Flex Ltd. has been on a powerful multi year run, and with the stock now near recent highs, the real question for investors is whether today's valuation is still grounded in the cash the business can generate. Flex has delivered a very large 5 year share price gain of about 7x, which puts a lot of weight on whether its future cash flows can continue to support that kind of market value. The planned US$4.4b acquisition of EPC Power and the later spin off of Axiom Solutions may support higher...
Detailed price information for Vertiv Holdings (VRT-N) from The Globe and Mail including charting and trades.
Flex Ltd. shares are trading higher during Friday’s premarket session. On Thursday, the company agreed to acquire EPC Power for $4.4 billion, subject to customary adjustments.The agreement will add power conversion capabilities, including grid-forming technology, aimed at data center and...
Flex Ltd. (NASDAQ:FLEX) announced on September 3 that it will acquire power conversion systems maker EPC Power in a deal valued at $4.4 billion. The strategic move will increase the contract manufacturer’s exposure to the rapidly growing market for electricity infrastructure serving artificial intelligence data centers. The transaction is expected to close in the fourth […]
Flex (FLEX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Detailed price information for Celestica Inc (CLS-N) from The Globe and Mail including charting and trades.
Flex's RMS growth is riding strength in energy infrastructure and automation, with mid- to high-single-digit gains eyed for fiscal 2027.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Detailed price information for Celestica Inc (CLS-N) from The Globe and Mail including charting and trades.
Detailed price information for Flextronics Intl Ltd (FLEX-Q) from The Globe and Mail including charting and trades.
Detailed price information for Flextronics Intl Ltd (FLEX-Q) from The Globe and Mail including charting and trades.
Here is how Flex (FLEX) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.
Flex Ltd. has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.
Third Point Management, a New York-based investment advisor, released its second-quarter 2026 investor letter. A copy is available to download here. Third Point’s flagship Offshore Fund returned 7.7% in Q2 2026, outperforming the hedge fund index but trailing broader equity benchmarks. Second Quarter returns benefited from strong performance in semiconductors, memory, semiconductor equipment, power infrastructure, […]
Global manufacturing solutions provider Flex (NASDAQ:FLEX) announced better-than-expected revenue in Q2 CY2026, with sales up 20.6% year on year to $7.93 billion. On top of that, next quarter’s revenue guidance ($8.1 billion at the midpoint) was surprisingly good and 3% above what analysts were expecting. Its non-GAAP profit of $1 per share was 8.9% above analysts’ consensus estimates.
Detailed price information for Flextronics Intl Ltd (FLEX-Q) from The Globe and Mail including charting and trades.
Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.
Flex (NasdaqGS:FLEX) announced the leadership teams for both Flex and its planned cloud and power infrastructure SpinCo. The announcement sets out the governance structure ahead of SpinCo’s launch as a separate publicly traded company. The update outlines who will oversee strategy execution and business continuity across the two entities. Flex is best known as a global manufacturing and supply chain partner across electronics and related solutions. The move to separate its cloud and power...
Shares of global manufacturing solutions provider Flex (NASDAQ:FLEX) jumped 7.9% in the afternoon session after shares continued to climb as the company reported strong first-quarter fiscal 2027 results and raised its full-year guidance, supported by robust demand for its AI infrastructure solutions. Flex announced first-quarter revenues of $7.93 billion, a 21% increase from the previous year, with its adjusted operating margin growing to 6.7% from 6.0%. Management pointed to strong demand for p
Moby summary of Flex Ltd.'s Q1 2027 earnings call
Flex lifted its fiscal 2027 outlook after revenues rose 20.6%, margins expanded and Cloud and Power Infrastructure growth accelerated.
Flex Ltd (FLEX) reports a 21% revenue increase and a 39% rise in adjusted EPS, driven by strong performance in cloud and power infrastructure.
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FLEX eyes Q1 results after strong AI infrastructure momentum, strategic deals and a planned CPI spin-off. Can growth offset lifestyle weakness?
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”. A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and […]
Flex's Cloud and Power Infrastructure business becomes a major supplier of power, cooling, and compute systems for AI data centers. See why FLEX is a Strong Buy.
FLEX vs. MAIR: Which Stock Is the Better Value Option?
Detailed price information for Jabil Circuit (JBL-N) from The Globe and Mail including charting and trades.
FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.
With a short percentage of shares outstanding of 1.80%, Flex Ltd. (NASDAQ:FLEX) is among the 7 Best Battery Technology Stocks to Buy for Grid Storage. On June 9, Flex Ltd. (NASDAQ:FLEX) announced the divestiture of its Sheldahl business to Chase Corporation as part of its ongoing strategy to optimize its portfolio and increase its focus on higher-growth, higher-margin businesses. Sheldahl designs and […]
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