Flex (FLEX) Aperçu de l'action
Flex Ltd. propose des solutions en matière d'innovation technologique, de chaîne d'approvisionnement et de fabrication aux secteurs des centres de données, des télécommunications, des entreprises, des produits grand public, de l'automobile, de la santé, de l'industrie et de l'énergie, en Amérique, en Asie et en Europe. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 6/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
FLEX Community Fair Values
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Analyst Price Targets
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Flex Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$118.51 |
| Plus haut sur 52 semaines | US$166.86 |
| Plus bas sur 52 semaines | US$47.83 |
| Bêta | 1.63 |
| Variation sur 1 mois | -21.37% |
| Variation sur 3 mois | 29.65% |
| Variation sur 1 an | 137.07% |
| Variation sur 3 ans | 339.25% |
| Variation sur 5 ans | 559.49% |
| Évolution depuis l'introduction en bourse | 6,438.48% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 21
Flex: A Strong Buy Before The AI Data Center Infrastructure Spin-Off
Summary I rate Flex Ltd. a Strong Buy with a $184 price target, implying 55% upside potential. The main growth drivers are Cloud and Cooling and the Power platform. Based on my assumptions, Cloud and Cooling contributes about $2.45 of incremental EPS by 2028, while Power adds another $0.95 as data center capacity expands and operating margins improve. I arrive at my Price target by applying a 26x FWD non-GAAP P/E multiple to my 2028 estimated EPS of $7.06. The largest risks are delays in hyperscaler projects, weaker CPI operating leverage, and higher-than-expected separation costs. Read the full article on Seeking Alpha
Mise à jour du récit • 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 • Jul 21
Flex: A Strong Buy Before The AI Data Center Infrastructure Spin-Off
Summary I rate Flex Ltd. a Strong Buy with a $184 price target, implying 55% upside potential. The main growth drivers are Cloud and Cooling and the Power platform. Based on my assumptions, Cloud and Cooling contributes about $2.45 of incremental EPS by 2028, while Power adds another $0.95 as data center capacity expands and operating margins improve. I arrive at my Price target by applying a 26x FWD non-GAAP P/E multiple to my 2028 estimated EPS of $7.06. The largest risks are delays in hyperscaler projects, weaker CPI operating leverage, and higher-than-expected separation costs. Read the full article on Seeking AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| FLEX | US Electronic | US Marché | |
|---|---|---|---|
| 7D | -0.6% | -0.2% | -1.1% |
| 1Y | 137.1% | 55.1% | 15.1% |
Rendement vs Industrie: FLEX a dépassé le secteur US Electronic qui a rapporté 55.1 % au cours de l'année écoulée.
Rendement vs marché: FLEX a dépassé le marché US qui a rapporté 15.1 % au cours de l'année écoulée.
Volatilité des prix
| FLEX volatility | |
|---|---|
| FLEX Average Weekly Movement | 14.9% |
| Electronic Industry Average Movement | 9.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de FLEX a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de FLEX est passée de 9% à 15% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1969 | 149,686 | Revathi Advaithi | www.flex.com |
Flex Ltd. propose des solutions d'innovation technologique, de chaîne d'approvisionnement et de fabrication aux secteurs des centres de données, des communications, des entreprises, de la grande consommation, de l'automobile, de la santé, de l'industrie et de l'énergie en Amérique, en Asie et en Europe. La société opère à travers trois segments : Solutions technologiques intégrées (ITS), Solutions de fabrication réglementées (RMS) et Infrastructure cloud et d'alimentation (CPI). Le segment ITS propose des solutions flexibles d’approvisionnement et de fabrication pour les télécommunications, notamment les réseaux haut débit, les systèmes d’entreprise et les systèmes de communication par satellite, ainsi que des solutions de mode de vie comprenant des produits destinés aux secteurs commercial, domestique et grand public.
Flex Ltd. Résumé des fondamentaux
| FLEX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$46.87b |
| Bénéfices(TTM) | US$880.00m |
| Recettes(TTM) | US$27.91b |
49.3x
Ratio P/E1.6x
Ratio P/SLe site FLEX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FLEX compte de résultat (TTM) | |
|---|---|
| Recettes | US$27.91b |
| Coût des recettes | US$25.29b |
| Marge brute | US$2.63b |
| Autres dépenses | US$1.75b |
| Les revenus | US$880.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 29, 2026
| Résultat par action (EPS) | 2.40 |
| Marge brute | 9.41% |
| Marge bénéficiaire nette | 3.15% |
| Ratio dettes/capitaux propres | 72.9% |
Quelles ont été les performances à long terme de FLEX?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/24 18:54 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Flex Ltd. est couverte par 24 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |