Flex Ltd.

• FLEX Stock Price 24h change: -0.04%. From 63.78 USD to 63.75 USD.
The stock experienced a marginal decline yesterday, continuing a period of consolidation following a recent pullback from 52-week highs. Market sentiment remains cautious ahead of the Q3 fiscal 2026 earnings report scheduled for February 4, while high institutional ownership (over 94%) provides a stable floor despite recent net selling by corporate insiders.
• From a technical perspective, FLEX presents a "neutral to slightly bearish" short-term outlook. The Relative Strength Index (RSI) stands at 44.59, indicating a lack of upward momentum, while the MACD is currently in "Sell" territory at -0.30. The stock is trading slightly below its 50-day moving average (64.98), though it remains well supported by its 200-day moving average (63.69), suggesting a stable long-term bullish trend within a current corrective phase.
• Flex Ltd. confirmed it will announce its third quarter fiscal year 2026 financial results on February 4, 2026, before the market opens, with investors looking for updates on the high-growth Data Center and cloud power segments.• Recent SEC filings revealed insider activity, including sales by the CFO and other directors totaling over 100,000 shares in the last quarter, which has prompted some near-term caution among retail traders despite maintained "Buy" ratings from major analysts.• Analysts from Barclays and Goldman Sachs recently adjusted their price targets to a range of $71–$74, citing strong demand in AI infrastructure, though current trading volume remains approximately 68% below the 30-day average.
• Sanmina Corp (SANM), a key peer in the electronics manufacturing sector, saw its stock drop 9% on January 26 after reporting earnings; while results beat estimates, the company's cautious forward guidance on the ramp-up of AI infrastructure projects weighed on the broader sector.• Industry reports indicate a strategic shift in global manufacturing as South India, specifically Tamil Nadu, emerges as a major electronics export hub, accounting for 37% of India's total electronics exports and attracting significant new investments in AI-driven hardware production.

• FLEX Stock Price 24h change: -1.46%. From 64.72 USD to 63.78 USD.
• From a technical perspective, the stock is currently in a short-term consolidation phase after retreating from its 52-week high of $72.22. While technical signals like moving averages show a mix of "Strong Buy" to neutral sentiment, the recent price drop on lower volume indicates a potential "wait-and-see" approach by traders as the stock digests recent gains ahead of its upcoming earnings report.
• Flex Ltd. has announced it will release its third-quarter fiscal year 2026 financial results before the market opens on February 4, 2026, with a conference call to follow.
• Analysts maintain a bullish long-term outlook on Flex, citing its strategic shift toward high-margin AI data center and automotive solutions, which has driven 20 consecutive quarters of earnings beats.
• Recent SEC filings reveal insider selling activity, with the CFO and directors reducing their positions by approximately 13-14%, which has contributed to some near-term price pressure.
• The global Electronic Manufacturing Services (EMS) market is projected to approach $1 trillion by 2026, fueled by explosive demand for AI-driven IT infrastructure and high-performance power and cooling technologies.
• Industry reports highlight a geographic shift in manufacturing hubs, with India and Vietnam emerging as critical centers for large-scale electronics production as global companies diversify supply chains away from traditional hubs.