Flex
FLEXMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -47%
- 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
- 5 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 their designs, and Flex turns them into finished products across 30 countries, 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 brands you know, now riding the wave of the AI buildout.
The case for and against
Both sides of the story, in plain English.
- AI Power Surge
Flex's sales jumped 25 percent to 8.5 billion dollars this quarter. Profit per share hit a record 1.18 dollars, up from 79 cents a year ago. The engine is the cloud and power business, which builds the electricity and cooling systems AI data centers can't run without, and Flex now expects that piece to grow 75 to 85 percent this year.
- Raising the Bar
Flex just raised its full year forecast. It now expects sales of up to 35.9 billion dollars, about 27 percent growth, and profit per share up about 52 percent. It's also keeping more of every sales dollar as profit, about 7 cents now compared with 6 cents a year ago.
- The Big Split
Flex plans to spin off its cloud and power business into a separate company called Axiom. That could unlock value, but the Flex left behind is expected to grow only 8 to 11 percent this year, compared with 75 to 85 percent for the business it's splitting off. A change this big can make the stock swing, and Flex already moves more than one and a half times as much as the overall market.
- Spending Spree
Building for the AI boom isn't cheap. Flex spent 241 million dollars on factories and equipment this quarter, up from 150 million a year ago, so the cash left over fell to 261 million from 305 million. It also took 110 million dollars in legal and other one-time costs, which pulled its official profit down to 263 million dollars.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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