IoT And Electrification Trends Will Reshape Outsourced Manufacturing

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

30 Jun 26

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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.

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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.

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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.

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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.

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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.

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IoT And Electrification Trends Will Reshape Outsourced Manufacturing

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

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

FLEX: AI Power Segment Execution Will Support Higher Future Margins

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

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

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