Plexus Draws Favorable View as UiPath, Zillow Face Cash-Position Scrutiny

Plexus (NASDAQ: PLXS) was identified as the stronger cash-heavy stock in a May 15, 2026, investor note, while UiPath (NYSE: PATH) and Zillow (NASDAQ: ZG) were flagged as companies facing challenges despite holding net cash positions. UiPath held $1.40 billion in net cash, equal to 25.1% of its market capitalization, but the report cited concerns over the company’s outlook. Shares traded at $10.64, or 3.3 times forward sales. Zillow held $354 million in net cash, equal to 3.8% of market value, and traded at $40.76, or 16.9 times forward earnings. Plexus held $68.99 million in net cash, equal to 0.9% of market value. The electronics manufacturing services company traded at $271.79, implying a 29.9 times forward price-to-earnings ratio. The note positioned Plexus as the stock worth further review among the three.