Flex Ltd. Ordinary Shares FLEX

Flex Ltd is the developed, end-to-end manufacturing partner of choice that helps a diverse customer base design, build, deliver and manage products that improve the world. The Company's full suite of specialized capabilities includes design and engineering, supply chain, manufacturing, and integrated services, plus a portfolio of power and cooling products. Its reportable segments includes Integrated Technology Solutions, Regulated Manufacturing Solutions, and Cloud and Power Infrastructure.

• The Motley Fool 1 oct

  This AI Stock Is Trading Near Record Highs. Is It Too Late to Buy?

  Amphenol, a maker of connectors and cables for AI infrastructure, is trading near all-time highs with strong fundamentals. Despite a 311.6% three-year gain, the company's Q2 results show 55% sales growth, 67% EPS growth, and a healthy book-to-bill ratio of 1.23, suggesting continued momentum. While the stock has underperformed peers this year, recent quarterly trends favor Amphenol, and analysts suggest the next leg of growth may still be ahead.

  

• Zacks Investment Research 29 sept

  Jabil's Diversified Portfolio Drives Growth: Can Momentum Continue?

  Jabil Inc. reported Q3 revenues of $8.75 billion, up 12% year-over-year, driven by strength across multiple verticals including Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce. The company targets $35 billion in fiscal 2026 revenues, representing approximately 17% year-over-year growth. Jabil's diversified end-market exposure and increasing AI infrastructure involvement support its long-term growth outlook.

  

• Zacks Investment Research 29 sept

  JBL Q4 Earnings Coming Up: How Should You Play the Stock?

  Jabil (JBL) is set to report Q4 fiscal 2026 earnings on Sept. 30 with consensus estimates of $9.61 billion in sales and $4.05 EPS. The company is expanding AI infrastructure capabilities through new facilities in India and Malaysia, with AI-related revenue projected at $13.6 billion for 2026. However, weakness in consumer products and automotive segments remain concerns. JBL trades at a valuation discount to peers and holds a Zacks Rank #2 (Buy) rating.

  

• GlobeNewswire Inc. 14 sept

  Malaysia Electronics Manufacturing Services Market 2026-2031 - Growth Driven by Expanding Semiconductor and Consumer Electronics Demand

  Malaysia's electronics manufacturing services market is projected to grow from USD 5.11 billion in 2025 to USD 9.01 billion by 2031 at a 9.71% CAGR. Growth is driven by US-China supply chain diversification, foreign direct investment in Penang's manufacturing corridor, and demand for advanced packaging and integrated services. However, skilled labor shortages and regional competition present challenges.

  

• Zacks Investment Research 10 sept

  Can Jabil's Supply Chain Strength Sustain Its Growth Momentum?

  Jabil Inc. reported Q3 fiscal 2026 revenues of $8.8 billion (up 12% YoY) with core margins at 5.8%, benefiting from its geographically diversified manufacturing presence across 25 countries. The company is expanding capacity in India, Memphis, Mexico, and North Carolina to address evolving demand and mitigate geopolitical and tariff-related supply chain risks. Jabil currently trades at a forward P/E of 18.65, below the industry average, and carries a Zacks Rank #3 (Hold) rating.