Jabil Inc. (JBL) projects fiscal 2027 revenues of $44.5 billion (+24% YoY) and core EPS of $17.55 (+34% YoY), driven by AI-related revenues surging 54% to $22.1 billion. The stock trades at 17.2X forward earnings, below industry averages but above its five-year median of 13.8X. While strong growth and margin improvements support the valuation premium, concentration in large customer programs and uneven demand outside infrastructure present execution risks.

Plexus Corp (PLXS), an electronic manufacturing services company, has been identified as a strong momentum pick with a Zacks Momentum Style Score of B and a #1 Strong Buy rating. The stock has outperformed the S&P 500 significantly, gaining 83.53% over the past year compared to the index's 16.99%. Recent earnings estimate revisions have been positive, with consensus estimates increasing from $8.56 to $8.71 in the past 60 days, supporting the bullish outlook.

The global Telecom Electronic Manufacturing Services (EMS) market is projected to grow from USD 220.92 billion in 2025 to USD 414.70 billion by 2035, with a CAGR of 6.50%. Growth is driven by 5G infrastructure expansion, Open RAN adoption, and increased demand for advanced telecom equipment manufacturing. Asia Pacific leads the market, with China contributing 42.84% of regional revenues, while North America is rapidly expanding with domestic manufacturing investments.

Pixalate released its Q1 2025 report on the top 25 most popular Free Ad-Supported TV (FAST) apps across various CTV platforms, with Sling TV, Pluto TV, and Plex leading on Roku, Amazon Fire TV, and Apple TV/Samsung Smart TV, respectively.

Plexus Corp. announced that it will attend the Raymond James 46th Annual Institutional Investors Conference on March 3, 2025, where it will host a fireside chat with its management team.

The global medical device contract manufacturing market is projected to reach a value of USD 167.99 billion by 2031, growing at a CAGR of 11.4% during the forecast period. The growth is driven by increasing demand for monoclonal antibodies, biosimilars, and targeted disease treatments, as well as the adoption of advanced technologies like robotics and automation.

NEENAH, WI, June 24, 2024 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) released today its fiscal 2023 Sustainability Report. The report, which is now available on the company’s Sustainability web page, highlights the progress and impact of its sustainable and responsible business practices in strengthening customer partnerships, supporting team member growth and demonstrating a positive environmental and social impact.

Plexus (PLXS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

NEENAH, WI, May 21, 2024 (GLOBE NEWSWIRE) -- Plexus Corp. (NASDAQ: PLXS) announced today that it will attend the 2024 Stifel Cross Sector Insight Conference in Boston, MA on June 4, 2024. During the conference, Stifel will host a fireside chat with Plexus’ management team at 2:25 p.m. Eastern Time. The fireside chat will be available via live webcast.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Goldman Sachs raised the price target for Microsoft Corporation (NASDAQ:MSFT) from $450 to $515. Goldman Sachs analyst Kash Rangan maintained a Buy rating. Microsoft shares fell 2.5% to close at $399.04 on Thursday. See how other analysts view this stock. Raymond James boosted the price target for Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) from $20 to $27. Raymond James analyst Brian Gesuale upgraded the stock from Outperform to Strong Buy. Kratos Defense & Security shares fell 2.8% to close at $17.28 on Thursday. See how other analysts view this stock. Mizuho lowered Intel Corporation (NASDAQ:INTC) price target from $55 to $45. Mizuho analyst Vijay Rakesh maintained a Buy rating. Intel ...Full story available on Benzinga.com

Plexus's (PLXS) fiscal second-quarter performance is affected due to weakness in the Healthcare/Life Sciences and Industrial sectors.

While the top- and bottom-line numbers for Plexus (PLXS) give a sense of how the business performed in the quarter ended March 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.