Expert Insights: Plexus Through the Lens of Four Analysts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 24 2025
0mins
Should l Buy PLXS?
Source: Benzinga
Analyst Ratings Overview: Plexus (NASDAQ: PLXS) received mixed ratings from 4 analysts over the past three months, with 3 bullish, 1 indifferent, and no bearish ratings. Recent evaluations show an upward trend in price targets, averaging $161.25, reflecting a 1.9% increase from the previous average.
Key Analyst Actions: Analysts have maintained or raised their ratings, with notable actions including David Williams and James Ricchiuti both raising their price targets to $165.00, indicating positive sentiment towards Plexus's performance.
Financial Performance Indicators: Plexus demonstrates strong financial health with a net margin of 4.86%, a return on equity (ROE) of 3.58%, and a return on assets (ROA) of 1.65%, all exceeding industry benchmarks. The company also maintains a low debt-to-equity ratio of 0.11, suggesting prudent debt management.
Company Profile: Plexus Corp is a U.S.-based Electronic Manufacturing Services company that offers a range of services from design to order fulfillment. It operates across various segments, including AMER, APAC, and EMEA, and has shown a revenue growth rate of 3.93% over the last three months.
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Analyst Views on PLXS
Wall Street analysts forecast PLXS stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 228.640
Low
200.00
Averages
208.67
High
220.00
Current: 228.640
Low
200.00
Averages
208.67
High
220.00
About PLXS
Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Major Wall Street Rating Updates on Monday
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- Apple's Positive Outlook: Morgan Stanley reiterated Apple as overweight, expecting a modest 1-2% upside in revenue and EPS in the upcoming earnings report, despite supply constraints, indicating the company's resilience in the market.
- Amazon Price Target Increase: Bank of America raised Amazon's price target from $275 to $298, believing that with strong assets and customer focus, Amazon is well-positioned to capitalize on the global growth of eCommerce and enterprise demand for AI capabilities, showcasing robust growth potential.
- Microsoft's Favorable Outlook: Deutsche Bank reiterated Microsoft as a buy, expecting Azure's performance and guidance to be focal points in the upcoming earnings report, indicating that the company's broad progress in AI initiatives will drive future growth.
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Plexus to Release Fiscal Q2 2026 Results and Host Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal second quarter 2026 results after market close on April 29, 2026, providing key financial data for investor analysis.
- Conference Call Timing: Management will host a conference call on April 30, 2026, at 8:30 a.m. Eastern Time to discuss the earnings report, aiming to enhance transparency and engage with investors.
- Webcast Availability: The conference call will be available via audio webcast on the investor relations section of Plexus' website, allowing global investors to participate in real-time and access information.
- Replay Service: The webcast will be archived on Plexus' website and available for on-demand replay for 12 months, ensuring that investors who cannot attend live can still access the relevant information.
See More
U.S. Stocks Close Lower on Friday; Nasdaq Drops Over 200 Points
- Nasdaq Decline: The Nasdaq Composite fell over 200 points during Friday's session, indicating market weakness and investor unease about future trends, which may lead to short-term capital outflows from tech stocks.
- S&P 500 Continues Downward Trend: The S&P 500 recorded losses for the third consecutive day, closing at 6,939.03, and although it gained 1.4% in January, the recent decline could undermine investor confidence and increase market volatility.
- Dow Jones Performance: The Dow Jones closed lower by approximately 179 points at 48,892.47 on Friday, despite a 1.7% increase in January, but the recent drop may raise concerns about economic recovery and affect market sentiment.
- Analyst Rating Discrepancies: While Wall Street analysts provide new stock picks daily, the wide variation in analyst ratings and price targets leaves investors confused about which analyst's opinion to trust, potentially impacting investment decisions.
See More
Plexus Corp. Reports Strong Q1 2026 Earnings and Positive Outlook
- Significant Revenue Growth: Plexus reported Q1 2026 revenue of $1.07 billion, meeting the midpoint of guidance and reflecting a robust 10% year-over-year increase, indicating strong performance across all market sectors and ongoing market share gains.
- Stable Gross Margin: The gross margin for Q1 was 9.9%, consistent with the previous quarter despite slight impacts from the opening of the new Malaysia facility, demonstrating the company's ability to maintain profitability during expansion.
- Optimistic Outlook: The company projects Q2 2026 revenue between $1.11 billion and $1.15 billion, representing a 6% sequential and 15% year-over-year growth, reflecting improved market demand and strong program wins.
- Increased Investment: Plexus raised its capital spending guidance for fiscal 2026 to $100 million to $120 million, aimed at supporting future revenue growth and operational efficiency, showcasing the company's confidence in long-term development.
See More
Plexus Scheduled to Announce Q1 Earnings on January 28
- Earnings Announcement Schedule: Plexus is set to release its Q1 earnings on January 28 after market close, with consensus EPS estimate at $1.73, flat year-over-year, and revenue expected at $1.07 billion, reflecting a 9.6% year-over-year growth, indicating resilience in the company's stable growth trajectory.
- Historical Performance: Over the past two years, Plexus has beaten EPS estimates 100% of the time, showcasing its earnings stability, although it has only exceeded revenue estimates 50% of the time, suggesting challenges in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and three downward adjustments, while revenue estimates have experienced three upward revisions with none downward, reflecting increased market confidence in the company's future revenue growth but ongoing concerns regarding profitability.
- Market Focus: As the earnings report approaches, investors will closely monitor Plexus's performance, particularly in the current economic environment, as the company's profitability and revenue growth will directly impact its stock price performance.
See More
Plexus Corp. Schedules Q1 2026 Earnings Release and Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, providing investors with critical financial data and business performance insights.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the Q1 results, aiming to enhance communication and transparency with investors.
- Webcast Access: Participants are encouraged to join the live audio webcast available in the investor relations section of Plexus' website, ensuring timely information dissemination and broad participation.
- Replay Availability: The webcast will be archived on Plexus' website and available for on-demand access for 12 months, allowing investors who cannot attend live to catch up on the information shared.
See More
Major Wall Street Rating Updates on Monday
- Tesla Rating Adjustment: Jefferies raised Tesla's price target from $300 to $350, anticipating Q1 results will show a widening gap between vision and execution, and concerns about funding may arise without a convincing robotaxi announcement, potentially leading to merger considerations with SpaceX.
- Apple's Positive Outlook: Morgan Stanley reiterated Apple as overweight, expecting a modest 1-2% upside in revenue and EPS in the upcoming earnings report, despite supply constraints, indicating the company's resilience in the market.
- Amazon Price Target Increase: Bank of America raised Amazon's price target from $275 to $298, believing that with strong assets and customer focus, Amazon is well-positioned to capitalize on the global growth of eCommerce and enterprise demand for AI capabilities, showcasing robust growth potential.
- Microsoft's Favorable Outlook: Deutsche Bank reiterated Microsoft as a buy, expecting Azure's performance and guidance to be focal points in the upcoming earnings report, indicating that the company's broad progress in AI initiatives will drive future growth.
See More
Plexus to Release Fiscal Q2 2026 Results and Host Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal second quarter 2026 results after market close on April 29, 2026, providing key financial data for investor analysis.
- Conference Call Timing: Management will host a conference call on April 30, 2026, at 8:30 a.m. Eastern Time to discuss the earnings report, aiming to enhance transparency and engage with investors.
- Webcast Availability: The conference call will be available via audio webcast on the investor relations section of Plexus' website, allowing global investors to participate in real-time and access information.
- Replay Service: The webcast will be archived on Plexus' website and available for on-demand replay for 12 months, ensuring that investors who cannot attend live can still access the relevant information.
See More
U.S. Stocks Close Lower on Friday; Nasdaq Drops Over 200 Points
- Nasdaq Decline: The Nasdaq Composite fell over 200 points during Friday's session, indicating market weakness and investor unease about future trends, which may lead to short-term capital outflows from tech stocks.
- S&P 500 Continues Downward Trend: The S&P 500 recorded losses for the third consecutive day, closing at 6,939.03, and although it gained 1.4% in January, the recent decline could undermine investor confidence and increase market volatility.
- Dow Jones Performance: The Dow Jones closed lower by approximately 179 points at 48,892.47 on Friday, despite a 1.7% increase in January, but the recent drop may raise concerns about economic recovery and affect market sentiment.
- Analyst Rating Discrepancies: While Wall Street analysts provide new stock picks daily, the wide variation in analyst ratings and price targets leaves investors confused about which analyst's opinion to trust, potentially impacting investment decisions.
See More
Plexus Corp. Reports Strong Q1 2026 Earnings and Positive Outlook
- Significant Revenue Growth: Plexus reported Q1 2026 revenue of $1.07 billion, meeting the midpoint of guidance and reflecting a robust 10% year-over-year increase, indicating strong performance across all market sectors and ongoing market share gains.
- Stable Gross Margin: The gross margin for Q1 was 9.9%, consistent with the previous quarter despite slight impacts from the opening of the new Malaysia facility, demonstrating the company's ability to maintain profitability during expansion.
- Optimistic Outlook: The company projects Q2 2026 revenue between $1.11 billion and $1.15 billion, representing a 6% sequential and 15% year-over-year growth, reflecting improved market demand and strong program wins.
- Increased Investment: Plexus raised its capital spending guidance for fiscal 2026 to $100 million to $120 million, aimed at supporting future revenue growth and operational efficiency, showcasing the company's confidence in long-term development.
See More
Plexus Scheduled to Announce Q1 Earnings on January 28
- Earnings Announcement Schedule: Plexus is set to release its Q1 earnings on January 28 after market close, with consensus EPS estimate at $1.73, flat year-over-year, and revenue expected at $1.07 billion, reflecting a 9.6% year-over-year growth, indicating resilience in the company's stable growth trajectory.
- Historical Performance: Over the past two years, Plexus has beaten EPS estimates 100% of the time, showcasing its earnings stability, although it has only exceeded revenue estimates 50% of the time, suggesting challenges in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and three downward adjustments, while revenue estimates have experienced three upward revisions with none downward, reflecting increased market confidence in the company's future revenue growth but ongoing concerns regarding profitability.
- Market Focus: As the earnings report approaches, investors will closely monitor Plexus's performance, particularly in the current economic environment, as the company's profitability and revenue growth will directly impact its stock price performance.
See More
Plexus Corp. Schedules Q1 2026 Earnings Release and Conference Call
- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, providing investors with critical financial data and business performance insights.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the Q1 results, aiming to enhance communication and transparency with investors.
- Webcast Access: Participants are encouraged to join the live audio webcast available in the investor relations section of Plexus' website, ensuring timely information dissemination and broad participation.
- Replay Availability: The webcast will be archived on Plexus' website and available for on-demand access for 12 months, allowing investors who cannot attend live to catch up on the information shared.
See More
