PLXS — Plexus Corp

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Plexus Corp

Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services. It serves the aerospace/defense, healthcare/life sciences, and industrial/commercial sectors. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$268.26
Market Cap$6.86B
Float26.3M
Shares Outstanding26.8M
P/E (Forward)31.75
P/E (TTM)37.93
Price/Sales (TTM)1.59
vs. Analyst Target+2.3% to analyst PT
Profit Margin4.35%
Operating Margin (TTM)5.27%
Revenue (TTM)$4.31B
Earnings Growth (YoY)29.10%
Dividend RateNone
Analyst Target Price$274.50 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $3.39B $117M $313M $208M
2021 $3.37B $139M $323M $236M
2022 $3.81B $138M $347M $237M
2023 $4.21B $139M $395M $262M
2024 $3.96B $112M $379M $236M
2025 $4.03B $173M $407M $277M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $1.02B $45.1M
Sep 2025 $1.06B $51.4M
Dec 2025 $1.07B $41.2M
Mar 2026 $1.16B $49.8M

Ownership & Float

Insider Ownership1.5%
Institutional Ownership104.5%
Short Float4.3%
% of All Funds Holding4.31%
Number of Funds Holding354

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$244.04Near-term / short-term trend
Weekly40-Week SMA$181.73Medium-term trend
Weekly80-Week SMA$159.93Cyclical trend (business cycle)
Weekly200-Week SMA$126.06Secular trend (multi-year)
Monthly10-Month SMA$182.64Near-term monthly trend
Monthly20-Month SMA$160.53Medium-term monthly trend
Monthly40-Month SMA$131.83Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$205.00 support 1.43x 0 months ago
$148.00 support 1.63x 3 months ago
$135.00 support 1.08x 7 months ago
$103.00 support 1.26x 21 months ago
$95.00 support 1.06x 24 months ago

Historical Earnings Reactions (121 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.42% 0.52% 58.68% 16.28% -18.63%
1 Day 1.38% 1.36% 54.55% 31.13% -31.88%
1 Week 1.65% 1.03% 55.37% 27.94% -26.07%
2 Weeks 2.03% 1.94% 54.55% 46.37% -31.93%
1 Month 4.11% 4.85% 64.17% 45.45% -40.45%

Next earnings: July 29, 2026 (62 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan7.2%55.0%40
Feb2.4%47.5%40
Mar1.4%61.0%41
Apr3.9%56.1%41
May2.7%57.5%40
Jun2.5%55.0%40
Jul1.8%57.5%40
Aug0.4%45.0%40
Sep1.2%55.0%40
Oct0.8%47.5%40
Nov4.7%65.0%40
Dec-4.1%42.5%40

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.06% 45.1% 1914
Tuesday 0.15% 45.1% 2084
Wednesday 0.06% 46.8% 2081
Thursday 0.26% 48.6% 2042
Friday 0.17% 47.5% 2031

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 104.5%

Insider Transactions — Smart Summary

Total insider ownership: 1.5%

12-Month Insider Activity Summary

Total Filings44
Net Value-$27.9M
Net Shares Change-84,244
% of Float-0.3%
C-Suite Filings37
Clusters Detected8

Key Insiders

NameTitleNet ValueFilingsActivity
Kelsey Todd P. President and CEO -$6.3M 2 2 sell
Mihm Oliver K. Exec VP and COO -$2.8M 1 1 sell
Ninivaggi Angelo Michael Jr EVP, Chief Legal and PAO and Secy -$2.3M 2 2 sell
Tan Victor (Pang Hau) Regional President - APAC -$1.4M 2 2 sell
Jermain Patrick John Exec. VP and CFO -$732,070.83 1 1 sell
MARTINEZ RANDY J -$203,140.1 1 1 sell
Running Michael J. Regional President - AMER -$143,828.86 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-29 – 2025-06-02 4 4 -$616,312.989 3 C-suite
2025-08-05 – 2025-08-19 3 3 -$746,663.62 3 C-suite
2025-08-27 – 2025-09-03 5 5 -$1.2M 4 C-suite
2025-10-29 – 2025-11-12 4 4 -$1.7M 4 C-suite
2025-11-28 – 2025-12-02 3 3 -$600,136.917 2 C-suite
2026-02-03 – 2026-02-17 10 7 -$13.4M 8 C-suite
2026-02-19 – 2026-03-02 5 5 -$6.0M 3 C-suite
2026-05-06 – 2026-05-13 4 4 -$5.0M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-11 Ninivaggi Angelo Michael Jr EVP, Chief Legal and PAO and Secy -$1.5M Transaction at $264.02, now +1.6%
2026-05-13 Tan Victor (Pang Hau) Regional President - APAC -$813,699.9 Transaction at $271.23, now -1.1%
2026-05-06 Kelsey Todd P. President and CEO -$1.7M Transaction at $267.10, now +0.4%
2026-02-27 Running Michael J. Regional President - AMER -$143,828.86 Transaction at $205.47, now +30.6%
2026-02-27 MARTINEZ RANDY J -$203,140.1 Transaction at $203.14, now +32.1%
2026-02-19 Mihm Oliver K. Exec VP and COO -$2.8M Transaction at $198.43, now +35.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Plexus Corp (PLXS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for PLXS on Trend Edge →