Flex (FLEX)


October 27, 2022

FLEX: Shows More New Win and Mix Momentum

By Steven Fox

We raise F2023/F2024E (Mar) EPS for Flex (FLEX; $18.48; O/P) from $2.10/$2.35 to $2.30/$2.45 after an impressive FQ2 (Sept) “beat and raise”, which reflected better supply chain execution on an expanding book of business plus…

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October 17, 2022

Another Buying Opportunity into Earnings

By Steven Fox

We reiterate our Outperform on the shares of Flex (FLEX; $17.42) ahead of FQ2E (Sept) results and outlook, scheduled for next Wednesday (10/27 after market). We think the combination of the stock’s depressed valuation, recently…

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July 28, 2022

Holding Together Very Well

By Steven Fox

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June 7, 2022

A Solar Overhang Removed

By Steven Fox

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May 5, 2022

Produces Some More EPS Upside

By Steven Fox

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May 5, 2022

Produces Some More EPS Upside

By Steven Fox

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April 18, 2022

Groundhog Day

By Steven Fox

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February 3, 2022

Makes a Nextracker Deal

By Steven Fox

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