Flex (FLEX) Aktienübersicht
Flex Ltd. bietet Lösungen in den Bereichen technologische Innovation, Lieferkette und Fertigung für die Branchen Rechenzentren, Telekommunikation, Unternehmen, Konsumgüter, Automobil, Gesundheitswesen, Industrie und Energie in Nord- und Südamerika, Asien und Europa. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 6/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
FLEX Community Fair Values
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Analyst Price Targets
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Flex Ltd. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$121.88 |
| 52-Wochen-Hoch | US$166.86 |
| 52-Wochen-Tief | US$47.83 |
| Beta | 1.67 |
| 1 Monat Veränderung | -12.10% |
| 3 Monate Veränderung | -8.37% |
| 1 Jahr Veränderung | 144.44% |
| 3 Jahre Veränderung | 350.24% |
| 5 Jahre Veränderung | 570.78% |
| Veränderung seit IPO | 6,624.41% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Aug 04
Excerpt: Flex - CPI Separation Has The Potential To Unlock Significant Shareholder Value
Summary We established a new position in Flex following its announcement that it intends to separate its Cloud & Power Infrastructure business into an independent public company. Revenue is expected to increase from approximately $6 billion in 2025 to nearly $20 billion in 2027, making CPI one of the largest providers of AI power infrastructure globally. While disclosure remains limited and execution on the ambitious growth outlook will be critical, our work suggests CPI has the potential to earn more than $7 per share by 2028. Read the full article on Seeking Alpha
Narrative-Update • Jul 28
FLEX: AI Spin Off And Index Inclusion Will Drive Rerating Potential
Flex's updated analyst price target of $150, up from a prior fair value estimate of about $97.97, reflects analysts' greater comfort with the stock's valuation and expectations around the planned spin off of its AI infrastructure and Cloud & Power businesses, along with revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research on Flex highlights a wide range of opinions, especially around the planned spin off of its AI infrastructure and Cloud & Power operations.Narrative-Update • Jul 14
FLEX: AI Spin Off And Cerebras Expansion Will Expose Overvaluation Risk
Analysts have increased their average price target for Flex to $203, up from earlier levels around $174, citing a stronger outlook for the company's AI related operations and the planned spin off of its Cloud and Power Infrastructure business. Analyst Commentary Recent research on Flex highlights a mix of optimism around AI and the Cloud and Power Infrastructure spin off, alongside more cautious voices focused on valuation and execution risks.Recent updates
Seeking Alpha • Aug 04
Excerpt: Flex - CPI Separation Has The Potential To Unlock Significant Shareholder Value
Summary We established a new position in Flex following its announcement that it intends to separate its Cloud & Power Infrastructure business into an independent public company. Revenue is expected to increase from approximately $6 billion in 2025 to nearly $20 billion in 2027, making CPI one of the largest providers of AI power infrastructure globally. While disclosure remains limited and execution on the ambitious growth outlook will be critical, our work suggests CPI has the potential to earn more than $7 per share by 2028. Read the full article on Seeking AlphaNarrative-Update • Jul 28
FLEX: AI Spin Off And Index Inclusion Will Drive Rerating Potential
Flex's updated analyst price target of $150, up from a prior fair value estimate of about $97.97, reflects analysts' greater comfort with the stock's valuation and expectations around the planned spin off of its AI infrastructure and Cloud & Power businesses, along with revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research on Flex highlights a wide range of opinions, especially around the planned spin off of its AI infrastructure and Cloud & Power operations.Narrative-Update • Jul 14
FLEX: AI Spin Off And Cerebras Expansion Will Expose Overvaluation Risk
Analysts have increased their average price target for Flex to $203, up from earlier levels around $174, citing a stronger outlook for the company's AI related operations and the planned spin off of its Cloud and Power Infrastructure business. Analyst Commentary Recent research on Flex highlights a mix of optimism around AI and the Cloud and Power Infrastructure spin off, alongside more cautious voices focused on valuation and execution risks.
Narrative-Update • Jun 30
FLEX: AI Data Center Spin Off And S&P 500 Inclusion Will Support Margins
The analyst price target for Flex has been raised from $180 to $203 as analysts factor in updated views on the company's AI and other business segments, along with revised fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Flex points to a mixed but generally constructive stance, with several bullish analysts highlighting the company’s AI exposure, the planned Cloud and Power Infrastructure spinoff, and updated assumptions around earnings and valuation multiples.Analyseartikel • Jun 19
Flex (FLEX) Stock Could Be 8% Undervalued After S&P 500 Inclusion
Flex (FLEX) is set to join the S&P 500 Index before trading opens on June 22, 2026. This inclusion often draws attention from index tracking funds and broadens the investor base. See our latest analysis for Flex. Flex’s recent S&P 500 inclusion comes after a strong run, with a 90 day share price return of 139.47% and a 1 year total shareholder return of 219.64%. This suggests momentum has been building rather than fading. If this kind of index driven move has your attention, it may be worth...
Narrative-Update • Jun 16
FLEX: AI Power SpinOff And S&P 500 Inclusion Will Balance Execution Risks
The analyst price target for Flex has been updated from $81.44 to $160.40, reflecting higher Street expectations for growth and profitability in the AI related and post spinoff business mix. Analyst Commentary Recent research highlights a wide range of views on Flex, with several firms lifting valuation targets around the AI exposed and post spinoff profile, while at least one new initiation takes a more neutral stance.Narrative-Update • Jun 01
FLEX: Spin Off Execution Risk Will Test AI Power Optimism
The analyst price target for Flex has shifted from $70.00 to $100.83, with analysts pointing to the planned spin off of the Cloud & Power Infrastructure segment, expectations for a higher growth power and compute business alongside a steady EMS core, and updated views on revenue growth, profit margins and future P/E as key drivers of the new valuation framework. Analyst Commentary Recent research on Flex highlights a split view.Narrative-Update • May 13
FLEX: AI Power And Cloud Spin Off Will Support Future Margins
Analysts have sharply raised their average price target on Flex to about $180 from roughly $80, citing stronger revenue growth assumptions, improved margin expectations and a slightly higher future P/E outlook. Analyst Commentary Recent Street research shows a clear tilt toward more constructive views on Flex, with several bullish analysts lifting price targets and highlighting areas where they see room for further value creation.Narrative-Update • Apr 29
FLEX: AI Power Opportunities And Execution Risks Will Shape Future Margin Profile
Flex's updated analyst price target edges higher, with fair value rising by about $6 to $81, as analysts factor in slightly stronger revenue growth expectations, a modestly higher future P/E near 21x, and incremental margin upside related to its power business as an AI enabler. Analyst Commentary Recent Street research on Flex has centered on higher price targets, fresh coverage, and a focus on the power business as a potential AI beneficiary.Narrative-Update • Apr 14
FLEX: AI Power Ambitions Will Face Tougher Margin And Execution Tests
The analyst price target for Flex has moved from $45 to $70, as analysts highlight stronger growth and margin potential, particularly from the company's power business as an AI enabler and what they see as a solid path for additional margin upside. Analyst Commentary Recent research coverage has leaned positive on Flex, with a US$70 price target cited as a reference point for upside tied to growth and margin potential.Narrative-Update • Mar 31
FLEX: AI Power Business Will Drive Future Margin Upside Repricing
Flex's updated fair value estimate has edged slightly lower to about $75.44. This reflects modest tweaks to discount rate, growth, and margin assumptions, as analysts highlight the company's AI oriented power business and potential margin upside while maintaining a $70 Street price target.Narrative-Update • Mar 17
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.Narrative-Update • Mar 02
FLEX: Liquid Cooling Execution Will Support AI Data Center Upside Repricing
Analysts have raised their average price target on Flex by $1, reflecting recent positive research attention and updated assumptions around discount rates, revenue, profit margins, and forward P/E expectations. Analyst Commentary Bullish analysts see the latest price target move as a reflection of improved confidence in Flex's ability to execute against updated assumptions on discount rates, revenue trends, profit margins, and forward P/E.Narrative-Update • Feb 16
FLEX: Liquid Cooling Execution Will Drive Future AI Data Center Upside
Analysts have nudged their price targets on Flex higher by about $2.43, supported by updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions as reflected in recent research from firms such as Barclays and Raymond James. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent price target increase of about $2.43 reflects refreshed views on fair value that incorporate updated assumptions around revenue growth, profit margins, and future P/E levels.Narrative-Update • Feb 02
FLEX: Liquid Cooling Execution Will Support Future AI Data Center Demand
Analysts have adjusted their price targets on Flex, with the consensus moving by $7 as they factor in updated discount rate assumptions and modest tweaks to long term P/E expectations. Analyst Commentary Recent Street research on Flex presents a mix of optimism and caution, with one firm upgrading the stock and another trimming its price target by $7.Narrative-Update • Jan 19
FLEX: Power And Cloud Shift Will Support Future AI Data Center Demand
Analysts have increased their price expectations for Flex to reflect a modest rise in modeled fair value to about $73.70. This adjustment is supported by updated Street research citing strong recent earnings, higher expected revenue contribution from power, cloud and AI related sales, and the application of a slightly higher forward P/E multiple.Narrative-Update • Jan 05
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.Narrative-Update • Dec 18
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.Narrative-Update • Dec 04
FLEX: Power And Cloud Mix Will Drive Stronger AI Data Center Demand
Flex's analyst price target has been raised by analysts to about $75, a roughly $10 increase. This reflects stronger than expected Q2 results, improved guidance driven by higher margin power, cloud, and AI related revenues, and increased confidence in long term data center and auto demand trends.Narrative-Update • Nov 20
FLEX: Power And Cloud Strength Will Drive Renewed Data Center Momentum
Analysts have increased their price target for Flex from $65 to $75, citing strong quarterly results, improved guidance, and ongoing momentum in high-margin power and cloud-related sales. Analyst Commentary Analyst sentiment towards Flex remains largely positive following the company's recent earnings report and updated guidance.Narrative-Update • Nov 05
FLEX: Future Demand for AI and Cloud Will Drive Continued Outperformance
The analyst price target for Flex has been raised from $60 to $75 per share. Analysts cite strong quarterly results, increased estimates, and confidence in higher-margin revenue from power, cloud, and AI-related applications as key reasons for the upward revision.Narrative-Update • Oct 22
Analyst Views Mixed as Flex Price Target Rises on Data Center and Market Strength
Flex's analyst price target has been revised upward from $59 to $60.43. Analysts cited stronger-than-expected data center growth and robust end-market demand as key factors behind the increased valuation.Narrative-Update • Oct 08
Data Center Demand And AI Infrastructure Will Spark Future Opportunity
Flex's analyst price target has increased from $57.86 to $59.00. Analysts point to higher auto industry forecasts, resilient data center demand, and the company's ability to offset tariff impacts as key factors supporting the upward revision.Aktionärsrenditen
| FLEX | US Electronic | US Markt | |
|---|---|---|---|
| 7D | 18.3% | 16.9% | 5.5% |
| 1Y | 144.4% | 66.5% | 20.8% |
Rendite im Vergleich zur Industrie: FLEX übertraf die Branche US Electronic , die im vergangenen Jahr eine Rendite von 66.5 erzielte.
Rendite vs. Markt: FLEX übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.8 erzielte.
Preisvolatilität
| FLEX volatility | |
|---|---|
| FLEX Average Weekly Movement | 15.3% |
| Electronic Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von FLEX war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: FLEXDie wöchentliche Volatilität der Aktie ist im vergangenen Jahr von 10% auf 15% gestiegen.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1969 | 149,686 | Revathi Advaithi | www.flex.com |
Flex Ltd. bietet Lösungen in den Bereichen Technologieinnovation, Lieferkette und Fertigung für die Branchen Rechenzentren, Telekommunikation, Unternehmen, Konsumgüter, Automobil, Gesundheitswesen, Industrie und Energie in Nord- und Südamerika, Asien und Europa. Das Unternehmen ist in drei Segmenten tätig: Integrated Technology Solutions (ITS), Regulated Manufacturing Solutions (RMS) sowie Cloud and Power Infrastructure (CPI). Das ITS-Segment bietet flexible Liefer- und Fertigungslösungen für die Kommunikationsbranche, darunter Hochgeschwindigkeitsnetzwerke, Unternehmens- und Satellitenkommunikationssysteme sowie Lifestyle-Lösungen, die Produkte aus den Bereichen Gewerbe, Haushalt und Privatkunden umfassen.
Flex Ltd.'s Grundlagenzusammenfassung
| FLEX grundlegende Statistiken | |
|---|---|
| Marktanteil | US$46.81b |
| Gewinn(TTM) | US$973.00m |
| Umsatz(TTM) | US$29.27b |
46.3x
Kurs-Gewinn-Verhältnis 1.5x
Kurs-Umsatz-VerhältnisIst FLEX zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| FLEX Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$29.27b |
| Kosten der Einnahmen | US$26.48b |
| Bruttogewinn | US$2.79b |
| Sonstige Ausgaben | US$1.82b |
| Gewinn | US$973.00m |
Zuletzt gemeldete Gewinne
Jun 26, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 2.63 |
| Bruttomarge | 9.53% |
| Nettogewinnspanne | 3.32% |
| Schulden/Eigenkapital-Verhältnis | 94.9% |
Wie hat sich FLEX auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/05 04:10 |
| Aktienkurs zum Tagesende | 2026/08/05 00:00 |
| Gewinne | 2026/06/26 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Flex Ltd. wird von 24 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |