Flex (NASDAQ:FLEX - Get Free Report) announced its earnings results on Tuesday. The technology company reported $0.93 EPS for the quarter, topping analysts' consensus estimates of $0.87 by $0.06, Briefing.com reports. The business had revenue of $7.48 billion during the quarter, compared to the consensus estimate of $6.96 billion. Flex had a net margin of 3.17% and a return on equity of 20.99%. The firm's revenue was up 17.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.73 earnings per share. Flex updated its FY 2027 guidance to 4.210-4.510 EPS and its Q1 2027 guidance to 0.860-0.920 EPS.
Flex Stock Performance
NASDAQ FLEX traded up $38.28 during trading hours on Wednesday, reaching $134.73. The stock had a trading volume of 18,714,560 shares, compared to its average volume of 3,887,195. The stock has a fifty day moving average of $71.65 and a 200 day moving average of $66.02. The stock has a market cap of $49.54 billion, a P/E ratio of 60.42, a price-to-earnings-growth ratio of 1.98 and a beta of 1.46. Flex has a 52-week low of $34.94 and a 52-week high of $134.99. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.88 and a current ratio of 1.40.
Insider Buying and Selling
In related news, COO Kwang Hooi Tan sold 17,500 shares of the company's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $58.87, for a total value of $1,030,225.00. Following the sale, the chief operating officer owned 233,636 shares in the company, valued at $13,754,151.32. This represents a 6.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.57% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Flex
Large investors have recently bought and sold shares of the company. Brighton Jones LLC purchased a new stake in Flex in the fourth quarter valued at approximately $260,000. Wealthspire Advisors LLC boosted its position in Flex by 151.1% in the 4th quarter. Wealthspire Advisors LLC now owns 3,952 shares of the technology company's stock worth $239,000 after purchasing an additional 2,378 shares in the last quarter. Brown Brothers Harriman & Co. boosted its position in Flex by 71.3% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 4,106 shares of the technology company's stock worth $238,000 after purchasing an additional 1,709 shares in the last quarter. Wilmington Savings Fund Society FSB boosted its position in Flex by 23.4% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 3,932 shares of the technology company's stock worth $238,000 after purchasing an additional 745 shares in the last quarter. Finally, Metis Global Partners LLC purchased a new stake in Flex in the 4th quarter worth approximately $232,000. Hedge funds and other institutional investors own 94.30% of the company's stock.
Wall Street Analyst Weigh In
Several equities analysts have recently issued reports on FLEX shares. Raymond James Financial set a $80.00 price objective on shares of Flex and gave the company an "outperform" rating in a report on Wednesday, February 4th. Barclays upped their price objective on shares of Flex from $71.00 to $72.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. Stifel Nicolaus upped their price objective on shares of Flex from $75.00 to $95.00 and gave the company a "buy" rating in a report on Monday, April 20th. Wall Street Zen downgraded shares of Flex from a "strong-buy" rating to a "buy" rating in a report on Sunday, March 8th. Finally, Robert W. Baird started coverage on shares of Flex in a report on Thursday, March 12th. They set an "outperform" rating and a $70.00 price objective on the stock. Nine analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $72.30.
View Our Latest Analysis on Flex
Key Flex News
Here are the key news stories impacting Flex this week:
- Positive Sentiment: Q4 results and guidance: Flex reported Q4 revenue of ~$7.5B and adjusted EPS $0.93, beating estimates; adjusted operating margin stayed strong (6.7%). Management raised FY2027 and Q1 guidance sharply (FY adjusted EPS guide ~4.21–4.51 vs. consensus ~3.60), which signals faster earnings growth and margin expansion. FLEX Q4 Results
- Positive Sentiment: Spin‑off of Cloud & Power Infrastructure: Flex will separate its Cloud & Power (AI data‑center infrastructure) segment into a new publicly traded company (targeted Q1 2027), intending to sharpen the parent’s manufacturing story while creating a high‑growth SpinCo focused on critical digital/electrical infrastructure; Flex may retain up to ~19.9% of SpinCo. This can unlock value and attract AI‑infrastructure investors. Spin-Off Announcement
- Positive Sentiment: Strategic bolt‑on and positioning for AI: Flex completed the acquisition of Electrical Power Products (EP²) to expand its critical power offerings for data centers and utilities, strengthening the SpinCo growth profile into AI infrastructure. Acquisition & Analysis
- Neutral Sentiment: Momentum/valuation context: The stock hit a 52‑week high after the news, prompting questions about near‑term upside and whether the rally is fully priced; some sell‑side price targets remain well below the new market price. Traders should weigh momentum vs. stretched valuation metrics. 52‑Week High Note
- Negative Sentiment: Insider selling: Public filings and coverage note multiple insider sales over recent months (no offsetting buys disclosed), which some investors view as a cautionary signal even as management pursues the spin‑off. Insider Activity
About Flex
(
Get Free Report)
Flex NASDAQ: FLEX, formerly known as Flextronics, is a global provider of electronics manufacturing services (EMS) and original design manufacturing (ODM). The company offers end-to-end product lifecycle solutions including product design and engineering, prototyping, volume manufacturing, testing, and aftermarket services. Its offerings extend into supply chain management, component sourcing, logistics and distribution, and advanced manufacturing capabilities such as automation and digital manufacturing to support customers from concept through end-of-life.
Flex serves a broad range of industries, including automotive, healthcare, industrial, communications, and consumer electronics, working with original equipment manufacturers (OEMs) and technology companies to accelerate time to market and manage complex supply chains.
Further Reading
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