IoT And Electrification Trends Will Reshape Outsourced Manufacturing

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AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

13 Jul 25

Updated

05 Jan 26

Views

31

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

62.7%

7D

2.2%

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1Y

62.7%

7D

2.2%

You can edit this narrative until Jan 6 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$7815.8% undervalued

AnalystHighTarget Fair Value

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.

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.

AnalystHighTarget Fair Value

US$78

15.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.20%

Historical revenue growth rate

0.94%

Electronic Equipment and Components revenue growth rate

0.52%

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

8.94%

Calculation

US$1.64b

Earnings '29

x

20.45x

PE Ratio '29

=

US$33.46b

Market Cap '29

US$33.46b

Market Cap '29

/

332.56m

No. shares '29

=

US$100.62

Share Price '29

US$100.62 Share Price '29

Discounted to 2026 @ 8.92% p.a.

=

US$77.87

Fair Value '26