Added to YB: 2026-05-14
Pitch date: 2026-05-12
FLEX [neutral]
Flex Ltd.
-14.81%
current return
Author Info
No bio for this author
Company Info
Flex Ltd. provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.
Market Cap
$45.0B
Pitch Price
$143.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.70
P/E
47.06
EV/Sales
1.64
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
KEDM Lite Vol. 13 - Flex Ltd.
FLEX (update): Strong 2027 outlook drove recent pop. Plans to spin off cloud & power infra biz, separating fast-growing AI-focused unit from core manufacturing. Previous spin Nextpower (NXT) up ~200% in ~1yr. Awaiting spin details to assess if AI hype repeat possible.
Read full article (1 min)