FlexFLEX
FLEX
About: Flex Ltd is a contract manufacturing company providing comprehensive electronics design, manufacturing, and product management services to electronics and technology companies. The company's operating segments include Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). Flex Agility Solutions segment includes markets such as Communications, Enterprise and Cloud; Lifestyle; and Consumer Devices. Flex Reliability Solutions segment includes markets such as Automotive, Health Solutions, and Industrial.
Employees: 148,115
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
256% more call options, than puts
Call options by funds: $80.1M | Put options by funds: $22.5M
161% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 46
40% more funds holding in top 10
Funds holding in top 10: 10 [Q3] → 14 (+4) [Q4]
18% more capital invested
Capital invested by funds: $12.8B [Q3] → $15.1B (+$2.28B) [Q4]
14% more funds holding
Funds holding: 495 [Q3] → 563 (+68) [Q4]
4.89% more ownership
Funds ownership: 96.42% [Q3] → 101.31% (+4.89%) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 194
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$35
2%
upside
Avg. target
$43
26%
upside
High target
$52
51%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target | 16%upside $40 | Overweight Maintained | 17 Apr 2025 |
Goldman Sachs Mark Delaney 54% 1-year accuracy 21 / 39 met price target | 19%upside $41 | Buy Maintained | 10 Apr 2025 |
Keybanc Steve Barger 17% 1-year accuracy 5 / 29 met price target | 2%upside $35 | Overweight Maintained | 8 Apr 2025 |
Stifel Ruben Roy 22% 1-year accuracy 6 / 27 met price target | 51%upside $52 | Buy Reinstated | 11 Feb 2025 |
Barclays George Wang 53% 1-year accuracy 10 / 19 met price target | 43%upside $49 | Overweight Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 8 articles about FLEX published over the past 30 days
Neutral
PRNewsWire
1 day ago
Flex's Liquid Cooling Business Expands Portfolio with High-Performance Coolant Distribution Unit for AI and HPC Applications
News summary JetCool's SmartSense Coolant Distribution Unit (CDU) liquid-to-liquid solutions support hyperscale, enterprise, and colocation applications Supported by Flex's advanced manufacturing capabilities and services to enable customers to rapidly scale liquid cooling infrastructure Flex will highlight the CDU at the 2025 OCP EMEA Summit in booth A18 DUBLIN , April 29, 2025 /PRNewswire/ -- OCP EMEA Summit -- Flex's (NASDAQ: FLEX) liquid cooling business, JetCool, today announced the introduction of its SmartSense Coolant Distribution Unit (CDU). This in-rack, liquid-to-liquid design is the first in a portfolio that delivers modular, cost-effective solutions to data centers and colocation providers, cooling up to 300kW in a single rack or across multiple high-density racks from a single CDU.
Neutral
PRNewsWire
2 days ago
Flex Further Boosts U.S. Manufacturing Capacity to Meet Growing Demand for Data Center Critical Power Solutions
News summary Increased domestic production capacity enables U.S. data center operators to better meet rising power infrastructure demands The expansion enhances production of Flex-owned critical power products such as Databar, Power Distribution Units (PDUs) and Remote Power Panels (RPPs) To support strong customer demand, Flex has boosted its U.S. presence to over 13 million square feet across 17 facilities AUSTIN, Texas , April 28, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) announced today that it has significantly increased production capacity for data center power products such as Databar, PDUs and RPPs at its advanced manufacturing facility in Columbia, South Carolina. This strategic capability expansion further augments the company's ability to meet the rising power infrastructure demands of the AI era while reducing production lead times for U.S. data center operators.
Positive
Zacks Investment Research
1 week ago
Here's Why Flex (FLEX) is a Strong Value Stock
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Neutral
PRNewsWire
1 week ago
Flex Wins Two 2025 PACE Awards for Innovation in Automotive Compute and Power Electronics
News summary Flex was the only company to win multiple 2025 Automotive News PACE Awards, globally recognized as the industry benchmark for innovation. Awarded for the Jupiter Compute Platform and Backup DC/DC Converter, highlighting Flex's leadership in design and advanced manufacturing for next-generation mobility.
Neutral
Zacks Investment Research
1 week ago
Flex Down 28% in 3 Months: How Should You Play the Stock?
FLEX gains from strong data center momentum and acquisitions, but softness in automotive and rising customer concentration risk remain key concerns.
Positive
Seeking Alpha
2 weeks ago
Flex: Targeting High-Growth Data Center Business
Flex is transitioning to high-value AI data centers, fueled by acquisitions (JetCool, Crown) driving 45% YoY revenue growth. Bottom-line performance has seen YoY improvement; however, the stock has been volatile. Flex's stock is undervalued compared to peers, with a forward P/E ratio of 13.26, and offers a 54.28% upside.
Positive
Zacks Investment Research
2 weeks ago
Flex (FLEX) Soars 13.6%: Is Further Upside Left in the Stock?
Flex (FLEX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
PRNewsWire
4 weeks ago
Flex Announces Date for Fourth Quarter and Fiscal 2025 Earnings Call
AUSTIN, Texas , April 2, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) will announce its fourth quarter and fiscal 2025 financial results before the market opens on Wednesday, May 7, 2025. The company will hold a conference call to discuss the results on the same day at 7:30 AM (CT) / 8:30 AM (ET).
Positive
Zacks Investment Research
1 month ago
Flex Expands Healthcare Capabilities With Boston NPI Center
FLEX opens a NPI center near Boston to support healthcare product development from prototype to preclinical builds, enabling faster, scalable market entry.
Neutral
PRNewsWire
1 month ago
Flex Opens New Product Introduction (NPI) Center Serving Healthcare Customers in North America
News Summary New NPI center offers a complete end-to-end product development solution from prototype to preclinical builds to design verification and production transfer Located near Boston, Mass., in proximity to one of the world's largest medical technology innovation hubs Featuring a full suite of design for excellence (DfX) services to ensure product design preparedness for manufacturing across a broad range of factors AUSTIN, Texas , March 20, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced the opening of its new product introduction (NPI) center near Boston, Mass.
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