Flex Ltd. (FLEX) - 5i Research

Flex Ltd. (FLEX $61.52)
- $61.52 P/E (TTM): 27.84X Cap: $22.74B
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Amphenol Corporation (APH $143.47)
- $143.47 P/E (TTM): 46.36X Cap: $176.08B
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Flex Ltd. (FLEX $61.52)
- $61.52 P/E (TTM): 27.84X Cap: $22.74B
- View FLEX Profile
- View Questions on FLEX
Jabil Inc. (JBL $211.09)
- $211.09 P/E (TTM): 36.1X Cap: $23.30B
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Arista Networks Inc. (ANET $134.93)
- $134.93 P/E (TTM): 51.06X Cap: $172.84B
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Ciena Corporation (CIEN $207.43)
- $207.43 P/E (TTM): 205.42X Cap: $29.44B
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Celestica Inc. (CLS $331.86)
- $331.86 P/E (TTM): 53.44X Cap: $38.12B
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Fabrinet (FN $449.29)
- $449.29 P/E (TTM): 48.92X Cap: $17.44B
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Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Read Answer Asked by Marco on November 03, 2025

Flex Ltd. (FLEX $61.52)
- $61.52 P/E (TTM): 27.84X Cap: $22.74B
- View FLEX Profile
- View Questions on FLEX
Arista Networks Inc. (ANET $134.93)
- $134.93 P/E (TTM): 51.06X Cap: $172.84B
- View ANET Profile
- View Questions on ANET
ASML Holding N.V. (ASML $1,022.42)
- $1,022.42 P/E (TTM): 45.49X Cap: $402.10B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $291.17)
- $291.17 P/E (TTM): 39.38X Cap: $1.51T
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Cloudflare Inc. Class A (NET $234.95)
- $234.95 Cap: $84.25B
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Applovin Corporation (APP $594.91)
- $594.91 P/E (TTM): 79.14X Cap: $201.05B
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Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!

Read Answer Asked by Dawn on September 16, 2025

Flex Ltd. (FLEX $61.52)
- $61.52 P/E (TTM): 27.84X Cap: $22.74B
- View FLEX Profile
- View Questions on FLEX

Q: What happened to "flex"? Suddenly dropped over 5% in one day! buy more or sell?

Thanks,

Read Answer Asked by Lin on July 25, 2025