Flex's Cloud and Power Infrastructure segment, set to be spun off as Axiom, is now guided to grow 75% to 85% this fiscal year on AI data center demand. Full-year adjusted EPS guidance rose to $4.84 to $5.16, with results exceeding expectations on both lines.
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FLEX Coverage
Flex’s AI Data Center Spin-Off Just Got a $37.5 Billion Price Tag
General Catalyst just put a stunning price tag on a business most Flex investors barely noticed, and the stock's muted reaction suggests Wall Street has not yet figured out what that number…
Reddit is Up 11% Premarket After S&P 500 Addition. Here’s How Other New S&P 500 Stocks Performed.
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells…
The Single Biggest Reason to Buy Celestica Ahead of July 27 Q2 Earnings
Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, BlackRock, Etsy, Flex, Lululemon Athletica, Meta Platforms, Okta, Palo Alto Networks, and More
Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks…
Musashi Seimitsu might be the missing piece in power distribution for datacenters
Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related…
Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has…
AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI’s Next Phase
On Bloomberg Businessweek Weekend’s May 8th segment, AMD chief Lisa Su delivered a forecast that should make GPU-only investors uncomfortable. The current ratio of 4 to 5 GPUs per CPU in AI…
Credit Suisse Initiates 20 Tech Hardware Stocks, Over Half Rated Outperform
Analysts at Credit Suisse have initiated coverage on 20 companies in the beaten-down tech hardware business. More than half get bullish ratings and offer significant upside in the analysts' view.
Thursday’s Top Analyst Upgrades and Downgrades: Block, Caterpillar, Home Depot, Salesforce, Target, Toast, Under Armour and More
Thursday's top analyst upgrades and downgrades included Bill.com, Block, Cardinal Health, Caterpillar, Century Aluminum, Doximity, Flex, Home Depot, Salesforce, Sea, Target, Toast, Under Armour and Ventas.
Friday’s Top Upgrades and Downgrades: Amgen, Block, Dell, Exxon, GameStop, Lockheed Martin, Snowflake, Western Union, Wynn Resorts and More
Friday's top analyst upgrades and downgrades included Amgen, Bank of New York Mellon, Block, Consolidated Edison, Dell Technologies, Exxon Mobil, Flex, GameStop, Huntsman, Lockheed Martin, PulteGroup, Snowflake, Take-Two Interactive Software, Western Union…
Top Analyst Upgrades and Downgrades: Airbnb, Aurora Cannabis, DoorDash, FedEx, Kohl’s, Oracle, Palantir, ViacomCBS and More
Friday's top analyst upgrades and downgrades included Airbnb, Aurora Cannabis, DoorDash, Dow, FedEx, Kohl’s, Macy’s, Oracle, Palantir and ViacomCBS.
Top Analyst Upgrades and Downgrades: AGCO, Caterpillar, Chewy, Clorox, Costco, First Solar, Netflix, Snap, Starbucks, Wynn and More
Friday's top analyst upgrades and downgrades included AGCO, Caterpillar, Chewy, Clorox, Costco Wholesale, First Solar, Netflix, Snap, Starbucks and Wynn Resorts.
Goldman Sachs Says US Onshoring From China May Be Huge: 5 Stocks to Buy Now
The Goldman Sachs analysts feel these five companies could see direct benefits from the movement of supply chains and manufacturing out of Asia, specifically China.
7 Major After-Hours Movers on Thursday
Companies like IBM, Amazon, Western Digital and EA all posted big moves, some far more than what was expected, in Thursday's after-hours trading session for January 30, 2020.
Top Analyst Upgrades and Downgrades: AMD, Apple, Canopy Growth, Dell, Flex, FuelCell, IBM, MongoDB, Shopify, Tilray, Whiting and More
The top analyst upgrades, downgrades and initiations seen on Tuesday included AMD, Apple, Canopy Growth, Dell Technologies, Flex, FuelCell, IBM, MongoDB, Shopify, Tilray and Whiting Petroleum.