Track market-moving stories before they get noisy

In the latest trading session, Jabil (JBL - Free Report) closed at $273.97, marking a +2.45% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.52%. Meanwhile, the Dow experienced a drop of 1.24%, and the technology-dominated Nasdaq saw a decrease of 0.21%.

Shares of the electronics manufacturer witnessed a loss of 13.93% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 7.7%, and the S&P 500's loss of 1.21%.

Analysts and investors alike will be keeping a close eye on the performance of Jabil in its upcoming earnings disclosure. The company is expected to report EPS of $4.1, up 43.86% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $11.03 billion, indicating a 32.76% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $17.61 per share and a revenue of $44.62 billion, signifying shifts of +34.53% and +24.11%, respectively, from the last year.

Investors should also pay attention to any latest changes in analyst estimates for Jabil. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 6.07% increase. Jabil presently features a Zacks Rank of #1 (Strong Buy).

In terms of valuation, Jabil is currently trading at a Forward P/E ratio of 15.18. This expresses a discount compared to the average Forward P/E of 21.93 of its industry.

Meanwhile, JBL's PEG ratio is currently 0.75. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Electronics - Manufacturing Services industry currently had an average PEG ratio of 0.75 as of yesterday's close.

The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 20, positioning it in the top 9% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.82% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Jabil (JBL - Free Report) Headquartered in St. Petersburg, FL, Jabil Inc. is one of the largest global suppliers of electronic manufacturing services. The company offers electronics design, production, product management and aftermarket services to customers in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, storage and telecommunications industries.

JBL is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 15.8; value investors should take notice.

Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $1.02 to $17.61 per share. JBL boasts an average earnings surprise of +5.1%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, JBL should be on investors' short list.

Key Takeaways JBL, DAKT, MSGM and SHG stocks were screened for margins, EPS growth and bullish analyst sentiment.JBL, DAKT, MSGM and SHG have witnessed upward EPS estimate revisions recently.All picks hold high Zacks Ranks and strong VGM Scores, supporting their upside potential. Investors seek companies that consistently generate profits. One of the best metrics to measure profitability is the net profit margin. This metric shows a company's ability to convert sales into profit, offering insight into operational efficiency and management quality. Jabil Inc. (JBL - Free Report) , Daktronics, Inc. (DAKT - Free Report) , Motorsport Games Inc. (MSGM - Free Report) and Shinhan Financial Group Co., Inc. (SHG - Free Report) boast solid net profit margins.

Net Profit Margin = Net profit/Sales * 100.

Net profit represents the amount retained after all expenses, including costs, interest, depreciation and taxes. A strong net profit margin indicates effective cost control and operational strength, which are crucial for rewarding stakeholders and attracting investors and talented employees. A higher net profit margin compared to peers provides a company with a competitive edge.

Pros and ConsNet profit margin helps investors gain clarity on a company’s business model in terms of pricing policy, cost structure and manufacturing efficiency. Hence, a strong net profit margin is preferred by all classes of investors.

However, this metric varies across industries, making direct comparisons challenging. While it is vital for traditional industries, it might be less relevant for technology companies.

Differences in accounting practices, especially with regard to non-cash expenses like depreciation and stock-based compensation, further complicate comparisons. Additionally, companies that rely heavily on debt may show lower net profits due to high interest expenses, limiting the metric's effectiveness in evaluating performance.

The Winning StrategyA healthy net profit margin and solid EPS growth are the two most sought-after elements in a business model.

Apart from these, we have added a few criteria to ensure maximum returns from this strategy.

Screening ParametersNet Margin 12 months – Most Recent (%) greater than equal to 0: High net profit margin indicates solid profitability.

Percentage Change in EPS F(0)/(F-1) greater than equal to 0: It indicates earnings growth.

Average Broker Rating (1-5) equal to 1: A rating of #1 indicates brokers’ extreme bullishness on the stock.

Zacks Rank less than or equal to 2: Stocks with a Zacks Rank #1 (Strong Buy) or 2 (Buy) generally perform better than their peers in all types of market environments.

VGM Score of A or B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.

Here we discuss our four picks from the six stocks that qualified the screening:

Jabil is one of the largest global suppliers of electronic manufacturing services. The company offers electronics design, production, product management and aftermarket services to customers in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, storage and telecommunications industries. The stock sports a Zacks Rank #1 and has a VGM Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Jabil’s fiscal 2027 earnings has moved upward by 6.1% to $17.61 per share over the past 30 days. JBL’s earnings outperformed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.1%.

Daktronics is one of the world's largest suppliers of electronic scoreboards, computer-programmable displays, and large-screen video displays and control systems. The stock sports a Zacks Rank #1 and has a VGM Score of B.

The Zacks Consensus Estimate for Daktronics’ fiscal 2027 earnings has moved upward by 3 cents to $1.24 per share over the past 60 days. DAKT’s earnings outpaced the Zacks Consensus Estimate thrice in the trailing four quarters while missing on one occasion, the average surprise being 2.8%.

Motorsport Games is a racing game developer, publisher and esports ecosystem provider of official motorsport racing series. The stock sports a Zacks Rank #1 and has a VGM Score of B.

The Zacks Consensus Estimate for Motorsport Games’ 2026 earnings has moved upward by 30.4% to 30 cents per share over the past 60 days. MSGM’s earnings topped the Zacks Consensus Estimate in the last reported quarter by 850%.

Shinhan Financial Group is Korea's largest financial services company. The stock sports a Zacks Rank #1 and has a VGM Score of B.

The Zacks Consensus Estimate for Shinhan Financial Group’s 2026 earnings has moved upward by 4.1% to $9.22 per share over the past seven days. SHG’s earnings beat the Zacks Consensus Estimate in the last reported quarter by 7.30%.

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.

Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.

A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.

There are several stocks that currently pass through the screen and Jabil (JBL - Free Report) is one of them. Here are the key reasons why this stock is a great candidate.

A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 4.5%, the stock of this electronics manufacturer is certainly well-positioned in this regard.

While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. JBL meets this criterion too, as the stock gained 2% over the past 12 weeks.

Moreover, the momentum for JBL is fast paced, as the stock currently has a beta of 1.3. This indicates that the stock moves 30% higher than the market in either direction.

Given this price performance, it is no surprise that JBL has a Momentum Score of B, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.

In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped JBL earn a Zacks Rank #1 (Strong Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Most importantly, despite possessing fast-paced momentum features, JBL is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. JBL is currently trading at 0.91 times its sales. In other words, investors need to pay only 91 cents for each dollar of sales.

So, JBL appears to have plenty of room to run, and that too at a fast pace.

In addition to JBL, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.

This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.

However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.

Click here to sign up for a free trial to the Research Wizard today.

Jabil (NYSE:JBL – Get Free Report) and Yaskawa Electric (OTCMKTS:YASKY – Get Free Report) are both technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, valuation, profitability and risk.

Profitability This table compares Jabil and Yaskawa Electric’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Jabil 2.90% 89.50% 5.54% Yaskawa Electric 6.32% 7.20% 4.32% Insider & Institutional Ownership 93.4% of Jabil shares are held by institutional investors. 1.4% of Jabil shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Analyst Recommendations This is a breakdown of current recommendations for Jabil and Yaskawa Electric, as provided by MarketBeat.com. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Jabil 0 0 9 2 3.18 Yaskawa Electric 0 1 1 2 3.25 Jabil presently has a consensus price target of $434.22, suggesting a potential upside of 39.18%. Given Jabil’s higher possible upside, analysts clearly believe Jabil is more favorable than Yaskawa Electric.

Earnings and Valuation This table compares Jabil and Yaskawa Electric”s top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Jabil $35.95 billion 0.91 $1.04 billion $9.78 31.90 Yaskawa Electric $3.62 billion 2.23 $236.12 million $1.76 35.43 Jabil has higher revenue and earnings than Yaskawa Electric. Jabil is trading at a lower price-to-earnings ratio than Yaskawa Electric, indicating that it is currently the more affordable of the two stocks.

Dividends Jabil pays an annual dividend of $0.32 per share and has a dividend yield of 0.1%. Yaskawa Electric pays an annual dividend of $0.55 per share and has a dividend yield of 0.9%. Jabil pays out 3.3% of its earnings in the form of a dividend. Yaskawa Electric pays out 31.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Risk and Volatility Jabil has a beta of 1.3, meaning that its stock price is 30% more volatile than the S&P 500. Comparatively, Yaskawa Electric has a beta of 1.51, meaning that its stock price is 51% more volatile than the S&P 500.

Summary Jabil beats Yaskawa Electric on 10 of the 16 factors compared between the two stocks.

About Jabil (Get Free Report)

Jabil Inc. provides manufacturing services and solutions worldwide. It operates in two segments, Electronics Manufacturing Services and Diversified Manufacturing Services. The company offers electronics design, production, and product management services; electronic circuit design services, such as application-specific integrated circuit design, firmware development, and rapid prototyping services; and designs plastic and metal enclosures that include the electro-mechanics, such as the printed circuit board assemblies (PCBA). It also provides three-dimensional mechanical design comprising the analysis of electronic, electro-mechanical, and optical assemblies, as well as various industrial design, mechanism development, and tooling management services. In addition, the company provides computer-assisted design services consisting of PCBA design, as well as PCBA design validation and verification services; and other consulting services, such as the generation of a bill of materials, approved vendor list, and assembly equipment configuration for various PCBA designs. Further, it offers product and process validation services, such as product system, product safety, regulatory compliance, and reliability tests, as well as manufacturing test solution development services. Additionally, the company provides systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility industries. The company was formerly known as Jabil Circuit, Inc. and changed its name to Jabil Inc. in June 2017. Jabil Inc. was founded in 1966 and is headquartered in Saint Petersburg, Florida.

(Get Free Report)

YASKAWA Electric Corporation engages in motion control, robotics, system engineering, and other businesses worldwide. It manufactures and sells various AC drives, including general purpose AC drives, specific purpose AC drives, AC Drive for systems, regenerative energy saving units, and PM motors for use in household appliances, such as air conditioners and refrigerators; social infrastructures comprising elevators, escalators, trains, cranes, fans, and pumps; and factories that manufacture printing machinery, textile machinery, rubber machinery, and other materials. The company also offers rotary servo motors, direct drive servo motors, linear motors/linear sliders, machine controllers, positioning sensor encoders, and servo amplifiers for use in industrial robots, semiconductor manufacturing apparatus, machine tools, flat panel display manufacturing equipment, and metal working machines; and arc and spot welding, handling/assembling, collaborative, biomedical, palletizing, press handling, sealing/cutting/laser machining, deburring, painting, glass substrates transfer, and semiconductor wafer transfer robots for use in semiconductor wafer conveyance, arc welding, spot welding, handling, assembly, and palletizing applications. In addition, it provides industrial system electrical products, such as medium-voltage AC drives, system use AC drives, and system controllers for use in iron and steel systems, water and wastewater treatment, crane, and paper-making/film/port cargo handling/fiber/printing applications. Further, the company offers equipment for energy saving and creation comprising PV inverters, systems for large wind turbines, control equipment for small-scale power generation, and motor drive systems for use in photovoltaic power generation, large-scale wind power generation, small-scale power generation, and electric vehicles. The company was founded in 1915 and is headquartered in Kitakyushu, Japan.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in JBL over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Key Takeaways Jabil expects fiscal 2027 AI revenues to jump 54% to $22.1 billion, driven by robust infrastructure demand.JBL projects fiscal 2027 revenues of $44.5 billion and core EPS of $17.55.Jabil is expanding capacity globally, but semiconductor supply, customer decisions and utilization pose risks. Jabil Inc. (JBL - Free Report) ended fiscal 2026 with a fourth-quarter beat and an outlook that puts artificial intelligence infrastructure at the center of its next growth phase. Management expects another sharp increase in AI-related business during fiscal 2027.

The key issue is how that growth changes Jabil’s revenue mix, margins and operating demands as the company adds capacity to support larger infrastructure programs.

Jabil’s Q4 Beat Sets a Strong FY27 Starting PointFiscal fourth-quarter core earnings rose 33.7% year over year to $4.40 per share, beating the Zacks Consensus Estimate of $4.06 by 8.4%. Revenues climbed 28.6% to $10.62 billion and topped the consensus mark of $9.62 billion.

Image Source: Zacks Investment Research

Intelligent Infrastructure was the main growth engine. Segment revenues increased 56% year over year and represented 55% of quarterly sales, while its core operating margin reached 6.5%. That performance gives Jabil a higher base entering fiscal 2027.

JBL Sees AI Revenue Rising 54% in Fiscal 2027AI-related revenues reached about $14.4 billion in fiscal 2026, up more than 50%. Management expects the figure to increase 54% to approximately $22.1 billion in fiscal 2027, making AI infrastructure an even larger contributor to growth.

Cloud and data center infrastructure revenues are projected to rise 52% to $17.5 billion. Capital equipment revenues are expected to grow 40% to $4.2 billion, while networking revenues are projected to increase 15%.

The wider manufacturing landscape reflects the same theme. Celestica Inc. (CLS - Free Report) supports critical AI and cloud data center infrastructure through design, engineering, manufacturing and platform solutions. Flex Ltd. (FLEX - Free Report) also serves data centers with power, cooling, compute and rack-integration capabilities.

Jabil’s Infrastructure Mix Could Lift MarginsJabil expects fiscal 2027 revenues of $44.5 billion, up 24% year over year, while core earnings are projected to rise 34% to $17.55 per share. Intelligent Infrastructure revenues are expected to reach $25.6 billion, up 43%.

The mix shift is also expected to support profitability. Core operating margin improved to 5.8% in fiscal 2026 from 5.4% a year earlier, and management projects another 30-basis-point increase to 6.1% in fiscal 2027.

JBL’s Capacity Expansion Raises Execution StakesJabil is expanding capacity in North Carolina, Memphis, India and other locations to support new customer programs. The company plans to maintain an asset-light model as infrastructure production scales.

Faster growth also raises execution risk. Six Intelligent Infrastructure customers are expected to generate more than $1 billion in revenues each in fiscal 2027. Semiconductor supply conditions, equipment availability, customer sourcing decisions and lower utilization of new capacity could affect production schedules or anticipated margin gains.

Jabil’s Style Signals Support the AI ThemeThe bottom line is that fiscal 2027 could mark a meaningful change in Jabil’s growth mix if the projected AI revenue surge is realized. Faster infrastructure growth, higher expected earnings and margin expansion provide support, but larger programs also increase the importance of execution and customer retention.

JBL currently carries a Zacks Rank #1 (Strong Buy), along with a VGM Score of A and Momentum Score of A. Its Growth Score and Value Score are both B. The Zacks Consensus Estimate for fiscal 2027 earnings has increased 6.1% over the past four weeks to $17.61 per share.

The combination of a top Zacks Rank and favorable Style Scores provides a supportive near-term signal, particularly alongside upward earnings estimate revisions. It does not remove execution or demand risks, but it adds support as investors assess whether Jabil’s AI growth can translate into sustained earnings expansion.You can see the complete list of today’s Zacks #1 Rank stocks here.

NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Oct. 6, 2026 /PRNewswire/ -- NEW YORK, The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.

Key Takeaways Jabil projects fiscal 2027 revenues of $44.5 billion, up 24%, with core EPS rising 34% to $17.55.JBL sees AI infrastructure growth across compute, networking, power, cooling and capital equipment.Jabil expects healthcare, energy and automotive revenues to grow 6%, 7% and 9%, respectively. Jabil Inc. (JBL - Free Report) enters fiscal 2027 with a stronger growth profile after delivering a solid fourth quarter and issuing an upbeat outlook. In the fourth quarter, revenue rose to $10.6 billion from $8.3 billion, while core EPS climbed to $4.4 from $3.29. Management expects this upward trajectory will likely continue in coming quarters. The company projected fiscal 2027 revenue of $44.5 billion, representing 24% growth, alongside a 30-basis-point expansion in core operating margin to 6.1%. Core EPS is projected to increase 34% to $17.55.

Image Source: Zacks Investment Research

AI Infrastructure Remains Major Growth Catalyst for JBLAI infrastructure has become the most important growth engine for Jabil. AI-related opportunity goes beyond traditional server manufacturing and extends across compute, networking, power and cooling components in data centers. Its exposure to AI is not limited to hyperscale data centers. Its capital equipment business is expected to reach $4.2 billion in fiscal 2027, up 40% year over year. Strong demand for automated testing and an anticipated improvement in the wafer-fabrication equipment market are expected to be key contributors.

Networking and communications are becoming another important contributor to the AI infrastructure opportunity. Jabil expects this business to generate $3.9 billion in fiscal 2027 revenues, up 15% year over year. The company is seeing advanced networking program expansion in India, alongside demand for high-speed interconnects and optics.

Diversified Portfolio is a Major AdvantageJabil is benefiting from strong demand trends in the healthcare and packaging business. The company expects to manufacture more than 700 million injectors and delivery pens during fiscal 2027. It is expected to generate $5.6 billion in fiscal 2027 revenues, up 6%.
Renewable and energy infrastructure revenue is expected to rise 7% to $3 billion in fiscal 2027. Commercial energy projects, energy storage and utility and grid-scale power capabilities are the major drivers in this business.

Jabil is also positioned to benefit from structural changes in the automotive industry. Auto and transportation revenue is expected to increase 9% to $5 billion in fiscal 2027. JBL’s broad capabilities in automotive allow it to venture across evolving vehicle architectures rather than relying exclusively on legacy internal-combustion programs. Warehouse automation, retail automation and robotics also remain a major growth driver.

Jabil’s worldwide manufacturing footprint and connected factory network provide meaningful scale advantages. The company continues to expand capacity in North Carolina, Memphis, India and other locations while maintaining an asset-light model. Ongoing investments in AI, automation and disciplined working capital management improve productivity, support customer ramps and strengthen long-term operating margins without materially increasing capital intensity.

Price PerformanceJabil has gained 50.5% in a year compared with the Electronic Manufacturing Services industry’s growth of 64.5%. It has outperformed the Zacks Computer & Technology sector and the S&P 500’s growth during this period.

Image Source: Zacks Investment Research

Among its competitors, the company has underperformed Flex Ltd. (FLEX - Free Report) and Celestica, Inc. (CLS - Free Report) . Celestica has increased 64.5%, while Flex has gained 103.5%.

Estimate Revision TrendEarnings estimates for Jabil for 2026 and 2027 have remained unchanged over the past 60 days.

Image Source: Zacks Investment Research

Key Valuation Metric of JBLFrom a valuation standpoint, JBL appears to be relatively more premium than the industry but below its mean. Going by the price/earnings ratio, the company’s shares currently trade at 17.5 forward earnings, lower than 20.2 for the industry and its mean of 21.5.

Image Source: Zacks Investment Research

End NoteJabil’s focus on end-market and product diversification remains a key long-term catalyst. Management continues to target a balanced portfolio so that no individual product or product family becomes an outsized contributor to operating income or cash flow. This strategy improves the stability of earnings through industry cycles while allowing the company to capture opportunities across AI infrastructure, healthcare, industrial and automation markets. Its diverse portfolio and global manufacturing footprint boost its competitive edge against its peers such as Flex, Celestica and Sanmina.

Jabil now carries a Zacks Rank #2 (Buy) and a VGM Style Score of A, strengthening its near-term setup. The stock has a Growth Score of B, reflecting its strong earnings and sales growth outlook, while the Momentum Score has improved to A, indicating a more favorable recent price and trading profile. The Value Score of B also suggests a reasonably attractive valuation relative to key benchmarks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Jabil's Q4 revenue surged nearly 29% as AI infrastructure demand drove exceptional growth. Management expects fiscal 2027 revenue to rise 24% and adjusted EPS to jump 34%.Jabil's strong growth and reasonable valuation keep the stock attractive despite its recent run. Along with Micron Technology (MU - Free Report) ), electronics manufacturer Jabil (JBL - Free Report) ) was a tech highlight of this week’s earnings lineup, delivering impressive fiscal fourth-quarter results as booming demand for artificial intelligence infrastructure continues to fuel rapid growth.

Adding to the appeal, Jabil’s Zacks Electronics-Manufacturing Services Industry currently ranks in the top 11% of more than 240 Zacks industries, highlighting a favorable backdrop for the company and its peers.

That said, let’s take a look at Jabil’s Q4 results and guidance, along with its valuation, to see if now is still a good time to buy JBL or if much of the upside is already priced into the stock.

Jabil’s Strong Q4 ResultsJabil posted Q4 adjusted earnings of $4.40 per share, up roughly 34% from $3.29 a year ago and 8% above the Zacks EPS Consensus of $4.06.

Revenue climbed 28.6% year over year to $10.62 billion, comfortably surpassing expectations of $9.62 billion by nearly 10%. The standout was Jabil's Intelligent Infrastructure business, where revenue surged 56% to approximately $5.8 billion as AI-related demand accelerated beyond management's already-strong expectations.

Jabil also benefited from better-than-expected performance in automotive and transportation, as well as renewable and energy infrastructure products, broadening Q4 strength beyond AI alone.

Image Source: Zacks Investment Research

AI Growth Should Remain a Major CatalystManagement expects the momentum to continue in fiscal 2027, projecting revenue to increase 24% to $44.5 billion, while adjusted EPS is forecast to jump 34% to $17.55. Jabil also expects its core operating margin to expand 30 basis points to 6.1%.

This comes as Jabil's expanding AI and data-center exposure is placing it alongside electronics manufacturing leaders such as Celestica (CLS - Free Report) ) and Sanmina (SANM - Free Report) ), which are competing for many of the same advanced electronics and infrastructure manufacturing opportunities.

JBL Performance & Valuation ComparisonYear to date, Jabil stock is up 30%, roughly on par with its Zacks Electronics-Manufacturing Services Industry and ahead of the S&P 500 and Nasdaq’s gains of 11% and 16%, respectively.

Despite outperforming the broader stock market indexes over the last two years as well, JBL’s 150% return has trailed its Zacks industry’s 251% gain, with Sanmina stock up more than 230% during this period and Celestica shares skyrocketing over 600%.

Image Source: Zacks Investment Research

At current levels, JBL is trading at a reasonable 19X forward earnings multiple, offering a modest discount to the S&P 500’s 21X and its Zacks industry average of 24X.

JBL’s strong earnings outlook for FY27 certainly adds to the appeal, with Celestica shares trading at a much richer 32X forward earnings, although Sanmina stands out at just 15X.

Image Source: Zacks Investment Research

Bottom LineJabil's Q4 results reinforced its compelling growth story, with AI infrastructure supporting accelerating revenue and earnings growth.

Still, investors may not need to aggressively chase JBL following its substantial run over the last year. For now, Jabil stock lands a Zacks Rank #3 (Hold), suggesting better buying opportunities could still be ahead.

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Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

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The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

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Stock to Watch: Jabil (JBL - Free Report) Headquartered in St. Petersburg, FL, Jabil Inc. is one of the largest global suppliers of electronic manufacturing services. The company offers electronics design, production, product management and aftermarket services to customers in the aerospace, automotive, computing, consumer, defense, industrial, instrumentation, medical, networking, peripherals, storage and telecommunications industries.

JBL is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. JBL has a Growth Style Score of B, forecasting year-over-year earnings growth of 27.9% for the current fiscal year.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.15 to $16.74 per share. JBL boasts an average earnings surprise of +5.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, JBL should be on investors' short list.

Tepid market response or not, Jabil’s NYSE: JBL recent double-beat earnings report was a buy signal, reinforcing the thesis that has driven shares thus far and strengthening the forward outlook.

Jabil Today

$295.94 +9.08 (+3.16%)

As of 12:10 PM Eastern

This is a fair market value price provided by Massive. Learn more.

$189.60▼

$428.930.11%

36.99

$436.44

AI is driving a surge in demand across the company's product lines, pointing to a sustained upcycle and cash-generating capacity.

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Cash-generating capacity is the core thesis, as Jabil is the muscle behind more prominent names such as Apple NASDAQ: AAPL, Cisco Systems NASDAQ: CSCO, and Johnson & Johnson NYSE: JNJ, converting demand for their products into reality.

Jabil’s dividend is a token, yielding less than 0.25%, intended mainly to keep dividend-only funds and institutions in the mix. The firm aggressively repurchases shares and can continue doing so next year.

Highlights from its last fiscal year include about $1 billion in repurchases, up year over year and sufficient to reduce the share count by 3.6%, and a free cash flow payout ratio of about 69%.

Looking ahead, management forecasts free cash flow growth in the coming year, signaling capacity for accelerated buybacks and greater shareholder leverage, which may provide an incentive to buy shares at current levels.

Jabil Boosted by AI, Shows Strengths in All CategoriesJabil posted a solid quarter, with revenue accelerating sequentially and year over year (YOY) to nearly 29%, the fastest pace in more than five years. Revenue growth also outpaced the consensus by a wide margin, approximately 900 basis points (bps), driven by 56% growth in Intelligent Infrastructure. Intelligent Infrastructure did the heavy lifting, but was not the only segment to show strength, with Regulated Industries up by 9% and Connected Living/Digital Commerce flat. CEO Mike Dastoor also highlighted several end markets not related to the data center and AI infrastructure, including automotive, healthcare, energy, defense, aerospace, and warehouse automation.

Margin news was another bright spot. The company faced cost pressures and gross margin headwinds, but they were less than expected and offset by operational quality. Selling, general, and administrative expenses increased at a much slower pace than revenue growth, showing that Jabil is becoming more efficient as it grows, which helped earnings rise faster than revenue. Adjusted earnings per share rose nearly 34% YOY to $4.40, outpacing top-line growth by about 500 bps, with strengths expected to carry into the coming year.

Guidance is a key reason the stock price uptrend is likely to continue. Jabil’s guidance for the next quarter and year is hot on all counts, with revenue and earnings expected to be well above MarketBeat’s reported consensus. The likely outcome is that JBL continues to build momentum, running at the high end of its expected range if not exceeding it, and lifting the year-end outlook along the way.

Analysts Caution Triggers Buying Opportunity in Jabil SharesAnalysts were generally bullish following Jabil’s release, highlighting the revenue strength and earnings quality, but took a cautious stance, focusing on back-end margin expansion and the upfront cost of its capacity buildout. No analysts revised a price target or altered sentiment immediately following the report, leaving the trend unchanged.

The trend includes steady coverage, a Buy consensus with 90% Buy-side bias, and a forecast for nearly 50% upside relative to Q3’s support levels and a fresh all-time high. More importantly, JBL trades well below the lowest analyst price target, signaling a deep-value opportunity and potential for explosive upside as stronger catalysts emerge.

Institutions are likewise bullish on Jabil's stock, citing its cash flow, capital returns, and underlying demand for its clients' products. They own more than 90% of the shares, have bought aggressively over the trailing 12 months, and ramped activity in Q3, reaching a record peak.

JBL’s price action reflects a bullish market posture. The stock is up more than 35% YOY and more than 100% over the past two years, with the 2026 pullback offering value relative to recent peaks. A deeper pullback is possible, but strong support is evident as September comes to a close, so the risk is minimal. The likely scenario is that JBL remains close to this level until more news becomes available, likely in upcoming earnings reports.

The market may not be getting JBL’s report wrong so much as the price action reflects the split between short-term traders and long-term investors. Short-term traders focus on near-term bottlenecks, AI fears, and capacity costs, and fail to price in the impact on long-term cash flow. Long-term traders, focused on cash flow, capital returns, and capital gains, can easily look past upfront costs and focus on the demand curve, which is improving quarterly across numerous end markets, not just AI.

Jabil’s biggest risk now is executional. Investors need the company's strategy to progress without hiccups, which are likely, given the advanced nature of AI hardware and industry-wide bottlenecks.

Should You Invest $1,000 in Jabil Right Now?Before you consider Jabil, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Jabil wasn't on the list.

While Jabil currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Jabil (JBL) is experiencing market fluctuations this morning, despite reporting a robust Q4 performance and providing Q1 and FY27 guidance that surpasses FactSe

Large Caps Across Planes, Tech and Oil Announce Over $10 Billion in BuybacksJabil NYSE: JBL reported fourth-quarter revenue and core earnings above the high end of its guidance and outlined a fiscal 2027 outlook calling for revenue growth of about 24%, led by accelerating artificial intelligence infrastructure demand and contributions from automotive, healthcare, energy infrastructure and automation markets.

Chief Financial Officer Greg Hebard said fourth-quarter revenue rose 29% year over year to approximately $10.6 billion, more than $1 billion above the midpoint of the company’s June outlook. Core diluted earnings per share increased 34% to $4.40, while GAAP diluted earnings per share was $3.76. GAAP operating income totaled $602 million, or 5.7% of revenue, and core operating income was $675 million, representing a 6.4% core operating margin.

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Jabil Just Gave Investors a Stronger Reason to Buy the DipThe quarter’s revenue upside was driven by Intelligent Infrastructure and Regulated Industries. For the full fiscal year, CEO Mike Dastoor said Jabil increased revenue 21%, expanded core operating margin by 40 basis points, increased core EPS 34%, and grew free cash flow by more than $200 million.

AI Infrastructure Drives Intelligent Infrastructure Growth Intelligent Infrastructure revenue reached approximately $5.8 billion in the fourth quarter, rising 56% year over year and coming in roughly $900 million above Jabil’s prior outlook. Hebard attributed the result to accelerating AI-related demand, capacity coming online sooner than expected, and customer ramps that progressed faster than anticipated.

Jabil Quietly Manufactures an Accelerating Stock Price RallyThe segment benefited from the ramp of Jabil’s second hyperscale customer in Mexico, continued networking-program strength in India, and stronger-than-expected results in its power business. Core operating margin in Intelligent Infrastructure rose 60 basis points year over year to 6.5%, aided by improved business mix and the contribution from Hanley Energy, which Jabil described as margin-accretive.

Matt Crowley, executive vice president of Intelligent Infrastructure, said AI-related revenue grew 60% in fiscal 2026. The company ended the year with four customers producing more than $1 billion each in annual AI-related revenue, compared with one such customer two years earlier. Jabil also added a third hyperscale customer during the fiscal third quarter.

For fiscal 2027, Jabil expects Intelligent Infrastructure revenue of approximately $25.6 billion, up 43%. The company forecasts AI-related revenue of about $22.1 billion, up 54%, with five customers expected to generate more than $1 billion of AI-related revenue. Cloud and data center infrastructure revenue is projected to rise 52% to about $17.5 billion, while capital equipment revenue is expected to increase 40% to roughly $4.2 billion.

Crowley said the company’s AI exposure is primarily tied to deployed AI models and inference workloads rather than frontier-model training. He said those workloads require storage, networking, power and cooling infrastructure in addition to accelerators.

Regulated Industries Outlook Broadens Regulated Industries generated $3.4 billion in fourth-quarter revenue, up 9% from a year earlier. Automotive and Transportation was the largest contributor to the segment’s upside, while Renewable and Energy Infrastructure also exceeded expectations. Healthcare and Packaging results were below expectations because of delays in automation equipment and a timing shift in a customer program.

Steve Borges, executive vice president of Regulated Industries, said the automotive business has shifted toward software-defined vehicles, advanced driver-assistance systems, vehicle compute and powertrain-agnostic technologies. Jabil reduced the share of electrification and powertrain programs in its automotive portfolio from approximately 80% in fiscal 2023 to about 40% in fiscal 2026, he said.

Jabil expects fiscal 2027 Regulated Industries revenue of approximately $13.6 billion, up about 7%. Its outlook includes:

Automotive and Transportation revenue of about $5 billion, up approximately 9%. Healthcare and Packaging revenue of about $5.6 billion, up approximately 6%. Renewable and Energy Infrastructure revenue of about $3 billion, up approximately 7%. The company expects defense and aerospace to become a more meaningful contributor as programs move into production. In healthcare, Borges said Jabil expects to manufacture more than 700 million injectors and delivery pens in fiscal 2027, spanning insulin delivery, biologics and weight-loss therapies. He said the company’s Croatia facility remains on track to ramp during fiscal 2027 and move into full production during fiscal 2028.

Devices and Robotics Segment Renamed Jabil renamed its Connected Living and Digital Commerce segment Intelligent Devices & Robotics, or IDR, to reflect its increased focus on automation, robotics and physical AI applications.

Rafael Renno, senior vice president of Intelligent Devices & Robotics, said the company is prioritizing higher-margin and more complex programs while reducing emphasis on consumer-based products that do not meet return requirements. Its digital commerce and robotics portfolio includes warehouse systems, mobile robots, retail technologies and autonomous last-mile delivery solutions.

For fiscal 2027, Jabil expects Digital Commerce and Robotics revenue of approximately $3 billion, up 11%. Connected Living revenue is expected to decline about 15% to approximately $2.3 billion. Overall IDR segment revenue is projected at approximately $5.3 billion, down about 2%.

Dastoor said Jabil’s fiscal 2027 forecast for physical AI remains “modest and conservative,” though he expects the opportunity to grow substantially in the medium and longer term.

Cash Flow, Capacity and Fiscal 2027 Outlook Jabil generated $733 million of cash from operations in the fourth quarter and approximately $2 billion for the full year. Adjusted free cash flow was $541 million in the quarter and more than $1.5 billion for the year, exceeding its initial fiscal 2026 outlook of more than $1.3 billion.

Net capital expenditures totaled $470 million for the full year, or 1.3% of revenue. The company expects net capital expenditures to remain in a range of 1.5% to 2% of revenue. It ended fiscal 2026 with approximately $1.7 billion in cash, $6.1 billion in total available liquidity and debt-to-core EBITDA of 1.3 times.

Jabil repurchased approximately $1.1 billion in stock during fiscal 2026, including $169 million during the fourth quarter. About $1.4 billion remained under its current $1.5 billion repurchase authorization at year-end. The company said its long-term framework is to return 80% or more of adjusted free cash flow to shareholders over time.

For the fiscal first quarter, Jabil expects revenue of $10.6 billion to $11.4 billion and core diluted EPS of $3.80 to $4.20. For the full fiscal year, the company forecast revenue of approximately $44.5 billion, core operating margin of 6.1%, core diluted EPS of $17.55 and adjusted free cash flow of approximately $1.6 billion.

Dastoor said Jabil plans to add about 4 million square feet of capacity to support expected growth. He said revenue is expected to be weighted approximately 45% in the first half and 55% in the second half, while margins are expected to be more heavily weighted toward the second half as new facilities and programs move through their initial production ramps.

About Jabil (NYSE:JBL)Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Jabil Right Now?Before you consider Jabil, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Jabil wasn't on the list.

While Jabil currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Citi downgraded Moderna (MRNA) following the stock's astronomical rally in recent weeks. Boeing (BA) pens a $20 billion deal with the U.S. Navy for its next generation fighter jets.

Shares of Jabil (JBL - Free Report) have gained 6.6% over the past four weeks to close the last trading session at $318.84, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $431.27 indicates a potential upside of 35.3%.

The mean estimate comprises 11 short-term price targets with a standard deviation of $41.67. While the lowest estimate of $338.00 indicates a 6% increase from the current price level, the most optimistic analyst expects the stock to surge 49% to reach $475.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.

However, an impressive consensus price target is not the only factor that indicates a potential upside in JBL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in JBLThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 0.7%.

Moreover, JBL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much JBL could gain, the direction of price movement it implies does appear to be a good guide.

30.9.2026 16:10, MU, FDS, JBL, FICO, HPE, MRNA

Index Dow Jones +0,15 % na 51425,4 b. S&P 500 +0,61 % na 7717,74 b. Nasdaq Composite +1,05 % na 27078,65 b.

Nejsledovanější americké indexy v úvodu středečního obchodování posilují. Trh vyčkává na dnešní výsledkový report výrobce paměťových čipů Micron Technology (+0,9 %).

Daří se akciím technologické společnosti Hewlett Packard Enterprise (+4,1 %), která se zaměřuje na poskytování řešení pro firemní infrastrukturu, poté, co firma zvýšila svůj výhled růstu tržeb v segmentu síťových řešení pro fiskální rok 2027 na úroveň mezi zhruba 17 až 23 % (high-teens až low-20s percent). Zároveň zvýšila i dlouhodobý cíl nákladových synergií ze spojení s firmou Juniper na 800 mil. USD ročních úspor do konce fiskálního roku 2028.

Naopak oslabují akcie farmaceutické společnosti Moderna (-6,5 %). Analytici z Citi snížili doporučení z „Neutral“ na „Sell“. Uvedli přitom, že optimismus plynoucí z jejích nedávných onkologických úspěchů je v mimořádném růstu kurzu akcie již více než plně započítán. Cílovou cenu zvýšili ze 60 na 80 USD. Ve včerejším poklesu pokračují akcie Fair Isaac Corp. (-2,9 %).

Společnost FactSet Research Systems (+2,1 %), která provozuje digitální platformu a software pro analýzu ekonomických a finančních dat, zveřejnila výsledky hospodaření za 4Q FY 2026. Výnosy meziročně vzrostly o 6,3 % na 634,7 mil. USD při očekávání 629,9 mil. USD. Očištěný zisk na akcii dosáhl 4,52 USD při konsensu 4,37 USD. Ve fiskálním roce 2027 firma odhaduje výnosy v rozmezí 2,60 až 2,63 mld. USD (odhady byly na úrovni 2,62 mld. USD) a očištěný zisk na akcii v rozmezí 19,25 až 19,65 USD, což je pod očekávanými 19,76 USD.

Společnost Jabil (-4,9 %), která poskytuje výrobní, inženýrská a logistická řešení, také zveřejnila výsledky za 4Q FY 2026. Čisté tržby dosáhly 10,62 mld. USD nad očekáváním 9,69 mld. USD. Jádrový zisk na akcii ve výši 4,40 USD byl nad odhady 4,07 USD. Ve fiskálním roce 2027 firma odhaduje jádrový zisk na akcii přibližně 17,55 USD (trh odhadoval 16,87 USD) a čisté výnosy 44,5 mld. USD při projekcích 42,79 mld. USD.

Výrobce letadel Boeing (+0,9 %) roste poté, co ho Pentagon upřednostnil před konkurenční firmou Northrop Grumman (-4,0 %) a vybral ho pro stavbu stíhacího letounu nové generace pro americké námořnictvo.

Index S&P 500 +0,61 % na 7717,74 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +1,5 % Reality -0,7 % Informační technologie +1,4 % Zdravotní péče -0,7 % Zbytná spotřeba +0,5 % Finanční sektor -0,4 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Cboe Global Markets (CBOE) +4,6 % Moderna (MRNA) -6,5 % Reddit (RDDT) +4,4 % Jabil (JBL) -4,9 % Hewlett Packard Enterprise (HPE) +4,1 % Constellation Energy Corp (CEG) -4,5 % Huntington Ingalls Industries (HII) +3,8 % Cigna Group/The (CI) -4,0 % Freeport-McMoRan (FCX) +3,4 % Northrop Grumman Corp (NOC) -4,0 % Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

Is Jabil Inc (JBL) Overvalued Despite Q4 Revenue of $10.6 Billion and EPS of $4.40? GF Score: 89/100 Strong Revenue and Earnings Growth, but Facing Future Challenges

On September 30, 2026, Jabil Inc (NYSE: JBL) released its 8-K filing detailing its financial performance for the fourth quarter and fiscal year ending August 31, 2026. Despite achieving significant revenue growth and increased earnings, the company is poised to navigate potential challenges in the coming fiscal year.

Jabil Inc. is a global provider of engineering, manufacturing, and supply chain solutions. The company specializes in electronics design, production, and product management services across diverse industries, including automotive, healthcare, energy, and intelligent infrastructure. With manufacturing and engineering facilities located worldwide, Jabil operates under long-term supply agreements, generally with original equipment manufacturers and technology firms, generating revenue primarily through manufacturing services.

Financial Performance and ChallengesJabil Inc achieved a stellar fiscal year in 2026, reporting a net revenue of $36.0 billion, a remarkable growth of 21% from the previous year. The U.S. GAAP diluted earnings per share (EPS) reached $9.75, surpassing analyst estimates of $9.38 for the year. Despite these achievements, the company faces challenges including supply chain pressures and competition in the rapidly evolving tech landscape.

The fourth quarter alone saw net revenue reach $10.6 billion, with U.S. GAAP operating income at $602 million and a core diluted EPS of $4.40, indicating a robust operational performance. CEO Mike Dastoor noted, "We delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026," emphasizing the growth in AI infrastructure and other key markets. The company, however, will need to navigate potential market volatility and fluctuating customer demands in fiscal 2027.

Key Financial HighlightsThe financial details from Jabil's income statement, balance sheet, and cash flow statement highlight the company’s operational efficiency and profitability. The U.S. GAAP operating income for fiscal year 2026 was $1.7 billion, and an impressive adjusted free cash flow of over $1.5 billion shows strong cash generation capabilities, crucial for supporting future investments and returning capital to shareholders.

Financial MetricQ4 2026FY 2026Net Revenue$10.6 billion$36.0 billionGAAP Operating Income$602 million$1.7 billionGAAP Diluted EPS$4.40$9.75Core Diluted EPS (Non-GAAP)$4.40$13.09Adjusted Free Cash Flow-Over $1.5 billionOverall, Jabil's results underscore its strategic positioning in high-growth markets, as reflected in the strong earnings growth and enhanced margins.

GuruFocus Valuation CheckAccording to GuruFocus's proprietary data, Jabil Inc JBL currently holds a GF Score of 89 out of 100, indicating a strong investment quality. The GF Value is assessed at $200.86, while the current stock price of $318.84 indicates that the stock is approximately 58.7% overvalued. This suggests that potential investors should approach with caution, as the price may not reflect the underlying value.

With a financial strength rating of 6/10, Jabil displays solid fiscal stability, though the profitability rank of 8/10 signals robust income generation capabilities. The growth rank is notably strong at 10/10, indicating confidence in sustained revenue and earnings growth moving forward. However, insider activity has raised some concerns, as insiders have sold $79.8 million worth of stock compared to only $0.1 million in purchases, highlighting potential caution from insiders regarding the stock's future performance.

For a deeper dive, visit the Jabil Inc stock page on GuruFocus.

Explore the complete 8-K earnings release (here) from Jabil Inc for further details.

GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $200.86 (58.7% overvalued); its GF Score™ is 89/100; 12 gurus currently hold the stock, with 6 adding and 8 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full Jabil Inc JBL research.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Jabil (JBL.N) forecast profit and revenue for the fiscal year 2027 above Wall ​Street estimates on Wednesday, as the ‌electronics component maker banks on demand from AI data centers.

Rising investments in data center infrastructure, driven by ​strong demand for computing capacity to ​support AI technologies, have benefited electronics ⁠companies such as Jabil.

CEO Mike Dastoor said ​Jabil's fiscal 2027 outlook was driven by ​strong AI demand and growth across sectors including automotive, healthcare, energy infrastructure, defense and aerospace, and ​warehouse and retail automation

Jabil makes servers, ​networking gear and other hardware supporting artificial intelligence workloads

It ‌expects ⁠full-year 2027 revenues of $44.5 billion, above analysts' average expectations of $42.79 billion, according to data compiled by LSEG

The company expects annual adjusted earnings ​per share of $17.55, ​above ⁠analysts estimates of $16.87

The manufacturer, which makes components for Apple (AAPL.O), posted fourth-quarter ​adjusted profit per share of $4.40, ​above ⁠analysts' expectations of $4.07

Fourth-quarter revenue rose 28.6% to $10.62 billion, beating Wall Street estimates of $9.71 billion

Shares of the St. ⁠Petersburg, ​Florida-based company were down ​2% in premarket trading following the results

Key Takeaways JBL's Q3 revenues rose 12% year over year to $8.75 billion, led by strength in multiple verticals.JBL targets $35 billion in fiscal 2026 revenues, implying roughly 17% growth year over year.Jabil's diversified portfolio and growing AI infrastructure exposure support its long-term growth outlook. Jabil Inc. (JBL - Free Report) is benefiting from a broad-based portfolio that serves automotive, healthcare, renewable energy, capital equipment, cloud and data center infrastructure, networking, connected devices and digital commerce. Jabil's third-quarter performance demonstrated the contribution of its diverse end-market exposure. Revenues increased 12% year over year to $8.75 billion. Revenues increased 4% in Regulated Industries, 21% in Intelligent Infrastructure and 5% in Connected Living & Digital Commerce.

Its focus on end-market and product diversification remains a key long-term catalyst. Management continues to target a balanced portfolio so that no individual product or product family becomes an outsized contributor to operating income or cash flow. This strategy improves the stability of earnings despite the cyclical nature and weakness in several end markets.

Jabil’s earnings history also points to a relatively durable growth profile. Over the 10-year observation window in our proprietary model, the company’s EPS Linearity was 74.9%, compared with an industry median of 55.9%, while 10-year EPS growth was 25%, versus an industry median of 21.7%. This combination indicates that Jabil has delivered relatively consistent per-share earnings growth over time. Its diversified end-market exposure, along with increasing exposure to AI infrastructure, provides support for this trend.

Jabil’s outlook further supports the growth case. Management has raised fiscal 2026 revenue expectations to approximately $35 billion, implying roughly 17% year-over-year growth. The company expects continued momentum in AI-related businesses. Improving conditions in automotive and other end markets could add to growth.

Other Tech Companies With a Diverse PortfolioCorning Incorporated (GLW - Free Report) is benefiting from healthy traction across multiple end markets. The company boasts a comprehensive portfolio serving AI infrastructure, consumer electronics, automotive, healthcare and solar markets. Backed by its broad offering of optical connectivity products, it is expanding into the AI data center space. Corning’s collaboration with industry leaders such as NVIDIA, META and Samsung is propelling innovation. Corning continues to scale its domestic solar operations through polysilicon, wafer and module manufacturing capabilities. Such a broad-based approach bodes well for sustainable growth.

Flex LTD. (FLEX - Free Report) has evolved into an end-to-end solutions provider spanning design, procurement, manufacturing, supply services and lifecycle support. Its value-added capabilities include engineering, components, supply chain integration and circular economy services. The broad end-market base remains central to the business model as customers seek partners that can handle product complexity and regional production needs. The company has a strong presence across multiple end markets such as AI data center, industrial, automotive and healthcare verticals.

JBL’s Price Performance, Valuation and EstimatesJabil has gained 48.6% in the past year compared with the Electronic-Manufacturing Services industry’s growth of 56.5%.

Image Source: Zacks Investment Research

Going by the price/earnings ratio, its shares currently trade at 18.78 forward earnings, lower than 19.98 for the industry.

Image Source: Zacks Investment Research

The company’s earnings estimate for 2026 has remained unchanged over the past 60 days.

Image Source: Zacks Investment Research

Jabil carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Micron is set to report on Wednesday. Other notable names on next week's earnings calendar are Nike, Jabil, Carnival and CarMax.

Jabil Inc. (NYSE:JBL) will release its fourth quarter earnings report before the opening bell on Wednesday, Sept. 30.

Analysts expect the Saint Petersburg, Florida-based company to report quarterly earnings of $4.07 per share, up from $3.29 per share in the year-ago period. The consensus estimate for JBL’s quarterly revenue is $9.7 billion. It reported $8.25 billion last year, according to Benzinga Pro.

On July 15, Jabil announced a $1.5 billion buyback plan.

Shares of Jabil rose 1.4% to close at $303.67 on Monday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Goldman Sachs analyst Mark Delaney maintained a Buy rating and cut the price target from $482 to $375 on Sept. 8, 2026. This analyst has an accuracy rate of 67%. UBS analyst David Vogt upgraded the stock from Neutral to Buy with a price target of $430 on Aug. 11, 2026. This analyst has an accuracy rate of 76%. JP Morgan analyst Samik Chatterjee maintained an Overweight rating and raised the price target from $395 to $450 on June 18, 2026. This analyst has an accuracy rate of 85%. Barclays analyst Tim Long maintained the stock with an Overweight rating and increased the price target from $304 to $426 on June 18, 2026. This analyst has an accuracy rate of 73%. Stifel analyst Ruben Roy maintained a Buy rating and increased the price target from $430 to $460 on June 18, 2026. This analyst has an accuracy rate of 87%. Considering buying JBL stock? Here’s what analysts think:

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Corient Private Wealth LP lowered its stake in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 21.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 57,293 shares of the technology company’s stock after selling 15,571 shares during the period. Corient Private Wealth LP owned 0.05% of Jabil worth $22,085,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in JBL. Rakuten Securities Inc. purchased a new position in Jabil during the second quarter worth about $25,000. Bell Investment Advisors Inc acquired a new position in shares of Jabil in the second quarter worth $35,000. Leonteq Securities AG purchased a new stake in Jabil during the 4th quarter worth about $42,000. PenderFund Capital Management Ltd. purchased a new stake in shares of Jabil during the second quarter worth approximately $44,000. Finally, Persistent Asset Partners Ltd acquired a new stake in shares of Jabil in the 2nd quarter valued at $45,000. Institutional investors and hedge funds own 93.39% of the company’s stock.

Insider Activity In related news, EVP Matthew Crowley sold 94 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $345.00, for a total value of $32,430.00. Following the sale, the executive vice president owned 57,536 shares of the company’s stock, valued at $19,849,920. This trade represents a 0.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.35% of the company’s stock.

Analysts Set New Price Targets Several brokerages have recently weighed in on JBL. Robert W. Baird raised their target price on Jabil from $355.00 to $440.00 and gave the stock an “outperform” rating in a research report on Thursday, June 18th. Argus set a $475.00 target price on shares of Jabil in a research note on Thursday, June 18th. Barclays increased their price target on Jabil from $304.00 to $426.00 and gave the stock an “overweight” rating in a report on Thursday, June 18th. Zacks Research lowered Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. Finally, Raymond James Financial upped their price target on shares of Jabil from $425.00 to $450.00 and gave the stock a “strong-buy” rating in a research note on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $441.78. Read Our Latest Analysis on Jabil

Jabil Stock Down 6.1% Shares of NYSE JBL opened at $298.83 on Tuesday. The company has a market cap of $31.31 billion, a P/E ratio of 37.31, a P/E/G ratio of 0.72 and a beta of 1.29. The company has a current ratio of 0.98, a quick ratio of 0.66 and a debt-to-equity ratio of 2.17. Jabil, Inc. has a 12-month low of $189.60 and a 12-month high of $428.93. The stock has a fifty day moving average price of $320.77 and a 200 day moving average price of $321.57.

Jabil (NYSE:JBL – Get Free Report) last posted its quarterly earnings data on Wednesday, June 17th. The technology company reported $3.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.10 by $0.06. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The company had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.61 billion. During the same quarter last year, the firm posted $2.55 earnings per share. The business’s quarterly revenue was up 11.8% on a year-over-year basis. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Research analysts anticipate that Jabil, Inc. will post 11.71 EPS for the current fiscal year.

Jabil Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were issued a $0.08 dividend. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. Jabil’s dividend payout ratio (DPR) is 4.00%.

Jabil Company Profile (Free Report)

Jabil Inc is a global manufacturing and technology solutions provider that helps companies design, manufacture and manage products across their lifecycles. Its services include product and process engineering, supply-chain management, procurement, manufacturing, assembly, testing, packaging and aftermarket services.

The company supports customers in a range of industries, including cloud and data infrastructure, automotive, healthcare, connected devices, consumer products, energy and industrial applications.

See Also Five stocks we like better than Jabil Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding JBL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Jabil, Inc. (NYSE:JBL – Free Report).

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