Flex (NASDAQ:FLEX) Releases Q4 2026 Earnings Guidance

Flex (NASDAQ:FLEX) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.830-0.890 for the period, compared to the consensus earnings per share estimate of 0.820. The company issued revenue guidance of $6.8 billion-$7.1 billion, compared to the consensus revenue estimate of $6.9 billion. Flex also updated its FY 2026 guidance to 3.210-3.270 EPS.

Flex Stock Performance

FLEX stock traded down $7.53 during mid-day trading on Wednesday, reaching $58.46. 1,715,272 shares of the stock traded hands, compared to its average volume of 3,247,085. The firm has a market capitalization of $21.62 billion, a PE ratio of 26.07, a P/E/G ratio of 1.71 and a beta of 1.24. The business has a 50-day moving average of $63.55 and a two-hundred day moving average of $59.08. Flex has a 52 week low of $25.11 and a 52 week high of $72.22. The company has a quick ratio of 0.83, a current ratio of 1.33 and a debt-to-equity ratio of 0.60.

Flex (NASDAQ:FLEX) last posted its quarterly earnings data on Wednesday, February 4th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.78 by $0.09. Flex had a return on equity of 20.86% and a net margin of 3.33%.During the same period last year, the firm earned $0.77 EPS. The firm’s quarterly revenue was up 7.7% on a year-over-year basis. Flex has set its FY 2026 guidance at 3.210-3.270 EPS and its Q4 2026 guidance at 0.830-0.890 EPS. As a group, equities analysts predict that Flex will post 2.33 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Barclays reduced their price objective on Flex from $78.00 to $71.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. JPMorgan Chase & Co. increased their price target on shares of Flex from $60.00 to $75.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Bank of America raised their price target on shares of Flex from $58.00 to $65.00 and gave the stock a “buy” rating in a research report on Wednesday, October 8th. Zacks Research lowered shares of Flex from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Flex in a research report on Monday, December 29th. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Flex presently has an average rating of “Moderate Buy” and a consensus target price of $66.11.

Insider Activity at Flex

In other news, insider Michael P. Hartung sold 15,000 shares of Flex stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $62.21, for a total transaction of $933,150.00. Following the sale, the insider directly owned 211,198 shares in the company, valued at approximately $13,138,627.58. The trade was a 6.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kevin Krumm sold 21,406 shares of the company’s stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $61.23, for a total transaction of $1,310,689.38. Following the completion of the sale, the chief financial officer directly owned 143,803 shares in the company, valued at approximately $8,805,057.69. The trade was a 12.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 86,406 shares of company stock worth $5,195,639 in the last ninety days. Company insiders own 0.57% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of Flex in the third quarter valued at approximately $52,000. EverSource Wealth Advisors LLC boosted its position in Flex by 63.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,646 shares of the technology company’s stock valued at $132,000 after buying an additional 1,031 shares during the last quarter. Advisory Services Network LLC acquired a new stake in shares of Flex in the 3rd quarter valued at $163,000. Parallel Advisors LLC lifted its stake in shares of Flex by 5.3% during the third quarter. Parallel Advisors LLC now owns 3,588 shares of the technology company’s stock valued at $208,000 after acquiring an additional 181 shares during the period. Finally, Equitable Holdings Inc. bought a new position in Flex in the third quarter valued at about $216,000. 94.30% of the stock is currently owned by institutional investors and hedge funds.

Flex Company Profile

Flex (NASDAQ: FLEX), formerly known as Flextronics, is a global provider of electronics manufacturing services (EMS) and original design manufacturing (ODM). The company offers end-to-end product lifecycle solutions including product design and engineering, prototyping, volume manufacturing, testing, and aftermarket services. Its offerings extend into supply chain management, component sourcing, logistics and distribution, and advanced manufacturing capabilities such as automation and digital manufacturing to support customers from concept through end-of-life.

Flex serves a broad range of industries, including automotive, healthcare, industrial, communications, and consumer electronics, working with original equipment manufacturers (OEMs) and technology companies to accelerate time to market and manage complex supply chains.