Key Takeaways Flex shares rose 21.4% in six months, nearly matching industry growth while outperforming sector and S&P 500.FLEX's growth is driven by AI data center demand, with new AI platforms boosting deployment speed by 30%.FLEX guides fiscal 2026 revenues to $27.2-$27.5B, up from prior $26.7-$27.3B outlookFlex Ltd.’s (FLEX) shares have appreciated 21.4% over the past six months, almost in line with the 21.2% growth recorded by the Zacks Electronics – Miscellaneous Products industry. The Zacks Computer ...

Key Takeaways Zscaler's Z-Flex bookings topped $290M in Q2 FY26, jumping 65% sequentially.Zscaler's program drives upsells, with some enterprises adopting 10 modules in one deal.Zscaler posted 26% revenue growth and $3.4B ARR in Q2, supported by strong Z-Flex adoption.Zscaler, Inc. (ZS) is witnessing strong adoption of its Z-Flex program, a flexible, multi-year subscription model that allows customers to adopt and swap modules without restarting procurement cycles. This approach is proving to be a strong gr ...

Flex LNG - Announces new contract for Flex Aurora Accessibility StatementSkip Navigation HAMILTON, Bermuda, March 25, 2026 /PRNewswire/ -- Flex LNG Ltd. ("Flex LNG" or "Company") (NYSE: FLNG) is pleased to announce it has agreed a new Time Charter Agreement ("TC") with a minimum firm period of two (2) years for Flex Aurora. The charterer, a Supermajor, will have the option to extend the contract with additional 2+2+2 years i.e. total contract length is potentially up to eight (8) years. If all options are d ...

Group 1 - The 2026 Annual General Meeting of Flex LNG Ltd. is scheduled for May 5, 2026, with a record date for voting set on March 24, 2026 [1] - A copy of the Notice of Annual General Meeting and the Company's Annual Report on Form 20-F will be available on the Company's website prior to the meeting [1] - Flex LNG Ltd. has announced the exercise of contract extensions for two ships and provided a fleet update [2]

分组1 - FLEX LNG (FLNG) has solid financial health with strong cash flow and no debt maturity until 2029, positioning the company to benefit from long-term LNG market trends with a modern fleet [1] - The analyst has over a decade of experience researching various industries, including commodities and technology, which enhances the quality of insights provided [1] - The focus has shifted to a value investing-oriented YouTube channel after three years of blogging, indicating a commitment to delivering in-depth company research [1] 分组2 - The analyst expresses a beneficial long position in TRMLF shares, indicating confidence in the investment [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2] - Seeking Alpha emphasizes that past performance does not guarantee future results, highlighting the independent nature of the analysis [3]

Core Viewpoint - MiniMed has received FDA clearance for its next-generation insulin pump, MiniMed Flex, which is designed to be discreet and smartphone-controlled, enhancing the management of diabetes for users [1][3]. Product Features - MiniMed Flex is approximately half the size of the previous MiniMed 780G system and is designed to be screenless, making it more lifestyle-friendly [2][4]. - The pump utilizes the advanced SmartGuard adaptive algorithm with Meal Detection technology, which has shown clinical performance exceeding global Time in Range recommendations [2][5]. - It features a 300-unit insulin reservoir and is compatible with MiniMed's infusion set portfolio, including options that allow for up to 7 days of wear, significantly reducing the number of injections required [5][8]. Market Strategy - The launch will begin with a customer experience phase in spring 2026, followed by a broader commercial launch in summer 2026 [7]. - MiniMed has introduced the MiniMed Forward Program, allowing current users of the MiniMed 780G system to upgrade to the MiniMed Flex system at no additional cost [6][9]. Target Audience - The MiniMed Flex system is approved for individuals aged 7 and older with type 1 diabetes and for those 18 years and older with insulin-requiring type 2 diabetes [7]. Company Mission - MiniMed aims to improve the daily lives of people with diabetes through innovative technology that reduces the burden of diabetes management [3][11].

Core Viewpoint - Flex LNG has announced contract extensions for two vessels, Flex Resolute and Flex Courageous, ensuring firm contracts until at least Q1 2032, with potential for further extensions [1][2][4]. Contract Extensions - The charterer has exercised the second extension option of 730 days for both Flex Resolute and Flex Courageous, extending their contracts from Q1 2027 to Q1 2029 [1]. - The original contracts included three firm years plus two two-year extension options, which have now been extended by an additional three firm years from Q1 2029 to Q1 2032 [2]. - The charterer holds further extension options of up to seven years per vessel from 2032, potentially increasing the contract duration significantly [2]. Fleet Status - Following the recent contract extensions, the company's firm contract backlog now stands at 53 years, with the possibility of increasing to 74 years if all extension options are exercised [3]. - Flex Constellation has commenced a 15-year time charter contract with a large Asian utility and LNG trader, ensuring its employment until at least 2041 [3][5]. Market Conditions - The energy and gas markets are currently experiencing significant volatility due to ongoing geopolitical conflicts, particularly in Iran, affecting LNG exports from the Gulf States [6]. - The company continues to operate its three open vessels in a firm spot market, driven by favorable natural gas price dynamics that encourage longer sailing distances [6].

Core Viewpoint - Artisan Small Cap Fund reported strong absolute returns in Q4 2025, outperforming both the Russell 2000® Growth Index and the Russell 2000® Index, despite elevated market volatility and shifting sentiment influenced by various geopolitical and economic factors [1]. Group 1: Fund Performance - The Fund seeks to invest in companies with franchise characteristics, strong earnings trajectories, and trading at a discount to estimated private market value [1]. - In Q4 2025, the market leadership shifted back to companies with durable profit cycles, and the Fund's portfolio delivered strong results across all segments [1]. - For the full year 2025, the Fund generated strong results but trailed both the Russell 2000® Growth Index and the Russell 2000® Index [1]. Group 2: Focus on Flex Ltd. - Flex Ltd. (NASDAQ:FLEX) is highlighted as a notable stock in the Fund's fourth-quarter investor letter, providing technology innovation, supply chain, and manufacturing solutions [2]. - As of March 16, 2026, Flex Ltd. closed at $64.45 per share, with a one-month return of 0.40% and a twelve-month increase of 85.90%, and a market capitalization of $23.9 billion [2]. - The Fund began trimming its position in Flex Ltd. during the quarter as its market capitalization exceeded the small cap mandate, while still viewing management favorably for its focus on high-margin segments [3]. Group 3: Hedge Fund Interest - Flex Ltd. was held by 62 hedge fund portfolios at the end of Q4 2025, an increase from 60 in the previous quarter, indicating growing interest among institutional investors [4]. - Despite acknowledging Flex Ltd.'s potential, the Fund believes that certain AI stocks may offer greater upside potential and carry less downside risk [4].

Flex Accelerates AI Factory Deployment with NVIDIA Omniverse DSX Reference Designs Accessibility StatementSkip Navigation Prefabricated modular solutions integrate power, compute and cooling to cut deployment timelines by up to 30% Flex is actively building prefabricated modular solutions for hyperscalers today, including at its 400,000-square- foot Dallas facility purpose-built for data center infrastructure. With more than 18 million square feet across 35+ locations in the Americas — including Austin, Tex ...

Core Insights - CrowdStrike's Falcon Flex subscription model is a significant growth driver, facilitating easier access to multiple modules through a single contract, which has become the primary go-to-market model for the company [1] Group 1: Financial Performance - Annual recurring revenue (ARR) from Flex accounts surpassed $1.69 billion, reflecting over 120% year-over-year growth in Q4 of fiscal 2026, indicating strong adoption among enterprise customers [2] - CrowdStrike has over 1,600 customers utilizing the Flex model, with more than 350 new Flex customers added in Q4, each generating an average of over $1 million in ARR [2][10] - Contract expansions through "re-Flex" deals are contributing to growth, with over 380 re-Flex customers representing about 23% of the Flex customer base, leading to an average ARR increase of about 26% within seven months [3] Group 2: Customer Adoption and Module Expansion - Falcon Flex is enhancing module adoption, as evidenced by a large enterprise software company that expanded from using one module to 25 modules, committing to a total Falcon Flex contract value of $86 million [4] - Continued adoption of Falcon Flex is expected to be a key contributor to CrowdStrike's long-term growth, with revenue estimates for fiscal 2027 and 2028 indicating year-over-year increases of approximately 22.8% and 21.2%, respectively [5] Group 3: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovation, with Palo Alto Networks reporting a 33% year-over-year increase in Next-Gen Security ARR [6] - SentinelOne achieved a 22% year-over-year growth in ARR, driven by the adoption of its AI-first Singularity platform [7] Group 4: Valuation and Estimates - CrowdStrike's shares have decreased by 0.9% over the past six months, contrasting with a 12.5% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 18.52X, significantly higher than the industry's average of 10.78X [12] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2027 and 2028 earnings indicates year-over-year growth of 30% and 26.9%, respectively, with recent upward revisions in estimates [15]