FLEX Flex Ltd. Loading... : Bullish and Bearish Analyst Opinions
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02:18
Aug 04
Aug 04
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.
MED
08:29
Jul 30
Jul 30
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
Jul 29
Jul 29
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.
MED
15:25
Jul 29
Jul 29
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.
MED
15:16
Jul 29
Jul 29
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.
MED
14:05
Jul 29
Jul 29
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.
LOW
12:31
Jul 29
Jul 29
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.
MED
15:46
Jul 28
Jul 28
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.
MED
14:10
Jul 28
Jul 28
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.
HIGH
13:46
Jul 27
Jul 27
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.
LOW
09:07
Jul 27
Jul 27
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.
LOW
01:36
Jul 26
Jul 26
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.
LOW
17:41
Jul 23
Jul 23
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
Jul 18
Jul 18
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.
MED
09:48
Jul 14
Jul 14
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.
LOW
19:06
Jun 25
Jun 25
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%.
HIGH
01:11
Jun 24
Jun 24
Watch FLEX and SANM as contract manufacturers benefiting from Cerebras scaling US-based AI.
Watch FLEX and SANM as contract manufacturers benefiting from Cerebras scaling US-based AI hardware production and adding Sanmina as a second major partner.
MED
12:21
Jun 15
Jun 15
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.
MED
20:08
Jun 08
Jun 08
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.
MED
18:11
Jun 08
Jun 08
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
Jun 08
Jun 08
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
Jun 08
Jun 08
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
Jun 08
Jun 08
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
Jun 05
Jun 05
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.
LOW
23:03
Jun 05
Jun 05
Index inclusion announcement for MRVL and FLEX, no directional view stated by speaker.
MED
22:00
Jun 05
Jun 05
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
Jun 05
Jun 05
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.
MED
21:20
Jun 05
Jun 05
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.
MED
21:17
Jun 05
Jun 05
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.
About FLEX Analyst Coverage
Buzzberg tracks FLEX (Flex Ltd.) across 21 sources. 13 bullish vs 0 bearish calls from 23 analysts. Sentiment: predominantly bullish (24%). 55 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: TheValueist, DeItaone, aktiehedonist.