Medical Device Contract Manufacturing Market Is Going to Boom |• Flex Ltd. • Jabil Inc
Worldwide Market Reports has released a comprehensive research study on the "Medical Device Contract Manufacturing Market," forecasting its growth from 2026 to 2033. The report, based on primary and secondary research, details market drivers, challenges, opportunities, and the competitive landscape, including strategies of key players like Flex Ltd. and Jabil Inc. It also segments the market by device types and applications, providing regional analysis and strategic insights for stakeholders.
(FLEX) Risk Channels and Responsive Allocation
This article provides an AI-driven analysis of Flex Ltd. (NASDAQ: FLEX), identifying a neutral near and mid-term outlook with a potentially positive long-term bias. It highlights a significant short setup risk-reward ratio and outlines three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis. The report details specific entry, target, and stop-loss zones for various risk profiles.
How Investors May Respond To Flex (FLEX) Raising 2026 Sales Guidance While Tightening Earnings Outlook
Flex Ltd. recently reported third-quarter 2025 sales and raised its fiscal 2026 net sales guidance to US$27.2 billion to US$27.5 billion, while simultaneously tightening its earnings outlook. The company is actively pursuing accretive M&A, maintaining an investment-grade balance sheet, and continuing share repurchases, signaling a balanced strategy for growth and shareholder returns. This move suggests Flex is focused on leveraging AI data center growth for revenue, despite potential margin pressures and customer concentration risks.
Flex Ltd. (NASDAQ:FLEX) Short Interest Update
Flex Ltd. (NASDAQ:FLEX) experienced a significant decrease in short interest by 18.7% in January, totaling 10,641,162 shares, which represents about 2.9% of its outstanding shares. This leaves a short-interest ratio of 3.5 days. The company recently beat its Q results with $0.87 EPS and $7.06 billion revenue, and issued optimistic FY-2026 guidance, with analysts collectively rating the stock a "Moderate Buy" with a target price of $66.78.
Is It Too Late To Consider Flex (FLEX) After Its 51% One Year Rally?
This article analyzes Flex (FLEX) after its 51% one-year stock rally, evaluating its current valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratios. The DCF model suggests Flex is slightly overvalued, while the P/E ratio indicates it might be undervalued compared to peers when accounting for fundamentals. The article also presents bullish and bearish narratives to highlight potential future scenarios and valuation ranges for investors.
Flex Raises Guidance As AI And Data Center Shift Reshapes Outlook
Flex (FLEX) has raised its full-year guidance, attributing the positive outlook to strong demand in its data center and industrial segments, particularly driven by AI and automation. The company is shifting towards higher-value, complex manufacturing solutions for these markets. While the stock has seen significant long-term gains, recent insider selling has been noted as a potential caution signal for investors.
Flex Ltd. $FLEX Shares Sold by Sound Shore Management Inc CT
Sound Shore Management Inc CT significantly reduced its stake in Flex Ltd. by 33.8% in Q3, selling nearly 600,000 shares. Despite this, Flex recently exceeded quarterly earnings expectations with an EPS of $0.87 and revenue of $7.06 billion, while company insiders have been net sellers, disposing of over $4 million in shares. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $66.78 for Flex.
LSV Asset Management Sells 855,752 Shares of Flex Ltd. $FLEX
LSV Asset Management reduced its stake in Flex Ltd. by 12.7%, selling 855,752 shares and now holding 5,908,151 shares valued at approximately $342.5 million. Flex recently reported a strong Q4, beating EPS and revenue expectations, and provided positive FY2026 guidance. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $66.78, despite high institutional ownership and recent insider selling.
The Top 5 Analyst Questions From Flex's Q4 Earnings Call
Flex's Q4 earnings call highlighted strong demand in data center and industrial segments, offsetting weakness in consumer businesses, leading to revenue and EPS beats. Management discussed continued investments in AI-driven data centers, growth in embedded power, and the financial impact of the Amazon warrant deal, while analysts queried market dynamics and margin improvements. Future catalysts include AI deployments, portfolio shifts, and managing consumer market softness.
Flex Ltd. (NASDAQ:FLEX) Receives Consensus Rating of "Moderate Buy" from Brokerages
Flex Ltd. (NASDAQ:FLEX) has received a consensus "Moderate Buy" rating from eleven brokerages, with an average 1-year price target of $66.78. The company recently surpassed quarterly earnings expectations and provided strong forward guidance for FY-2026. Despite recent insider stock sales totaling over $4 million, institutional investors hold a significant 94.3% of the company's stock, indicating strong confidence.
Does Flex's Raised Outlook and M&A Push Reframe the Bull Case for FLEX?
Flex Ltd. recently reported its Q3 fiscal 2026 results, showing sales growth but a slight dip in net income and EPS, while raising its full-year revenue guidance. The company also reaffirmed its commitment to M&A and share repurchases. These strategic moves and the updated outlook aim to balance growth initiatives with shareholder returns, though analysts urge caution due to thin margins and execution risks.
Does Flex's Raised Outlook and M&A Push Reframe the Bull Case for FLEX?
Flex Ltd. (FLEX) recently reported Q3 fiscal 2026 results with increased sales but slightly lower net income, while raising full-year revenue guidance. The company is actively pursuing M&A and share repurchases, aiming to balance growth with shareholder returns. Despite these positive indicators and exposure to AI/data centers, Flex's thin 3% profit margins and potential execution risks from M&A remain key considerations for investors.
FLEX vs. ROK: Which Stock Should Value Investors Buy Now?
This article evaluates Flex (FLEX) and Rockwell Automation (ROK) for value investors in the Electronics - Miscellaneous Products sector. Based on Zacks Rank and Style Scores, Flex (#2 Buy) is favored over Rockwell Automation (#3 Hold) due to more impressive earnings estimate revision activity and better valuation metrics such as lower P/E, PEG, and P/B ratios, earning FLEX a Value grade of B compared to ROK's D.
Envestnet Asset Management Inc. Acquires 19,905 Shares of Flex Ltd. $FLEX
Envestnet Asset Management Inc. increased its stake in Flex Ltd. by 1.5% in the third quarter, acquiring an additional 19,905 shares to bring its total holdings to 1,369,500 shares valued at approximately $79.4 million. This move comes as Flex reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, and provided optimistic guidance for fiscal year 2026. Despite positive analyst sentiment, company insiders have sold a significant number of shares in the last quarter, though institutional investors collectively own a substantial 94.3% of the stock.
(FLEX) Movement as an Input in Quant Signal Sets
Flex Ltd. (NASDAQ: FLEX) is exhibiting weak near and mid-term sentiment, although its long-term outlook remains positive. The article details specific trading strategies, including a long position, a momentum breakout, and a risk-hedging short, alongside multi-timeframe signal analysis indicating support and resistance levels. Institutional-grade analysis and real-time AI signals are available for personalized tracking and alerts.
FLEX LTD. SEC 10-Q Report
Flex Ltd. has released its Form 10-Q report for the three months ended December 31, 2025, detailing strong financial performance with increased net sales, gross profit, and operating income compared to the previous year. The report highlights the company's operational adjustments, including managing the impact of a missile strike and navigating global tariffs. Flex Ltd. continues to focus on its operational strategy across its Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS) segments, despite a slight decrease in net income and EPS due to increased restructuring charges.
Flex Raises Outlook After Record Quarter Fueled By AI Data Centers
Flex (NASDAQ: FLEX) reported strong Q3 fiscal 2026 results, exceeding guidance with net sales of $7.058 billion and a record adjusted EPS of 87 cents, primarily driven by demand for AI data center solutions. Despite the positive financial performance, the stock experienced a decline after the announcement. The company raised its fiscal 2026 adjusted EPS and sales guidance, citing continued momentum in its data center business and a diversified portfolio, while acknowledging macroeconomic risks.
Stocks Showing Rising Market Leadership: Flex Ltd Earns 81 RS Rating
Flex Ltd (FLEX) recently achieved a significant technical milestone, with its Relative Strength (RS) Rating climbing to 81, a notable increase from 77. This proprietary rating from Investor's Business Daily, which ranges from 1 to 99, indicates the stock's technical performance. The improvement signals strong market leadership for Flex Ltd.
The Analyst Verdict: Flex In The Eyes Of 4 Experts
Flex (NASDAQ: FLEX) has received ratings from 4 analysts in the latest quarter, showing an average price target of $60.0, a 0.42% increase from the previous average. Key analysts from Barclays, Goldman Sachs, and Jefferies have updated their ratings and price targets, contributing to an overall "Somewhat Bullish" sentiment. The company's financial performance highlights an elevated market capitalization, positive revenue growth of 3.96%, but also challenges in net margin and return on assets, alongside a high debt-to-equity ratio.
Barclays Raises Price Target on FLEX to $72, Maintains Overweigh
Barclays analyst George Wang increased the price target for Flex (FLEX) from $71 to $72, while maintaining an Overweight rating on the stock. This adjustment comes amidst varied analyst outlooks, with other firms like Goldman Sachs and Jefferies also providing recent ratings and price target updates. Flex, a contract manufacturing company, holds an average brokerage recommendation of "Outperform" from 12 firms, though GuruFocus estimates a potential downside based on its GF Value.
Flex Ltd. (NASDAQ:FLEX) Q3 2026 Earnings Call Transcript
Flex Ltd. (NASDAQ:FLEX) reported strong Q3 2026 earnings, with revenue up 8% year-over-year to $7.1 billion and adjusted EPS at a record $0.87, exceeding expectations despite missing on an earlier EPS estimate. The company highlighted significant growth in its data center business, driven by AI and integrated solutions, and strong performance in its Reliability segment, particularly in power and industrial. Flex also updated its full-year guidance, anticipating revenue between $27.2 billion and $27.5 billion, and maintained its commitment to disciplined execution and margin expansion.
FLEX Q4 Deep Dive: Data Center and Industrial Growth Offset Consumer Weakness
Flex (NASDAQ:FLEX) reported Q4 CY2025 revenue and adjusted EPS that exceeded Wall Street expectations, driven by strong demand in its data center and industrial segments, which counteracted weakness in consumer-facing businesses. The company's management highlighted a strategic shift towards higher-value offerings, including AI-driven infrastructure and medical devices, as key to margin improvement and future growth. Flex also raised its full-year Adjusted EPS guidance, signaling confidence despite ongoing consumer market challenges.
Stifel reiterates Buy rating on FLEX stock amid strong earnings
Stifel reiterated a Buy rating and a $75.00 price target for FLEX Ltd (NASDAQ:FLEX) after the company's Q3 2026 results surpassed expectations, with strong revenue and adjusted EPS. FLEX also raised its FY2026 guidance, driven by its transformation into a high-value technology enabler, particularly within the AI data center ecosystem. The company continues its share repurchase program and is deepening partnerships with NVIDIA and LG for modular data center designs and thermal management.
Flex Ltd. (FLEX) Q3 2026 Earnings: $239M Profit, Revenue $7.06B, Beats Estimates - News and Statistics
Flex Ltd. (FLEX) reported strong fiscal third-quarter 2026 earnings, with a net income of $239 million and adjusted earnings of 87 cents per share, surpassing Wall Street's expectations of 79 cents per share. The company's revenue reached $7.06 billion, also exceeding analysts' forecasts of $6.81 billion. Flex provided optimistic guidance for the upcoming fiscal fourth quarter and the full year, projecting earnings per share between 83 and 89 cents, and full-year revenue between $27.2 billion and $27.5 billion.
Stifel Reiterates Buy Rating on FLEX Ltd (FLEX)
Stifel analyst Ruben Roy reiterated a Buy rating on FLEX Ltd (NASDAQ: FLEX) with a $75.00 price target. The announcement was made on February 5, 2026, at 5:51 AM EST. The full details of the analyst's comments are available to premium subscribers of StreetInsider.com.
Machina Capital S.A.S. Takes $1.15 Million Position in Flex Ltd. $FLEX
Machina Capital S.A.S. has acquired a new stake worth approximately $1.15 million in Flex Ltd. (NASDAQ:FLEX) during the third quarter. This move comes as several other institutional investors have also adjusted their positions in the technology company, with institutional ownership standing at 94.30%. Despite recent insider selling, analysts maintain a "Moderate Buy" consensus rating for Flex, with an average target price of $66.67, driven by strong earnings and positive guidance, particularly in its AI data center solutions sector.
Federated Hermes Inc. Has $1.95 Million Stock Position in Flex Ltd. $FLEX
Federated Hermes Inc. significantly reduced its stake in Flex Ltd. by 84.2% in the third quarter, bringing its total holdings to $1.95 million. Despite this, other institutions like Norges Bank and State Street Corp increased their positions. The article also details recent insider stock sales, analyst ratings, and the company's financial performance, including a beat on Q3 earnings and raised guidance for fiscal year 2026.
Flex: Fiscal Q3 Earnings Snapshot
Flex Ltd. (FLEX) reported strong fiscal third-quarter earnings, surpassing Wall Street expectations with net income of 64 cents per share and adjusted earnings of 87 cents per share. The electronics designer and manufacturer also exceeded revenue forecasts, posting $7.06 billion. Flex provided optimistic guidance for the upcoming fiscal fourth quarter and the full fiscal year.
Flex (NASDAQ:FLEX) Surprises With Strong Q4 CY2025
Flex (NASDAQ:FLEX) reported strong Q4 CY2025 results, exceeding market revenue expectations with a 7.7% year-on-year sales increase to $7.06 billion and a non-GAAP profit of $0.87 per share, beating analyst estimates by 10.5%. The company also raised its full-year Adjusted EPS guidance and is optimistic about its diversified business model, especially within Data Center industries. Despite previously sluggish revenue growth, analysts project a 5.6% revenue increase over the next 12 months, indicating potential improvement from newer offerings.
Raymond James raises Flex stock price target to $80 on datacenter strength
Raymond James has increased its price target for FLEX Ltd (NASDAQ:FLEX) to $80.00 from $75.00, maintaining an Outperform rating due to strength in its high-performance networking and communications segments, despite some investor disappointment regarding datacenter guidance. The firm anticipates further clarity on cloud/AI growth drivers and potential formal guidance updates at Flex's investor meeting in May. Concurrently, Nextpower, now rebranded from Nextracker, has expanded its operations and ventured into new projects and manufacturing, indicating strategic growth in the renewable energy sector.
What's Going On With Flex Stock Wednesday? - Flex (NASDAQ:FLEX)
Flex Ltd. (NASDAQ:FLEX) reported strong third-quarter fiscal 2026 results, exceeding sales and adjusted EPS estimates, driven by demand for AI data center solutions. Despite record performance and raised full-year guidance, the stock traded lower on Wednesday. The company's outlook for Q4 fiscal 2026 is slightly below analyst expectations, and it faces macroeconomic risks.
FLEX Ltd (FLEX) PT Raised to $80 at Raymond James
Raymond James analyst Melissa Fairbanks has increased the price target for FLEX Ltd (NASDAQ: FLEX) from $75.00 to $80.00. The analyst maintained her previous rating on the stock. This update is part of a premium article on StreetInsider.com.
Flex: Fiscal Third Quarter Earnings Overview
Flex Ltd. reported strong fiscal third-quarter financial results, achieving a net profit of $239 million and adjusted earnings of $0.87 per share, surpassing analyst expectations. The company generated $7.06 billion in revenue, also exceeding forecasts. Flex provided optimistic outlooks for the upcoming fiscal fourth quarter and the full fiscal year.
Flex Reports Third Quarter Fiscal 2026 Results
Flex has reported strong financial results for its third quarter of fiscal year 2026, with net sales increasing by 8% to $7.1 billion and record GAAP and adjusted operating margins. The company also achieved record adjusted EPS of $0.87. Flex has raised its full-year guidance for net sales, adjusted operating margin, and adjusted EPS, and provided positive guidance for the upcoming fourth quarter.
Allianz Asset Management GmbH Increases Stock Holdings in Flex Ltd. $FLEX
Allianz Asset Management GmbH increased its holdings in Flex Ltd. (NASDAQ:FLEX) by 17.7% in Q3, now owning 2,393,463 shares valued at $138,749,000. Other institutional investors like Norges Bank and State Street Corp also significantly increased their positions. Despite insider selling, analysts maintain a "Moderate Buy" rating for Flex with an average price target of $66.11.
Earnings To Watch: Flex (FLEX) Reports Q4 Results Tomorrow
Flex (NASDAQ:FLEX), a global manufacturing solutions provider, is set to announce its Q4 earnings results. Analysts expect revenue to grow by 3.9% year-on-year to $6.81 billion and adjusted earnings to reach $0.79 per share. The company has a strong record of beating revenue estimates, and its stock has outperformed peers in the tech hardware & electronics segment recently.
Jackson Creek Investment Advisors LLC Buys New Position in Flex Ltd. $FLEX
Jackson Creek Investment Advisors LLC initiated a new position in Flex Ltd. (NASDAQ:FLEX) during the third quarter, purchasing 28,779 shares valued at approximately $1.67 million. This comes despite recent insider selling, with 86,406 shares sold by corporate insiders over the last three months. Analysts, however, maintain a "Moderate Buy" rating for Flex, with several firms raising their price targets for the stock.
Flex Ltd. $FLEX Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp reduced its stake in Flex Ltd. by 5.6% in the third quarter of 2025, selling over 163,000 shares but still holding a significant position valued at $160.3 million. Institutional investors collectively own a vast majority of Flex stock, while company insiders have been net sellers in recent months. Despite insider sales, Wall Street analysts maintain a "Moderate Buy" rating for Flex, with varying price targets suggesting potential upside.
Flex Ltd. $FLEX Shares Acquired by Lingohr Asset Management GmbH
Lingohr Asset Management GmbH significantly increased its stake in Flex Ltd. by 1,149.6% in the third quarter, now owning 168,120 shares valued at $9.75 million, making Flex its seventh-largest holding. Institutional investors collectively own about 94.3% of Flex, while corporate insiders have been net sellers, reducing their ownership to 0.57%. Despite insider selling, analysts maintain a "Moderate Buy" rating with an average target price of $66.11 for the technology company.
18,239 Shares in Flex Ltd. $FLEX Purchased by Winnow Wealth LLC
Winnow Wealth LLC invested approximately $1.06 million to acquire 18,239 shares of Flex Ltd. (NASDAQ:FLEX) in Q3, increasing its stake in the technology company. This transaction contributes to the significant institutional ownership of Flex, which stands at around 94.30%, while company insiders have recently been net sellers. Flex's shares opened at $63.04 with a market capitalization of $23.31 billion, and Wall Street analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $66.11.
Flex Ltd. $FLEX Shares Sold by Strs Ohio
Strs Ohio significantly reduced its stake in Flex Ltd. by 76.5% in Q3, selling 29,045 shares and retaining 8,929 shares valued at $518,000. Despite this, institutional ownership remains high at 94.3%, with other large investors increasing or initiating positions. Company insiders have also been net sellers, disposing of over 100,000 shares worth approximately $6.13 million in the last 90 days.
New York State Common Retirement Fund Acquires 55,000 Shares of Flex Ltd. $FLEX
The New York State Common Retirement Fund increased its stake in Flex Ltd. (NASDAQ:FLEX) by 3.9% in Q3, purchasing an additional 55,000 shares and bringing its total holdings to 1,472,790 shares valued at $85.38 million. This acquisition is part of a broader trend where several institutional investors have materially increased their positions, now collectively owning 94.30% of the company, even as corporate insiders have recently been net sellers. The stock holds a "Moderate Buy" consensus rating from analysts with an average target price of $66.11.
Mitsubishi UFJ Trust & Banking Corp Has $4.49 Million Stock Holdings in Flex Ltd. $FLEX
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Flex Ltd. by 25.8% in Q3, now holding 77,470 shares valued at approximately $4.49 million. Despite this, analysts generally maintain a "Moderate Buy" rating with a consensus target price of $66.11, with JPMorgan and Argus raising their targets. Insider selling by CFO Kevin Krumm and Director Michael E. Hurlston has also been noted, totaling over $1.8 million in the past few months.
20,522 Shares in Flex Ltd. $FLEX Acquired by JSF Financial LLC
JSF Financial LLC has acquired a new position in Flex Ltd. (FLEX) by purchasing 20,522 shares, valued at approximately $1.19 million, during the third quarter. Other institutional investors like Norges Bank and State Street also significantly increased their stakes, leading to institutional investors owning 94.30% of the company. Despite positive Wall Street analyst sentiment with a "Moderate Buy" consensus and an average price target of $66.11, insiders have recently sold over 101,406 shares, reducing their ownership to 0.57%.
Here’s Why Wall Street is Bullish on Flex Ltd. (FLEX)
Wall Street holds a strong bullish outlook on Flex Ltd. (FLEX), with all 12 analysts covering the stock issuing Buy ratings. This optimism is partly due to a recent upgrade from Raymond James, citing Flex's robust position in cloud and AI infrastructure, especially its differentiated power solutions for hyperscale data centers. Analysts anticipate strong near-term growth, particularly in the company's high-margin power business, which is expected to boost overall profitability.
Liquidity Mapping Around (FLEX) Price Events
This article provides an AI-driven analysis of Flex Ltd. (FLEX) stock, highlighting a weak near-term sentiment but strong mid and long-term outlooks. It details institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis such as support and resistance levels. The report also mentions a significant risk-reward short setup.
Flex Ltd. $FLEX Shares Sold by Mutual of America Capital Management LLC
Mutual of America Capital Management LLC reduced its stake in Flex Ltd. by 9%, selling 17,183 shares and now holding 173,336 shares valued at approximately $10.05 million. This follows significant insider selling, with company insiders selling over $6.13 million worth of shares in the last quarter. Analysts maintain a "Moderate Buy" rating for FLEX, with an average price target of $66.11, while the stock currently trades around $63.75.
J. Safra Sarasin Holding AG Has $38.69 Million Stock Position in Flex Ltd. $FLEX
J. Safra Sarasin Holding AG recently reduced its stake in Flex Ltd. ($FLEX) by 6.1%, now holding 667,484 shares valued at $38.69 million. Despite insider selling, institutional investors own 94.30% of the company, and analysts maintain a "Moderate Buy" rating with an average target price of $66.11. Flex Ltd. a global electronics manufacturing services provider, has a market capitalization of $23.57 billion.
Teacher Retirement System of Texas Acquires 54,972 Shares of Flex Ltd. $FLEX
Teacher Retirement System of Texas significantly increased its stake in Flex Ltd. by 35.5%, purchasing 54,972 shares to hold a total of 209,748 shares valued at approximately $12.16 million. Flex (NASDAQ: FLEX) currently holds a "Moderate Buy" consensus rating from analysts with an average target price of $66.11, despite recent insider share sales. The company's stock has shown strong performance with a 50-day moving average of $62.44 and a 200-day moving average of $58.41.
Flex Ltd (FLEX) Trading Down 4.16% on Jan 22
Flex Ltd (FLEX) shares dropped 4.16% on January 22, trading at $63.83 after an intraday low of $63.25. While analysts surveyed by Wall Street project an average target price of $75.21, implying an upside, GuruFocus estimates a one-year GF Value of $37.01, suggesting a significant downside of 42.02%. The stock is currently 11.62% below its 52-week high but 154.20% above its 52-week low.
