IoT And Electrification Trends Will Reshape Outsourced Manufacturing

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

13 Jul 25

Updated

17 Mar 26

Views

33

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

159.3%

7D

11.9%

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1Y

159.3%

7D

11.9%

You can edit this narrative until Mar 18 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$804.1% undervalued

AnalystHighTarget Fair Value

Shared on 17 Mar 26

Fair value Increased 2.56%

FLEX: AI Power Segment Execution Will Support Higher Future Margins

Analysts have nudged the fair value estimate for Flex up by $2 to $80, highlighting firm views on the company's margin potential and the appeal of its power business as an AI enabler, along with recent price target support from new and updated coverage on the stock. Analyst Commentary Bullish analysts have recently highlighted Flex's potential for stronger margins and reinforced their confidence with fresh coverage and updated targets.

1 view

Shared on 05 Jan 26

FLEX: AI Data Center Mix Will Drive Higher Margin Power Upside

Analysts have lifted their price targets on Flex to US$75, citing a recent fiscal Q2 beat; improved guidance tied to higher margin power and cloud sales; and higher artificial intelligence related estimates, which together support slightly higher long term growth and margin assumptions in our model. Analyst Commentary Recent Street research on Flex has turned more constructive, with several bullish analysts lifting their price targets after the fiscal Q2 print, stronger guidance, and higher artificial intelligence related expectations.

8 views

Shared on 18 Dec 25

Fair value Increased 22%

FLEX: AI And Data Center Demand Will Drive Multi-Year Earnings Upside

The analyst price target for Flex has been raised from $64 to $78 per share, reflecting analysts' increased conviction in faster revenue growth, stronger margins, and higher future earnings multiples supported by robust Q2 results, upgraded AI and data center expectations, and a sustained mix shift toward higher-value power, cloud, and auto end markets. Analyst Commentary Bullish analysts are broadly revising their models higher following Flex's fiscal Q2 beat, pointing to a combination of stronger execution, higher quality revenue mix, and increasing visibility into key secular growth drivers such as AI, data centers, and autos.

7 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$80

4.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.23%

Historical revenue growth rate

0.94%

Electronic Equipment and Components revenue growth rate

0.82%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.84%

Calculation

US$1.73b

Earnings '29

x

20.92x

PE Ratio '29

=

US$36.23b

Market Cap '29

US$36.23b

Market Cap '29

/

351.26m

No. shares '29

=

US$103.14

Share Price '29

US$103.14 Share Price '29

Discounted to 2026 @ 8.86% p.a.

=

US$79.94

Fair Value '26