Flex Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Flex de 33.2% y 7% por año respectivamente. Se prevé que el BPA crezca en un 35.7% al año. Se espera que la rentabilidad financiera sea de 24.4% en 3 años.
Información clave
33.2%
Tasa de crecimiento de los beneficios
35.74%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Electronic | 22.5% |
| Tasa de crecimiento de los ingresos | 7.0% |
| Rentabilidad financiera futura | 24.35% |
| Cobertura de analistas | Low |
| Última actualización | 06 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • 1h
Flex Q4 Review: Decent Results, But The Spinoff Is More Exciting
Summary Flex Ltd. delivered strong FY26 results, driven by 31% y/y growth in its Cloud and Power Infrastructure (CPI) segment. FY27 guidance significantly exceeded consensus, with projected net sales of $32.3B–$33.8B and adjusted EPS of $4.21–$4.51. The announcement of a tax-free spinoff of the high-growth CPI business, targeting Q1 ’27, is expected to unlock substantial shareholder value. I recommend waiting for the CPI spinoff, as RemainCo may face a sharp share price decline post-separation, while SpinCo offers pure-play AI infrastructure exposure. Read the full article on Seeking Alpha
Actualización del análisis • 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.
Actualización del análisis • 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.Actualización del análisis • 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.
Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • Jul 23
Why Flex Ltd. (NASDAQ:FLEX) Could Be Worth Watching
Flex Ltd. ( NASDAQ:FLEX ) led the NASDAQGS gainers with a relatively large price hike in the past couple of weeks. The...Artículo de análisis • Jun 23
A Look At The Fair Value Of Flex Ltd. (NASDAQ:FLEX)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Flex fair value estimate is US$49.56 Flex's US$46.03 share...Artículo de análisis • May 20
Investors Still Aren't Entirely Convinced By Flex Ltd.'s (NASDAQ:FLEX) Earnings Despite 32% Price Jump
Flex Ltd. ( NASDAQ:FLEX ) shareholders are no doubt pleased to see that the share price has bounced 32% in the last...Seeking Alpha • Feb 06
Flex: Data Center Growth And Margin Expansion Continue To Impress
Summary I maintain a 'Buy' rating on Flex due to robust EPS growth driven by AI demand, particularly in data center power and cooling solutions. The Company's 3Q25 earnings exceeded expectations, with significant growth in data center revenue and management raising FY25 EPS guidance. The AI infrastructure investment supercycle, led by hyperscalers, provides strong growth visibility for FLEX, especially in power, cooling, and embedded computing solutions. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Flex: Becoming A Better Business In Its Transformation
Summary Flex Ltd. has shown impressive margin gains, in part driven by a strategic focus on higher-margin activities and sound M&A actions. Shares have risen significantly, now trading at 18-19 times earnings, reflecting a market equivalent multiple after a 70% return this year. The company’s strategic divestment of Nextracker unleashed value as acquisitions like FreeFlow and Crown Technical Systems have bolstered its growth positioning and profitability. Given the substantial re-rating and current valuation, it’s prudent to take some profits while keeping a close watch on Flex’s future developments. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 3/31/2028 | 31,110 | 1,771 | 1,386 | 1,872 | 5 |
| 3/31/2027 | 30,651 | 1,448 | 1,286 | 1,740 | 4 |
| 3/31/2026 | 27,402 | 944 | 997 | 1,414 | 8 |
| 12/31/2025 | 26,835 | 852 | 1,162 | 1,705 | N/A |
| 9/26/2025 | 26,333 | 876 | 1,191 | 1,698 | N/A |
| 6/27/2025 | 26,074 | 891 | 1,104 | 1,564 | N/A |
| 3/31/2025 | 25,813 | 838 | 1,067 | 1,505 | N/A |
| 12/31/2024 | 25,584 | 1,011 | 1,344 | 1,751 | N/A |
| 9/27/2024 | 25,449 | 841 | 1,197 | 1,622 | N/A |
| 6/28/2024 | 25,837 | 650 | 1,186 | 1,660 | N/A |
| 3/31/2024 | 26,415 | 633 | 796 | 1,326 | N/A |
| 12/31/2023 | 25,879 | 30 | 468 | 1,097 | N/A |
| 9/29/2023 | 27,214 | 167 | 514 | 1,172 | N/A |
| 6/30/2023 | 28,047 | 376 | 223 | 918 | N/A |
| 3/31/2023 | 28,502 | 443 | 315 | 950 | N/A |
| 12/31/2022 | 29,720 | 818 | 295 | 860 | N/A |
| 9/30/2022 | 28,583 | 815 | 122 | 651 | N/A |
| 7/1/2022 | 27,046 | 919 | 296 | 728 | N/A |
| 3/31/2022 | 24,633 | 868 | 581 | 1,024 | N/A |
| 12/31/2021 | 25,456 | 1,009 | 402 | 825 | N/A |
| 10/1/2021 | 25,557 | 990 | 647 | 1,023 | N/A |
| 7/2/2021 | 25,313 | 767 | 748 | 1,107 | N/A |
| 3/31/2021 | 24,124 | 613 | -207 | 144 | N/A |
| 12/31/2020 | 23,343 | 422 | -198 | 149 | N/A |
| 9/25/2020 | 23,084 | 325 | -625 | -250 | N/A |
| 6/26/2020 | 23,187 | 95 | -1,915 | -1,505 | N/A |
| 3/31/2020 | 24,210 | 88 | -1,995 | -1,533 | N/A |
| 12/31/2019 | 24,951 | -25 | -2,851 | -2,341 | N/A |
| 9/27/2019 | 25,413 | -182 | N/A | -2,911 | N/A |
| 6/28/2019 | 25,987 | 22 | N/A | -2,685 | N/A |
| 3/31/2019 | 26,211 | 93 | N/A | -2,971 | N/A |
| 12/31/2018 | 26,395 | 138 | N/A | -3,087 | N/A |
| 9/28/2018 | 26,224 | 302 | N/A | -3,402 | N/A |
| 6/29/2018 | 25,832 | 420 | N/A | -4,114 | N/A |
| 3/31/2018 | 25,441 | 429 | N/A | -3,866 | N/A |
| 12/31/2017 | 24,893 | 535 | N/A | -2,971 | N/A |
| 9/29/2017 | 24,256 | 546 | N/A | -1,566 | N/A |
| 6/30/2017 | 23,994 | 339 | N/A | 190 | N/A |
| 3/31/2017 | 23,863 | 320 | N/A | -3,822 | N/A |
| 12/31/2016 | 23,773 | 294 | N/A | 1,210 | N/A |
| 9/30/2016 | 24,421 | 313 | N/A | 1,018 | N/A |
| 7/1/2016 | 24,729 | 439 | N/A | 1,038 | N/A |
| 3/31/2016 | 24,419 | 444 | N/A | 1,136 | N/A |
| 12/31/2015 | 24,598 | 518 | N/A | 1,064 | N/A |
| 9/25/2015 | 24,860 | 522 | N/A | 1,150 | N/A |
| 6/26/2015 | 25,071 | 538 | N/A | 1,237 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (33.2% al año) de FLEX es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (33.2% al año) de FLEX crezcan más rápidamente que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de FLEX crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (7% al año) de FLEX crezcan más despacio que el mercado de US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 7% al año) de FLEX crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de FLEX sea alta dentro de 3 años (24.4%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 13:44 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Flex Ltd. está cubierta por 22 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |