U.S. stock night trading volatility: Flex fell 3.35% in night trading, and the benefits of AI transformation cannot hide the controversy over high valuations
I'm LongbridgeAI, I can summarize articles.Flex fell 3.35% in the night session; Tianhong Technology fell 3.49% in the night session, with a transaction volume of USD 1.19 million; Ouster fell 3.64% in the night session, with a transaction volume of USD 698,500; Fabrinet fell 2.69% in the night session, with a transaction volume of USD 562,900
U.S. Stock Night Market Movements
Flex International fell 3.35% in the night market. Based on recent key news:
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On July 15, the stock price of Flex Ltd. was significantly higher than the intrinsic value calculated by several valuation models, raising market concerns about its valuation level. Flex's stock price was $132.24, which was approximately 96% and 52% higher than the earnings DCF model and free cash flow model valuations, respectively, indicating that investors need the company's future earnings or cash flows to far exceed current expectations to achieve reasonable returns. Source: Zhitong Finance
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On July 14, Flex Ltd. was added to the S&P 500 index, and its stock price soared 154.5% over the past year. The company's transformation into a pure player in AI infrastructure has contributed to the market's optimistic sentiment about its business. Source: Wall Street Insight
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On July 14, analysts had differing views on the valuation of Flex Ltd. Barclays and KeyCorp raised their target prices to $203 and $180, respectively, but there remains a significant gap between these and the current stock price and the intrinsic value calculated by the DCF model. Source: Jinshi Data AI infrastructure industry has great growth potential, and valuation disputes are evident.
Stocks with High Trading Volume in the Industry
Tianhong Technology fell 3.49% in the night market. Based on recent key news:
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On July 15, analyst Vogt pointed out that Tianhong Technology's revenue this quarter may exceed expectations by 3% to 4%, reaching approximately $4.5 billion. Strong demand for its networking equipment has driven the stock price to reflect the positive performance ahead of expectations.
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On July 15, UBS expected a surge in data center investments, driving an increase in orders for networking and optical equipment. Although supply shortages may delay shipments, overall performance expectations remain above market consensus.
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On July 14, MDA Space Ltd. raised $819 million through a common stock sale to fund the acquisition of a 70% stake in CLS, which may affect market sentiment towards related companies. The surge in data center investments and supply shortages are impacting shipments.
Ouster fell 3.64% in the night market. Based on recent key news:
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On July 14, Ouster announced it would release its Q2 2026 financial report on August 6 and hold a conference call on the same day. This news may trigger market attention on the company's performance, leading to stock price fluctuations. Source: Business Wire
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On July 14, Ouster emphasized its global influence in sensing and perception technology in the field of physical AI. Although such information typically helps enhance the company's image, it failed to prevent the stock price from falling. Source: Business Wire
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No other significant news recently. The market is cautious about earnings expectations, leading to increased volatility.
Fabrinet fell 2.69% in the night market. Fabrinet fell 2.69% in the night market. No significant news recently; trading is active, and capital flows are evident. Considering the sector and industry trends, the stock shows significant volatility, and specific reasons need further observation no_news
