Flex (FLEX)
October 27, 2022
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…
October 17, 2022
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…