Electronic Manufacturing Services
6 companies under coverage.
Electronic Manufacturing Services
TE Connectivity Ltd (TEL)
HOLD. 12-month probability-weighted target $188 (-7% vs spot). P/E Multiple explains 68% of Monte Carlo outcome variance.
Sanmina Corporation (SANM)
HOLD. 12-month probability-weighted target $196 (+6% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.
Jabil Circuit Inc (JBL)
HOLD. 12-month probability-weighted target $340 (+11% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.
IPG Photonics Corporation (IPGP)
BUY. 12-month probability-weighted target $97 (+37% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.
Fabrinet (FN)
BUY. 12-month probability-weighted target $501 (+19% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.
Flex Ltd (FLEX)
BUY. 12-month probability-weighted target $145 (+36% vs spot). Gross Margin explains 60% of Monte Carlo outcome variance.