FLEX
Flex Ltd.Technology · $42.4B market cap
Verdict
Share price
$116.61
close of Oct 3, 2026
Fair value
$46.88
Sticker Price
Payback Price
$18.75
buy price
FLEX is Overpriced: at $116.61 it trades 149% above its fair value of $46.88. Its buy price (Payback Price) is $18.75, 84% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold FLEX. In Q2 2026, 2 opened a position, 1 trimmed and 2 sold out. Who we track
Daniel Loeb
Third Point · as of Q2 2026
$166.9M
1,030,000 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$2.7M
16,568 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$857K
5,289 shares
Moves in Q2 2026
New position: Lee Ainslie, Daniel Loeb
Trimmed: First Eagle Investment Management
Sold out: Harry Burn, Christopher Bloomstran
Insider activity
Since Jun 15, 2026: no open-market purchases, 77 sales worth $54.9M and 23 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Hartung Michael P
Chief Commercial Officer · 2026-08-18
Sold
$986
Hartung Michael P
Chief Commercial Officer · 2026-08-18
Sold
$24K
Hartung Michael P
Chief Commercial Officer · 2026-08-18
Sold
$33K
Hartung Michael P
Chief Commercial Officer · 2026-08-18
Sold
$154K
Hartung Michael P
Chief Commercial Officer · 2026-08-18
Sold
$121K
Show all 77 salesShow fewer
Advaithi Revathi
Chief Executive Officer · 2026-06-18
Sold
$135K
Advaithi Revathi
Chief Executive Officer · 2026-06-18
Sold
$3.2M
Advaithi Revathi
Chief Executive Officer · 2026-06-18
Sold
$2.4M
Tan Kwang Hooi
Chief Operating Officer · 2026-06-18
Sold
$15K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-18
Sold
$862K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-18
Sold
$427K
Hartung Michael P
Chief Commercial Officer · 2026-06-18
Sold
$15K
Hartung Michael P
Chief Commercial Officer · 2026-06-18
Sold
$698K
Hartung Michael P
Chief Commercial Officer · 2026-06-18
Sold
$343K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-18
Sold
$30K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-18
Sold
$611K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-18
Sold
$326K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-18
Sold
$2K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-18
Sold
$71K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-18
Sold
$117K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$201K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$35K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$202K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$1.6M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$5.6M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$3.8M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$4.8M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$246K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$147K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$26K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$147K
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$1.2M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$4.1M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$2.7M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$3.5M
Advaithi Revathi
Chief Executive Officer · 2026-06-17
Sold
$184K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-17
Sold
$346K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-17
Sold
$1.9M
Tan Kwang Hooi
Chief Operating Officer · 2026-06-17
Sold
$828K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-17
Sold
$691K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-17
Sold
$71K
Hartung Michael P
Chief Commercial Officer · 2026-06-17
Sold
$161K
Hartung Michael P
Chief Commercial Officer · 2026-06-17
Sold
$1.6M
Hartung Michael P
Chief Commercial Officer · 2026-06-17
Sold
$738K
Hartung Michael P
Chief Commercial Officer · 2026-06-17
Sold
$702K
Hartung Michael P
Chief Commercial Officer · 2026-06-17
Sold
$78K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-17
Sold
$131K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-17
Sold
$1.5M
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-17
Sold
$660K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-17
Sold
$653K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-17
Sold
$75K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-17
Sold
$9K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-17
Sold
$270K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-17
Sold
$133K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-17
Sold
$133K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-17
Sold
$17K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-16
Sold
$956K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-16
Sold
$79K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-16
Sold
$893K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-16
Sold
$845K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-15
Sold
$262K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-15
Sold
$270K
Tan Kwang Hooi
Chief Operating Officer · 2026-06-15
Sold
$249K
Hartung Michael P
Chief Commercial Officer · 2026-06-15
Sold
$4K
Hartung Michael P
Chief Commercial Officer · 2026-06-15
Sold
$591K
Hartung Michael P
Chief Commercial Officer · 2026-06-15
Sold
$200K
Hartung Michael P
Chief Commercial Officer · 2026-06-15
Sold
$207K
Hartung Michael P
Chief Commercial Officer · 2026-06-15
Sold
$212K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-15
Sold
$7K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-15
Sold
$525K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-15
Sold
$185K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-15
Sold
$194K
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-15
Sold
$159K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-15
Sold
$90K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-15
Sold
$52K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-15
Sold
$48K
WENDLER DANIEL
Chief Accounting Officer · 2026-06-15
Sold
$44K
Other filings
Advaithi Revathi
Chief Executive Officer · 2026-08-18
J-Other
35,051 shares
HARRIS JOHN D
director · 2026-08-05
Award
1,928 shares
HURLSTON MICHAEL E.
director · 2026-08-05
Award
1,928 shares
HURLSTON MICHAEL E.
director · 2026-08-05
Award
410 shares
McSweeney Erin
director · 2026-08-05
Award
1,928 shares
Show all 23 other filingsShow fewer
Stevens Charles K. III
director · 2026-08-05
Award
1,928 shares
Stevens Charles K. III
director · 2026-08-05
Award
1,230 shares
Sylvester Maryrose
director · 2026-08-05
Award
1,928 shares
Sylvester Maryrose
director · 2026-08-05
Award
410 shares
Tan Lay Koon
director · 2026-08-05
Award
1,928 shares
Ward Pat
director · 2026-08-05
Award
410 shares
WATKINS WILLIAM D
director · 2026-08-05
Award
1,928 shares
WATKINS WILLIAM D
director · 2026-08-05
Award
820 shares
WATKINS WILLIAM D
director · 2026-08-05
Award
410 shares
Ward Pat
director · 2026-08-05
Award
1,928 shares
HURLSTON MICHAEL E.
director · 2026-07-15
Award
174 shares
Tan Lay Koon
director · 2026-07-15
Award
101 shares
WATKINS WILLIAM D
director · 2026-07-15
Award
316 shares
Advaithi Revathi
Chief Executive Officer · 2026-06-16
Award
255,062 shares
Tan Kwang Hooi
Chief Operating Officer · 2026-06-16
Award
48,582 shares
Hartung Michael P
Chief Commercial Officer · 2026-06-16
Award
43,724 shares
OFFER DAVID SCOTT
EVP, General Counsel · 2026-06-16
Award
43,724 shares
WENDLER DANIEL
Chief Accounting Officer · 2026-06-16
Award
9,716 shares
About Flex Ltd.
Flex Ltd. is a global provider offering extensive design, engineering, manufacturing, and supply chain management solutions to original equipment manufacturers (OEMs) across Asia, the Americas, and Europe. Its operations are structured into three primary segments: Flex Agility Solutions (FAS), Flex Reliability Solutions (FRS), and Nextracker. The company specializes in a range of cross-industry technologies, such as…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works