Flex（FLEX）株式概要
フレックス社は、アメリカ、アジア、ヨーロッパのデータセンター、通信、企業、消費者、自動車、産業、ヘルスケア、工業、電力業界に技術革新、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。 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$132.47 |
| 52週高値 | US$147.34 |
| 52週安値 | US$40.15 |
| ベータ | 1.45 |
| 1ヶ月の変化 | 55.08% |
| 3ヶ月変化 | 101.69% |
| 1年変化 | 219.36% |
| 3年間の変化 | 411.27% |
| 5年間の変化 | 625.07% |
| IPOからの変化 | 7,208.69% |
最新ニュース
Recent updates
ナラティブの更新 • 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.Seeking Alpha • May 07
Flex Q4 Review: Decent Results, But The Spinoff Is More Exciting
Summary Flex Ltd. delivered strong FY26 results, driven by 31% y/y growth in its Cloud and Power Infrastructure (CPI) segment. FY27 guidance significantly exceeded consensus, with projected net sales of $32.3B–$33.8B and adjusted EPS of $4.21–$4.51. The announcement of a tax-free spinoff of the high-growth CPI business, targeting Q1 ’27, is expected to unlock substantial shareholder value. I recommend waiting for the CPI spinoff, as RemainCo may face a sharp share price decline post-separation, while SpinCo offers pure-play AI infrastructure exposure. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Jul 23
Why Flex Ltd. (NASDAQ:FLEX) Could Be Worth Watching
Flex Ltd. ( NASDAQ:FLEX ) led the NASDAQGS gainers with a relatively large price hike in the past couple of weeks. The...分析記事 • Jun 23
A Look At The Fair Value Of Flex Ltd. (NASDAQ:FLEX)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Flex fair value estimate is US$49.56 Flex's US$46.03 share...Seeking Alpha • Feb 06
Flex: Data Center Growth And Margin Expansion Continue To Impress
Summary I maintain a 'Buy' rating on Flex due to robust EPS growth driven by AI demand, particularly in data center power and cooling solutions. The Company's 3Q25 earnings exceeded expectations, with significant growth in data center revenue and management raising FY25 EPS guidance. The AI infrastructure investment supercycle, led by hyperscalers, provides strong growth visibility for FLEX, especially in power, cooling, and embedded computing solutions. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Flex: Becoming A Better Business In Its Transformation
Summary Flex Ltd. has shown impressive margin gains, in part driven by a strategic focus on higher-margin activities and sound M&A actions. Shares have risen significantly, now trading at 18-19 times earnings, reflecting a market equivalent multiple after a 70% return this year. The company’s strategic divestment of Nextracker unleashed value as acquisitions like FreeFlow and Crown Technical Systems have bolstered its growth positioning and profitability. Given the substantial re-rating and current valuation, it’s prudent to take some profits while keeping a close watch on Flex’s future developments. Read the full article on Seeking Alpha株主還元
| FLEX | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -3.9% | 2.3% | 1.0% |
| 1Y | 219.4% | 98.3% | 28.7% |
業界別リターン: FLEX過去 1 年間で98.3 % 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28.7 % 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 | 13.5% |
| Electronic Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: FLEXの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: FLEXの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
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 |
フレックス社は、アメリカ、アジア、ヨーロッパのデータセンター、通信、企業、消費者、自動車、産業、ヘルスケア、工業、電力業界に技術革新、サプライチェーン、製造ソリューションを提供している。同社は3つのセグメントで事業を展開している：統合技術ソリューション（ITS）、規制製造ソリューション（RMS）、クラウド＆電力インフラ（CPI）。ITS部門は、高速ネットワーキング、企業向け、衛星通信システムなどの通信、および商業、家庭、個人向け製品カテゴリーで構成されるライフスタイル・ソリューション向けの柔軟な供給・製造ソリューションを提供している。RMS部門は、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、コンピュートやパワーエレクトロニクスのプラットフォームや統合システムなどの自動車用製品、医療機器、ドラッグデリバリー、機器などの規制製造からなるヘルスケア製品を提供している。CPI部門は、電力密度の高いデジタルインフラ配備をサポートする統合コンピュートシステムや、より高密度で電力集約型のラックアーキテクチャをサポートする高度な液冷ソリューションなどのクラウドおよび冷却製品、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、高密度ラックおよびボードレベルの電源システムなどの電源製品を提供している。同社は以前はFlextronics International Ltd.として知られていたが、2016年9月に社名をFlex Ltd.に変更した。フレックス社は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る。
Flex Ltd. 基礎のまとめ
| FLEX 基礎統計学 | |
|---|---|
| 時価総額 | US$48.02b |
| 収益（TTM） | US$880.00m |
| 売上高(TTM) | US$27.91b |
55.2x
PER（株価収益率1.7x
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$27.91b |
| 売上原価 | US$25.29b |
| 売上総利益 | US$2.63b |
| その他の費用 | US$1.75b |
| 収益 | US$880.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.40 |
| グロス・マージン | 9.41% |
| 純利益率 | 3.15% |
| 有利子負債／自己資本比率 | 72.9% |
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 | 2026/05/22 22:29 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 8 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。22
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Luke Junk | Baird |
| Dong Wang | Barclays |