Flex

FLEX

時価総額 $334億

Acquisition strengthens Flex's Cloud and Power Infrastructure portfolio with differentiated grid-forming and power conversion technology AUSTIN, Texas, Oct. 14, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced that it has completed its acquisition of EPC Power, a leading provider of intelligent power conversion solutions for data center and grid applications. EPC Power is now part of Flex's Cloud and Power Infrastructure segment, expanding the company's capabilities across power, cooling and compute to address growing demand for higher-density AI infrastructure and next-generation 800V data center power architectures.

Flex TodayFLEXFlex$110.52 -6.72 (-5.73%) As of 10:31 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$53.07▼$166.86P/E Ratio42.67Price Target$119.67Add to WatchlistHyperscaler artificial intelligence (AI) expansion is colliding with significant data center construction constraints, positioning prefabricated power infrastructure as a critical part of the compute supply chain.

Integrated solutions combine power, compute and cooling to speed deployment by up to 50% News summary Introduces AI Modules that integrate power, compute and cooling in prefabricated modular solutions to accelerate AI factory deployment by up to 50% Enables faster deployment of next-generation AI infrastructure through factory-built, integrated systems Strengthens Flex's Cloud and Power Infrastructure portfolio, which Flex plans to separate into Axiom Solutions International, Inc. (Axiom), in the first quarter of calendar 2027 SAN JOSE, Calif., Oct. 12, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced an expanded portfolio of prefabricated modular data center solutions designed to accelerate deployment of next-generation AI factories.

AUSTIN, Texas, Oct. 7, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) will announce its second quarter fiscal year 2027 financial results before the market opens on Wednesday, October 28, 2026. The company will hold a conference call to discuss the results that day at 7:30 AM CT / 8:30 AM ET.

General Catalyst just put a stunning price tag on a business most Flex investors barely noticed, and the stock's muted reaction suggests Wall Street has not yet figured out what that number actually means for shareholders.

Transaction Highlights: Strategic investment from General Catalyst, Koch Equity Development, and co-investors to support long-term growth at Axiom, Flex's Cloud and Power Infrastructure segment $2.0 billion convertible preferred equity investment is at an initial enterprise value for Axiom of $37.5 billion Flex intends to separate Axiom into an independent, publicly traded company in the first quarter of calendar 2027 AUSTIN, Texas, Oct. 5, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced today that it has entered into an agreement to sell $2.0 billion of shares of Series A Convertible Preferred Stock of Axiom Solutions International, Inc. (Axiom), Flex's Cloud and Power Infrastructure segment, to funds affiliated with General Catalyst, Koch Equity Development, and co-investors. Through this strategic investment, Axiom will be positioned to further capitalize on the growing AI infrastructure demand as it prepares to operate as an independent company.

Flex is well-positioned for strong growth, driven by robust demand in its Cloud and Power Infrastructure (CPI) segment and the EPC Power acquisition. CPI revenues are projected to accelerate, with management guiding for 65–75% growth in FY27 and over 80% in FY28, supported by capacity investments and strong bookings visibility. The EPC Power acquisition broadens FLEX's data center power portfolio upstream, adding a high-growth, high-margin business expected to deliver $800M in revenue in 2026 and a 30% EBITDA margin by 2027.

FLEX's advanced networking business is gaining strength, driven by data center demand, customer diversity and exposure across key networking technologies.

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