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: 147,979
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
125% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 18 (+10) [Q2]
124% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 54
83% more call options, than puts
Call options by funds: $72.3M | Put options by funds: $39.6M
54% more capital invested
Capital invested by funds: $12.2B [Q1] → $18.8B (+$6.57B) [Q2]
9% more funds holding
Funds holding: 578 [Q1] → 630 (+52) [Q2]
4.3% more ownership
Funds ownership: 96.3% [Q1] → 100.61% (+4.3%) [Q2]
6% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 215
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$52
2%
downside
Avg. target
$58
9%
upside
High target
$60
13%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Stifel Ruben Roy | 2%downside $52 | Buy Maintained | 25 Jul 2025 |
Barclays George Wang | 13%upside $60 | Overweight Maintained | 25 Jul 2025 |
JP Morgan Samik Chatterjee | 13%upside $60 | Overweight Maintained | 17 Jul 2025 |
B of A Securities Ruplu Bhattacharya | 9%upside $58 | Buy Maintained | 10 Jul 2025 |
Keybanc Steve Barger | 13%upside $60 | Overweight Maintained | 2 Jul 2025 |
Financial journalist opinion
Based on 4 articles about FLEX published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Flex Stock Surges 56% in the Past Year: Will the Uptrend Continue?
FLEX's strong data center growth, global scale and strategic acquisitions fuel momentum as fiscal 2026 outlook brightens.
Positive
Zacks Investment Research
2 weeks ago
Why Flex (FLEX) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Neutral
PRNewsWire
3 weeks ago
Flex Delivers Advanced Power Management for Next-Generation NVIDIA AI Infrastructure
News summary At OCP APAC, Flex introduces new power shelf for the NVIDIA GB300 NVL72 platform that features 72 NVIDIA Blackwell Ultra GPUs In collaboration with NVIDIA, Flex is paving the way for 800 VDC data center power infrastructure to enable megawatt-scale racks Flex's comprehensive portfolio of advanced manufacturing, power and cooling products, and services is accelerating data center deployment worldwide TAIPEI CITY, Taiwan , Aug. 4, 2025 /PRNewswire/ -- OCP APAC -- Flex (NASDAQ: FLEX) today announced a new power shelf system to fast-track 800 VDC power architectures and support the growing demands of AI infrastructure and AI factories. The Flex power shelf system provides industry-leading efficiency for NVIDIA GB300 NVL72 systems while preparing for the transition to 800 VDC data center power infrastructure to support the deployment of 1 megawatt IT racks.
Positive
Zacks Investment Research
3 weeks ago
Why Flex (FLEX) is a Top Momentum Stock for the Long-Term
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Positive
Zacks Investment Research
1 month ago
Flex Q1 Earnings & Revenues Beat Estimates, Up Y/Y, Stock Down
FLEX beats Q1 forecasts and lifts FY26 outlook, but shares fall 7.7% despite robust data center and power gains.
Neutral
Seeking Alpha
1 month ago
Flex Ltd. (FLEX) Q1 2026 Earnings Call Transcript
Flex Ltd. (NASDAQ:FLEX ) Q1 2026 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Kevin S. Krumm - Chief Financial Officer Michelle Simmons - Corporate Participant Revathi Advaithi - CEO & Director Conference Call Participants Mark Trevor Delaney - Goldman Sachs Group, Inc., Research Division Robert Stephen Barger - KeyBanc Capital Markets Inc., Research Division Ruplu Bhattacharya - BofA Securities, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Steven Bryant Fox - Fox Advisors LLC Operator Thank you for standing by.
Positive
Zacks Investment Research
1 month ago
Flex (FLEX) Q1 Earnings and Revenues Beat Estimates
Flex (FLEX) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.51 per share a year ago.
Neutral
PRNewsWire
1 month ago
FLEX REPORTS FIRST QUARTER FISCAL 2026 RESULTS
AUSTIN, Texas , July 24, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced results for its first quarter ended June 27, 2025. First Quarter Fiscal Year 2026 Highlights: Net Sales: $6.6 billion GAAP Operating Income: $311 million Adjusted Operating Income: $395 million GAAP Net Income: $192 million Adjusted Net Income: $274 million GAAP Earnings Per Share: $0.50 Adjusted Earnings Per Share: $0.72 An explanation and reconciliation of non-GAAP financial measures to GAAP financial measures is presented in Schedules II and V attached to this press release.
Positive
Zacks Investment Research
1 month ago
4 Technology Stocks Poised to Beat Earnings Estimates in Q2
Here, we have picked four technology stocks, META, LRCX, FLEX and STX, which are likely to pull off earnings surprises in second-quarter 2025.
Positive
Zacks Investment Research
1 month ago
Flex (FLEX) is a Top-Ranked Value Stock: Should You Buy?
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