FLEX LTD.
The article lists 12 “Strong Buy” tech stocks, citing analyst ratings and hedge-fund ownership (Insider Monkey, Q4 2025). It highlights AI-driven growth: McKinsey estimates generative AI could add up to $4.4T annually. Examples include Flex: BofA raised its target to $180 and expects EPS growth post a planned business split; Lattice: Deutsche Bank lifted its target to $175 amid its AMI acquisition plans.
Cramer discussed several stocks after recent earnings. DoorDash reported better-than-expected Q1 results May 6. He highlighted Boost Run (BRUN), noting Craig-Hallum’s May 12 Buy initiation with a $30 target; BRUN shares rose 18.4% to $28.43. Cramer also cited Leidos’ May 5 beat and raised FY2026 guidance, and Flex’s May 5 Q4 beat with above-estimate Q1 and FY27 guidance.
Flex Ltd. director Erin Mcsweeney sold 2,000 shares on May 22 at an average $132.51, totaling $265,020, according to an SEC filing. After the sale, she directly owned 9,512 shares. The article also notes prior sales in May and Flex’s March 31 quarterly results: $0.93 EPS on $7.48B revenue, plus multiple analyst price-target increases.
