Flex Ltd (FLEX)

Nov 2, 2026

Virginia Retirement Systems ET AL reduced its stake in Flex Ltd. by 36.9%, selling 19,693 shares and retaining 33,735 shares valued at $3.71 million. Despite this, institutional investors own 94.3% of Flex, and the company recently reported stronger-than-expected quarterly earnings and revenue. While some analysts have lowered price targets, Flex maintains a consensus "Moderate Buy" rating with an average target price significantly above its current trading price.

Oct 28, 2026

Shares of Flex Ltd. (FLEX) surged nearly 12% following the company's strong quarterly results, which surpassed analyst estimates, and an upward revision of its full-year outlook. Trading volume was significantly higher than average, indicating strong investor interest. Analysts are divided on the company's future, with some seeing growth potential in Cloud and Power Infrastructure and benefits from the Axiom Solutions spin-off, while others are concerned about limited free-cash-flow growth due to increased capital expenditures.

Oct 28, 2026

Flex Ltd. (NASDAQ: FLEX) stock rose Wednesday after the manufacturing and technology company reported better-than-expected second-quarter fiscal 2027 results and raised its full-year forecast, supported by strong demand for AI infrastructure. The company reported adjusted earnings of $1.18 per share, beating analysts’ expectations of $1.05, and revenue climbed 25% year over year to $8.491 billion, topping the consensus estimate of $8.141 billion. Flex also highlighted the planned separation of its Cloud and Power Infrastructure (CPI) business, driven by the demand for AI infrastructure.