FLEX Flex Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
02:18
04 авг
04 авг
Watch confirmed AWS supplier basket
Watch this confirmed AWS supplier basket: STM, GLW, ALAB, CRDO, AAOI, FN, JBL, FLEX and GEV have direct Amazon agreements/warrants spanning compute, optics, packaging, manufacturing and power infrastructure.
Сред.
08:29
30 июл
30 июл
Multiple financial institutions have issued updates to their price targets for a wide range.
Multiple financial institutions have issued updates to their price targets for a wide range of publicly traded companies across various sectors today.
15:56
29 июл
29 июл
Watch contract manufacturers and ODMs benefiting from AI power/cooling infrastructure buildout.
Watch contract manufacturers and ODMs benefiting from AI power/cooling infrastructure buildout; competitive dynamics vary but demand tailwind intact.
Сред.
15:25
29 июл
29 июл
Buy FLEX as its Cloud & Power Infrastructure segment grows 35% with 65–75% full-year guidance.
Buy FLEX as its Cloud & Power Infrastructure segment grows 35% with 65–75% full-year guidance, 90%+ of H2 revenue already booked, record EPS of $1.00, and raised full-year outlook — all while the stock has pulled back ~35% from ATH to $105.
Сред.
15:16
29 июл
29 июл
The tweet is a news summary of Flex earnings; no personal position or explicit ownership.
The tweet is a news summary of Flex earnings; no personal position or explicit ownership. Watch for potential entry on pullback.
Сред.
14:05
29 июл
29 июл
Flex's call reinforced the SpinCo narrative with strong booked revenue and hyperscaler.
Flex's call reinforced the SpinCo narrative with strong booked revenue and hyperscaler integration, but the author does not state a personal position.
Низ.
12:31
29 июл
29 июл
Reports a very strong FLEX quarter, raised guidance.
Reports a very strong FLEX quarter, raised guidance, and a more interesting AI infrastructure story, but the author does not state a buy/own/hold/current position.
Сред.
15:46
28 июл
28 июл
Watch EMS/ODM peers due to mixed impact from consigned AI rack programs.
Watch EMS/ODM peers due to mixed impact from consigned AI rack programs; contract structure dependent.
Сред.
14:10
28 июл
28 июл
Buy FLEX near the pre-spin-off price as the AI sell-off creates an entry.
Buy FLEX near the pre-spin-off price as the AI sell-off creates an entry, while the Cloud and Power spin-off catalyst remains undervalued.
Выс.
13:46
27 июл
27 июл
The author maps a busy earnings week around the Fed decision where major tech firms update AI.
The author maps a busy earnings week around the Fed decision where major tech firms update AI capex guidance, expecting volatility but not taking a directional position.
Низ.
09:07
27 июл
27 июл
The author lists earnings reports they will be watching closely but does not express.
The author lists earnings reports they will be watching closely but does not express a directional view or position on any ticker.
Низ.
01:36
26 июл
26 июл
The author provides a comprehensive list of upcoming earnings reports and emphasizes.
The author provides a comprehensive list of upcoming earnings reports and emphasizes the importance of capex data for the broader AI investment narrative.
Низ.
17:41
23 июл
23 июл
The author highlights Cerebras’s accelerating partnerships with CrowdStrike, AMD, OpenAI.
The author highlights Cerebras’s accelerating partnerships with CrowdStrike, AMD, OpenAI, Amazon, and Flex as evidence of the ecosystem adopting its wafer-scale inference chips, framing the company as a long-term beneficiary of the AI inference era.
10:57
18 июл
18 июл
Buy FLEX as the AI-sector selloff has pulled the stock back to ~$119.
Buy FLEX as the AI-sector selloff has pulled the stock back to ~$119 from a post-spin-off-announcement high of ~$160, offering an entry point well above the pre-announcement ~$95 base while the spin-off catalyst (Cloud and Power Infrastructure separation) remains intact.
Сред.
09:48
14 июл
14 июл
The author discusses Flex's spin-off as having a more interesting business model than ordinary.
The author discusses Flex's spin-off as having a more interesting business model than ordinary contract manufacturing but does not state a position or forward-looking trade call.
Низ.
19:06
25 июн
25 июн
Own AI infrastructure industrial stocks.
The AI capex theme is dominating this year, but the hyperscalers are the spenders and are not getting the benefit; instead, AI infrastructure and industrial companies are the real winners. Specific stocks moving include Corning, Flex, Applied Materials, Teradyne, Caterpillar, Western Digital, and the DRAM ETF is up 9%.
Выс.
01:11
24 июн
24 июн
Следите за FLEX и SANM как за контрактными производителями, которые выигрывают от того.
Следите за FLEX и SANM как за контрактными производителями, которые выигрывают от того, что Cerebras масштабирует производство оборудования для ИИ в США и добавляет Sanmina в качестве второго крупного партнера.
Сред.
12:21
15 июн
15 июн
Watch Marvell and Flex as confirmed S&P 500 additions.
Watch Marvell and Flex as confirmed S&P 500 additions; passive buying expected but no author position.
Сред.
20:08
08 июн
08 июн
FLEX is dismissed as "meh" compared to sector strength, implying relative underperformance.
FLEX is dismissed as "meh" compared to sector strength, implying relative underperformance. Watch for continued weakness.
Сред.
18:11
08 июн
08 июн
The author reveals a VC-like conviction in Flex and Jetcool as undervalued gems.
The author reveals a VC-like conviction in Flex and Jetcool as undervalued gems, with Flex becoming even more interesting for reasons to be shared later.
12:27
08 июн
08 июн
Apple rises slightly ahead of WWDC, Marvell and Flex to join the S&P 500.
Apple rises slightly ahead of WWDC, Marvell and Flex to join the S&P 500, Nvidia partners with SK Hynix, AMD plans UK investment, and NRIX collaborates with Roche on bexobrutideg.
12:06
08 июн
08 июн
The author provides a macro market brief detailing geopolitical supply risks.
The author provides a macro market brief detailing geopolitical supply risks, positioning fragility, and fading the bounce, but does not state any personal long/short positions or explicit forward calls.
11:58
08 июн
08 июн
Premarket movers report shows Magnificent Seven stocks mixed.
Premarket movers report shows Magnificent Seven stocks mixed, energy and fertilizer stocks rising on Iran-Israel tensions, and individual movers including Campbell's, Eli Lilly, Ingredion, Nurix, Marvell, Flex, and Wix based on earnings, deals, and index changes.
23:08
05 июн
05 июн
The author reports market caps for S&P 500 index changes without expressing any personal.
The author reports market caps for S&P 500 index changes without expressing any personal position or forward-looking view on the stocks.
Низ.
23:03
05 июн
05 июн
Index inclusion announcement for MRVL and FLEX, no directional view stated by speaker.
Сред.
22:00
05 июн
05 июн
Marvell Technology and Flex will join the S&P 500 in the latest quarterly rebalance.
Marvell Technology and Flex will join the S&P 500 in the latest quarterly rebalance, S&P Dow Jones Indices announced on Friday.
21:24
05 июн
05 июн
The tweet reports an index inclusion event; no author position or directional call.
The tweet reports an index inclusion event; no author position or directional call, so watch FLEX for potential passive inflows.
Сред.
21:20
05 июн
05 июн
Watch MRVL and FLEX on their S&P 500 inclusion catalyst; the author has not stated a position.
Watch MRVL and FLEX on their S&P 500 inclusion catalyst; the author has not stated a position, and default to watch per his posting style.
Сред.
21:17
05 июн
05 июн
Marvell Technology and Flex are set to join the S&P 500 index according to the reported.
Marvell Technology and Flex are set to join the S&P 500 index according to the reported headline.
Об аналитическом покрытии FLEX
Buzzberg отслеживает FLEX (Flex Ltd.) в 21 источниках. Бычьих сигналов: 13, медвежьих: 0, от 23 аналитиков. Сентимент преимущественно бычий (24%). Всего отслеживается 55 торговых идей. За последние 7 дней: наблюдение: 2. Последние спикеры: TheValueist, DeItaone, aktiehedonist.