FLEX LTD.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Hedge funds and mutual funds both added shares of Bloom Energy, Flex, and Seagate Technology last quarter, per Goldman Sachs. Mutual funds bought AMD, Micron, and SanDisk, while hedge funds sold them. Both groups also increased exposure to 12 AI infrastructure stocks. Hedge funds bought Microsoft and Amazon, while mutual funds sold them. Goldman's data covers 991 hedge funds and 504 mutual funds.
Flex Ltd. (FLEX) CCO Michael P. Hartung sold 2,755 shares for $332,352, with prices ranging from $119.79 to $123.25. The stock is down 12.6% over the past week but up 123% over the past year. The sales were to cover tax obligations. Flex reported Q1 2027 earnings of $1.00 per share, beating estimates, with revenue of $7.9 billion, also exceeding expectations.
Hartung Michael P (Chief Commercial Officer) sold 2,755 shares of FLEX LTD. (FLEX) at an average of $120.64 ($119.79–$123.25, $0.33M total) across 5 trades on 2026-08-18.
Over the past 7 days, alphai's AI scored 1 news story mentioning FLEX (FLEX LTD.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent FLEX coverage spans sector analysis, financial news and insider activity.
In the last 30 days, FLEX insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($332K). The most active reporter was Hartung Michael P, Chief Commercial Officer, with 5 filings.
Shared buying could lift the stock.
Insider sale may signal limited confidence from an executive, potentially pressuring the stock short-term.
Minor insider sell by a senior officer; unlikely to move price materially.
Potential upside if guidance is met; risk from near‑term investment pressure.
Scale in rent and utilities lending suggests growth, but the median credit score below 600 implies elevated credit risk and potential regulatory scrutiny.
alphai scores every news story that mentions FLEX with an AI model for sentiment and relevance, and aggregates insider trades from FLEX LTD.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Hedge funds and mutual funds both added shares of Bloom Energy, Flex, and Seagate Technology last quarter, per Goldman Sachs. Mutual funds bought AMD, Micron, and SanDisk, while hedge funds sold them. Both groups also increased exposure to 12 AI infrastructure stocks. Hedge funds bought Microsoft and Amazon, while mutual funds sold them. Goldman's data covers 991 hedge funds and 504 mutual funds.
3 min readFlex Ltd. (FLEX) CCO Michael P. Hartung sold 2,755 shares for $332,352, with prices ranging from $119.79 to $123.25. The stock is down 12.6% over the past week but up 123% over the past year. The sales were to cover tax obligations. Flex reported Q1 2027 earnings of $1.00 per share, beating estimates, with revenue of $7.9 billion, also exceeding expectations.
2 min readHartung Michael P (Chief Commercial Officer) sold 2,755 shares of FLEX LTD. (FLEX) at an average of $120.64 ($119.79–$123.25, $0.33M total) across 5 trades on 2026-08-18.
1 min readFlex Ltd. and Celestica Inc. are benefiting from AI infrastructure demand. Flex reported Q1 2027 revenue growth of 21% YoY to $7.9B, with CPI revenue up 35%. Celestica saw Q2 2026 revenue rise 62% YoY to $4.7B, driven by AI/ML compute and networking programs. Both companies raised revenue guidance. Flex faces near-term investment pressures, while Celestica deals with supply-chain constraints.
3 min readAccording to The New York Times, “buy now, pay later” lenders are expanding beyond shopping into household bills and rent. Flex and Zip offer loans for expenses such as utilities and health insurance, while Affirm (AFRM) offers rent-payment extensions. Federal Reserve economists cite $160B in BNPL spending in 2024. Intuit (INTU) promotes “File Now, Pay Later.”
6 min readBank of America cited a July selloff in AI stocks and named 16 “oversold” picks it rates Buy and Top Pick, each down at least 20% from 52-week highs. Examples include Oracle (ORCL) down 55% and CoreWeave (CRWV) down 31%. BofA also listed 12-month price targets, including MU $1,550 (+63%) and ORCL $240 (+54%).
7 min readBank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readSoros Capital Management said its Q2 2026 equity portfolio rose to $559M and shifted toward semiconductors and AI. New stakes included Micron (MU) $42.5M, Applied Materials (AMAT) $34.5M, Flex (FLEX) $32.2M, AMD $30.2M, and ON Semiconductor $20.6M. TSM rose to $37.5M. It also added EWY $42.8M and cut industrial and energy holdings.
4 min readFlex Ltd. (FLEX) shares fell 10.6% over the past month despite fiscal Q1 2027 results improving and full-year guidance being raised. CPI revenues rose 35% to $2.20B, adjusted EPS rose 38.9% to $1.00, and fiscal 2027 revenue guidance was lifted to $33.7-$35.2B. Debt and capex increased, and execution risk remains.
6 min readFlex Ltd. (FLEX) reported Q1 FY2027 revenue up 35% to $2.2B, driven by Cloud and Power Infrastructure. Adjusted operating margin rose to 6.7% and adjusted EPS to $1.00. The company raised FY2027 adjusted EPS guidance to $4.42-$4.74 and expects CPI growth of 45%-55% in Q2. Shares trade at 22.2x forward earnings versus a 5-year median of 12.6x, with higher capex and leverage.
6 min read
