Consensus revenue for the quarter ending March 2026 is projected at $6.94 billion with an EPS of $0.86, while the stock's recent rally to $91.70 has pushed it well above the average analyst price target of $76.63.
The key story for this report is the rapid expansion of the data center infrastructure business, particularly the adoption of AI-driven compute and liquid cooling solutions.
Strong demand in the Reliability Solutions segment is expected to offset continued weakness in consumer-end markets within Agility Solutions. Investors are also seeking clarity on the integration and accretion timeline for the $1.1 billion acquisition of Electrical Power Products, which aims to bolster Flex's position in power grid and data center energy markets.