Flex Ltd. (FLEX)
Can Flex's Hyperscaler Wins Drive Sustained Revenue Growth?
FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.
FLEX vs. PLXS: Which Electronics Manufacturing Stock is the Better Buy?
FLEX and PLXS are riding AI infrastructure, automation and advanced electronics demand, but key differences in growth, cash flow and execution stand out.
Are Computer and Technology Stocks Lagging Flex (FLEX) This Year?
Here is how Flex (FLEX) and Ametek (AME) have performed compared to their sector so far this year.
Will the Momentum in Z-Flex Booking Fuel More Growth for Zscaler?
ZS' Z-Flex momentum lifts customer spending, platform adoption and revenue visibility as TCV, ARR and RPO growth accelerate.
Strength Seen in Flex (FLEX): Can Its 3.1% Jump Turn into More Strength?
Flex (FLEX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Flex Soars 241% in a Year: Should Investors Still Buy the Stock?
FLEX rides AI data center demand, strategic shifts and record profitability, with multiyear growth plans fueling its long-term outlook.
Flex Aggressively Scaling Investments: Is Fiscal 2027 a Turning Point?
FLEX ramps up capex sharply to tap AI data center demand, with fiscal 2027 set to test whether heavy investments can drive margin recovery and growth.
Can Rising Falcon Flex Adoption Accelerate CrowdStrike's ARR Growth?
CRWD's Falcon Flex subscription model is driving ARR expansion, helping customers adopt more products and boosting recurring revenue growth.
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.
