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FLEX · Flex Ltd.

Global electronics contract manufacturer pivoting into AI data-center power and cooling

Risiko 6/10 · MODERATE-HIGH RISK · AI-cycle contract manufacturer · $109.51 ▲ 1.50%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $109.51
  • Market cap $40.5B
  • P/E (ttm) 42.45
  • Div yield none
  • 52-wk range $53.07 – $166.86
  • Index rank #185 / —

Wichtigste Risiken

  • AI data-center capex pause hits the growth engine (Shareholders) — HIGH
  • Razor-thin margins leave no room for execution slips (Shareholders) — MED
  • CPI spin-off execution and dis-synergies (Shareholders) — MED
  • Customer concentration among hyperscalers (Shareholders) — MED

Fazit

An execution story riding the AI buildout — rewarding while capex flows, unforgiving the quarter it pauses.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.