FLEX

$113.75+$1.84 (+1.64%)prev close

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Held by

portfolio on TandT

Bookmarked by

users

Avg position size

0.2%

of holders' portfolios

13F filers

institutions

Market cap

$41.7B

366M shares

52-week range

$47.83 – $166.86

55% from low

Sector

PRINTED CIRCUIT BOARDS

Exchange

NASDAQ

Change+$95.92

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2027	$34.3B	+25.3%	$4.66	$4.57–$4.83	24.4×	6
2028	$44.7B	+30.1%	$7.06	$6.13–$7.93	16.1×	6
2029	$51.8B	+16.0%	$9.66	$9.35–$9.97	11.8×	2

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 8 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-29	$0.90	$1.00	+11.2%
2026-05-06	$0.87	$0.93	+6.4%
2026-02-04	$0.78	$0.87	+11.7%
2025-10-29	$0.75	$0.79	+4.8%
2025-07-24	$0.63	$0.72	+14.3%
2025-05-07	$0.69	$0.73	+5.0%
2025-01-29	$0.64	$0.77	+20.3%
2024-10-30	$0.56	$0.64	+14.3%

DCF fair valuemodel estimate

Intrinsic value

$30.88

Price

$113.75

Implied downside

-73%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
FLEXFlex Ltd.	$113.75	+1.64%	$41.7B	—
BRBroadridge Financial Solutions, Inc.	$153.95	-0.53%	$17.8B	—
FTVFortive Corporation	$59.21	+1.25%	$17.9B	—
JBLJabil Inc.	$315.05	+2.12%	$33.0B	—
LDOSLeidos Holdings, Inc.	$115.60	+2.84%

Flex Ltd. Ordinary Shares

Flex Ltd is the developed, end-to-end manufacturing partner of choice that helps a diverse customer base design, build, deliver and manage products that improve the world. The Company's full suite of specialized capabilities includes design and engineering, supply chain, manufacturing, and integrated services, plus a portfolio of power and cooling products. Its reportable segments includes Integrated Technology Solutions, Regulated Manufacturing Solutions, and Cloud and Power Infrastructure.

www.flex.com

Employees: 149,686
IPO / List date: Sep 28, 1987
HQ: AUSTIN, TX

Held by traders on TradeandTell

Trader / Portfolio	Conviction
Interactive Brokers - XUS Value Liam	—

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in FLEX as of their last filing.

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding FLEX.

Recent trades on TradeandTell

LiamBUY@ $146.70
6/29/2026
in Interactive Brokers - XUS Value →

$FLEX chatter on StockTwits

han@flychicken1991Bullish15h
$FLEX Positive (78%): The reported revenue and adjusted-EPS beats, together with next-quarter revenue guidance above consensus, put upward pressure on FLEX shares by supporting higher forward estimates... Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/8cb86894b61477db?utm_source=stocktwits&utm_medium=story_url
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WEN600SPY@WEN600SPY1d
$FLEX lets hit 120 today
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WEN600SPY@WEN600SPY2d
$FLEX proud of my buy yesterday
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SJ@BazziggrBullish2d
$FLEX CGNX MKSI
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Estimize@Estimize2d
Wall St is expecting 1.03 EPS for $FLEX Q2 [Reporting 10/28 BMO] http://www.estimize.com/intro/flex?chart=historical&metric_name=eps&utm_co
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WEN600SPY@WEN600SPY2d
$FLEX I like this out of all the ai plays
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BullYa@BullYa3d
$FLEX probably support 📉…$100’s eod
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Daniel Oliveira@Equibles3d
$FLEX posted Q1 FY27 net sales of $7.9B, up 21% YoY, with record adjusted EPS of $1.00 and GAAP EPS of $0.76. Lifted FY27 outlook: net sales now $33.7B–$35.2B, adjusted EPS $4.42–$4.74.
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Steven Painter@Spaint2k3d
$FLEX excellent results and strong guidance. It only makes sense that this would be down an additional five percent as it continues its month-long slide from its high :(
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WEN600SPY@WEN600SPY3d
$FLEX buying buying buying
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Veronica Surber@VeronicaSurber7613d
$FLEX call added more weight to the SpinCo story. More than 90% of CPI revenue for the next three quarters is already booked, while management still expects 65-75% growth this year, 80%+ next year, and at least 100 bps of margin expansion. The customer mix matters because booked revenue plus that guide is the hardest part of the tape to dismiss. The gap is simple: does the market keep treating this as just another hardware name, or does SpinCo start to matter more than the current multiple?
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clueless@buyslowsellfast3d
Bought more $FLEX 100.01
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J. Kurtz@JasonCO3d
$FLEX nice bounce
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William Parker@ParkerTradesX3d
$FLEX Flex delivered a strong quarter, beating both earnings and revenue expectations while raising its outlook. Q1 highlights: EPS: $1.00, beating the $0.90 consensus by $0.10. Revenue: $7.93B, up 20.6% YoY, ahead of the $7.53B estimate. Q2 guidance: EPS: $1.00–$1.07 vs. $1.00 consensus. Revenue: $7.95B–$8.25B vs. $7.84B consensus. FY2027 outlook: EPS: $4.42–$4.74, compared with the $4.44 consensus. Revenue: $33.7B–$35.2B, above the $33.24B consensus. The results point to continued business momentum, with management raising revenue expectations while maintaining confidence in earnings growth.
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MarketBeat Earnings@EarningsInsider3d
https://www.marketbeat.com/earnings/reports/2026-7-29-flex-ltd-stock/ $FLEX Flex Earnings Transcript
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.