Zacks Investment Research
03 Nov 2026, 16:46 UTC · 1h ago
Flex's CPI Sales Surge 54%: Can AI Infrastructure Sustain Gains?
Impact · against what's priced in
Flex is seeing a massive acceleration in its AI-driven CPI segment that the market has previously refused to believe. The combination of a 54% revenue surge and significant margin expansion in the power business directly addresses the valuation gap between the company's recent performance and the growth rates required by its current price.
- FLEX+0.70
Challenges what's priced in
- The price assumes
The sustained 15.6% revenue growth required by the reverse-DCF
The market has not been paying for the 15.6% CAGR required by the reverse-DCF, yet the CPI segment just surged 54% to $2.5 billion, far exceeding that threshold.
What FLEX's price assumes · Sep 10
Search tags
