Flex (FLEX) reported earnings 30 days ago. What's next for the stock?
MMED's MiniMed Flex is now shipping in the U.S. with Abbott's 15-day Instinct sensor, pairing discreet app control with automated insulin delivery.
OFLX's Q2 earnings per share and sales decline year over year as higher raw-material, transportation and tariff costs weigh on gross margin and operating profit.
FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.
Flex LNG NYSE: FLNG reported second-quarter results marked by higher spot-market earnings, full-quarter contributions from recently commenced contracts and the completion of its scheduled five-year special surveys across its 13-vessel fleet.
FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.
FLEX LNG Ltd. remains a Buy, supported by a modern fleet, a robust balance sheet, and a nearly 10% dividend yield. FLNG's Q2 performance beat estimates, with TCE at $86,119/day and guidance for 2026 reaffirmed, projecting $345–$370 million in revenue. Limited spot market exposure and long-term charters insulate FLNG from near-term volatility, while AI/data center demand and geopolitical shifts offer structural tailwinds.
Flex's RMS growth is riding strength in energy infrastructure and automation, with mid- to high-single-digit gains eyed for fiscal 2027.
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Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.
FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.
Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.