Flex
FLEXMarket price data through August 3, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -21%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$148
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- June 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 2 months
- How long Benson has been tracking this pick.
About Flex
Flex is one of the biggest companies in the world that builds products for other companies. Big brands hand Flex the designs and Flex turns them into real, finished products, from medical devices and car parts to the power and cooling gear inside AI data centers. Think of it as the factory and supply chain behind the brands you know, now riding the wave of the AI buildout.
The case for and against
Both sides of the story, in plain English.
- Riding the AI Buildout
Flex's cloud and power business, the part that builds the electricity and cooling systems data centers need, grew 31 percent in the latest quarter while the rest of the company grew in the low teens. Demand is coming from giant tech customers racing to build AI capacity. For the next full year, Flex expects total sales to grow 18 percent to as much as 33.8 billion dollars.
- Real Cash, Real Profits
This is not a hype story burning money. Last year Flex earned 880 million dollars in profit and generated more than 1 billion dollars in free cash flow. Profit margins just hit a company record and have improved for six straight quarters as Flex shifts toward higher value products. The company also bought back nearly 944 million dollars of its own stock.
- The Boring Half
Roughly three quarters of Flex's revenue still comes from older, slower industries like consumer electronics and automotive that barely grow and rise and fall with the economy. Strip out the fast growing data center piece and what is left is a low growth business. If the economy slows, those mature segments can shrink and drag the whole company down.
- The Big Split
Flex plans to spin off its hottest business, the cloud and power unit, into a separate company in early 2027. That could unlock value, but it also means the leftover Flex loses its fastest growing piece. Some investors worry the two parts added together may be worth less than the stock trades for today, so the price could swing when the split happens.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.
Want Benson to watch FLEX for you?
Get the app to follow every Benson pick live — and let Benson do the research for you.
Download on the App Store
Download Android app