Plexus Corp (PLXS) Stock Up 3.6% but GF Value Says Overvalued -- GF Score: 90/100
Plexus Corp (PLXS) shares increased by 3.6% to $270.27, but GuruFocus's GF Value™ suggests the stock is significantly overvalued at 61.0% above its intrinsic value of $167.84. Despite a strong GF Score™ of 90/100, driven by high growth and profitability, the valuation rank is low. Additionally, insiders have sold $24.2M in shares over the past year with no buying activity, raising concerns for potential investors.
Price-Driven Insight from (PLXS) for Rule-Based Strategy
This article provides a price-driven analysis of Plexus Corp. (NASDAQ: PLXS) based on AI models, indicating strong sentiment across all time horizons. It highlights an exceptional risk-reward setup, targeting a 13.3% gain against 0.3% risk, and outlines three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging. The analysis includes multi-timeframe signals, support, and resistance levels for near-term, mid-term, and long-term perspectives.
Plexus Corp. (PLXS) Options Chain - Yahoo Finance
The article displays the options chain for Plexus Corp. (PLXS) on Yahoo Finance. It shows real-time price data for PLXS and sections for call and put options, although currently indicating "There are no calls" and "There are no puts." The page also includes general market data and related financial information.
Earnings Estimates Rising for Plexus (PLXS): Will It Gain?
Plexus (PLXS) is showing an attractive earnings outlook with analysts raising their estimates for the company, suggesting potential stock price gains. The company currently holds a Zacks Rank #1 (Strong Buy) due to strong agreement among analysts to increase earnings estimates for both the upcoming quarter and the full year. This positive trend in estimate revisions indicates a favorable investment opportunity for Plexus.
$1000 Invested In Plexus 5 Years Ago Would Be Worth This Much Today
An investment of $1000 in Plexus (NASDAQ: PLXS) five years ago would be worth $2,918.02 today, demonstrating a significant return. Over the past five years, Plexus has outperformed the market with an annualized return of 23.43%, which is 11.44% higher than the market average. The article highlights the power of compounded returns in wealth growth over time.
Plexus Corp. (NASDAQ:PLXS) Given Average Recommendation of "Buy" by Brokerages
Plexus Corp. (NASDAQ:PLXS) has received a consensus "Buy" rating from eight brokerages, with an average 12-month price target of $276.86. The company recently reported strong quarterly earnings, beating estimates with $2.32 EPS and revenue of $1.30 billion, a 28.2% year-over-year increase. Despite some insider selling, institutional investors hold a significant 94.45% stake in the company.
Keybanc upgrades Plexus to Overweight, sets $300 price target
Keybanc has upgraded Plexus (PLXS) stock to Overweight, setting a new price target of $300, which represents an 18.9% upside from its previous close. The upgrade is attributed to strong growth prospects in Plexus's Aerospace/Defense and Industrial segments, with expectations of over 20% growth in FY27. Additionally, the company's disciplined capital deployment strategy, focused on organic growth, is seen as enhancing financial stability and shareholder returns.
PLEXUS CORP CEO Kelsey Todd P. Disposes of 1,500 Shares at $242.41 Each
PLEXUS CORP CEO Kelsey Todd P. sold 1,500 shares of the company's stock at $242.41 per share on September 16, 2026. This transaction reduced her holdings by approximately 2.3%, leaving her with 64,388 shares. The sale provides insight into executive stock movements within PLEXUS CORP.
Plexus Insider Sold Shares Worth $363,615, According to a Recent SEC Filing
An insider at Plexus Corp. sold shares valued at $363,615, as reported in a recent SEC filing. This transaction follows other recent news for Plexus, including the authorization of a $100 million share repurchase program and their latest fiscal Q3 earnings report. Plexus specializes in design, manufacturing, and supply chain solutions for various high-tech industries.
PLEXUS CORP CFO Abuhl David Westen Exercises Options, Retains 5,000 Derivative Securities
PLEXUS CORP CFO Abuhl David Westen recently exercised options for 2,500 shares and simultaneously forfeited 800 shares at $238.53 each on September 15, 2026. Following these transactions, Westen now holds 2,500 shares and 5,000 derivative securities. His shareholding after the forfeiture stands at 1,700 shares.
Plexus Director Karen Rapp Sells 500 Shares for $120,400
Plexus Director Karen Rapp sold 500 shares of common stock for $120,435 on August 31, 2026, as part of a pre-established Rule 10b5-1 trading plan from February 2026. This transaction is considered routine and not a cause for concern for shareholders, as Rapp still holds 7,535 shares, and the company's stock has performed exceptionally well, up nearly 85% in the last year. Plexus, an electronic manufacturing services provider, boasts a market capitalization of $6.8 billion and trailing twelve-month revenue of $4.6 billion.
Plexus Insiders Sell US$15m Of Stock, Possibly Signalling Caution
Over the last year, Plexus Corporation insiders have sold US$15m worth of stock, which is a significant amount. This selling activity by insiders could be a signal of caution to potential investors. While insider selling doesn't always indicate a negative outlook, it's worth noting, especially when there's a substantial amount involved and no corresponding insider buying.
Plexus Corp Director Karen Marie Rapp Executes Sale of 500 Shares via Rule 10b5-1 Plan
Plexus Corp Director Karen Marie Rapp sold 500 shares of common stock on August 31, 2026, for $240.87 per share, under a pre-arranged Rule 10b5-1 trading plan established in February 2026. Following the transaction, Rapp directly owns 7,535 shares of Plexus Corp (NASDAQ:PLXS). This sale was reported in a Form 4 filing dated September 1, 2026.
Plexus director Karen Rapp sells $120,435 in PLXS shares
Karen Rapp, a director at Plexus Corp. (NASDAQ:PLXS), sold 500 shares of company stock for $120,435 on August 31, 2026, as part of a pre-arranged trading plan. This sale occurred after the company's shares surged 75% over the past year, with Plexus recently reporting strong fiscal third-quarter results that exceeded analyst expectations for earnings and revenue. The company also raised its growth outlook for fiscal 2027.
Plexus Corp. (PLXS) News, Articles, Events & Latest Updates
This article provides recent news and updates concerning Plexus Corp. (PLXS), including its stock performance, earnings reports, and analyst expectations. It highlights Plexus's outperformance compared to the market over the past 20 years and recent earnings beats, though some analyses express concerns about free cash flow.
Plexus Corp. Greenlights $100 Million Stock Buyback Program Following Current Plan
Plexus Corp. has announced a new $100 million share repurchase program, approved by its Board of Directors on August 20, 2026. This new program will commence once the existing $100 million buyback plan expires, under which $9.6 million remained as of August 19, 2026. The company noted that there is no fixed schedule or obligation for these repurchases, allowing flexibility based on market conditions and other factors.
Plexus Corp. announces an Equity Buyback for $100 million worth of its shares.
Plexus Corp. has announced an equity buyback program, authorizing the repurchase of up to $100 million worth of its shares. This decision was published on August 24, 2026, and reflects a move by the company's board.
Tocqueville Asset Management L.P. Purchases New Position in Plexus Corp. $PLXS
Tocqueville Asset Management L.P. recently acquired a new position in Plexus Corp. (NASDAQ:PLXS), purchasing 5,800 shares valued at approximately $1.74 million. This move is part of broader institutional investment, with various hedge funds also adjusting their stakes in the technology company. Analysts maintain a positive outlook on Plexus, with an average "Buy" rating and a target price of $273.
BlackRock Inc. Invests $1.31 Billion in Plexus Corp. $PLXS
BlackRock Inc. has acquired a significant new stake in Plexus Corp. (NASDAQ:PLXS), purchasing 4,362,360 shares valued at approximately $1.31 billion in the second quarter, making it the largest institutional holder with 16.30% ownership. Other institutional investors have also adjusted their positions in Plexus, which saw its stock trading down 1.0% recently. The company reported strong Q2 earnings, beating analyst estimates, and analysts have a "Buy" consensus rating for the stock.
Plexus Corp (PLXS) President & CEO Todd Kelsey Sells 1,500 Shares
Plexus Corp's President & CEO, Todd Kelsey, sold 1,500 shares of PLXS for approximately $376,470. This sale is part of a larger trend of insider selling at the company, with 43 insider sells and zero buys over the past year. Despite some institutional investors adding to their positions, the stock is considered significantly overvalued based on its GF Value, trading at a price-to-GF-Value ratio of 1.54.
Plexus Corp CEO Todd P. Kelsey Sells 1,500 Shares in August 2026 Under Rule 10b5-1 Plan
Plexus Corp CEO Todd P. Kelsey sold 1,500 shares of common stock on August 19, 2026, through three separate transactions under a pre-established Rule 10b5-1 trading plan. The shares were sold at prices ranging from $248.7887 to $252.23 per share. Following these sales, Kelsey directly owns 65,888 shares of Plexus Corp.
Plexus (NASDAQ:PLXS) CEO Todd Kelsey Sells 1,500 Shares
Plexus (NASDAQ:PLXS) CEO Todd Kelsey sold 1,500 shares of the company's stock for approximately $376,470 under a pre-arranged trading plan, reducing his direct ownership by 2.23%. Despite the insider sale, Plexus reported strong quarterly earnings and revenue that exceeded analyst expectations, with revenue increasing 28.2% year over year. The company maintains a "Buy" rating from analysts with an average price target of $273, and institutional investors hold a significant portion of its outstanding shares.
Plexus president & CEO Todd Kelsey sells over $376,000 in shares
Plexus Corp. President and CEO, Todd P. Kelsey, sold 1,500 shares of the company's common stock for a total of $376,467 on August 19, 2026, executed under a Rule 10b5-1 trading plan. Despite a recent 8.4% stock decline, Plexus shares are up 88% over the last year, although InvestingPro analysis suggests the stock is currently overvalued. The sale follows Plexus reporting strong fiscal third-quarter results with record revenue and exceeding Wall Street expectations.
Plexus president & CEO Todd Kelsey sells over $376,000 in shares
Todd P. Kelsey, President and CEO of Plexus Corp. (NASDAQ:PLXS), sold 1,500 shares of the company’s common stock for a total of $376,467 on August 19, 2026, pursuant to a Rule 10b5-1 trading plan. Despite a recent 8.4% stock decline, Plexus shares are up 88% over the last year, and the company recently reported strong fiscal third-quarter results exceeding Wall Street expectations.
5,734 Shares in Plexus Corp. $PLXS Bought by Diversify Advisory Services LLC
Diversify Advisory Services LLC has acquired a new stake of 5,734 shares in Plexus Corp. (NASDAQ:PLXS), valued at approximately $1.45 million. This purchase is part of a trend where institutional investors now own 94.45% of the company's stock, alongside positive analyst ratings and recent upgrades. Plexus also reported strong financial results, exceeding quarterly earnings and revenue expectations.
Plexus (PLXS) CEO lines up next stock sale under preset plan
Plexus Corp. CEO Todd P. Kelsey has filed a notice to sell 4,500 shares of common stock through ROBERT W BAIRD & CO. The shares originate from Performance Stock Units vesting on February 11, 2025, and the sale is part of a trading plan adopted on November 20, 2025. This planned transaction follows several thousand shares sold by Kelsey between May and July 2026.
4,917 Shares in Plexus Corp. $PLXS Purchased by Summit Creek Advisors LLC
Summit Creek Advisors LLC recently acquired 4,917 shares of Plexus Corp. (NASDAQ:PLXS) valued at approximately $1.48 million during the second quarter. This purchase contributes to institutional investors collectively owning 94.45% of PLXS. Despite insider sales totaling $2.25 million in the last quarter, analysts maintain a "Buy" rating for Plexus, with the company reporting strong quarterly earnings and revenue growth.
K.J. Harrison & Partners Inc Invests $2.10 Million in Plexus Corp. $PLXS
K.J. Harrison & Partners Inc. invested $2.10 million in Plexus Corp. (NASDAQ:PLXS) by purchasing 7,000 shares in the second quarter. Institutional investors now own 94.45% of Plexus, which recently exceeded Q2 earnings expectations with $2.32 EPS and $1.30 billion in revenue. Despite recent insider selling, analysts maintain a "Buy" rating for Plexus, with an average price target of $273.
Will Adding Plexus CEO Todd Kelsey to the Board Reshape Littelfuse's (LFUS) Strategic Direction?
Littelfuse, Inc. announced the appointment of Todd Kelsey, CEO of Plexus Corp., to its board of directors and Compensation Committee. Kelsey's extensive background in engineering and leadership across highly regulated tech markets is expected to bring specialized operational and compensation oversight expertise to Littelfuse. While his appointment enhances governance, the article suggests it won't immediately alter the company's focus on stabilizing margins and managing risks related to cyclical automotive and industrial demand.
Oppenheimer Asset Management Inc. Takes Position in Plexus Corp. $PLXS
Oppenheimer Asset Management Inc. has acquired a new position in Plexus Corp. (NASDAQ:PLXS), purchasing 10,540 shares valued at approximately $3.17 million in the second quarter. This move comes as institutional investors and hedge funds now collectively own about 94.45% of PLXS, signaling strong institutional confidence despite some insider selling. Analysts maintain a bullish outlook on Plexus, citing a stronger revenue outlook and recent positive earnings, with a consensus average rating of "Buy" and a price target of around $273.
Walleye Capital LLC Buys New Holdings in Plexus Corp. $PLXS
Walleye Capital LLC has initiated a new position in Plexus Corp. (NASDAQ:PLXS) by acquiring 27,592 shares valued at approximately $8.3 million, representing 0.10% of the company. This comes as Plexus reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, with significant year-over-year revenue growth. Analyst sentiment remains largely positive, with a consensus "Buy" rating and an average price target of $273, although some insider selling has occurred.
Plexus Corp (PLXS) Director Michael Schrock Sells 4,000 Shares
Plexus Corp (PLXS) Director Michael Schrock sold 4,000 shares for $1.1 million on August 11, 2026, reducing his direct ownership to 40,329 shares. This sale contributes to a trend of 43 insider sells and zero buys at Plexus Corp over the past year, occurring while GuruFocus's valuation model indicates the stock is significantly overvalued at $275 per share compared to its GF Value of $162.36. Despite insider selling, seven gurus hold PLXS, with four adding to their positions, presenting a complex picture for investors.
American Century (PLXS) group discloses 4.4% Plexus Corp. ownership in 13G/A
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research have collectively reported a beneficial ownership of 1,184,217 shares, representing 4.4% of Plexus Corp.'s outstanding common stock. This disclosure was made in an amended Schedule 13G filing. The group has sole voting power over 1,051,902 shares and sole dispositive power over all 1,184,217 shares.
Plexus Corp. (PLXS) Stock Forecasts
Argus has lowered its target price for Plexus Corp. (PLXS) to $299.00, citing the company's role as a U.S.-based Electronic Manufacturing Services provider. Plexus offers comprehensive services from design to replenishment and refurbishment. Investors can access premium research reports for detailed company profiles and trade insights.
PLEXUS CORP SEC Filing (Aug 11, 2026)
This article reports on a Form 144 SEC filing by Plexus Corp. (PLXS) on August 11, 2026, concerning a proposed sale of 4,000 shares of common stock by an individual named by Fidelity Brokerage Services LLC. The shares were acquired on January 27, 2021, as a restricted stock award from the issuer. The filing indicates a neutral impact and sentiment, and the shares are to be sold on NASDAQ with an aggregate market value of $1,100,000.00.
Plexus Corp. commits $1 million to Fox Cities tornado relief over two years
Plexus Corp. has pledged $1 million to support tornado relief and recovery efforts in Menasha and the surrounding Fox Cities communities over two years (2026-2027). The funds, administered through the Plexus Community Foundation, will assist nonprofit partners providing food, shelter, and mental health services, as well as aid directly impacted team members. Plexus, founded in Neenah in 1979, emphasizes its commitment to its home community.
Neenah-based Plexus pledges $1 million over two years for Fox Valley tornado recovery
Plexus, a Neenah-based company, has pledged $1 million over two years to aid in the Fox Valley tornado recovery efforts. The funds will be distributed through the Plexus Community Foundation to non-profit partners providing essential basic needs and will support both immediate relief and long-term rebuilding for affected families and infrastructure. This commitment is in addition to resources and volunteer efforts provided to directly impacted team members.
Littelfuse Appoints Plexus CEO Todd Kelsey to Board of Directors
Littelfuse, Inc. has appointed Todd Kelsey, President and CEO of Plexus Corp., to its board of directors and Compensation Committee. Kelsey brings over three decades of experience in technology, engineering, and global manufacturing, which aligns with Littelfuse's strategic priorities and international operations. His expertise will support Littelfuse as it continues to focus on electrical energy transfer solutions across various industrial, transportation, and electronics applications.
Plexus pledges $1M for tornado recovery efforts over 2 years
Plexus Corp. has committed $1 million over two years to support tornado relief and recovery efforts in Menasha and surrounding communities affected by the July 27 tornado. These funds will be distributed through the Plexus Community Foundation to local nonprofit organizations for immediate needs and long-term recovery, with resources also available for directly impacted employees. The company emphasizes its deep roots in the Fox Cities and its commitment to helping the community rebuild.
Littelfuse appoints Plexus CEO Todd Kelsey to board
Littelfuse, Inc. has announced the appointment of Todd Kelsey, President and CEO of Plexus Corp., to its board of directors and Compensation Committee. Kelsey brings extensive global experience in technology, engineering, and manufacturing, having been with Plexus since 1994 and serving as CEO since 2016. His operational and public company board experience, including roles at Steelcase Inc. and Wisconsin Manufacturers and Commerce, is expected to support Littelfuse's strategic priorities.
Plexus Corp. (PLXS) Stock forecasts
Argus has increased its rating for Plexus Corp. (PLXS) stock to a BUY. Plexus Corp. is an Electronic Manufacturing Services company based in the U.S., offering services from design to fulfillment and sustaining solutions. The current price for PLXS is $267.68, and a full report is available for premium users.
Plexus Corp. Revenue Breakdown – SWB:PX4
Plexus Corp. generated 3.44 billion EUR last year, with its Industrial segment being the top performer, contributing 1.46 billion EUR. The company's largest regional contribution came from Malaysia, accounting for 1.60 billion EUR. These figures highlight the company's key revenue drivers by segment and geography.
ETFs Investing in Plexus Corp. Stocks
This article provides a comprehensive list of ETFs that include Plexus Corp. (PLXS) stocks in their holdings, sorted by market value. It details various ETFs, including their issuers, management styles, expense ratios, assets under management (AUM), and 3-year NAV total returns, offering insights for investors interested in diversified exposure to PLXS.
Plexus Corp. (PLXS) Stock Forecasts
Plexus Corp. (PLXS) has received an upgraded rating to "BUY" from Argus, an analyst firm. The company, an Electronic Manufacturing Services provider, offers services from conceptualization to post-sales support. The report mentions a current price of $270.35 and encourages users to upgrade for full report access.
Why (PLXS) Price Action Is Critical for Tactical Trading
This article analyzes the price action of Plexus Corp. (NASDAQ: PLXS), highlighting strong sentiment across all time horizons and providing institutional trading strategies. It details specific entry zones, targets, and stop losses for long, breakout, and short positions, alongside multi-timeframe signal analysis and risk-reward ratios. The analysis suggests an exceptional short setup with a significant risk-reward ratio.
PLEXUS CORP 3Q FY2026: Revenue $1304.8M, EPS $1.58— 10-Q Summary
PLEXUS CORP reported its third-quarter FY2026 results, showing a significant increase in revenue to $1304.8M from $1018.3M year-over-year. However, net income slightly decreased to $43M from $45.1M, and diluted EPS was $1.58 compared to $1.64 in the prior year. The company highlighted strong revenue growth across AMER and APAC segments, with APAC becoming the largest regional contributor due to significant semi-cap and industrial ramps.
Plexus Corp (NASDAQ: PLXS) lifts sales to $1.30B as free cash flow turns negative
Plexus Corp. reported strong Q3 2026 results with net sales reaching $1.30 billion, a 28.1% increase year-over-year, and nine-month sales up 19.0% to $3.54 billion. Despite the revenue growth and a strong return on invested capital (ROIC) of 14.9%, the company's free cash flow turned negative at $(35.3) million for the nine months, attributed to increased working capital needs for program ramp-ups and higher inventories. The quarter also saw a rise in income tax expense due to a new global minimum tax, impacting diluted EPS which slightly decreased in Q3 but rose for the nine-month period.
California State Teachers Retirement System Acquires 5,728 Shares of Plexus Corp. $PLXS
The California State Teachers Retirement System (CalSTRS) increased its stake in Plexus Corp. (NASDAQ:PLXS) by 22.3% in the first quarter, purchasing 5,728 additional shares to now own 31,393 shares valued at $6.36 million. This comes as Plexus reported strong quarterly results, exceeding EPS and revenue estimates, and provided optimistic Q4 2026 guidance. Despite positive analyst sentiment, company insiders have sold a significant number of shares recently.
Plexus Corp. $PLXS Shares Purchased by Amundi
Amundi increased its stake in Plexus Corp. ($PLXS) by 143% in the first quarter, now owning 31,294 shares valued at $6.34 million, making them one of several institutional investors to adjust their positions. Plexus reported strong quarterly results, exceeding analyst expectations with $2.32 EPS and $1.30 billion in revenue, leading to a "Moderate Buy" consensus rating from analysts. Despite recent insider share sales, institutional investors and hedge funds collectively hold 94.45% of the company's stock.
Plexus (PLXS) Is Up 15.1% After Record Q3 Sales And Higher Q4 Guidance Has The Bull Case Changed?
Plexus (PLXS) recently reported record Q3 2026 revenue of US$1.30 billion and provided strong Q4 guidance, sending its stock up 15.1%. The company's focus on complex electronics, combined with ongoing share repurchases, supports its investment narrative, though investor awareness of potential demand setbacks due to concentrated customer ramps is advised. Despite positive near-term momentum, analysts project Plexus's narrative to reach $6.0 billion revenue and $278.4 million earnings by 2029, suggesting a fair value 6% above its current price.
