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$7.15b |
| Bénéfices(TTM) | US$187.54m |
| Recettes(TTM) | US$4.31b |
38.1x
Ratio P/E1.7x
Ratio P/SLe site PLXS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PLXS compte de résultat (TTM) | |
|---|---|
| Recettes | US$4.31b |
| Coût des recettes | US$3.88b |
| Marge brute | US$433.39m |
| Autres dépenses | US$245.85m |
| Les revenus | US$187.54m |
Derniers bénéfices déclarés
Apr 04, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.01 |
| Marge brute | 10.05% |
| Marge bénéficiaire nette | 4.35% |
| Ratio dettes/capitaux propres | 12.8% |
Quelles ont été les performances à long terme de PLXS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 13:59 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2025/09/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Plexus Corp. est couverte par 15 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Reik Read | Baird |
| Wamsi Mohan | BofA Global Research |
| Andrew Huang | B. Riley Securities, Inc. |