Intrusion Reports Smaller Q3 Loss Driven by 31% Revenue Growth, Aligns with Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Should l Buy FLEX?
Source: NASDAQ.COM
Intrusion Inc. Financial Performance: Intrusion Inc. reported a third-quarter 2025 loss of 10 cents per share, an improvement from a loss of 35 cents a year ago, with revenues reaching $2 million, a 31% year-over-year increase, driven by contracts with the U.S. Department of Defense.
Product and Customer Growth: The company is expanding its Shield technology and consulting services, with strong demand trends and a recent launch of Intrusion Shield Cloud on the AWS Marketplace expected to enhance long-term growth.
Operating Expenses and Cash Position: Operating expenses rose to $3.6 million, and the company had total cash and cash equivalents of $2.5 million as of September 30, 2025, down from $4.7 million in June 2025.
Other Company Highlights: Flex Ltd. and Fortive Corporation reported positive earnings and revenue growth, while PTC Inc. saw a significant increase in earnings and revenues, indicating a strong performance across various sectors.
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Analyst Views on FLEX
Wall Street analysts forecast FLEX stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 68.240
Low
74.00
Averages
76.71
High
85.00
Current: 68.240
Low
74.00
Averages
76.71
High
85.00
About FLEX
Flex Ltd. is end-to-end manufacturing partner that helps brands design, build, deliver and manage products. Its capabilities include design and engineering, supply chain, manufacturing, post-production and post-sale services, and proprietary products. Its segments include Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment consists of various end markets, such as Communications, Enterprise and Cloud, including data infrastructure, edge infrastructure and communications infrastructure; Lifestyle, including appliances, floorcare, smart living and power tools, and Consumer Devices, including mobile and high velocity consumer devices. The FRS segment consists of end markets, such as Automotive, including compute platforms, power electronics, motion, and interface; Health Solutions, including medical devices, medical equipment and drug delivery, and Industrial, including capital equipment, industrial devices, renewables, embedded and critical power.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Flex to Acquire Electrical Power Products for Approximately $1.1 Billion
- Acquisition Overview: Flex announced its agreement to acquire Electrical Power Products for approximately $1.1 billion, consisting of $1 billion in cash and $100 million in anticipated tax benefits, reflecting the company's strategic positioning in high-growth markets.
- Market Expansion Potential: This acquisition is expected to enhance Flex's exposure to long-term trends such as grid modernization, electrification, data center buildout, and U.S. reshoring, thereby increasing its competitiveness in high-margin sectors.
- Financial Expectations: Electrical Power Products is projected to generate $323 million in revenue for the fiscal year ending March 31, 2026, with anticipated double-digit organic growth and a mid- to high-teens adjusted EBITDA margin profile, bolstering Flex's financial performance.
- Industry Experience: With over 35 years of experience in designing, integrating, and manufacturing highly engineered control and relay panels, Electrical Power Products enriches Flex's product offerings for utility, power generation, and industrial customers.
See More
Flex Acquires EP2 for $1.1 Billion
- Acquisition Scale: Flex announced a definitive agreement to acquire EP2 for approximately $1.1 billion in an all-cash transaction, which is expected to positively impact adjusted EPS in the first full fiscal year post-close, reflecting the company's strategic expansion in electrical control and protection systems.
- Market Growth Potential: EP2 is projected to generate approximately $323 million in revenue for the fiscal year ending March 31, 2026, with anticipated double-digit organic growth, further enhancing Flex's competitiveness in the power modernization and electrification markets.
- Strategic Synergies: This acquisition will broaden Flex's critical power technology portfolio, deepen its utility presence, and enhance its engineered-to-order power distribution and control capabilities, thereby better addressing the increasing market demand.
- Management Outlook: Flex's CEO stated that the addition of EP2 will enable the company to play a larger role in modernizing the electrical infrastructure of the U.S., while EP2's customer-centric and engineering-driven culture will synergize with Flex's global capabilities to drive long-term growth.
See More
Flex Acquires EP2 for $1.1 Billion to Expand Power Portfolio
- Acquisition Overview: Flex has announced a definitive agreement to acquire Electrical Power Products, Inc. (EP2) for approximately $1.1 billion in cash, with the transaction expected to close in the first quarter of fiscal year 2027 and positively impact adjusted EPS post-acquisition.
- Market Outlook: With over 35 years of experience, EP2 is projected to generate approximately $323 million in revenue for the fiscal year ending March 31, 2026, and is expected to achieve double-digit organic growth, thereby enhancing Flex's competitive position in the power market.
- Strategic Implications: This acquisition broadens Flex's exposure to high-growth markets shaped by trends such as grid modernization and electrification, enhancing its capabilities in critical power technologies to meet increasing market demands.
- Strengthening Customer Relationships: EP2's long-standing customer relationships and engineering-driven culture will synergize with Flex's global capabilities, fostering mutual growth and ensuring the delivery of more reliable and innovative power solutions to clients.
See More
SPMD Stock Price Analysis and ETF Dynamics
- Price Fluctuation Analysis: SPMD's 52-week low is $43.99 and high is $63.67, with the current trading price at $58.91, indicating stock price volatility near its high, which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable technical insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the liquidity and market performance of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, which not only affects the ETFs themselves but can also have substantial implications for the individual stocks held within them.
See More
Flex Unveils New Modular Solutions to Accelerate AI Infrastructure Deployment
- Modular Solutions Innovation: Flex's new modular designs integrate 800 VDC power racks, high-density IT racks, and advanced liquid cooling systems, aiming to reduce on-site complexity and accelerate AI factory deployment by 30%, significantly enhancing customer market responsiveness.
- High-Performance Infrastructure: These reference designs leverage a disaggregated architecture for the 800 VDC power rack developed in collaboration with NVIDIA, maximizing compute space and increasing GPU density, ensuring high performance and low-latency communication in the AI era, thereby enhancing Flex's competitive edge in the AI infrastructure market.
- Global Footprint Advantage: With over 18 million square feet of facilities across the Americas, including Austin, Texas, and Guadalajara, Mexico, Flex can rapidly respond to U.S. data center operators' needs, shortening lead times and further solidifying its market position.
- Forward-Looking Technology Application: By integrating high-capacity power feeds and redundant busway systems, Flex's modular solutions not only enhance the reliability of power delivery but also provide customers with scalable infrastructure to support the growth of future AI workloads.
See More
Blue Door Asset Management Increases Stake in NICE
- Share Increase: Blue Door Asset Management acquired an additional 88,100 shares of NICE in Q4 2025, with an estimated transaction value of $10.64 million, indicating confidence in the company's future growth prospects.
- Value Growth: The value of NICE's position at quarter-end rose by $8.22 million, reflecting both the addition of shares and price appreciation, showcasing the company's robust performance in the market.
- Financial Performance: NICE generated $2.95 billion in revenue for 2025, an 8% year-over-year increase, with its cloud segment growing 13% to $2.24 billion, highlighting strong demand in the digital transformation space.
- Market Performance: Despite a 16.5% decline in NICE's stock price over the past year, shares have risen about 4% at the start of 2026, demonstrating investor recognition of its long-term value.
See More
Flex to Acquire Electrical Power Products for Approximately $1.1 Billion
- Acquisition Overview: Flex announced its agreement to acquire Electrical Power Products for approximately $1.1 billion, consisting of $1 billion in cash and $100 million in anticipated tax benefits, reflecting the company's strategic positioning in high-growth markets.
- Market Expansion Potential: This acquisition is expected to enhance Flex's exposure to long-term trends such as grid modernization, electrification, data center buildout, and U.S. reshoring, thereby increasing its competitiveness in high-margin sectors.
- Financial Expectations: Electrical Power Products is projected to generate $323 million in revenue for the fiscal year ending March 31, 2026, with anticipated double-digit organic growth and a mid- to high-teens adjusted EBITDA margin profile, bolstering Flex's financial performance.
- Industry Experience: With over 35 years of experience in designing, integrating, and manufacturing highly engineered control and relay panels, Electrical Power Products enriches Flex's product offerings for utility, power generation, and industrial customers.
See More
Flex Acquires EP2 for $1.1 Billion
- Acquisition Scale: Flex announced a definitive agreement to acquire EP2 for approximately $1.1 billion in an all-cash transaction, which is expected to positively impact adjusted EPS in the first full fiscal year post-close, reflecting the company's strategic expansion in electrical control and protection systems.
- Market Growth Potential: EP2 is projected to generate approximately $323 million in revenue for the fiscal year ending March 31, 2026, with anticipated double-digit organic growth, further enhancing Flex's competitiveness in the power modernization and electrification markets.
- Strategic Synergies: This acquisition will broaden Flex's critical power technology portfolio, deepen its utility presence, and enhance its engineered-to-order power distribution and control capabilities, thereby better addressing the increasing market demand.
- Management Outlook: Flex's CEO stated that the addition of EP2 will enable the company to play a larger role in modernizing the electrical infrastructure of the U.S., while EP2's customer-centric and engineering-driven culture will synergize with Flex's global capabilities to drive long-term growth.
See More
Flex Acquires EP2 for $1.1 Billion to Expand Power Portfolio
- Acquisition Overview: Flex has announced a definitive agreement to acquire Electrical Power Products, Inc. (EP2) for approximately $1.1 billion in cash, with the transaction expected to close in the first quarter of fiscal year 2027 and positively impact adjusted EPS post-acquisition.
- Market Outlook: With over 35 years of experience, EP2 is projected to generate approximately $323 million in revenue for the fiscal year ending March 31, 2026, and is expected to achieve double-digit organic growth, thereby enhancing Flex's competitive position in the power market.
- Strategic Implications: This acquisition broadens Flex's exposure to high-growth markets shaped by trends such as grid modernization and electrification, enhancing its capabilities in critical power technologies to meet increasing market demands.
- Strengthening Customer Relationships: EP2's long-standing customer relationships and engineering-driven culture will synergize with Flex's global capabilities, fostering mutual growth and ensuring the delivery of more reliable and innovative power solutions to clients.
See More
SPMD Stock Price Analysis and ETF Dynamics
- Price Fluctuation Analysis: SPMD's 52-week low is $43.99 and high is $63.67, with the current trading price at $58.91, indicating stock price volatility near its high, which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable technical insights for investors, aiding in market trend assessment and potential buying opportunities.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the liquidity and market performance of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, which not only affects the ETFs themselves but can also have substantial implications for the individual stocks held within them.
See More
Flex Unveils New Modular Solutions to Accelerate AI Infrastructure Deployment
- Modular Solutions Innovation: Flex's new modular designs integrate 800 VDC power racks, high-density IT racks, and advanced liquid cooling systems, aiming to reduce on-site complexity and accelerate AI factory deployment by 30%, significantly enhancing customer market responsiveness.
- High-Performance Infrastructure: These reference designs leverage a disaggregated architecture for the 800 VDC power rack developed in collaboration with NVIDIA, maximizing compute space and increasing GPU density, ensuring high performance and low-latency communication in the AI era, thereby enhancing Flex's competitive edge in the AI infrastructure market.
- Global Footprint Advantage: With over 18 million square feet of facilities across the Americas, including Austin, Texas, and Guadalajara, Mexico, Flex can rapidly respond to U.S. data center operators' needs, shortening lead times and further solidifying its market position.
- Forward-Looking Technology Application: By integrating high-capacity power feeds and redundant busway systems, Flex's modular solutions not only enhance the reliability of power delivery but also provide customers with scalable infrastructure to support the growth of future AI workloads.
See More
Blue Door Asset Management Increases Stake in NICE
- Share Increase: Blue Door Asset Management acquired an additional 88,100 shares of NICE in Q4 2025, with an estimated transaction value of $10.64 million, indicating confidence in the company's future growth prospects.
- Value Growth: The value of NICE's position at quarter-end rose by $8.22 million, reflecting both the addition of shares and price appreciation, showcasing the company's robust performance in the market.
- Financial Performance: NICE generated $2.95 billion in revenue for 2025, an 8% year-over-year increase, with its cloud segment growing 13% to $2.24 billion, highlighting strong demand in the digital transformation space.
- Market Performance: Despite a 16.5% decline in NICE's stock price over the past year, shares have risen about 4% at the start of 2026, demonstrating investor recognition of its long-term value.
See More
