FLEX

AUSTIN, Texas, Nov. 6, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced that it will host its 2026 Innovation Day on Tuesday, November 10, 2026, at the company's headquarters in Austin, Texas. The event will feature presentations from members of the senior leadership teams of Flex and Axiom, the planned independent, publicly-traded company comprising Flex's Cloud and Power Infrastructure segment following the expected spin-off.

Flex Ltd. FLEX is making significant progress with its planned spin-off of the Cloud and Power Infrastructure (CPI) segment into an independent publicly traded company, Axiom Solutions International.

FLEX raises its fiscal 2027 outlook amid accelerating AI infrastructure demand and CPI growth, while advancing the Axiom spin-off and expanding power capabilities.

I reaffirm my Buy rating on Flex as fundamentals and earnings guidance improve while valuation becomes more attractive. FLEX's Cloud and Power Infrastructure segment is experiencing robust AI-driven growth, with FY27 revenue guidance raised to 75–85% growth and margin expansion. New AI infrastructure products, liquid cooling solutions, and aftermarket services are expanding FLEX's addressable market and supporting margin improvement.

Investors looking for stocks in the Electronics - Miscellaneous Products sector might want to consider either Flex (FLEX) or Teradyne (TER). But which of these two stocks is more attractive to value investors?

FLEX's CPI revenues rose 54% on strong AI infrastructure demand, while power growth, strategic acquisitions and rising margins support its fiscal 2027 outlook.

Here is how Flex (FLEX) and Bel Fuse (BELFB) have performed compared to their sector so far this year.

FLEX's EPC Power acquisition strengthens its AI data center capabilities and Axiom platform, but rising debt, heavy investments and integration risks pose challenges.

Flex Ltd. FLEX is posting rapid AI infrastructure growth, stronger profitability and sharply higher earnings, but those gains are arriving alongside heavier investment and more debt. That combination makes the stock's current valuation especially important for investors deciding whether to buy now or wait.

FLEX shares surged 13% in a week as AI infrastructure growth, expanding margins and higher earnings guidance fueled gains, but rising costs pose risks.