Electronic Manufacturing Services
7 companies under coverage.
Electronic Manufacturing Services
IPG Photonics Corporation (IPGP)
BUY. 12-month probability-weighted target $96 (+22% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.
Flex Ltd (FLEX)
HOLD. 12-month probability-weighted target $143 (+19% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
Jabil Circuit Inc (JBL)
HOLD. 12-month probability-weighted target $339 (+11% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
Sanmina Corporation (SANM)
HOLD. 12-month probability-weighted target $206 (-5% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
TE Connectivity Ltd (TEL)
SELL. 12-month probability-weighted target $185 (-15% vs spot). P/E Multiple explains 69% of Monte Carlo outcome variance.
Fabrinet (FN)
Rating suspended since 2026-09-21 — valuation input under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.
TTM Technologies Inc (TTMI)
Rating suspended since 2026-09-20 — valuation input under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.