FLEX Flex Ltd. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
12:21
Jun 15
Jun 15
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. 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, 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, 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, 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, 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 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, 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, 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, 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 headline.
21:16
Jun 05
Jun 05
Marvell Technology and Flex are set to join the S&P 500 index according to the latest announcement.
10:59
Jun 04
Jun 04
Watch Flex as an S&P 500 inclusion candidate; is an upgrade-eligible S&P 400 member, but no author ownership stated.
MED
20:57
Jun 02
Jun 02
Author discloses FLEX as one of their current top 5 holdings; no explicit catalyst stated beyond active ownership conviction.
MED
18:30
May 29
May 29
The author provides a detailed supply-chain beneficiary list of Nvidia's 800V DC architecture partners but only takes a personal long position in NVTS, while the rest are indexed as watch.
23:47
May 26
May 26
Long Flex, potential 50% upside.
Flex (Flex Ltd.) is a perfect example of a stock that could still go up another 50% without a problem. Cramer says the company is 'so good' and he won't fight the caller who has a 100% return.
MED
14:49
May 07
May 07
Bullish Flex on upcoming spin-off with management discipline and solid valuation, citing similar setup to EXC/CEG.
HIGH
13:49
May 07
May 07
AI inference boosts CPU demand
AI inference will drive CPU demand, and the CPU-to-GPU ratio is expected to move from 4:1 to 1:1, benefiting legacy chipmakers like AMD, Intel, and Flex (formerly Flextronics).
MED
02:03
May 06
May 06
The author states they are holding FLEX as a 15-20% position in their 401k, but provides no forward-looking opinion or market impact.
HIGH
22:54
May 05
May 05
The author bought SANM after-hours based on AMD's strong earnings and FLEX's 15% surge, betting on SANM's role as AMD's system manufacturing partner to benefit from the growing CPU/GPU thesis.
HIGH
20:38
May 05
May 05
Flex issued 2027 guidance above analyst estimates and announced a spin-off of its cloud and power infrastructure segment into a new public company.
HIGH
22:54
May 04
May 04
Long these data center electrical/power infrastructure names as AI power demand converts to revenue, driving content expansion in rack power, UPS, backup, and 800V architectures, supported by both read-throughs 1 and 4.
HIGH
22:52
May 04
May 04
Bearish view on Celestica, Jabil, Flex, Sanmina, and Venture Corp as they lack Fabrinet’s optical precision depth and face competitive disadvantage.
HIGH
23:07
Apr 30
Apr 30
Long Flex on Apple's $600bn US commitment and Mac mini production in America, benefiting from reshoring tailwinds.
HIGH
23:06
Apr 30
Apr 30
Bearish view on Flex as MPS's outlook suggests limited margin expansion in power module manufacturing.
HIGH
13:30
Apr 30
Apr 30
Long FLEX on multi-region manufacturing optionality and AI hardware demand.
MED
01:16
Apr 29
Apr 29
Flex's custom cooling solutions are underpriced.
Flex (FLEX) is a cooling equipment company that is moving from generic cooling blocks to custom-designed cooling solutions for high-voltage chips. They co-design with chipmakers, giving them a consulting-like edge. The market currently treats Flex as a commodity cooling company, but the speaker believes this is underpriced as cooling becomes more specialized and critical.
MED
19:10
Apr 28
Apr 28
Flex undervalued cooling specialist
Flex (FLEX) makes specialized water cooling equipment for high-voltage chips. As chip voltages rise, custom cooling solutions become critical. Flex designs alongside chipmakers, making it more than a commodity supplier. The market undervalues this consulting-like edge.
HIGH
About FLEX Analyst Coverage
Buzzberg tracks FLEX (Flex Ltd.) across 16 sources. 9 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (26%). 35 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, Andy Constan, bubbleboi.