Published

13 Jul 25

Updated

25 Aug 26

Views

82

Not Invested

Fair Value

US$180

Share price25 Aug

US$106.6540.8% undervalued

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1Y101.30%

7D-17.96%

IoT And Electrification Trends Will Reshape Outsourced Manufacturing

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

13 Jul 25

Updated

25 Aug 26

Views

82

Not Invested

Shared on 25 Aug 26

Fair value Decreased 11%

FLEX: AI Infrastructure Spin Off And Cloud Power Execution Will Support Margins

The analyst price target for Flex has been adjusted from $203 to $180 as analysts factor in updated Q1 results, revised AI infrastructure expectations, and shifts in valuation assumptions. Analyst Commentary Recent research on Flex points to a mix of caution around near term AI sentiment and ongoing confidence in the company’s execution, especially around its cloud and power infrastructure business.

0 views

Shared on 30 Jun 26

Fair value Increased 13%

FLEX: AI Data Center Spin Off And S&P 500 Inclusion Will Support Margins

Flex is about to split off its fast-growing data center and power unit and is also joining a major stock index, both of which some analysts think could help the business look stronger and improve profitability. But not everyone is convinced after the stock’s big run, and the debate now is whether the spin-off and AI demand can deliver on the hype.

10 views

Shared on 13 May 26

Fair value Increased 125%

FLEX: AI Power And Cloud Spin Off Will Support Future Margins

Flex’s plan to spin off its Power and Cloud business puts a spotlight on the parts tied to growing demand for data centers and AI power, while the company also deepens partnerships with major chip and robotics players. Analysts are turning more optimistic as new guidance and products point to better growth and steadier profits—but not everyone agrees on how far it can go.

3 views

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.

5 views

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.

12 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

Fair Value vs Share Price

US$180

vs US$106.6540.8% undervalued

26%

Revenue growth

7.3%

Profit margin

Recent News & Updates

No updates

Recent updates

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Stay ahead on Flex

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Exceptional growth potential with excellent balance sheet.

Market capUS$40.8b

PB7.2x

Estimated Growth21.3%

Dividend YieldN/A

CEO & management

Revathi Advaithi

CEO

4.6yrs

CEO Tenure

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.