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Plexus Corp. (PLXS) Stock Analysis

Breakout setup

SellVALUE-TRAP 2/5Moderate Confidence

Technology · Electronic Components

Sell if holding. Engine safety override at $251.01: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality; Rich valuation.

Plexus Corp. designs, manufactures, and services highly complex products in demanding regulatory environments — medical devices, aerospace/defense, and industrial systems — for market-leading companies globally through 26 facilities across the Americas, Asia-Pacific, and EMEA.... Read more

$251.01+1.2% A.UpsideScore 4.7/10#22 of 24 Electronic Components
Stop $233.29Target $253.87(resistance)A.R:R -1.8:1
Analyst target$210.80-16.0%5 analysts
$253.87our TP
$251.01price
$210.80mean
$173

Sell if holding. Engine safety override at $251.01: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality; Rich valuation. Chart setup: Golden cross, above all MAs, RSI 70, MACD bullish. Score 4.7/10, moderate confidence.

Passes 6/7 gates (positive momentum, clean insider activity, no SEC red flags, news boost earnings 0.60, earnings proximity no date, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Recent Earnings detected in news
Risks
Concentration risk — Geographic: Malaysia
Target reached (-26.9% upside)
Quality below floor (3.6 < 4.0)

Key Metrics

P/E (TTM)38.9
P/E (Fwd)28.9
Mkt Cap$6.7B
EV/EBITDA23.2
Profit Mgn4.3%
ROE12.6%
Rev Growth9.6%
Beta0.75
DividendNone
Rating analysts13

Quality Signals

Piotroski F8/9

Options Flow

P/C0.15bullish
IV54%elevated
Max Pain$180-28.3% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomer10 largest customers49%
    10-K Item 1A: 'Our 10 largest customers accounted for 49.1% and 47.8% of our net sales in fiscal 2025 and 2024, respectively.'
  • HIGHGeographicMalaysia
    10-K Item 1A: 'A significant portion of our operations is currently located in the APAC region, particularly in Malaysia. The concentration of our operations, workforce, assets and profitability in that region exposes us to adverse developments'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
2.1
Quality Rank
4.4
Value Rank
7.3

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Fcf Quality
1.4
Operating Margin
2.0
Net Margin
2.1
Roa
2.8
Roe
4.2
Moat
5.0
Current Ratio
5.8
Piotroski F
8.9
Earnings quality RED FLAG: 18% FCF/NINo competitive moatStrong Piotroski F-Score: 8/9

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Analyst Target
3.0
Pe
3.1
Forward Pe
4.2
Peg Ratio
4.2
Ps
9.2
Forward P/E: 28.9xPEG: 2.27
GatesA.R:R -1.8=NEGATIVEMomentum 7.5>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST EARNINGS 0.60EARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
70 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $198.18Resistance $259.05

Price Targets

$233
$254
A.Upside+1.1%
A.R:R-1.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-26.9% upside)
! Quality below floor (3.6 < 4.0)
! Value-trap signals (2/5): Margin compression (op margin -4174.4%), High leverage (D/E 3.8)

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-04-29 (nulld)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PLXS stock a buy right now?

Sell if holding. Engine safety override at $251.01: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality; Rich valuation. Chart setup: Golden cross, above all MAs, RSI 70, MACD bullish. Prior stop was $233.29. Score 4.7/10, moderate confidence.

What is the PLXS stock price target?

Take-profit target: $253.87 (+1.2% upside). Prior stop was $233.29. Stop-loss: $233.29.

What are the risks of investing in PLXS?

Concentration risk — Geographic: Malaysia; Target reached (-26.9% upside); Quality below floor (3.6 < 4.0).

Is PLXS overvalued or undervalued?

Plexus Corp. trades at a P/E of 38.9 (forward 28.9). TrendMatrix value score: 3.9/10. Verdict: Sell.

What do analysts say about PLXS?

13 analysts cover PLXS with a consensus score of 3.8/5. Average price target: $211.

What does Plexus Corp. do?Plexus Corp. designs, manufactures, and services highly complex products in demanding regulatory environments — medical...

Plexus Corp. designs, manufactures, and services highly complex products in demanding regulatory environments — medical devices, aerospace/defense, and industrial systems — for market-leading companies globally through 26 facilities across the Americas, Asia-Pacific, and EMEA. It serves over 20,000 team members and primarily earns revenue on a turnkey, fixed-price contract basis.

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