Flex

IoT And Electrification Trends Will Reshape Outsourced Manufacturing

AnalystHighTarget

Not Invested

Community Contributor

Published

13 Jul 25

Updated

18 Dec 25

Views

n/a

AnalystHighTarget's Fair Value

n/a

57.4%

-4.9%

57.4%

-4.9%

You can edit this narrative until Dec 19 2:05 PM. Then, changes will post as Updates.

Author's Valuation

US$7822.5% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

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

22.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

6.07%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.92%

Calculation

US$1.62b

Earnings '28

20.61x

PE Ratio '28

US$33.43b

Market Cap '28

US$33.43b

Market Cap '28

332.56m

No. shares '28

US$100.51

Share Price '28

US$100.51 Share Price '28

Discounted to 2025 @ 8.88% p.a.

US$77.87

Fair Value '25