Professional
Added to YB: 2026-08-07
Pitch date: 2026-07-31
FLEX [bullish]
Flex Ltd.
+11.56%
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
$109.94
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
Third Point Portfolio Holding: Flex Ltd.
FLEX (new position): New position on CPI spinoff — AI datacenter power/cooling/rack integrator, unique value-chain position. Rev $6B (2025) to ~$20B (2027), improving margin mix via branded products + 800V transition. Google key customer w/ TPU exposure. CEO Advaithi (Nextracker spin +4x). EPS potential >$7 by 2028; investor day this fall catalyst.
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