Flex（FLEX）株式概要
Flex Ltd.は、南北アメリカ、アジア、ヨーロッパのデータセンター、通信、企業、民生、自動車、医療、産業、電力各業界に対し、技術革新、サプライチェーン、製造に関するソリューションを提供しています。 詳細
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Flex Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$110.45 |
| 52週高値 | US$166.86 |
| 52週安値 | US$49.36 |
| ベータ | 1.67 |
| 1ヶ月の変化 | -13.03% |
| 3ヶ月変化 | -16.62% |
| 1年変化 | 112.73% |
| 3年間の変化 | 322.53% |
| 5年間の変化 | 490.01% |
| IPOからの変化 | 5,993.79% |
最新ニュース
Seeking Alpha • Aug 17
Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before
Summary Flex Inc. delivered strong Q1 ’27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo’s RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus. I remain on the sidelines until after the split, seeking clearer segment performance and margin profiles post-transition. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 11
FLEX: AI Infrastructure Spin Off Will Drive Future Rerating Potential
Analysts have trimmed their average price target on Flex to $142 from $150. Higher discount rates and slightly softer revenue growth assumptions are partly offset by stronger profit margin expectations and a lower future P/E multiple.ナラティブ更新 • Jul 28
FLEX: AI Spin Off And Index Inclusion Will Drive Rerating Potential
Flex's updated analyst price target of $150, up from a prior fair value estimate of about $97.97, reflects analysts' greater comfort with the stock's valuation and expectations around the planned spin off of its AI infrastructure and Cloud & Power businesses, along with revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research on Flex highlights a wide range of opinions, especially around the planned spin off of its AI infrastructure and Cloud & Power operations.Recent updates
Seeking Alpha • Aug 17
Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before
Summary Flex Inc. delivered strong Q1 ’27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo’s RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus. I remain on the sidelines until after the split, seeking clearer segment performance and margin profiles post-transition. Read the full article on Seeking Alphaナラティブ更新 • Aug 11
FLEX: AI Infrastructure Spin Off Will Drive Future Rerating Potential
Analysts have trimmed their average price target on Flex to $142 from $150. Higher discount rates and slightly softer revenue growth assumptions are partly offset by stronger profit margin expectations and a lower future P/E multiple.ナラティブ更新 • Jul 28
FLEX: AI Spin Off And Index Inclusion Will Drive Rerating Potential
Flex's updated analyst price target of $150, up from a prior fair value estimate of about $97.97, reflects analysts' greater comfort with the stock's valuation and expectations around the planned spin off of its AI infrastructure and Cloud & Power businesses, along with revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent research on Flex highlights a wide range of opinions, especially around the planned spin off of its AI infrastructure and Cloud & Power operations.ナラティブ更新 • Jul 14
FLEX: AI Spin Off And Cerebras Expansion Will Expose Overvaluation Risk
Analysts have increased their average price target for Flex to $203, up from earlier levels around $174, citing a stronger outlook for the company's AI related operations and the planned spin off of its Cloud and Power Infrastructure business. Analyst Commentary Recent research on Flex highlights a mix of optimism around AI and the Cloud and Power Infrastructure spin off, alongside more cautious voices focused on valuation and execution risks.
ナラティブ更新 • Jun 30
FLEX: AI Data Center Spin Off And S&P 500 Inclusion Will Support Margins
The analyst price target for Flex has been raised from $180 to $203 as analysts factor in updated views on the company's AI and other business segments, along with revised fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on Flex points to a mixed but generally constructive stance, with several bullish analysts highlighting the company’s AI exposure, the planned Cloud and Power Infrastructure spinoff, and updated assumptions around earnings and valuation multiples.分析記事 • Jun 19
Flex (FLEX) Stock Could Be 8% Undervalued After S&P 500 Inclusion
Flex (FLEX) is set to join the S&P 500 Index before trading opens on June 22, 2026. This inclusion often draws attention from index tracking funds and broadens the investor base. See our latest analysis for Flex. Flex’s recent S&P 500 inclusion comes after a strong run, with a 90 day share price return of 139.47% and a 1 year total shareholder return of 219.64%. This suggests momentum has been building rather than fading. If this kind of index driven move has your attention, it may be worth...
ナラティブ更新 • Jun 16
FLEX: AI Power SpinOff And S&P 500 Inclusion Will Balance Execution Risks
The analyst price target for Flex has been updated from $81.44 to $160.40, reflecting higher Street expectations for growth and profitability in the AI related and post spinoff business mix. Analyst Commentary Recent research highlights a wide range of views on Flex, with several firms lifting valuation targets around the AI exposed and post spinoff profile, while at least one new initiation takes a more neutral stance.ナラティブ更新 • Jun 01
FLEX: Spin Off Execution Risk Will Test AI Power Optimism
The analyst price target for Flex has shifted from $70.00 to $100.83, with analysts pointing to the planned spin off of the Cloud & Power Infrastructure segment, expectations for a higher growth power and compute business alongside a steady EMS core, and updated views on revenue growth, profit margins and future P/E as key drivers of the new valuation framework. Analyst Commentary Recent research on Flex highlights a split view.ナラティブ更新 • May 13
FLEX: AI Power And Cloud Spin Off Will Support Future Margins
Analysts have sharply raised their average price target on Flex to about $180 from roughly $80, citing stronger revenue growth assumptions, improved margin expectations and a slightly higher future P/E outlook. Analyst Commentary Recent Street research shows a clear tilt toward more constructive views on Flex, with several bullish analysts lifting price targets and highlighting areas where they see room for further value creation.ナラティブ更新 • Apr 29
FLEX: AI Power Opportunities And Execution Risks Will Shape Future Margin Profile
Flex's updated analyst price target edges higher, with fair value rising by about $6 to $81, as analysts factor in slightly stronger revenue growth expectations, a modestly higher future P/E near 21x, and incremental margin upside related to its power business as an AI enabler. Analyst Commentary Recent Street research on Flex has centered on higher price targets, fresh coverage, and a focus on the power business as a potential AI beneficiary.ナラティブ更新 • Apr 14
FLEX: AI Power Ambitions Will Face Tougher Margin And Execution Tests
The analyst price target for Flex has moved from $45 to $70, as analysts highlight stronger growth and margin potential, particularly from the company's power business as an AI enabler and what they see as a solid path for additional margin upside. Analyst Commentary Recent research coverage has leaned positive on Flex, with a US$70 price target cited as a reference point for upside tied to growth and margin potential.ナラティブ更新 • Mar 31
FLEX: AI Power Business Will Drive Future Margin Upside Repricing
Flex's updated fair value estimate has edged slightly lower to about $75.44. This reflects modest tweaks to discount rate, growth, and margin assumptions, as analysts highlight the company's AI oriented power business and potential margin upside while maintaining a $70 Street price target.ナラティブ更新 • Mar 17
FLEX: AI Power Segment Execution Will Support Higher Future Margins
Analysts have nudged the fair value estimate for Flex up by $2 to $80, highlighting firm views on the company's margin potential and the appeal of its power business as an AI enabler, along with recent price target support from new and updated coverage on the stock. Analyst Commentary Bullish analysts have recently highlighted Flex's potential for stronger margins and reinforced their confidence with fresh coverage and updated targets.ナラティブ更新 • Mar 02
FLEX: Liquid Cooling Execution Will Support AI Data Center Upside Repricing
Analysts have raised their average price target on Flex by $1, reflecting recent positive research attention and updated assumptions around discount rates, revenue, profit margins, and forward P/E expectations. Analyst Commentary Bullish analysts see the latest price target move as a reflection of improved confidence in Flex's ability to execute against updated assumptions on discount rates, revenue trends, profit margins, and forward P/E.ナラティブ更新 • Feb 16
FLEX: Liquid Cooling Execution Will Drive Future AI Data Center Upside
Analysts have nudged their price targets on Flex higher by about $2.43, supported by updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions as reflected in recent research from firms such as Barclays and Raymond James. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent price target increase of about $2.43 reflects refreshed views on fair value that incorporate updated assumptions around revenue growth, profit margins, and future P/E levels.ナラティブ更新 • Feb 02
FLEX: Liquid Cooling Execution Will Support Future AI Data Center Demand
Analysts have adjusted their price targets on Flex, with the consensus moving by $7 as they factor in updated discount rate assumptions and modest tweaks to long term P/E expectations. Analyst Commentary Recent Street research on Flex presents a mix of optimism and caution, with one firm upgrading the stock and another trimming its price target by $7.ナラティブ更新 • Jan 19
FLEX: Power And Cloud Shift Will Support Future AI Data Center Demand
Analysts have increased their price expectations for Flex to reflect a modest rise in modeled fair value to about $73.70. This adjustment is supported by updated Street research citing strong recent earnings, higher expected revenue contribution from power, cloud and AI related sales, and the application of a slightly higher forward P/E multiple.ナラティブ更新 • Jan 05
FLEX: AI Data Center Mix Will Drive Higher Margin Power Upside
Analysts have lifted their price targets on Flex to US$75, citing a recent fiscal Q2 beat; improved guidance tied to higher margin power and cloud sales; and higher artificial intelligence related estimates, which together support slightly higher long term growth and margin assumptions in our model. Analyst Commentary Recent Street research on Flex has turned more constructive, with several bullish analysts lifting their price targets after the fiscal Q2 print, stronger guidance, and higher artificial intelligence related expectations.ナラティブ更新 • Dec 18
FLEX: AI And Data Center Demand Will Drive Multi-Year Earnings Upside
The analyst price target for Flex has been raised from $64 to $78 per share, reflecting analysts' increased conviction in faster revenue growth, stronger margins, and higher future earnings multiples supported by robust Q2 results, upgraded AI and data center expectations, and a sustained mix shift toward higher-value power, cloud, and auto end markets. Analyst Commentary Bullish analysts are broadly revising their models higher following Flex's fiscal Q2 beat, pointing to a combination of stronger execution, higher quality revenue mix, and increasing visibility into key secular growth drivers such as AI, data centers, and autos.ナラティブ更新 • Dec 04
FLEX: Power And Cloud Mix Will Drive Stronger AI Data Center Demand
Flex's analyst price target has been raised by analysts to about $75, a roughly $10 increase. This reflects stronger than expected Q2 results, improved guidance driven by higher margin power, cloud, and AI related revenues, and increased confidence in long term data center and auto demand trends.ナラティブ更新 • Nov 20
FLEX: Power And Cloud Strength Will Drive Renewed Data Center Momentum
Analysts have increased their price target for Flex from $65 to $75, citing strong quarterly results, improved guidance, and ongoing momentum in high-margin power and cloud-related sales. Analyst Commentary Analyst sentiment towards Flex remains largely positive following the company's recent earnings report and updated guidance.ナラティブ更新 • Nov 05
FLEX: Future Demand for AI and Cloud Will Drive Continued Outperformance
The analyst price target for Flex has been raised from $60 to $75 per share. Analysts cite strong quarterly results, increased estimates, and confidence in higher-margin revenue from power, cloud, and AI-related applications as key reasons for the upward revision.ナラティブ更新 • Oct 22
Analyst Views Mixed as Flex Price Target Rises on Data Center and Market Strength
Flex's analyst price target has been revised upward from $59 to $60.43. Analysts cited stronger-than-expected data center growth and robust end-market demand as key factors behind the increased valuation.ナラティブ更新 • Oct 08
Data Center Demand And AI Infrastructure Will Spark Future Opportunity
Flex's analyst price target has increased from $57.86 to $59.00. Analysts point to higher auto industry forecasts, resilient data center demand, and the company's ability to offset tariff impacts as key factors supporting the upward revision.株主還元
| FLEX | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -12.5% | -8.9% | -1.5% |
| 1Y | 112.7% | 51.2% | 17.9% |
業界別リターン: FLEX過去 1 年間で51.2 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: FLEX過去 1 年間で17.9 % の収益を上げたUS市場を上回りました。
価格変動
| FLEX volatility | |
|---|---|
| FLEX Average Weekly Movement | 10.3% |
| Electronic Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: FLEX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FLEXの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1969 | 149,686 | Revathi Advaithi | www.flex.com |
Flex Ltd.は、南北アメリカ、アジア、ヨーロッパのデータセンター、通信、企業、民生、自動車、医療、産業、電力各業界向けに、技術革新、サプライチェーン、製造ソリューションを提供しています。 同社の事業は、統合テクノロジー・ソリューション（ITS）、規制対象製造ソリューション（RMS）、クラウド・電力インフラ（CPI）の3つのセグメントで構成されています。 ITS セグメントは、高速ネットワーク、エンタープライズ、衛星通信システムなどの通信分野向けに柔軟な供給および製造ソリューションを提供するとともに、商業、家庭、個人向け製品カテゴリーにわたる製品で構成されるライフスタイルソリューションも提供しています。 RMSセグメントには、ミッションクリティカルなオートメーション、エネルギー、産業インフラなどの産業用製品、コンピューティングおよびパワーエレクトロニクス・プラットフォームや統合システムを含む自動車用製品、ならびに医療機器、薬剤送達、医療機器向けの規制対象製造からなるヘルスケア製品が含まれます。 CPIセグメントは、高電力密度のデジタルインフラストラクチャの導入を支える統合コンピューティングシステムや、高密度で電力消費量の多いラックアーキテクチャを支える高度な液体冷却ソリューションなどのクラウドおよび冷却製品、ならびに電力供給を可能にするユーティリティおよび施設レベルの電気インフラストラクチャや、高密度ラックおよびボードレベルの電源システムを含む電源製品を提供しています。 同社は、以前はフレクストロニクス・インターナショナル（Flextronics International Ltd.）として知られていましたが、2016年9月にフレックス（Flex Ltd.）に社名を変更しました。フレックス（Flex Ltd.）は1969年に設立され、テキサス州オースティンに本社を置いています。
Flex Ltd. 基礎のまとめ
| FLEX 基礎統計学 | |
|---|---|
| 時価総額 | US$40.75b |
| 収益（TTM） | US$973.00m |
| 売上高(TTM) | US$29.27b |
41.9x
PER（株価収益率1.4x
P/SレシオFLEX は割高か？
公正価値と評価分析を参照収益と収入
| FLEX 損益計算書（TTM） | |
|---|---|
| 収益 | US$29.27b |
| 売上原価 | US$26.48b |
| 売上総利益 | US$2.79b |
| その他の費用 | US$1.82b |
| 収益 | US$973.00m |
直近の収益報告
Jun 26, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.63 |
| グロス・マージン | 9.53% |
| 純利益率 | 3.32% |
| 有利子負債／自己資本比率 | 94.9% |
FLEX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/21 04:08 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/26 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Flex Ltd. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Timothy Long | Barclays |