PLXS

PLEXUS CORP

Nasdaq · Printed Circuit Boards · Inc. WI · CIK 0000785786

$273.01 -3.99% $7.6B

Insider Selling Cluster (2 insiders)High Impact Filing (8/10)

Vol

Market Cap$7.6B

Cap SizeMid Cap

Analyst ConsensusBuy (67%)

Inst. Holders8 funds

Inst. Value$721.1M

Inst. Activity2 buys / 0 sells

Insider Activity0B / 20S

Insider Net $-$8.9M

Reddit Sentiment50° Neutral

SEC Reports5

Congressional4 trades

Exchange Nasdaq·Sector Printed Circuit Boards·Inc. WI·CIK 0000785786·Prev Close $284.35

Recent Activity

Jun 3, 2026 Insider

Kelsey Todd P. sold 1,000 shares

President & CEO @ $290.00 ($290.0K)

Jun 1, 2026 SEC

Plexus issued its Fiscal 2025 Sustainability Report, shifting from intensity-based to absolute emissions reduction targe

PRESS-RELEASE — Impact 2/10

Jun 1, 2026 earnings

Plexus Issues Fiscal 2025 Sustainability Report and Announces Transition to Absolute Emission Reduction Targets

NEENAH, WI, June 01, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today

Jun 1, 2026 Insider

Rapp Karen Marie sold 500 shares

Director @ $270.00 ($135.0K)

May 27, 2026 Insider

Kelsey Todd P. sold 1,000 shares

President & CEO @ $274.75 ($274.8K)

May 13, 2026 SEC

Three Plexus insiders sold a total of $1.48M in open-market sales over the past week, including the EVP/Chief Legal Offi

CLUSTER — Impact 3/10

Apr 29, 2026 SEC

Plexus reported record Q2 FY2026 revenue of $1.164B, up 19% YoY, with GAAP EPS of $1.82 and non-GAAP EPS of $2.05—both a

8-K — Impact 8/10

Inst.

NORGES BANK — NEW

19,582 shares ($2.9M)

Price Targets

$280.75 +2.8% upside Hold

Current $273.01 Low $258.00 Median $277.50 High $310.00 4 analysts

$258.00 $310.00

Analyst Ratings

Buy67% buy · 12 analysts

3Strong Buy

5Buy

4Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 1, 2026	Needham	MAINTAIN	Buy → Buy
May 1, 2026	Needham	MAINTAIN	Buy → Buy
Apr 20, 2026	Stifel	UPGRADE	Hold → Buy
Mar 16, 2026	Benchmark	REITERATE	Buy → Buy
Jan 30, 2026	Stifel	MAINTAIN	Hold → Hold

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Next Q	$2.27 ▲ +1.7%	$2.18 — $2.38	6% YoY	5
Current Q	$2.14 ▲ +1.4%	$2.10 — $2.19	13% YoY	5
Next FY	$9.47 ▲ +3.0%	$9.12 — $9.72	15% YoY	5
Current FY	$8.23 ▲ +1.3%	$8.10 — $8.30	11% YoY	5

Latest Reports

NEUTRAL PRESS-RELEASE 2/10

Plexus issued its Fiscal 2025 Sustainability Report, shifting from intensity-based to absolute emissions reduction targe

Jun 1, 2026

NEUTRAL CLUSTER 3/10

Three Plexus insiders sold a total of $1.48M in open-market sales over the past week, including the EVP/Chief Legal Offi

May 13, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$534.0M	—
MORGAN STANLEY	$73.9M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$57.6M	NEW
BANK OF AMERICA CORP	$25.8M	ADD
FMR LLC	$16.5M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Jun 3, 2026	Kelsey Todd	SELL	$290.0K
Jun 1, 2026	Rapp Karen	SELL	$135.0K
May 27, 2026	Kelsey Todd	SELL	$274.8K
May 20, 2026	Kelsey Todd	SELL	$176.5K
May 11, 2026	Tan Victor	SELL	$813.7K

Reddit Sentiment

50°

Neutral

Bearish Neutral Bullish

4 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 4 sells

Member	Party	Type	Amount
Michael McCaul	R	SELL	$50,001 - $100,000
Michael McCaul	R	SELL	$50,001 - $100,000
Michael McCaul	R	SELL	$15,001 - $50,000

8 institutional holders with $721.1M total value (4,905,655 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	3,632,761	$534.0M	74.1%	—
2	MORGAN STANLEY	502,397	$73.9M	10.2%	—
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	391,520	$57.6M	8.0%	NEW
4	BANK OF AMERICA CORP /DE/	175,259	$25.8M	3.6%	ADD +53.6%
5	FMR LLC	112,508	$16.5M	2.3%	ADD +62.3%
6	WELLS FARGO & COMPANY/MN	64,652	$9.5M	1.3%	—
7	NORGES BANK	19,582	$2.9M	0.4%	NEW
8	TWO SIGMA INVESTMENTS, LP	6,976	$1.0M	0.1%	NEW

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	19,582	—	$2.9M	2025-Q4
TWO SIGMA INVESTMENTS, LP	NEW	—	6,976	—	$1.0M	2025-Q4
NORGES BANK	EXIT	43,426	0	-100.0%	$0.00	2025-Q3
UBS Group AG	ADD	146,166	214,309	+46.6%	$29.0M	2025-Q2
BANK OF AMERICA CORP /DE/	ADD	115,420	177,237	+53.6%	$24.0M	2025-Q2
NORGES BANK	NEW	—	43,426	—	$5.9M	2025-Q2
TWO SIGMA INVESTMENTS, LP	EXIT	9,458	0	-100.0%	$0.00	2025-Q2
FMR LLC	ADD	49,054	79,621	+62.3%	$10.2M	2025-Q1
CITADEL ADVISORS LLC	TRIM	46,580	30,633	-34.2%	$3.9M	2025-Q1
TWO SIGMA INVESTMENTS, LP	NEW	—	9,458	—	$1.2M	2025-Q1
NORGES BANK	EXIT	91,042	0	-100.0%	$0.00	2025-Q1
UBS Group AG	DOUBLED	22,156	153,039	+590.7%	$23.9M	2024-Q4
CITADEL ADVISORS LLC	ADD	26,762	46,580	+74.1%	$7.3M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	421,903	—	$57.7M	2024-Q3

16 unique insiders with 20 transactions. Net insider value: -$8.9M ($0.00 bought, $8.9M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 3, 2026	Kelsey Todd P.	President & CEO	SELL	1,000	$290.00	$290.0K
Jun 1, 2026	Rapp Karen Marie	Director	SELL	500	$270.00	$135.0K
May 27, 2026	Kelsey Todd P.	President & CEO	SELL	1,000	$274.75	$274.8K
May 20, 2026	Kelsey Todd P.	President & CEO	SELL	700	$252.20	$176.5K
May 11, 2026	Tan Victor (Pang Hau)	Regional President - APAC	SELL	3,000	$271.23	$813.7K
May 8, 2026	Ninivaggi Angelo Michael Jr	EVP, Chief Legal & PAO & Secy	SELL	1,484	$264.11	$391.9K
May 7, 2026	Ninivaggi Angelo Michael Jr	EVP, Chief Legal & PAO & Secy	SELL	1,294	$262.43	$339.6K
May 6, 2026	Kelsey Todd P.	President & CEO	SELL	1,000	$270.75	$270.8K
May 6, 2026	Jermain Patrick John	Exec. VP & CFO	I	3,815	$268.94	$1.0M
May 5, 2026	Kelsey Todd P.	President & CEO	SELL	1,000	$267.10	$267.1K
May 4, 2026	Kelsey Todd P.	President & CEO	SELL	1,403	$263.00	$369.0K
Apr 15, 2026	Kelsey Todd P.	President & CEO	SELL	1,500	$224.09	$336.1K
Mar 18, 2026	Kelsey Todd P.	President & CEO	SELL	1,500	$194.24	$291.4K
Feb 27, 2026	Rapp Karen Marie	Director	SELL	500	$195.59	$97.8K
Feb 25, 2026	MARTINEZ RANDY J	Director	SELL	1,000	$203.14	$203.1K
Feb 17, 2026	Jermain Patrick John	Exec. VP & CFO	M	5,611	$0.00	$0.00
Feb 17, 2026	Jermain Patrick John	Exec. VP & CFO	M	5,611	$0.00	$0.00
Feb 17, 2026	Jermain Patrick John	Exec. VP & CFO	F	2,638	$195.95	$516.9K
Feb 17, 2026	Jermain Patrick John	Exec. VP & CFO	A	1,671	$0.00	$0.00
Feb 12, 2026	Zycinski Frank	Regional President - EMEA	SELL	1,399	$205.99	$288.2K
Feb 12, 2026	Jermain Patrick John	Exec. VP & CFO	SELL	2,321	$201.12	$466.8K
Feb 9, 2026	FOATE DEAN A	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Mihm Oliver K.	Exec VP & COO	A	5,670	$0.00	$0.00
Feb 9, 2026	Mihm Oliver K.	Exec VP & COO	A	4,030	$0.00	$0.00
Feb 9, 2026	Wuamett Jennifer	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	SCHROCK MICHAEL V	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	ROOKE PAUL A	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Rapp Karen Marie	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Quadracci J Joel	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Jueckstock Rainer	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Eisenhart Joann M	Director	A	1,008	$0.00	$0.00
Feb 9, 2026	Zycinski Frank	Regional President - EMEA	A	1,270	$0.00	$0.00
Feb 9, 2026	Zycinski Frank	Regional President - EMEA	A	900	$0.00	$0.00
Feb 9, 2026	Tan Victor (Pang Hau)	Regional President - APAC	A	2,840	$0.00	$0.00
Feb 9, 2026	Tan Victor (Pang Hau)	Regional President - APAC	A	2,020	$0.00	$0.00
Feb 9, 2026	Running Michael J.	Regional President - AMER	A	1,550	$0.00	$0.00
Feb 9, 2026	Running Michael J.	Regional President - AMER	A	1,100	$0.00	$0.00
Feb 9, 2026	Ninivaggi Angelo Michael Jr	Exec VP, CAO, Gen Coun & Secy	A	3,240	$0.00	$0.00
Feb 9, 2026	Ninivaggi Angelo Michael Jr	Exec VP, CAO, Gen Coun & Secy	A	2,300	$0.00	$0.00
Feb 9, 2026	Kelsey Todd P.	President & CEO	A	22,950	$0.00	$0.00
Feb 9, 2026	Kelsey Todd P.	President & CEO	A	16,320	$0.00	$0.00
Feb 9, 2026	Jermain Patrick John	Exec. VP & CFO	A	5,670	$0.00	$0.00
Feb 9, 2026	Jermain Patrick John	Exec. VP & CFO	A	4,030	$0.00	$0.00
Feb 9, 2026	MARTINEZ RANDY J	Director	A	1,008	$0.00	$0.00
Feb 6, 2026	Tan Victor (Pang Hau)	Regional President - APAC	SELL	1,000	$205.00	$205.0K
Feb 6, 2026	FOATE DEAN A	Director	SELL	10,000	$205.00	$2.0M
Feb 5, 2026	Ninivaggi Angelo Michael Jr	Exec VP, CAO, Gen Coun & Secy	SELL	4,303	$203.06	$873.8K
Feb 4, 2026	Jermain Patrick John	Exec. VP & CFO	SELL	3,587	$204.09	$732.1K
Feb 3, 2026	MARTINEZ RANDY J	Director	M	1,370	$0.00	$0.00
Feb 3, 2026	MARTINEZ RANDY J	Director	M	1,370	$0.00	$0.00

5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.8/10.

NEUTRAL PRESS-RELEASE 2/10

Plexus issued its Fiscal 2025 Sustainability Report, shifting from intensity-based to absolute emiss

Jun 1, 2026

NEUTRAL CLUSTER 3/10

Three Plexus insiders sold a total of $1.48M in open-market sales over the past week, including the

May 13, 2026

BULLISH 8-K 8/10

Plexus reported record Q2 FY2026 revenue of $1.164B, up 19% YoY, with GAAP EPS of $1.82 and non-GAAP

Apr 29, 2026

NEUTRAL PRESS-RELEASE 3/10

Plexus announced it will release its fiscal Q2 2026 results on April 29, 2026, with a conference cal

Apr 15, 2026

NEUTRAL CLUSTER 3/10

Two Plexus Corp insiders sold shares in the past week, totaling $300.9K in open-market transactions.

Mar 2, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 12 analysts: 3 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$280.75 mean target +2.8% upside Hold (2.20)

$258.00 Low $310.00 High

Metric	Value
Current Price	$273.01
Target Low	$258.00
Target Mean	$280.75
Target Median	$277.50
Target High	$310.00
# Analysts	4
Recommendation	Hold (2.20)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Next Q 2026-09-30	$2.27	$2.18	$2.38	6.0%	+1.7%	4↑ 0↓	$1.3B	19.4%	5
Current Q 2026-06-30	$2.14	$2.10	$2.19	12.5%	+1.4%	4↑ 0↓	$1.2B	20.8%	5
Next FY 2027-09-30	$9.47	$9.12	$9.72	15.1%	+3.0%	5↑ 0↓	$5.2B	10.9%	5
Current FY 2026-09-30	$8.23	$8.10	$8.30	10.7%	+1.3%	4↑ 0↓	$4.7B	17.2%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$2.138
7d ago	$2.134	+0.004
30d ago	$2.108	+0.030
60d ago	$1.986	+0.152
90d ago	$1.986	+0.152

7 analyst firms have rated this stock: 3 upgrades, 4 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 1, 2026	Needham	MAINTAIN	Buy	Buy
May 1, 2026	Needham	MAINTAIN	Buy	Buy
Apr 20, 2026	Stifel	UPGRADE	Hold	Buy
Mar 16, 2026	Benchmark	REITERATE	Buy	Buy
Jan 30, 2026	Stifel	MAINTAIN	Hold	Hold
Jan 30, 2026	Benchmark	MAINTAIN	Buy	Buy
Jan 30, 2026	Needham	MAINTAIN	Buy	Buy
Jan 29, 2026	Benchmark	REITERATE	Buy	Buy
Jan 28, 2026	Benchmark	MAINTAIN	Buy	Buy
Oct 24, 2025	Sidoti & Co.	DOWNGRADE	Buy	Neutral
Oct 24, 2025	Benchmark	REITERATE	Buy	Buy
Oct 23, 2025	Needham	MAINTAIN	Buy	Buy
Sep 22, 2025	Benchmark	MAINTAIN	Buy	Buy
Jul 25, 2025	Sidoti & Co.	UPGRADE	Neutral	Buy
Jul 24, 2025	Needham	MAINTAIN	Buy	Buy
Jun 4, 2025	Benchmark	REITERATE	Buy	Buy
May 16, 2025	Benchmark	REITERATE	Buy	Buy
Apr 25, 2025	Benchmark	MAINTAIN	Buy	Buy
Apr 25, 2025	Needham	REITERATE	Buy	Buy
Jan 24, 2025	Benchmark	MAINTAIN	Buy	Buy
Jan 24, 2025	Needham	MAINTAIN	Buy	Buy
Jan 22, 2025	Benchmark	REITERATE	Buy	Buy
Dec 10, 2024	Stifel	MAINTAIN	Hold	Hold
Oct 28, 2024	Benchmark	MAINTAIN	Buy	Buy
Oct 25, 2024	Needham	MAINTAIN	Buy	Buy
Oct 22, 2024	Keybanc	INITIATE	—	Sector Weight
Oct 21, 2024	Benchmark	REITERATE	Buy	Buy
Oct 1, 2024	Benchmark	MAINTAIN	Buy	Buy
Jul 29, 2024	Benchmark	MAINTAIN	Buy	Buy
Jul 26, 2024	Needham	MAINTAIN	Buy	Buy
Jun 24, 2024	Benchmark	MAINTAIN	Buy	Buy
Jun 21, 2024	Benchmark	MAINTAIN	Buy	Buy
Apr 26, 2024	Stifel	MAINTAIN	Hold	Hold
Apr 26, 2024	Needham	MAINTAIN	Buy	Buy
Mar 8, 2024	Benchmark	REITERATE	Buy	Buy
Jan 25, 2024	Needham	MAINTAIN	Buy	Buy
Jan 18, 2024	Needham	MAINTAIN	Buy	Buy
Jan 17, 2024	Benchmark	REITERATE	Buy	Buy
Jan 9, 2024	Sidoti & Co.	DOWNGRADE	Buy	Neutral
Oct 27, 2023	Needham	MAINTAIN	Buy	Buy
Jul 28, 2023	Needham	MAINTAIN	Buy	Buy
Apr 28, 2023	Needham	MAINTAIN	—	Buy
Jan 27, 2023	Sidoti & Co.	UPGRADE	Neutral	Buy
Jan 27, 2023	JP Morgan	MAINTAIN	—	Underweight
Jan 27, 2023	Needham	MAINTAIN	—	Buy
Jan 17, 2023	Sidoti & Co.	DOWNGRADE	Buy	Neutral
Oct 28, 2022	Raymond James	MAINTAIN	—	Outperform
Oct 28, 2022	Needham	MAINTAIN	—	Buy
Aug 29, 2022	Benchmark	MAINTAIN	—	Buy
Aug 12, 2022	JP Morgan	DOWNGRADE	Neutral	Underweight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	3	5	4	67%
May 1, 2026	3	6	4	69%
Apr 1, 2026	2	6	5	62%
Mar 1, 2026	2	6	5	62%
Feb 1, 2026	2	6	5	62%
Jan 1, 2026	2	6	5	62%

Strong BuyBuyHoldSellStrong Sell

1 members of Congress traded this stock: 0 buys, 4 sells.

Congressional Trades

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Mar 4, 2026	Michael McCaul	R	HOUSE	SELL	$50,001 - $100,000	Plexus Corp	Apr 10, 2026 (38d)
Feb 12, 2026	Michael McCaul	R	HOUSE	SELL	$50,001 - $100,000	Plexus Corp	Mar 12, 2026 (29d)
Feb 4, 2026	Michael McCaul	R	HOUSE	SELL	$15,001 - $50,000	Plexus Corp	Mar 12, 2026 (37d)
Jan 21, 2026	Michael McCaul	R	HOUSE	SELL	$50,001 - $100,000	Plexus Corp	Feb 12, 2026 (23d)

50°

Neutral

Bearish Neutral Bullish

4 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Threads
May 31, 2026	1	44° Neutral	1
May 31, 2026	1	44° Neutral	1
May 23, 2026	1	44° Neutral	1
May 23, 2026	1	44° Neutral	1

Recent Reddit Threads

r/investing Neutral 14d ago

PLXS: $4.3B revenue but only a $6.9B market cap. Is this the most discounted AI infrastructure play on the board?

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 5d 18h ago

PLXS: $4.3B Revenue but only a $7.1B Market Cap. Is this the most discounted AI infrastructure play on the board?

▲ 1 💬 0 ⚡ 0.5

Jun 1, 2026

earnings

Plexus Issues Fiscal 2025 Sustainability Report and Announces Transition to Absolute Emission Reduction Targets

NEENAH, WI, June 01, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today announced the release of its Fiscal 2025 Sustaina

May 13, 2026

short_interest

FTD: PLXS — 9,281 shares ($2.5M) failed to deliver

Settlement: 20260513, Price: $264.49, FTD Value: $2,454,731.69, PLEXUS CORP

May 8, 2026

short_interest

FTD: PLXS — 2,042 shares ($0.5M) failed to deliver

Settlement: 20260508, Price: $260.71, FTD Value: $532,369.82, PLEXUS CORP

Apr 29, 2026

earnings

Plexus Announces Fiscal Second Quarter Financial Results

NEENAH, WI, April 29, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) today announced financial results for our fiscal secon

Apr 29, 2026

earnings

Plexus Announces Planned Chief Financial Officer Transition

NEENAH, WI, April 29, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) announced today that Patrick Jermain, Executive Vice P

Apr 29, 2026

earnings_calendar

PLXS Q2 2026 Earnings Scheduled — 2026-04-29

Apr 21, 2026

earnings_calendar

PLXS Q2 2026 Earnings Scheduled — 2026-04-21

Apr 15, 2026

earnings

Plexus Sets Fiscal Second Quarter 2026 Earnings Release Date

NEENAH, WI, April 15, 2026 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) announced today it will release its fiscal second quarter