Added to YB: 2026-07-31
Pitch date: 2026-07-28
FLEX [neutral]
Flex Ltd.
+11.9%
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
$37.7B
Pitch Price
$100.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.60
P/E
39.78
EV/Sales
1.40
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
KEDM Lite Vol. 22 - Flex
FLEX (update): Jumped on strong 2027 outlook + plans to spin off fast-growing AI-focused cloud/power infra biz from core manufacturing. Spinco ~$6.6bn rev, guided 65-75% growth this yr, 80%+ next. Peer Vertiv (VRT) at 11x EV/sales implies upside. Prior spin Nextpower +200% in ~1yr.
Read full article (1 min)