Flex poised for strong growth with Cloud segment surge and EPC Power acquisition boosting revenues.

Flex is set for significant growth driven by strong demand in its Cloud and Power Infrastructure segment, with management forecasting 65-75% revenue growth in FY27 and over 80% in FY28. The recent acquisition of EPC Power expands Flex's data center power offerings, expected to generate $800 million in revenue by 2026 and achieve a 30% EBITDA margin by 2027. With a reasonable valuation of 16 times FY28 earnings and potential upside from a planned CPI spin-off, Flex is rated a buy by analysts.

Despite the upbeat growth outlook and acquisition news for Flex, the stock trades at USD 110.15 on Pluang as of Oct 01, 2026 04:22 WIB, down 3.23% for the day and well below its 52-week high of USD 162.07. This price sits closer to the midpoint between its 52-week low of USD 54.51 and high, reflecting some investor caution despite the positive forecasts. The market cap stands at $42.05 billion, indicating substantial scale but also room for price appreciation relative to recent peaks.