Flex Maintains Strong Market Position with Amazon Partnership and Competitive Edge in Power Solutions.

Flex maintains a Buy rating with a price target of $58 due to its strong market position, growth potential, and competitive edge in power solutions. The strategic transaction with Amazon and focus on power efficiency in data centers are key factors supporting the rating. Additionally, Flex's disciplined capital deployment strategy and intellectual property portfolio reinforce confidence in its ability to enhance margins and deliver capital returns.

Flex Ltd. (NASDAQ: FLEX) has maintained a "Buy" rating with a price target of $58, according to recent analyst reports. This rating reflects the company's strong market position, growth potential, and competitive edge in power solutions. Key factors supporting the rating include strategic transactions with Amazon and a focus on power efficiency in data centers. Additionally, Flex's disciplined capital deployment strategy and robust intellectual property portfolio contribute to investor confidence in the company's ability to enhance margins and deliver capital returns [1].

In the latest quarter, Flex reported earnings of $0.72 per share, exceeding analysts' estimates, and set guidance for FY 2026 earnings between $2.860 and $3.060 per share. The company's revenue for the quarter was $6.58 billion, up 4.1% year-over-year. This strong performance has been driven by Flex's ability to navigate the evolving technology landscape and capitalize on opportunities in the power solutions sector [1].

Several large institutional investors have recently increased their stakes in Flex. Vestmark Advisory Solutions Inc. grew its holding by 100.1% during the first quarter, owning 15,026 shares worth $497,000. Other investors, such as Olde Wealth Management LLC, Cullen Frost Bankers Inc., and CX Institutional, also made significant purchases in the first quarter. These investments underscore the confidence that institutional investors have in Flex's growth prospects [1].

Flex's CEO, Revathi Advaithi, sold 181,028 shares during the first quarter, reflecting an 11.01% decrease in her ownership stake. This sale, along with similar transactions by other executives, indicates a mixed sentiment among insiders. However, the overall insider ownership remains relatively low at 0.57% of the company's stock [1].

Wall Street analysts have largely positive views on Flex, with multiple upgrades. JPMorgan Chase & Co. boosted their price objective on shares of Flex from $44.00 to $60.00 and gave the stock an "overweight" rating. Similarly, Stifel Nicolaus, Bank of America, KeyCorp, and The Goldman Sachs Group have all upgraded their ratings and price targets for Flex [1].

Flex's strategic focus on power efficiency in data centers and its partnerships, such as the one with Amazon, position it well for future growth. The company's disciplined capital deployment strategy and strong intellectual property portfolio further enhance its competitive position. As Flex continues to navigate the evolving technology landscape, investors can expect to see ongoing growth and value creation.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-vestmark-advisory-solutions-inc-has-497000-stock-holdings-in-flex-ltd-flex-2025-08-18/
[2] https://www.marketbeat.com/instant-alerts/filing-northern-trust-corp-reduces-stock-position-in-flex-ltd-flex-2025-08-25/