Flex Ltd Stock Price, News & Analysis

Flex (NYSE:FLEX) has announced a strategic partnership with Renesas to develop next-generation power management solutions for AI workloads. The collaboration focuses on creating advanced board-mounted power solutions for CPUs, GPUs, FPGAs, ASICs, and accelerator cards.

The partnership will expand Flex's vertical power delivery (VPD) portfolio and integrate Renesas's smart power stages into high-efficiency DC/DC converters. Key features include maximized efficiency, improved transient response, and optimized thermal performance. The collaboration will also introduce two-phase power towers to Renesas's existing portfolio, with configurations supporting up to 32-phase power specifications.

Flex (NASDAQ: FLEX) has been named to TIME's World's Best Companies 2025 list for the third consecutive year. The recognition is based on the company's performance across three key dimensions: Employee Satisfaction, Revenue Growth, and Sustainability.

The prestigious ranking, compiled in partnership with Statista, evaluated companies from over 50 countries based on financial performance, workplace culture, and responsible business practices. The assessment included data collected from 200,000 participants.

Nextracker (Nasdaq: NXT) has announced the acquisition of Origami Solar in an all-cash transaction worth $53 million, including future contingent earnout consideration. The acquisition marks Nextracker's strategic expansion into the solar panel frame market.

Origami Solar specializes in roll-formed steel frame technology, offering a high-performance alternative to traditional aluminum frames. The technology promises enhanced durability, competitive costs, localized supply chains, and a reduced carbon footprint. The total addressable market for this technology is estimated at $750 million in the U.S. alone.

The acquisition brings Origami's dedicated panel frame design and engineering expertise to Nextracker, positioning the company to drive innovation in panel-tracker solutions and support rapid scaling with U.S.-based fabrication capacity already in place.

Nextracker (Nasdaq: NXT) has launched NX PowerMerge™, an innovative DC power trunk connector designed to enhance electrical balance of systems (eBOS) for ground-mount solar power plants. This marks the company's first eBOS product launch since acquiring Bentek.

The NX PowerMerge features 400A+ ampacity, supports up to eight tap wires, and is compatible with trunk conductors up to 1000 kcmil. Key advantages include field-flexible installation, fewer connection points, simplified inverter block layouts, and maintenance-free operation. The product will be available with deliveries starting in spring 2026, including a U.S. manufacturing option.

Flex (NASDAQ: FLEX) announced its participation in two upcoming investor conferences in September 2025. The company will attend the J.P. Morgan Rising Tech Leaders Forum on September 4 for meetings only, and present at the Goldman Sachs 2025 Communacopia + Technology Conference on September 9 at 1:05 PM PT.

The Goldman Sachs conference presentation will be available via live webcast on Flex's investor relations website, with an archived replay accessible afterward. The company has also published a general investor presentation on their IR website.

Flex (NYSE:FLEX) reported that its facility in Mukachevo, Ukraine was damaged by a missile strike on August 21, 2025. The facility, which produces consumer and lifestyle products and has no military connections, represents about 1% of Flex's total revenue.

Several employees and contractors were injured and hospitalized, with Flex providing full support to affected individuals and their families. The company has activated its Business Continuity Plan and is working with U.S. Government officials while assessing the facility damage.

Nextracker (Nasdaq: NXT), a solar technology platform provider, has released its fiscal year 2025 Sustainability Report, marking its second annual ESG disclosure. The report aligns with SASB standards and GRI framework, while including TCFD index for climate risk transparency.

Key achievements include the introduction of NX Foundation Solutions and NX Horizon low carbon tracker systems, which reduce tracker-related carbon emissions by up to 35%. The company obtained ISO certifications in multiple regions and committed to Science-Based Targets initiative. Nextracker also launched the CAL-NEXT Center for Solar Energy Research with UC Berkeley and achieved a Total Recordable Incident Rate of 0.61.

Nextracker (Nasdaq: NXT) has secured a significant contract with Casa dos Ventos to supply 1.5 GW of solar tracking systems for four utility-scale projects in Brazil. The deal includes the company's NX Horizon-XTR all-terrain solar tracker and NX Horizon solar tracker systems.

The projects include Babilônia Sul (117 MW), Babilônia Centro (226 MW), Seriemas (540 MW), and Rio Brilhante (680 MW). Three of the four projects will utilize NX Horizon-XTR systems, specifically designed for challenging terrains. All installations will feature Nextracker's TrueCapture yield management system for optimized energy generation.

This marks Casa dos Ventos's first major solar deployment, representing a strategic shift toward hybrid solar-wind power plants to optimize grid connections in Brazil's constrained transmission landscape.

Flex (NASDAQ: FLEX) has unveiled a new power shelf system designed for the NVIDIA GB300 NVL72 platform at OCP APAC. The system delivers up to 33 kW per shelf with 97.5% peak efficiency at half-load, reducing power conversion losses by over 60% compared to conventional systems.

The power shelf features six power supply units in a 3+3 redundant configuration and is specifically designed to support NVIDIA's 72 Blackwell Ultra GPUs platform. Notably, the system is preparing for the transition to 800 VDC data center power infrastructure, enabling future megawatt-scale racks and aligning with NVIDIA's upcoming Kyber rack-scale systems.