Flex Raises Guidance As AI And Data Center Shift Reshapes Outlook

Simply Wall St.02-14

Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update. Management raised full year guidance, pointing to a focus on AI, automation, and higher value product...

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Management raised full year guidance, pointing to a focus on AI, automation, and higher value product...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-flex/flex/news/flex-raises-guidance-as-ai-and-data-center-shift-reshapes-ou\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Flex Raises Guidance As AI And Data Center Shift Reshapes Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFlex Raises Guidance As AI And Data Center Shift Reshapes Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 04:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nasdaq-flex/flex/news/flex-raises-guidance-as-ai-and-data-center-shift-reshapes-ou><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update. Management raised full year guidance, pointing to a focus on AI, automation, and higher value product...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-flex/flex/news/flex-raises-guidance-as-ai-and-data-center-shift-reshapes-ou\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765489.SGD","symbol_name":"FTIF - Franklin Mutual US Value A Acc SGD","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-flex/flex/news/flex-raises-guidance-as-ai-and-data-center-shift-reshapes-ou","article_id":"2611193188","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8132000-choice2-main-header/1585186832476"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-flex/flex/news/flex-raises-guidance-as-ai-and-data-center-shift-reshapes-ou","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611193188","pubTimestamp":1771014038,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update.\nManagement raised full year guidance, pointing to a focus on AI, automation, and higher value product offerings.\nThe company indicated a shift toward AI driven solutions and complex manufacturing for data center and industrial customers.\n\nFor investors watching NasdaqGS:FLEX, the latest update comes with the stock at about $62.6 and a very large 3 year return, suggesting the share price has...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","FLEX":"伟创力国际","BK4588":"碎股","AI":"C3.ai, Inc.","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4145":"电子制造服务","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4023":"应用软件","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4512":"苹果概念","BK4543":"AI","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK6051":"信息科技咨询与其它服务","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LYY.SI":"中云集团","BK4585":"ETF&股票定投概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","BK4587":"ChatGPT概念","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4528":"SaaS概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD"},"translate_title":"随着人工智能和数据中心转变重塑前景，Flex上调指引","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.86,"FLEX":0.9,"LYY.SI":1.5},"content_text":"Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update. Management raised full year guidance, pointing to a focus on AI, automation, and higher value product offerings. The company indicated a shift toward AI driven solutions and complex manufacturing for data center and industrial customers.  For investors watching NasdaqGS:FLEX, the latest update comes with the stock at about $62.6 and a very large 3 year return, suggesting the share price has already moved significantly over that period. The 1 year return of 47.7% and 7 day move of 4.1% frame this news against a backdrop of strong recent performance, even as the stock shows a 2.6% decline over 30 days and a 1.7% decline year to date. Taken together, this mix can make fresh company news more important for anyone reassessing their view. Flex is leaning further into data center, AI related, and industrial automation work, which tend to involve more complex, higher value products. If management executes on this shift, the company’s earnings mix and sensitivity to different end markets could look quite different over time, something long term investors may want to track across future updates. Stay updated on the most important news stories for Flex by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Flex. NasdaqGS:FLEX Earnings & Revenue Growth as at Feb 2026 4 things going right for Flex that this headline doesn't cover. AdvertisementQuick Assessment  ⚖️ Price vs Analyst Target: At US$62.6 vs a consensus target of US$76.13, the shares sit about 18% below where analysts cluster within a relatively tight range. ⚖️ Simply Wall St Valuation: Flex is described as trading close to estimated fair value, so the valuation signal is neither strongly cheap nor expensive. ❌ Recent Momentum: The 30 day return of roughly 2.6% decline shows near term weakness despite the longer term gains.  There is only one way to know the right time to buy, sell or hold Flex. Head to the Simply Wall St\ncompany report for the latest analysis of Flex's Fair Value. Key Considerations  📊 Raised guidance linked to data center, AI and industrial demand suggests the business mix is tilting further toward higher value manufacturing work. 📊 Watch how revenue, margins and P/E of 27.0 evolve against the industry average P/E of about 27.1 as new AI and automation programs ramp. ⚠️ One flagged risk is significant insider selling over the past 3 months, which some investors treat as a caution signal.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Flex analysis. Alternatively, you can check out the\ncommunity page for Flex to see how other investors believe this latest news will impact the company's narrative.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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