Flex Ltd（FLEX）股票分析FLEXFlex Ltd

Flex Ltd. is an end-to-end manufacturing partner that helps a diverse customer base design, build, deliver and manage products. Its specialized capabilities include design and engineering, supply chain, manufacturing, and integrated services, plus a portfolio of power and cooling products. Its segment includes Integrated Technology Solutions (ITS), Regulated Manufacturing Solutions (RMS), and Cloud and Power Infrastructure (CPI). ITS segment serves customers building technology-driven, intelligent products that require fast innovation cycles. Its end market includes communications and lifestyle. RMS segment focuses on regulated, safety-critical markets requiring a high level of precision, compliance, and reliability. Its end market includes industrial, automotive and healthcare. CPI segment is focused on delivering integrated compute systems, power, and cooling technologies that support large-scale cloud, data center, and artificial intelligence (AI)-enabled infrastructure deployments. It operates in the Technology sector (PRINTED CIRCUIT BOARDS industry).

Flex Ltd is currently trading at $110.50, which is below the lowest analyst price target of $142 from Baird. The company has shown strong revenue growth of 20.6% year-over-year in Q2 2026, with a gross margin of 9.55%. However, the RSI is at 40.336, indicating a potential oversold condition, and insider selling has increased by 2781.90%, which raises concerns about insider confidence. Therefore, while there are positive growth indicators, the high level of insider selling suggests caution, making it a hold for now.

14 analysts cover FLEX: 12 rate it Buy, 2 Hold and 0 Sell. The average price target is 76.71.