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) reported earnings 30 days ago. What's next for the stock?
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 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) 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.
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.
CRWD's re-Flex momentum is accelerating ARR growth as customers expand Falcon adoption and increase spending across modules.
Flex NASDAQ: FLEX executives used a J.P. Morgan fireside chat to outline the rationale for the company's latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform.
The average of price targets set by Wall Street analysts indicates a potential upside of 26.4% in Flex (FLEX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
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Flex Ltd. (FLEX) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript