Flex Ltd.

• FLEX Stock Price 24h change: +4.58%. From 64.41 USD to 67.36 USD. The surge followed positive sentiment around updated fiscal 2026 guidance and strong growth in its AI data center and power portfolios.
• Technical analysis indicates a "neutral to slightly bullish" outlook: the 14-day RSI is at 51.9, suggesting a balanced market, while the MACD remains in a buy zone. The stock is currently trading above its 50-day moving average ($62.11) but faces resistance near its 52-week high of $72.22.
• Flex recently revised its fiscal 2026 revenue guidance upward to $26.7–$27.3 billion, citing exceptional performance in its cloud and power segments driven by AI data center demand.
• The company announced a strategic partnership with LG Electronics to co-develop modular cooling systems specifically designed for the thermal challenges of high-density AI data centers.
• Recent SEC filings show a mix of institutional activity; Massachusetts Financial Services Co. increased its stake by 6.7%, while some corporate insiders have engaged in minor profit-taking sales.
• Qualcomm's CEO noted at Davos 2026 that the electronics manufacturing sector is rapidly diversifying, with India and Vietnam emerging as critical global hubs for supply chain stability.
• Major industry player Hon Hai (Foxconn) announced a new joint venture with Mitsubishi Fuso to manufacture zero-emission buses, highlighting a broader shift toward green tech within the electronics manufacturing services (EMS) sector.

• FLEX Stock Price 24h change: -0.65%. From 64.83 USD to 64.41 USD.
• From a technical perspective, the stock is in a "short-term consolidation within a long-term bullish channel." While the price pulled back slightly yesterday, it remains above its 50-day and 200-day moving averages (approx. $62.27 and $52.29). Key indicators like the MACD (0.58) remain bullish, though the RSI (49.6) suggests a neutral momentum as the market digests recent gains near the 52-week high of $72.22.
• Flex Ltd. announced it will release its third quarter fiscal year 2026 financial results on February 4, 2026, before the market opens, with a conference call scheduled for 8:30 AM ET.
• Flex recently highlighted its aggressive expansion into the AI data center market through a partnership with LG Electronics for modular cooling systems and a collaboration with NVIDIA to build energy-efficient AI data centers at scale.
• Insiders have been net sellers over the past 90 days, disposing of approximately 128,906 shares (~$7.9 million), which has led to some short-term caution despite positive analyst price targets ranging from $74 to $85.
• The electronics manufacturing services (EMS) sector in India faced a sharp correction of up to 53% for players like Dixon Technologies due to surging memory chip prices and regulatory uncertainties, contrasting with the more resilient performance of global US-listed peers.
• Taiwan and the US signed a tentative agreement involving a $250 billion investment by Taiwanese semiconductor and EMS firms into the US, aimed at shifting advanced chip manufacturing processes to American soil.