FLEX Share Price Performance
US$137.86
96.11 (230.20%)
69.3% overvalued intrinsic discount
US$81.44
Fair Value
Price US$137.86
AnalystConsensusTarget US$81.44
NateF US$50.97
Zdend US$44.27
Fair ValueUS$81.44
Share Pricen/a
Narrative Update • May 13
Flex Ltd. Stock Price
- 5 Narratives written by author
- 0 Comments on narratives written by author
- 59 Fair Values set on narratives written by author
FLEX Community Narratives
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Fair Value
·Fair Value US$81.44 69.3% overvalued intrinsic discount
Analyst Views Mixed as Flex Price Target Rises on Data Center and Market Strength
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Fair Value
·Fair Value US$50.97 170.5% overvalued intrinsic discount
FLEX Market Outlook
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ZD
Fair Value
·Fair Value US$44.27 211.4% overvalued intrinsic discount
Flex valuation April 2024
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Flex valuation April 2024
Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?Read more
FLEX Market Outlook
Flex builds and runs the factories behind many tech products, and it could get a lift as companies push harder into AI devices, electric vehicles, and more localized supply chains. The catch is it operates in a tough, low-profit industry and depends on big customers, so a downturn or disruption can hit results quickly.Read more
IoT And Electrification Trends Will Reshape Outsourced Manufacturing
Flex could be set up for a longer run of growth as more companies outsource complex electronics, while demand rises from data centers, electric vehicles, renewable energy, and connected devices. But shifting trade rules and a heavy reliance on a few mega-customers could quickly turn those tailwinds into a tougher, more volatile business.Read more
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US$180
23.4% undervalued intrinsic discount
Fair Value
Revenue
24.96% p.a.
Profit Margin
7%
Future PE
22.35x
Price in 2029
US$233.28
Analyst Views Mixed as Flex Price Target Rises on Data Center and Market Strength
Key Takeaways Accelerating demand for AI infrastructure and strategic investments in high-margin verticals are shifting revenue mix toward greater stability and long-term earnings growth. Regionalized manufacturing, automation, and integrated solutions are differentiating Flex, enabling supply chain resilience and improved margins versus competitors.Read more
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US$81.44
69.3% overvalued intrinsic discount
Fair Value
Revenue
6.76% p.a.
Profit Margin
5.26%
Future PE
21.44x
Price in 2029
US$104.83
Rising Costs And Margin Squeezes Will Hinder Future Profitability
Key Takeaways Shifts in supply chains, rising labor costs, and regulatory scrutiny are compressing margins and increasing risks to Flex's profitability and operational stability. Dependence on a few sectors, customer pricing pressure, and heavy investment needs heighten revenue volatility and risk of losing share to more innovative rivals.Read more
AN
US$70
96.9% overvalued intrinsic discount
Fair Value
Revenue
6.56% p.a.
Profit Margin
5.49%
Future PE
17.78x
Price in 2029
US$90.22
Trending Discussion
Recently Updated Narratives
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FLEX Market Outlook
Fair Value: US$50.97 170.5% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
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ZD
Flex valuation April 2024
Fair Value: US$44.27 211.4% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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AN
FLEX: AI Power And Cloud Spin Off Will Support Future Margins
Fair Value: US$180 23.4% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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Snowflake Analysis
Flex Ltd. Key Details
About FLEX
- Founded
- 1969
- Employees
- 147979
- CEO
- WebsiteView website
Flex Ltd. provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries. The company operates through two segments, Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment offers flexible supply and manufacturing system comprising communications, enterprise, and cloud solution, which includes data, edge, and communications infrastructure; lifestyle solution, including appliances, floorcare, smart living, HVAC, and power tools; and consumer devices, such as mobile and high velocity consumer devices. Its FRS segment provides complex ramps with specialized production models and critical environments, which comprise industrial solutions, including industrial devices, capital equipment, renewables, and critical and embedded power solutions; automotive solutions, such as compute platforms, power electronics, motion, and interface; and health solutions comprising medical devices, medical equipment, and drug delivery. It also offers various services, including design and engineering, such as product design and engineering resources that provide design services, product development, and systems integration services and solutions; supply chain comprising manufacturing, customization, procurement, logistics, and innovative supply chain solutions; manufacturing; and logistics and value-added fulfillment services, including warehousing and vendor managed inventory, omni-channel fulfillment, kitting, configuration, and postponement. It operates in the Americas, Asia, and Europe. The company was formerly known as Flextronics International Ltd. and changed its name to Flex Ltd. in September 2016. Flex Ltd. was founded in 1969 and is headquartered in Austin, Texas.
