What Happened?
Shares of global manufacturing solutions provider Flex (NASDAQ: FLEX) jumped 30.5% in the afternoon session after the company reported fourth-quarter 2025 results that surpassed Wall Street's expectations and raised its full-year profit forecast.
For the quarter, Flex posted revenue of $7.06 billion, a 7.7% year-over-year increase that beat analysts' consensus estimate of $6.81 billion. The company's adjusted earnings per share came in at $0.87, which was 10.5% higher than the anticipated $0.79.
Looking ahead, Flex raised its full-year adjusted EPS guidance to $3.24 at the midpoint, signaling confidence in its future profitability. While its revenue forecast for the upcoming quarter was in line with expectations and adjusted EBITDA fell short of estimates, investors focused on the strong quarterly performance and the improved annual earnings outlook, which drove significant optimism for the stock.
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What Is The Market Telling Us
Flex’s shares are very volatile and have had 23 moves greater than 5% over the last year. But moves this big are rare even for Flex and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 16 days ago when the stock gained 3.3% on the news that Stifel raised its price target on the company's shares to $95 from $75 and maintained a Buy rating.
The analyst firm noted that the supply chain sector was entering a period of earnings improvement, driven by the build-out of AI infrastructure, defense modernization, and a recovery in semiconductor capital equipment. The positive outlook was also supported by Flex's own performance. The company achieved a record adjusted operating margin of 6.5% in its third quarter of fiscal 2026, reaching this goal a full year ahead of its long-term targets.
Additionally, Flex's data center business reported growth of more than 35% in fiscal year 2026.
Flex is up 97% since the beginning of the year, and at $125.43 per share, has set a new 52-week high. Investors who bought $1,000 worth of Flex’s shares 5 years ago would now be looking at an investment worth $6,881.
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