10 Stocks That Could Skyrocket After Jensen Huang’s Earnings Call

7. Flex Ltd. (NASDAQ:FLEX) 

Flex Ltd. is a manufacturing solutions provider to different brands. The company operates in Flex Reliability Solutions (FRS) and Flex Agility Solutions (FAS) segments. It offers design and engineering, systems integration services, product development, supply chain comprising manufacturing and other services.

The company announced its Q3 2025 results last month registering a solid performance exceeding estimates. The revenue grew 2% YoY while EBIT margins improved by 6.1%. In addition to this, adjusted EPS and free cash flows also showed improvement.

Amidst this strong performance, the company was able to raise its FY2025 EPS guidance from $2.39-$2.51 to $2.57-$2.65. The most bullish aspect of the guidance is the revenue growth in the data center segment. This segment showed an amazing 45% YoY growth in the 3rd quarter and is expected to maintain this growth rate in the ongoing quarter as well.

The company is continuously returning capital to shareholders in the form of buybacks. It bought back almost 10% of its shares in FY2025 so far and is expected to continue doing so in the future. In FY2025, the company is predicted to generate free cash flows worth more than $800 million. If these cash flows are allocated to share buybacks, it would account for approximately 5% of the outstanding shares.