PLXS

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.

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.