Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
The Singapore based company just completed its divestiture of its Nextracker subsidiary and now trades as Flex Ltd. It partners with commercial and government entities to employ hi-tech supply chain solutions in 30 countries. It trades at 13x earnings, under 2x book and supports a 22% ROE. We recommend placing a stop-loss at $16, looking to achieve $33 -- upside potential of 40%. Yield 0%
(Analysts’ price target is $33.19)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with FLEX has achieved its $33 target. To be disciplined, we recommend covering half the position at this time. We recommend maintaining the stop at $25.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate FLEX as a TOP PICK. With AI driving the demand for data centre growth, FLEX power products and services cover 80% of a data centre's needs. It trades at 14x earnings, 2.2x book and supports a 16% ROE. Recently reported earnings beat analyst expectations by 7% on revenue and over 40% on EPS. The company has been prudently using some cash reserves to aggressively buy back shares and retire debt. We continue to recommend a tight stop at $25, looking to achieve $37 -- upside potential of 29%. Yield 0%
(Analysts’ price target is $37.64)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
We reiterate FLEX as a TOP PICK. Management is focused on providing automotive, autonomous vehicle, and EV data solutions. It trades at 15x earnings and under 2.5x book value. Cash reserves are prudentially being used to aggressively buy back shares and reduce debt. We continue to recommend a stop at $25, looking to achieve $38 -- upside potential of 26%. Yield 0%
(Analysts’ price target is $37.74)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with FLEX has achieved its target at $38. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $25) to $29.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Build our watch list
Sign in to track investments
you care about
Our PAST TOP PICK with FLEX has triggered its stop at $37. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 32%, when combined with our previous guidance.