Plexus (NASDAQ:PLXS) Updates Q4 2025 Earnings Guidance

Plexus (NASDAQ:PLXS - Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.820-1.970 for the period, compared to the consensus earnings per share estimate of 1.872. The company issued revenue guidance of $1.0 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on PLXS. Benchmark reaffirmed a "buy" rating and set a $160.00 price objective on shares of Plexus in a research note on Wednesday, June 4th. Needham & Company LLC dropped their price objective on shares of Plexus from $162.00 to $158.00 and set a "buy" rating for the company in a research note on Thursday. Wall Street Zen upgraded shares of Plexus from a "buy" rating to a "strong-buy" rating in a report on Monday, June 30th. Sidoti upgraded shares of Plexus from a "neutral" rating to a "buy" rating and boosted their target price for the company from $135.00 to $150.00 in a report on Friday. Finally, Stifel Nicolaus set a $145.00 target price on shares of Plexus in a report on Thursday, April 24th. Two analysts have rated the stock with a hold rating, three have issued a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $153.25.

Plexus Trading Up 4.2%

NASDAQ:PLXS traded up $4.96 on Friday, hitting $123.25. The stock had a trading volume of 577,047 shares, compared to its average volume of 206,518. The company has a quick ratio of 0.71, a current ratio of 1.58 and a debt-to-equity ratio of 0.06. The stock has a market cap of $3.34 billion, a price-to-earnings ratio of 21.00 and a beta of 0.80. The company has a fifty day moving average price of $133.24 and a two-hundred day moving average price of $133.57. Plexus has a 1-year low of $103.43 and a 1-year high of $172.89.

Plexus (NASDAQ:PLXS - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The technology company reported $1.90 EPS for the quarter, topping the consensus estimate of $1.71 by $0.19. Plexus had a net margin of 4.04% and a return on equity of 12.33%. The firm had revenue of $1.02 billion for the quarter, compared to analyst estimates of $1.02 billion. During the same period in the prior year, the business posted $1.45 EPS. The business's revenue for the quarter was up 6.0% compared to the same quarter last year. Equities research analysts expect that Plexus will post 5.9 earnings per share for the current fiscal year.

Insider Transactions at Plexus

In other news, CEO Todd P. Kelsey sold 2,000 shares of the company's stock in a transaction that occurred on Tuesday, May 27th. The shares were sold at an average price of $131.68, for a total value of $263,360.00. Following the transaction, the chief executive officer directly owned 76,714 shares in the company, valued at approximately $10,101,699.52. This represents a 2.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CAO Angelo Michael Ninivaggi, Jr. sold 2,058 shares of the company's stock in a transaction that occurred on Tuesday, May 27th. The stock was sold at an average price of $132.22, for a total transaction of $272,108.76. Following the completion of the transaction, the chief accounting officer owned 26,133 shares in the company, valued at approximately $3,455,305.26. This represents a 7.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 12,032 shares of company stock worth $1,582,222. 1.76% of the stock is owned by company insiders.

Institutional Investors Weigh In On Plexus

Hedge funds have recently added to or reduced their stakes in the business. United Services Automobile Association acquired a new stake in Plexus during the 1st quarter worth approximately $218,000. AQR Capital Management LLC lifted its holdings in Plexus by 103.1% during the 1st quarter. AQR Capital Management LLC now owns 8,384 shares of the technology company's stock worth $1,074,000 after buying an additional 4,255 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Plexus by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,971 shares of the technology company's stock worth $2,046,000 after buying an additional 705 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Plexus by 12.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 79,584 shares of the technology company's stock worth $10,197,000 after buying an additional 9,078 shares in the last quarter. 94.45% of the stock is currently owned by institutional investors and hedge funds.

About Plexus

Plexus Corp. provides electronic manufacturing services in the United States and internationally. It offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services to companies in the healthcare/life sciences, industrial/commercial, aerospace/defense, and communications market sectors.