Core Insights - CPower, Bentaus, and Supermicro have successfully demonstrated that AI compute infrastructure can provide real-time flexibility to the electric grid, addressing the surge in power demand for AI applications [1] - The test showed that GPU-based workloads can respond to market signals in under 20 milliseconds, establishing a new paradigm for integrating AI compute into demand response programs [1] Group 1: Test Results and Implications - The joint demonstration proved that data centers can contribute to demand response and energy flexibility programs, maintaining AI workloads while using up to 75% less electricity during peak demand [1] - The U.S. AI power capacity is projected to rise from 5 GW to over 50 GW by 2030, highlighting the growing importance of AI in energy management [1] - The successful test marks a significant advancement in making AI compute loads controllable and grid-interactive, transitioning from theoretical concepts to practical applications [1] Group 2: Future Collaborations and Market Impact - CPower, Bentaus, and Supermicro plan to collaborate with data center operators and market participants across various U.S. wholesale power markets, including PJM, ERCOT, and SPP, to enhance grid-integrated AI infrastructure [1] - The ability of GPU workloads to react swiftly to market signals is crucial for aligning AI growth with grid operational realities, transforming AI factories from passive electricity consumers to active market participants [1] - CPower has generated $1.4 billion from demand response and energy flexibility programs since 2015, indicating a strong track record in monetizing flexible energy solutions [1]

Delta, British Columbia--(Newsfile Corp. - February 24, 2026) - Fab-Form Industries Ltd. (TSXV: FBF) ("Fab-Form®", or the "Company"), a leading innovator in sustainable concrete forming solutions, today announced the application of a new USA design patent for its advanced concrete sub-slab panel, "FLEX-RTM". Engineered to address growing demands for energy-efficient and health-conscious building practices, the panel reduces heat loss, prevents moisture intrusion, and facilitates passive radon venting, all ...

Core Insights - Sound Shore Management's investment performance in Q4 2025 showed significant gains, with the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) advancing 7.83% and 7.87%, respectively, outperforming the S&P 500's 2.66% and the Russell 1000 Value Index's 3.81% [1] - For the entire year of 2025, SSHFX and SSHVX returned 18.20% and 18.42%, respectively, compared to the S&P 500's 17.88% and Russell Value's 15.91% [1] - The healthcare sector was identified as the leading performer in Q4 2025, with the fund's performance driven by a diverse group of companies across various sectors in an AI and technology-dominated market [1] Company Focus: Flex Ltd. - Flex Ltd. (NASDAQ:FLEX) was highlighted as a leading contributor to Sound Shore Management's performance, providing technology innovation, supply chain, and manufacturing solutions across multiple industries [2][3] - As of February 13, 2026, Flex Ltd. stock closed at $64.24 per share, with a one-month return of -0.91% and a twelve-month increase of 51.12% [2] - Flex Ltd. has a market capitalization of $3.101 billion, and its growth was attributed to accelerating data center end-markets, which contributed to improved earnings [3]

Core Viewpoint - Flex (伟创力) has raised its full-year performance guidance driven by demand from artificial intelligence data centers [1] Financial Performance - For Q3 of fiscal year 2026, Flex reported revenue of $20.437 billion, a year-over-year increase of 5.26%, and a net profit of $630 million, up 2.27%. The quarterly net sales reached $7.058 billion, reflecting an 8% year-over-year growth, exceeding company expectations [2] Institutional Perspectives - Following the earnings report, several institutions updated their ratings. Barclays maintained an "Overweight" rating and raised the target price from $71 to $72. Stifel and Bank of America also retained their "Buy" ratings, with target prices set at $75 [3] Strategic Focus - The company plans to concentrate more on high-growth areas such as artificial intelligence data centers and reliability solutions. Additionally, the sale of the Zhuhai plant assets to Lingyi iTech in December 2025 allows Flex to focus more on its northern plant operations, which may lead to ongoing operational changes [4]

Core Viewpoint - Flex (伟创力) has shown a fluctuating rebound in stock price over the past seven trading days, with a cumulative increase of 9.28% and a volatility of 15.37%, indicating market sensitivity to recent events [1] Financial Performance - For the third quarter of fiscal year 2026, Flex reported revenue of $20.437 billion, a year-on-year increase of 5.26%, and a net profit of $630 million, reflecting a 2.27% growth. This steady growth is primarily supported by demand in high-reliability solutions in the medical and automotive sectors [2] Recent Events - On February 10, 2026, Flex Computer (Suzhou) Co., Ltd. was awarded the "Outstanding Supplier of the Year 2025" by Changan Ford, highlighting its delivery capabilities and customer recognition in the automotive electronics manufacturing sector. Additionally, a recruitment report on February 8 indicated that despite an overall decline in hiring within the manufacturing sector, Flex has seen an increase in its recruitment ranking, indirectly reflecting business resilience [3] Institutional Perspectives - In February 2026, 13 institutions issued ratings for Flex, all recommending buy or hold, with an average target price of $75.44. Earnings forecasts indicate a projected year-on-year increase of 41.18% in earnings per share for the first quarter of 2026, along with a 4.13% increase in revenue, reflecting analysts' optimistic expectations regarding growth drivers in AI data centers and automotive electronics [4]

Core Viewpoint - Flex LNG Ltd. is set to present its fourth quarter 2025 results in a live video webcast, indicating a focus on transparency and investor engagement [1]. Group 1: Financial Results Presentation - The presentation will cover unaudited financial results for the three months and year ended December 31, 2025, highlighting the company's performance during this period [1]. - A Q&A session will follow the webcast, allowing stakeholders to engage directly with company representatives [1]. Group 2: Accessibility and Contact Information - The presentation can be accessed via the company's website, ensuring that information is readily available to investors and analysts [1]. - Contact details for the Chief Financial Officer, Mr. Knut Traaholt, are provided for further inquiries, demonstrating the company's commitment to communication [1].

Core Viewpoint - Flex LNG reported its unaudited financial results for Q4 and the full year of 2025, highlighting stable earnings and a commitment to shareholder returns through dividends [1] Financial Performance - The company declared a dividend of $0.75 per share for Q4 2025, payable on March 12, 2026 [1] - Adjusted basic earnings per share for Q4 2025 remained stable at $0.43, consistent with Q3 2025 [1] - Adjusted net income for Q4 2025 was $23.3 million, slightly down from $23.5 million in Q3 2025 [1] - Adjusted EBITDA for Q4 2025 increased to $61.8 million from $61.2 million in Q3 2025 [1] - Net income for Q4 2025 was $21.6 million, up from $16.8 million in Q3 2025, with basic earnings per share rising to $0.40 from $0.31 [1] - Vessel operating revenues for Q4 2025 were $87.5 million, compared to $85.7 million in Q3 2025 [1] Operational Insights - The average Time Charter Equivalent (TCE) rate for Q4 2025 was $70,119 per day, down from $70,921 per day in Q3 2025 [1] - The full-year TCE rate for 2025 was $71,728 per day, aligning with the guidance of $71,000 to $72,000 per day [1] - Full-year adjusted EBITDA for 2025 was $251.1 million, slightly exceeding the guidance of approximately $250 million [1] Market Outlook - Global LNG exports grew by approximately 4% year-on-year in 2025, reaching 429 million tons, with North American projects driving a 25% growth [1] - 70 million tons per annum of new LNG projects reached Final Investment Decision (FID) in 2025, contributing to a total capacity under construction of around 200 million tons per annum [1] - The short- to medium-term outlook for LNG shipping is expected to be affected by newbuilding deliveries ahead of liquefaction projects [1] Financial Strategy - The company completed three refinancing initiatives worth $530 million in 2025, releasing $137 million in net cash proceeds and lowering interest costs [1] - Full-year interest expenses for 2025 declined to $92.6 million, down $13 million from 2024 [1] - The company has no debt maturities before 2029 and ended the year with a cash position of $448 million [1]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics, with Flex (FLEX) currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2] - Stocks with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have historically outperformed the market, making them attractive options for growth investors [3] Group 2: Earnings Growth - Earnings growth is a critical factor for investors, with double-digit growth being particularly desirable as it indicates strong future prospects and potential stock price increases [3] - Flex has a historical EPS growth rate of 12%, but projected EPS growth for the current year is significantly higher at 21.7%, surpassing the industry average of 14.4% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [5] - Flex's year-over-year cash flow growth stands at 9.1%, which is notably higher than the industry average of -1.1% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 15.9%, compared to the industry average of 5.6%, indicating strong historical performance [6] Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are indicative of a stock's potential performance, with positive revisions correlating strongly with near-term stock price movements [7] - The current-year earnings estimates for Flex have been revised upward, with the Zacks Consensus Estimate increasing by 2.2% over the past month [8] Group 5: Overall Positioning - Flex has achieved a Growth Score of B and a Zacks Rank of 2, reflecting its strong performance metrics and positive earnings estimate revisions, positioning it well for potential outperformance in the market [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Flex (FLEX) Stock Analysis - Flex (FLEX) has shown a four-week price change of 4%, indicating growing investor interest [4] - The stock has gained 6.7% over the past 12 weeks and has a beta of 1.24, suggesting it moves 24% higher than the market [5] - FLEX has a Momentum Score of B, indicating a favorable time to invest [6] - The stock has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investors [7] - FLEX is trading at a Price-to-Sales ratio of 0.88, suggesting it is undervalued [7] Group 3: Investment Opportunities - FLEX appears to have significant potential for growth at a fast pace, alongside other stocks that meet the 'Fast-Paced Momentum at a Bargain' criteria [8] - There are over 45 Zacks Premium Screens available for investors to identify winning stock picks based on their investing style [9]

Financial Performance - Flex reported revenues of $20.4 billion for the nine-month period ended December 31, 2025, compared to $25.8 billion for the fiscal year ended March 31, 2025[133]. - Net sales for the three-month period ended December 31, 2025, totaled $7.1 billion, an increase of $0.5 billion, or 8%, from $6.6 billion in the same period of 2024[142]. - Net sales for the nine-month period ended December 31, 2025, reached $20.4 billion, representing an increase of $1.0 billion, or 5%, from $19.4 billion in the same period of 2024[143]. - Gross profit for the three-month period ended December 31, 2025, increased to $0.7 billion, or 9.6% of net sales, compared to $0.6 billion, or 9.1% of net sales, in the same period of 2024[150]. - Gross profit for the nine-month period ended December 31, 2025, rose to $1.9 billion, or 9.1% of net sales, up from $1.6 billion, or 8.2% of net sales, in the same period of 2024[151]. - Net income for the three-month period ended December 31, 2025, was $239 million, a decrease from $263 million in the same period of 2024, while net income for the nine-month period increased to $630 million from $616 million year-over-year[171]. Regional Sales - Net sales by region for the three-month period ended December 31, 2025, were $3.37 billion (48%) in the Americas, $2.23 billion (32%) in Asia, and $1.45 billion (20%) in Europe[134]. Costs and Expenses - Cost of sales for the three-month period ended December 31, 2025, totaled $6.4 billion, an increase of $0.4 billion, or 7%, from $6.0 billion in the same period of 2024[147]. - Selling, general and administrative expenses for the three-month period ended December 31, 2025, were $0.3 billion, or 3.8% of net sales, an increase of $29 million from the same period in 2024[158]. - Restructuring charges during the three-month period ended December 31, 2025, amounted to $6 million, primarily related to employee severance[157]. - Interest expense for the three-month period ended December 31, 2025, increased to $58 million from $57 million in the same period of 2024[160]. - Other charges, net for the three-month period ended December 31, 2025, were $25 million, compared to $5 million in the same period of 2024, primarily due to an impairment recorded on an investment[163]. Cash Flow and Capital - Cash provided by operating activities was $1.3 billion for the nine-month period ended December 31, 2025, driven by $0.6 billion of net income and $0.4 billion of non-cash charges[173]. - Free cash flow for the nine-month periods ended December 31, 2025, and December 31, 2024, was $848 million and $757 million, respectively[176]. - As of December 31, 2025, cash and cash equivalents totaled approximately $3.1 billion, with bank borrowings of approximately $4.4 billion and a $2.75 billion revolving credit facility with no outstanding borrowings[172]. - Cash used in investing activities was $0.5 billion during the nine-month period ended December 31, 2025, primarily for capital expenditures and a business acquisition[175]. Assets and Liabilities - Flex's property and equipment, net, totaled $2.39 billion as of December 31, 2025, an increase from $2.33 billion as of March 31, 2025[134]. - Net working capital increased by $1.3 billion to $4.3 billion as of December 31, 2025, from $3.0 billion as of March 31, 2025[174]. Strategic Initiatives - Flex's strategy focuses on providing vertically-integrated global supply chain solutions to meet diverse customer needs[124]. - The company operates approximately 100 facilities across 30 countries, serving both multinational and regional customers[133]. - Flex's business model allows for flexibility in reallocating resources to optimize operating results based on customer requirements[126]. - The company activated contingency manufacturing plans and transitioned production to alternative facilities following the missile strike in Ukraine[131]. Risks and Challenges - The ongoing geopolitical conflicts, including the Russia-Ukraine conflict, continue to pose risks and uncertainties affecting business operations and financial performance[130]. - Tariff costs impacted revenues and costs of goods by approximately 1% during the three and nine-month periods ended December 31, 2025[132]. Financing Activities - The company issued $600 million of 5.375% Notes due November 2035 and $150 million of 5.250% Notes due January 2032 during the third quarter of fiscal year 2026[172]. - The company has a share repurchase program authorized for up to $1.7 billion, with $0.7 billion spent on repurchases at an average price of $46.22 per share during the nine-month period[182]. Equity and Affiliates - Equity in losses of unconsolidated affiliates was $1 million during the three-month period ended December 31, 2025, compared to zero in the same period of 2024[165]. - Equity in losses of unconsolidated affiliates was $26 million for the nine-month period ended December 31, 2025, compared to $3 million in the same period of 2024[166]. Taxation - The consolidated effective tax rate was 25% for the three-month period ended December 31, 2025, compared to 9% for the same period in 2024, influenced by various factors including an audit settlement[168].