Latest news with #FLEX
Yahoo
13-06-2025
- Business
- Yahoo
Zacks.com featured highlights include Flex, CVS Health, Urban Outfitters and Exelixis
Chicago, IL – June 13, 2025 – Stocks in this week's article are Flex Ltd. FLEX, CVS Health CVS, Urban Outfitters URBN and Exelixis EXEL. In the equity market, investments always need to be prudently hedged to overcome uncertainties and limit losses related to external shocks. A question that often arises is whether one should resort to a value strategy that seeks discounted stocks or opt for growth investing in times of extreme market instability. The investing track of the Oracle of Omaha over the past few decades and his gradual shift from being a pure-play value investor to a GARP (growth at a reasonable price) investor might give us all the answers. Several stocks that have surged significantly in the recent past show an overwhelming success of this hybrid investing strategy over pure-play value and growth investments. Here, we will discuss the success of four such stocks. These are Flex Ltd., CVS Health, Urban Outfitters and Exelixis. The GARP theory enables strategic mingling of growth and value-investing principles, which gives us a hybrid strategy by utilizing the best features of both. What GARPers look for is whether or not the stocks are somewhat undervalued and have solid, sustainable growth potential (Investopedia). GARP investing gives priority to one of the popular value metrics — the price/earnings growth (PEG) ratio. Although it is categorized under value investing, this strategy follows the principles of both growth and value investing. The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate It relates stocks' P/E ratio with their future earnings growth rates. While P/E alone gives an idea of stocks that are trading at a discount, PEG, while adding the growth element to it, helps identify stocks with solid future potential. A lower PEG ratio, preferably less than 1, is always better for GARP investors. Say, for example, if a stock's P/E ratio is 10 and the expected long-term growth rate is 15%, the company's PEG will come down to 0.66, a ratio indicating both undervaluation and future growth potential. Unfortunately, this ratio is often neglected due to investors' limitations in calculating the future earnings growth rate of a stock. There are some drawbacks to using the PEG ratio though. It does not consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term. Hence, PEG-based investing can be even more rewarding if some other relevant parameters are also taken into consideration. Here are the four stocks that qualified the screening: Flex: This Singapore-based company has a diverse workforce across 30 countries and offers advanced manufacturing solutions and additional value to customers through a wide array of services, including design and engineering, component services, rapid prototyping, fulfilment, and circular economy solutions. Flex is gaining from a growing intellectual property (IP) portfolio, new design wins and strategic acquisitions. FLEX stock can be an impressive GARP investment pick with its Zacks Rank #2 and a Value Score of A. Apart from a discounted PEG and P/E, Flex also has an impressive long-term historical earnings growth rate of 35.1%. You can see the complete list of today's Zacks #1 Rank stocks here. CVS Health: Headquartered in Woonsocket, RI, this is a pharmacy innovation company with integrated offerings across the entire spectrum of pharmacy care. CVS Health is investing in advanced technological capabilities to cut down costs and improve customer experience. Improved Medicare Advantage star ratings for the 2025 payment year are a positive development for the company. CVS can also be an impressive GARP investment pick with its Zacks Rank #2 and a Value Score of A. Apart from a discounted PEG and P/E, CVS Health also has a solid long-term expected growth rate of 11.4%. Urban Outfitters: Based in Philadelphia, PA, Urban Outfitters is a lifestyle specialty retailer that offers fashion apparel and accessories, footwear, home décor and gift products. The company's merchandise is generally sold directly to consumers through stores, catalogs, call centers and e-commerce platforms. Apart from a discounted PEG and P/E, Urban Outfitters has a Value Score of A and holds a Zacks Rank #1. URBN stock also has a 20% earnings growth rate for the last five years. Exelixis: This Alameda, CA-based oncology-focused biotechnology company primarily focuses on the discovery, development and commercialization of new drugs for the treatment of difficult-to-treat cancers. Exelixis has collaborations with several leading pharmaceutical companies such as Bristol-Myers Squibb, Merck and Daiichi Sankyo Company for various compounds and programs in its portfolio. The stock can be an impressive value investment pick with its Zacks Rank #2 and a Value Score of B. Apart from a discounted PEG and P/E, the stock also has an impressive long-term expected earnings growth rate of 21.2%. The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out. Click here to sign up for a free trial to the Research Wizard today. For the rest of this Screen of the Week article please visit at: Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. About Screen of the Week created the first and best screening system on the web earning the distinction as the "#1 site for screening stocks" by Money Magazine. But powerful screening tools is just the start. That is why Zacks created the Screen of the Week to highlight profitable stock picking strategies that investors can actively use. Strong Stocks that Should Be in the News Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has more than doubled the market from 1988 through 2016. Its average gain has been a stellar +25% per year. See these high-potential stocks free >>. Follow us on Twitter: Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Contact: Jim Giaquinto Company: Phone: 312-265-9268 Email: pr@ Visit: provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CVS Health Corporation (CVS) : Free Stock Analysis Report Urban Outfitters, Inc. (URBN) : Free Stock Analysis Report Exelixis, Inc. (EXEL) : Free Stock Analysis Report Flex Ltd. (FLEX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Health Line
12-06-2025
- Health
- Health Line
Stress Can Cause Spotting — Here's Why It Happens and What to Do
Stress can spike cortisol levels, disrupting the body's production of sex hormones like estrogen. This can result in spotting and other menstrual changes. Spotting generally occurs as small droplets of blood in your underwear or as a pink, red, or brown tinge in your discharge. 'The color of your spotting is determined by the amount of time that's passed since the blood was released from the lining of the uterus,' says Jane van Dis, MD, OB-GYN, a medical advisor with menstrual company FLEX. It typically occurs on either side of your menstrual period (before your period starts in earnest or after you think it has ended), but it can happen at any point in your monthly cycle. Keep reading to learn more about how stress affects your menstrual cycle and how to manage it. How stress affects your menstrual cycle High stress levels can prompt your endocrine system to release stress hormones, including cortisol, a steroid hormone produced by your adrenal glands. The entire endocrine system is connected, and increased cortisol can have a ripple effect. When cortisol levels rise, both estrogen and testosterone can decrease. Likewise, fluctuating sex hormones can also affect your stress levels. An unexpected change in your estrogen levels can disrupt your menstrual cycle, resulting in spotting, missed menstruation, or other irregularities. 'Anything that impacts you as a person has the potential to impact the menstrual cycle and therefore cause spotting,' explains reproductive health specialist Felice Gersh, MD, author of 'PCOS SOS: A Gynecologist's Lifeline To Naturally Restore Your Rhythms, Hormones, and Happiness.' The stress may contribute to spotting if you recently experienced a life change. Causes can include changes like: a breakup moving increasing work responsibilities or losing your job a recent diagnosis, whether your own or a loved one's Stress-induced spotting is usually accompanied by other symptoms of stress, including: difficulty sleeping difficulty concentrating changes in appetite generalized fatigue muscle aches digestive upset sexual dysfunction Illnesses can also cause physical stress that may have a similar effect. How to manage stress-related spotting 'Spotting, by its name, implies that an individual is releasing a smaller amount of blood than they would during their period,' says van Dis. A panty liner should be enough to protect your underwear. If you choose to free-bleed (menstruating without blocking or collecting menstrual blood) and end up staining your underwear, blood-removal tips can help. However, if you are bleeding so much that you need a sanitary pad or tampon to catch the blood, it is likely too much to be considered spotting. You may have another type of vaginal bleeding. If the bleeding isn't from stress or your menstrual period, it's best to talk with a healthcare professional about your symptoms. Other causes of abnormal vaginal bleeding can include: pregnancy or miscarriage a growth in your uterus or cervix hormone imbalance medication changes an infection breakthrough bleeding Cycle-related changes also occur with perimenopause. This is the phase that precedes menopause. Managing stress to prevent stress-related menstrual changes Managing your overall stress levels can help reduce stress-related spotting. 'You could incorporate meditation, journaling, grounding, or nature walking into your routine,' says Gersh. Other stress reduction methods she recommends include: physical therapy massage therapy acupuncture from a licensed practitioner for myofascial release therapy, deep tissue massage, or another form of bodywork Prioritizing your overall health can also help you manage your stress levels. That means: drinking enough water eating nutrient-dense meals monitoring caffeine intake getting regular physical activity limiting alcohol, nicotine, and other substance use If you continue to feel stressed, less focused, or more irritable than usual, it may be time to talk with a mental health professional. The right therapist can help you deduce the root of your stress and give you tools to manage it. When to consult with a doctor or other healthcare professional 'If you have a regular period and this is your first time spotting, you'd be wise to rule out pregnancy as the underlying cause if there's a chance that you could be pregnant,' says Gersh. You can find out if you're pregnant by taking an at-home pregnancy test 10 or more days after you last had vaginal intercourse with a person who produces sperm. You can also ask a healthcare professional to order a blood test, which can usually detect pregnancy a few days earlier. If this is the first time you've ever spotted and there's no chance you're pregnant, Gersh says it's probably OK to assume that stress, or some other lifestyle change, is the cause. But if you're experiencing other unusual symptoms or bodily changes, she recommends consulting a healthcare professional. Frequently asked questions What does stress spotting look like? Spotting usually looks like light bleeding in your underwear. It can be pink, red, or brown and may occur with other discharge. It's typically a small amount (enough that you could use a pantyliner but not need a pad or a tampon). Spotting usually looks like light bleeding in your underwear. It can be pink, red, or brown and may occur with other discharge. It's typically a small amount (enough that you could use a pantyliner but not need a pad or a tampon). What can trigger spotting? Some possible triggers for light bleeding between periods can include stress, changing or skipping hormonal birth control, rough sex, or implantation bleeding due to pregnancy. If you have more than a small amount of blood, there could be another cause. Some possible triggers for light bleeding between periods can include stress, changing or skipping hormonal birth control, rough sex, or implantation bleeding due to pregnancy. If you have more than a small amount of blood, there could be another cause. Why am I only spotting when I wipe? If you only notice blood when you wipe after urinating, you may want to get checked out for other causes of bleeding, such as a urinary tract infection (UTI), which can cause blood in your urine.
Yahoo
11-06-2025
- Business
- Yahoo
FLEX Q1 Earnings Call: Data Center Momentum and Tariff Uncertainty Shape Outlook
Global manufacturing solutions provider Flex (NASDAQ:FLEX) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 3.7% year on year to $6.4 billion. On the other hand, next quarter's revenue guidance of $6.25 billion was less impressive, coming in 1.7% below analysts' estimates. Its non-GAAP profit of $0.73 per share was 5.2% above analysts' consensus estimates. Is now the time to buy FLEX? Find out in our full research report (it's free). Revenue: $6.4 billion vs analyst estimates of $6.23 billion (3.7% year-on-year growth, 2.6% beat) Adjusted EPS: $0.73 vs analyst estimates of $0.69 (5.2% beat) Adjusted EBITDA: $534 million vs analyst estimates of $514.1 million (8.3% margin, 3.9% beat) Revenue Guidance for Q2 CY2025 is $6.25 billion at the midpoint, below analyst estimates of $6.36 billion Adjusted EPS guidance for the upcoming financial year 2026 is $2.91 at the midpoint, beating analyst estimates by 1.8% Operating Margin: 4.8%, up from 2.6% in the same quarter last year Market Capitalization: $16.37 billion Flex's first quarter results were driven by continued expansion in its data center and power businesses, as well as ongoing improvements in operational efficiency. CEO Revathi Advaithi highlighted that Flex's strategy to shift toward higher-value segments and expand its North American and European manufacturing footprint helped offset headwinds in traditional industrial and renewables segments. Advaithi also pointed to the company's ability to win new, more profitable business—particularly through vertical integration in the data center market—as a major contributor to margin expansion. CFO Kevin Krumm added that disciplined inventory management and capital expenditures further supported strong free cash flow performance. Management acknowledged challenging macroeconomic conditions but credited portfolio diversification and margin-focused execution as key reasons Flex delivered improved operating margins and profitability. Looking ahead, management cited ongoing demand for cloud and power solutions, as well as the company's expanding presence in North America, as central to its forward guidance. Advaithi noted that Flex's 'EMS + Products + Services' strategy is expected to drive additional value through proprietary product offerings and increased vertical integration. However, she cautioned that trade tariffs and potential disruptions in the automotive sector could temper growth, especially in the near term. Krumm stated that while tariffs are expected to be passed through to customers, they could impact reported margins, and that operating profit growth remains a focus. Management also indicated that a shift to customer-sourced inventory models, especially in the cloud segment, will affect reported revenue growth but should not hinder underlying profit expansion. In summary, Flex's outlook reflects both confidence in its core growth engines and recognition of industry-wide uncertainties. Management attributed first quarter growth primarily to rapid expansion of the data center segment, increased contribution from value-added services, and operational improvements across manufacturing sites. Data center acceleration: Flex's data center segment, encompassing both cloud and power solutions, grew approximately 50% year-over-year. Management credited this to successful execution on multiple customer ramps and proprietary product development, such as direct-to-chip liquid cooling technologies. These solutions address the growing needs of hyperscale customers and position Flex as a key supplier in the evolving AI-driven data center ecosystem. Margin expansion from mix shift: Operating margin improvement was largely driven by a continued portfolio shift toward higher-margin businesses, including advanced power products and value-added services. These areas benefit from greater vertical integration and customization, supporting sustained profitability even amid softness in legacy industrial and renewables markets. Operational efficiency gains: CFO Kevin Krumm highlighted disciplined inventory management, with net inventory days reduced by 14 days year-over-year. This working capital discipline, combined with below-average capital expenditure, contributed to record free cash flow generation and supported ongoing share repurchases. Regionalization and supply chain readiness: Flex's early investments in North American and European manufacturing capacity enabled the company to respond quickly to customer needs arising from tariffs and shifting trade policies. Management emphasized that over 90% of Mexican production is compliant with USMCA (United States-Mexico-Canada Agreement) rules, minimizing direct exposure to China tariffs. Tariff mitigation and customer partnerships: While tariffs on some raw materials remain a risk, management stated these are typically passed through to customers. Flex's proprietary supply chain simulation tools and experience with 'Tariff 1.0' have made it a go-to partner for clients seeking to regionalize and de-risk their supply chains, resulting in increased end-to-end outsourcing conversations and new program wins. Management expects ongoing data center demand, regionalization trends, and tariff-related uncertainties to shape revenue and margins in the coming quarters. Sustained data center and cloud growth: Flex anticipates mid-30% growth in data center revenue, with power products potentially outpacing this due to expanded domestic capacity. The diversification of customers across hyperscalers and regional cloud providers is seen as critical for maintaining momentum, though management cautioned that year-over-year comparisons may be challenging as the business scales. Tariff and trade dynamics: Management views tariffs as a pass-through cost, but acknowledged potential impacts on cash flow timing and reported operating margins. The company's footprint in North America and Europe, along with advanced supply chain tools, is expected to help mitigate longer-term risks. However, tariff-driven disruptions—especially in automotive—could cause short-term volatility in some segments. Shift to customer-sourced inventory models: An increasing number of cloud customers are adopting customer-sourced inventory arrangements, which result in lower reported revenue but higher margins for Flex. This shift is expected to continue, improving profit growth even if headline revenue growth appears muted. Management believes this contracting model supports operating profit and EPS expansion, but will require ongoing communication to ensure investors understand the underlying business health. Over the next few quarters, the StockStory team will track (1) sustained growth and profitability in the data center and power businesses, (2) the impact of tariff changes and related shifts in customer manufacturing footprints, and (3) the ongoing adoption of customer-sourced inventory models and their effect on reported revenue and margins. Execution on capacity expansions and the pace of regionalization efforts will also be key indicators to watch. Flex currently trades at a forward P/E ratio of 15.5×. Should you double down or take your chips? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CairoScene
06-06-2025
- Entertainment
- CairoScene
Ziad Zaza & FLEX Make Unexpected Reunion on New Track 'Sebny Ala Dool'
After a three-year public feud, Ziad Zaza and FLEX (formerly of Maadi Town Mafia) have finally buried the hatchet with a collab. Jun 06, 2025 After a three-year public feud and what felt like a serious rap beef, Ziad Zaza and FLEX (formerly of Maadi Town Mafia) have finally buried the hatchet, reuniting on a surprise collaborative track, 'Sebny Ala Dool.' Produced by La Sauce and mixed and mastered by Kingo, the track fuses playful bravado with streetwise wit, capturing the duo's dynamic swagger and charisma. Over a classic drill beat, FLEX and Ziad Zaza trade verses that are as cheeky as they are sharp, filled with clever wordplay, riffing on loyalty, friendship, street culture and personal triumphs. Shortly after the feud between Zaza and M Town Mafia, FLEX publicly announced his departure from the group, signalling his disapproval of M Town's actions. With 'Sebny Al Dool', Zaza and FLEX are subtly releasing a clear statement; a nod to a clean slate for both of them and the end of a long-time rivalry. The music video for 'Sebny Ala Dool', directed by Sobhy, was shot in Zaza's hometown, El Sheikh Hassan district in Al Fayoum.
Yahoo
26-05-2025
- Business
- Yahoo
Here's Why Flex (FLEX) is a Strong Growth Stock
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. While you may have an investing style you rely on, finding great stocks is made easier with the Zacks Style Scores. These are complementary indicators that rate stocks based on value, growth, and/or momentum characteristics. For growth investors, a company's financial strength, overall health, and future outlook take precedence, so they'll want to zero in on the Growth Style Score. This Score examines things like projected and historical earnings, sales, and cash flow to find stocks that will generate sustainable growth over time. Singapore-based Flex Ltd (formerly known as Flextronics International Ltd) has a diverse workforce across 30 countries and offers advanced manufacturing solutions and additional value to customers through a wide array of services, including design and engineering, component services, rapid prototyping, fulfilment, and circular economy solutions. FLEX is a Zacks Rank #2 (Buy) stock, with a Growth Style Score of A and VGM Score of A. Earnings are expected to grow 9.8% year-over-year for the current fiscal year, with sales growth of 0.4%. Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.07 to $2.91 per share. FLEX boasts an average earnings surprise of 16.2%. Flex is also cash rich. The company has generated cash flow growth of 9.8%, and is expected to report cash flow expansion of 9.1% in 2026. Investors should take the time to consider FLEX for their portfolios due to its solid Zacks Rank rating, notable growth metrics, and impressive Growth and VGM Style Scores. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Flex Ltd. (FLEX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
