Expert Insights: Plexus Through the Lens of Four Analysts
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 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.
- 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.
- 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.
- 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.
- Earnings Release Schedule: Plexus Corp. will release its fiscal Q1 2026 results after market close on January 28, 2026, reflecting the company's ongoing commitment to financial transparency.
- Conference Call Timing: Management will host a conference call on January 29, 2026, at 8:30 a.m. Eastern Time to discuss the earnings report, aiming to enhance investor understanding and confidence in the company's performance.
- Webcast Availability: The conference call will be available via a live webcast on Plexus's investor relations section, ensuring global investors can participate in real-time and access the latest information.
- Replay Feature: The recording of the call will be archived on Plexus's website, providing on-demand access for up to 12 months for investors who could not attend live, further enhancing information accessibility and transparency.
- 52 Week Range: PLXS has a 52-week low of $106.28 and a high of $172.89, with the last trade recorded at $132.74.
- Market Analysis: The article mentions other stocks that have recently fallen below their 200-day moving average.
- Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
- Stock Performance Insight: The information highlights the current performance and volatility of PLXS in the stock market.









