Flex (FLEX) Aktievy
Flex Ltd. tillhandahåller lösningar inom teknikinnovation, leveranskedjor och tillverkning till branscherna datacenter, kommunikation, företag, konsumentprodukter, fordonsindustri, hälso- och sjukvård, industri samt energisektorn i Nord- och Sydamerika, Asien och Europa. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 6/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
FLEX Community Fair Values
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Analyst Price Targets
Top Community Narratives
Flex Ltd. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$121.35 |
| 52 veckors högsta | US$166.86 |
| 52 veckors lägsta | US$47.83 |
| Beta | 1.67 |
| 1 månads förändring | -10.64% |
| 3 månaders förändring | -13.13% |
| 1 års förändring | 141.93% |
| 3 års förändring | 355.01% |
| 5 års förändring | 562.39% |
| Förändring sedan börsintroduktionen | 6,595.17% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| FLEX | US Electronic | US Marknad | |
|---|---|---|---|
| 7D | 3.3% | 9.5% | 2.7% |
| 1Y | 141.9% | 67.1% | 20.9% |
Avkastning vs industri: FLEX översteg US Electronic branschen som gav 67.1 % under det senaste året.
Avkastning vs Marknaden: FLEX översteg US marknaden som gav 20.9 % under det senaste året.
Prisvolatilitet
| FLEX volatility | |
|---|---|
| FLEX Average Weekly Movement | 10.3% |
| Electronic Industry Average Movement | 10.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: FLEX har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: FLEX s veckovolatilitet ( 10% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1969 | 149,686 | Revathi Advaithi | www.flex.com |
Flex Ltd. tillhandahåller lösningar inom teknikinnovation, leveranskedjor och tillverkning till branscherna datacenter, kommunikation, företag, konsumentprodukter, fordonsindustri, hälso- och sjukvård, industri samt energisektorn i Nord- och Sydamerika, Asien och Europa. Företaget bedriver verksamhet inom tre segment: Integrated Technology Solutions (ITS), Regulated Manufacturing Solutions (RMS) samt Cloud and Power Infrastructure (CPI). ITS-segmentet erbjuder flexibla leverans- och tillverkningslösningar för kommunikation, inklusive höghastighetsnätverk, företags- och satellitkommunikationssystem, samt livsstilslösningar som omfattar produkter inom kategorierna kommersiella produkter, hemprodukter och personliga produkter.
Flex Ltd. Sammanfattning av grunderna
| FLEX grundläggande statistik | |
|---|---|
| Börsvärde | US$44.83b |
| Vinst(TTM) | US$973.00m |
| Intäkter(TTM) | US$29.27b |
46.1x
P/E-förhållande1.5x
P/S-förhållandeÄr FLEX övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| FLEX resultaträkning (TTM) | |
|---|---|
| Intäkter | US$29.27b |
| Kostnad för intäkter | US$26.48b |
| Bruttovinst | US$2.79b |
| Övriga kostnader | US$1.82b |
| Intäkter | US$973.00m |
Senast redovisade vinst
Jun 26, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.63 |
| Bruttomarginal | 9.53% |
| Nettovinstmarginal | 3.32% |
| Skuld/egenkapitalförhållande | 94.9% |
Hur har FLEX utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/10 05:08 |
| Aktiekurs vid dagens slut | 2026/08/07 00:00 |
| Intäkter | 2026/06/26 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Flex Ltd. bevakas av 24 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |