Flex Ltd. (FLEX)
Representative Gil Cisneros just revealed 101 new Congressional stock trades
On June 8, Representative Gil Cisneros of California filed a disclosure in which he revealed a total of 101 stock market trades he executed between May 4 and June 2, 2026.
Flex To Enter S&P 500 Positioned As A Major AI Infrastructure Player
Flex Ltd. is set to join the S&P 500, a signal to the market of the importance of this name. Inclusion in the S&P 500 signals heightened market recognition and is a milestone for FLEX. While index inclusion may have short-term effects, I see it as a positive indicator for FLEX's long-term prospects.
S&P Shake-Up: Marvell Technology & Flex to Join the S&P 500
Change is coming for one of the most watched large-cap indexes on the market. Recently, S&P Global announced its quarterly rebalances for the S&P 500, S&P MidCap 400, and S&P SmallCap 600.
The AI Kingdom Expands As Flex Joins The S&P 500
Flex is being re-rated from contract manufacturer to AI infrastructure compounder, with CPI growing 38% and the Q1 2027 spin-off creating a cleaner SOTP setup. S&P 500 inclusion upgrades the shareholder base, while CPI gives investors exposure to power, cooling, racks, and deployment speed where AI hits concrete. Valuation is demanding at ~35x FY27 EPS, but the setup works if SpinCo earns an AI infrastructure multiple and RemainCo compounds cash flow.
Flex: AI Era's Underfollowed Beneficiary
Flex Limited is rated 'Buy' due to robust AI-driven growth, S&P 500 inclusion, and a mispriced valuation. FLEX's CPI segment, key to AI infrastructure, is set for a tax-free spin-off (SpinCo) in Q1 2027, led by the current CEO. Forward P/S of 1.7 is nearly half the sector median, despite 18% FY2027 revenue growth guidance and accelerating EPS/FCF.
Flex (FLEX) Up 20.2% Since Last Earnings Report: Can It Continue?
Flex (FLEX) reported earnings 30 days ago. What's next for the stock?
Flex Fuels Growth via SpinCo Separation & Electrical Power Acquisition
FLEX is separating its Power and Cloud portfolio, acquiring Electrical Power and expanding capabilities tied to AI data centers, grid modernization and electrification.
Flex Ltd. (FLEX) Presents at Bank of America 2026 Global Technology Conference Transcript
Flex Ltd. (FLEX) Presents at Bank of America 2026 Global Technology Conference Transcript
Flex Upgrades AI Portfolio: Can it Capitalize on the Data Center Boom?
Flex unveiled AI data center power solutions at COMPUTEX 2026, including a 110 kW shelf for NVIDIA Vera Rubin systems and new power-management tech.
Flex (FLEX) Stock Jumps 4.1%: Will It Continue to Soar?
Flex (FLEX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?
The AI trade is really starting to take off, but much of the gains, at least of late, have been concentrated within the same old, same old.
Can Rising Re-Flex Deals Accelerate CrowdStrike's ARR Growth?
CRWD's re-Flex momentum is accelerating ARR growth as customers expand Falcon adoption and increase spending across modules.
