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California State Teachers Retirement System raised its position in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 48,703.0% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 59,888,558 shares of the technology company’s stock after purchasing an additional 59,765,843 shares during the period. California State Teachers Retirement System owned about 57.15% of Jabil worth $23,085,841,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also made changes to their positions in the company. BlackRock Inc. bought a new position in shares of Jabil during the second quarter valued at approximately $3,905,704,000. State Street Corp boosted its position in Jabil by 0.7% during the 3rd quarter. State Street Corp now owns 5,199,646 shares of the technology company’s stock valued at $1,129,207,000 after acquiring an additional 36,646 shares in the last quarter. Primecap Management Co. CA boosted its position in Jabil by 0.4% during the 4th quarter. Primecap Management Co. CA now owns 3,343,670 shares of the technology company’s stock valued at $762,424,000 after acquiring an additional 12,600 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Jabil by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 2,913,157 shares of the technology company’s stock valued at $661,783,000 after acquiring an additional 42,422 shares during the period. Finally, JPMorgan Chase & Co. increased its holdings in shares of Jabil by 45.7% in the 4th quarter. JPMorgan Chase & Co. now owns 1,884,545 shares of the technology company’s stock valued at $429,714,000 after acquiring an additional 591,364 shares during the period. 93.39% of the stock is currently owned by hedge funds and other institutional investors.

Jabil Trading Down 0.0% Jabil stock opened at $310.50 on Tuesday. The stock has a 50-day moving average price of $325.59 and a 200 day moving average price of $320.02. The company has a market capitalization of $32.54 billion, a price-to-earnings ratio of 38.76, a price-to-earnings-growth ratio of 0.70 and a beta of 1.29. Jabil, Inc. has a 52 week low of $189.60 and a 52 week high of $428.93. The company has a quick ratio of 0.66, a current ratio of 0.98 and a debt-to-equity ratio of 2.17.

Jabil (NYSE:JBL – Get Free Report) last issued its quarterly earnings results on Wednesday, June 17th. The technology company reported $3.16 earnings per share for the quarter, topping the consensus estimate of $3.10 by $0.06. The company had revenue of $8.75 billion for the quarter, compared to the consensus estimate of $8.61 billion. Jabil had a net margin of 2.57% and a return on equity of 83.93%. Jabil’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.55 EPS. Jabil has set its FY 2026 guidance at 12.700-12.700 EPS and its Q4 2026 guidance at 3.800-4.200 EPS. Sell-side analysts anticipate that Jabil, Inc. will post 11.71 EPS for the current year. Jabil Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Friday, August 14th. Jabil’s payout ratio is 4.00%.

Wall Street Analysts Forecast Growth A number of brokerages recently weighed in on JBL. The Goldman Sachs Group upped their price objective on Jabil from $384.00 to $482.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. UBS Group upgraded Jabil from a “neutral” rating to a “buy” rating and set a $430.00 target price on the stock in a research note on Tuesday, August 11th. JPMorgan Chase & Co. boosted their target price on shares of Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a report on Thursday, June 18th. Barclays raised their price target on shares of Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a report on Thursday, June 18th. Finally, Bank of America reaffirmed a “buy” rating and issued a $470.00 price objective on shares of Jabil in a research report on Thursday, June 18th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, Jabil currently has an average rating of “Buy” and an average price target of $453.67.

View Our Latest Report on JBL

Insider Activity at Jabil In related news, EVP Matthew Crowley sold 94 shares of Jabil stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the transaction, the executive vice president directly owned 57,536 shares in the company, valued at approximately $19,849,920. This trade represents a 0.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.35% of the stock is owned by insiders.

Jabil Company Profile (Free Report)

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.

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Jabil (JBL - Free Report) closed the most recent trading day at $305.26, moving +1.26% from the previous trading session. This change outpaced the S&P 500's 0.33% loss on the day. Meanwhile, the Dow lost 0.7%, and the Nasdaq, a tech-heavy index, lost 0.12%.

The electronics manufacturer's stock has dropped by 4.32% in the past month, falling short of the Computer and Technology sector's gain of 7.52% and the S&P 500's gain of 3.87%.

The upcoming earnings release of Jabil will be of great interest to investors. The company is expected to report EPS of $4.05, up 23.1% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $9.61 billion, indicating a 16.51% upward movement from the same quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $12.74 per share and a revenue of $34.97 billion, signifying shifts of +30.67% and +17.33%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Jabil. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Jabil holds a Zacks Rank of #3 (Hold).

With respect to valuation, Jabil is currently being traded at a Forward P/E ratio of 23.66. For comparison, its industry has an average Forward P/E of 25.02, which means Jabil is trading at a discount to the group.

One should further note that JBL currently holds a PEG ratio of 0.83. 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. As of the close of trade yesterday, the Electronics - Manufacturing Services industry held an average PEG ratio of 0.72.

The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 7, positioning it in the top 3% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within 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.

Shares in Jubilee Metals Group PLC (AIM:JLP, JSE:JBL, OTC:JUBPF), the integrated copper producer and resource developer in Zambia, rose 6% to 2.65 pence on Wednesday.

The company has selected a preferred purchaser for its Large Waste Project, which has offered total acquisition consideration of $35 million.

The sale follows the receipt of two binding offers for the project, announced on 10 August.

The transaction will proceed through a two-stage due diligence process, with the first stage expected to conclude within approximately ten days.

Subject to satisfactory due diligence and definitive transaction documentation, the balance of the $35 million consideration will be settled over an agreed three-year instalment period.

The balance of the consideration will be settled over an agreed three-year instalment period once due diligence and documentation are finalised.

The purchaser can accelerate settlement to within two years in return for reducing the total consideration payable to $30 million.

The transaction incorporates and replaces a previously announced sale of 10 million tonnes of waste material for $6.75 million, with about 550,000 tonnes collected and approximately $0.6 million paid to Jubilee.

Jubilee said the disposal supports its strategy of prioritising capital towards its existing mining, processing and refining operations in Zambia.

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In the latest close session, Jabil (JBL - Free Report) was down 2.66% at $304.89. The stock fell short of the S&P 500, which registered a loss of 0.28% for the day. Elsewhere, the Dow saw an upswing of 0.26%, while the tech-heavy Nasdaq depreciated by 0.77%.

The electronics manufacturer's stock has climbed by 0.2% in the past month, falling short of the Computer and Technology sector's gain of 1.04% and the S&P 500's gain of 2.31%.

The investment community will be closely monitoring the performance of Jabil in its forthcoming earnings report. It is anticipated that the company will report an EPS of $4.05, marking a 23.1% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $9.61 billion, showing a 16.51% escalation compared to the year-ago quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $12.74 per share and a revenue of $34.97 billion, representing changes of +30.67% and +17.33%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Jabil. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Jabil currently has a Zacks Rank of #3 (Hold).

Digging into valuation, Jabil currently has a Forward P/E ratio of 24.58. For comparison, its industry has an average Forward P/E of 25.9, which means Jabil is trading at a discount to the group.

We can additionally observe that JBL currently boasts a PEG ratio of 0.86. 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. JBL's industry had an average PEG ratio of 0.72 as of yesterday's close.

The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 8, placing it within the top 4% of over 250 industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within 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.

Key Takeaways Jabil expects AI-related revenues to reach $13.6 billion in fiscal 2026, up from $9 billion.Capacity expansion and a third hyperscale customer are supporting Jabil's AI growth momentum.Jabil is exploring an India alliance with Adani to build a multi-gigawatt AI manufacturing platform. Jabil, Inc. (JBL - Free Report) is benefiting from solid momentum in the AI infrastructure market. The company has developed a comprehensive portfolio spanning computing, storage, networking, optics, power and cooling. Such an end-to-end product offering allows it to compete across several layers of the AI data-center buildout. Such broad exposure is translating into significant revenue growth. Jabil is expecting AI-related revenues of approximately $13.6 billion in fiscal 2026, up from $9 billion a year earlier.

To support the extended demand, Jabil is expanding manufacturing capacity across the United States, Mexico and India. Simultaneously, it is strengthening relationships with hyperscalers. The company won its third hyperscale customer in the third quarter. The AI data-center buildout is also increasing demand for high-speed networking equipment. Growing demand for InfiniBand and Ethernet, along with switchgear and silicon photonics, is a growth driver for the company.

Expansion in the emerging market of India could be a long-term driver for the company. Jabil and Adani Enterprise are exploring a strategic alliance focused on building a multi-gigawatt AI data-center infrastructure manufacturing platform. The collaboration, if realized, could manufacture AI racks, liquid-cooled racks, servers, storage systems and networking equipment. If materialized, they could become a major revenue earner for Jabil.

However, it is to be noted that supply chain and execution risks remain. The rapid expansion of AI infrastructure is putting pressure on the supply of certain components such as high-bandwidth memory and high-density interconnect PCBs. Lead time has increased for certain components.

How Are Competitors Faring?Jabil faces competition from Flex LTD. (FLEX - Free Report) and Celestica, Inc. (CLS - Free Report) in this domain. Flex continues to deepen its exposure to AI infrastructure through CPI (Cloud and Power Infrastructure), combining compute integration, cooling and power capabilities. In first-quarter fiscal 2027, CPI revenues rose 35% to $2.2 billion, led by Power as Cloud & Cooling programs continued to ramp. Flex is developing high-density power solutions and cooling technologies for next-generation AI systems.

Celestica is also benefiting from strong AI infrastructure demand, particularly in hyperscale computing and high-speed networking. The company is ramping 800G networking programs and steadily preparing for broader 1.6T deployments. Celestica’s Connectivity & Cloud Solutions revenues increased 84% year over year to $3.81 billion. Segment margin improved to 8.7% from 8.3%, reflecting favorable operating leverage and stronger execution as demand from hyperscale data center customers remained robust.

JBL’s Price Performance, Valuation and EstimatesJabil has gained 68.4% in the past year compared with the industry’s growth of 73.8%.
 

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company’s shares currently trade at 22.09 forward earnings, higher than 21.91 for the industry.

Image Source: Zacks Investment Research

Earnings estimates for Jabil's fiscal 2026 have increased 3.07% to $12.74 over the past 60 days, while those for 2027 have also increased 12.93% to $16.59.

Image Source: Zacks Investment Research

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

In the latest trading session, Jabil (JBL - Free Report) closed at $366.16, marking a +2.68% move from the previous day. This change outpaced the S&P 500's 0.26% gain on the day. Elsewhere, the Dow saw a downswing of 0.04%, while the tech-heavy Nasdaq appreciated by 0.54%.

The electronics manufacturer's shares have seen an increase of 9.12% over the last month, surpassing the Computer and Technology sector's loss of 0.41% and the S&P 500's gain of 2.13%.

The upcoming earnings release of Jabil will be of great interest to investors. It is anticipated that the company will report an EPS of $4.05, marking a 23.1% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $9.61 billion, indicating a 16.51% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $12.74 per share and revenue of $34.97 billion, which would represent changes of +30.67% and +17.33%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for Jabil. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Jabil is currently sporting a Zacks Rank of #2 (Buy).

Investors should also note Jabil's current valuation metrics, including its Forward P/E ratio of 27.99. This valuation marks a discount compared to its industry average Forward P/E of 28.36.

Meanwhile, JBL's PEG ratio is currently 0.98. 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. JBL's industry had an average PEG ratio of 0.8 as of yesterday's close.

The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 7, which puts it in the top 3% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

11.8.2026 22:21

Index Dow Jones -0,34 % na 53791,91 b. S&P 500 -0,32 % na 7728,11 b. Nasdaq Composite -0,6 % na 26445,45 b.

Wall Street úterní seanci uzavřela poklesem, protože investoři začali pohlížet pesimističtěji na možnou dohodu, která by měla přinést stabilitu na Blízký východ. Výsledkem byly poklesy hodnot indexů. Index S&P klesl o 0,32% a uzavřel na hodnotě 7 728 bodů, index Nasdaq o 0,60 %, na hodnotu 26 445. Index Dow Jones Industrial Average klesl o 0,34 %, na 53 791 bodů.

Opět rostoucí ceny ropy a nejistý vývoj ohledně ukončení války vyvolaly očekávání ohledně středeční zprávy o indexu spotřebitelských cen. Po páteční zprávě o zaměstnanosti, která byla slabší, než se očekávalo, se očekávání přesunulo směrem k zářijovému zvýšení úrokových sazeb FEDem. Zároveň nové snahy společností Intel , Nvidia a jim podobných o získání finančních prostředků opět přitahují pozornost k kapitálově náročnému rozvoji umělé inteligence. Velké technologické společnosti vykázaly ztráty; akcie společností Alphabet, Apple a Amazon oslabily o 1 – 3,6 %. Ještě se čeká na výsledky společnosti CoreWeave působící v oblasti cloud computingu a výrobce serverů pro umělou inteligenci Super Micro Computer, které budou dnes zveřejněny po uzavření burzy, poskytnou přehled o stavu odvětví hardwaru pro umělou inteligenci.

Ropa posílila o 1,68 %, Zlato zůstalo poblíž své včerejší hodnoty a Bitcoin oslabil o 0,81 %

Index S&P 500 -0,32 % na 7728,11 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Utility +1,1 % Komunikační služby -2,1 % Energie +1,1 % Reality -0,9 % Průmysl +0,6 % Zbytná spotřeba -0,8 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna KKR (KKR) +6,9 % AppLovin Corp (APP) -6,0 % Axon Enterprise (AXON) +6,7 % Ventas (VTR) -5,4 % Apollo Global Management (APO) +6,3 % Datadog (DDOG) -5,4 % Jabil (JBL) +5,9 % Honeywell International (HON) -5,3 % Marathon Petroleum Corp (MPC) +5,0 % Ferguson Enterprises (FERG) -4,7 %
David Rojko-Kovačík
Fio banka, a.s.
Prohlášení

Key Takeaways JBL appears better placed, with a cheaper valuation and more diversified exposure to AI hardware demand.JBL's 2026 sales and EPS estimates imply 17.3% and 30.7% growth, topping GLW's 15.8% and 29.8%.Corning gained 140% in a year, but Jabil trades at 20.56 times forward earnings versus 40.61 for the former. Jabil Inc. (JBL - Free Report) and Corning Incorporated (GLW - Free Report) are prominent beneficiaries of the AI data-center buildout. Jabil is one of the largest global suppliers of electronics manufacturing services (EMS) solutions. It also offers networking, photonics, power and cooling solutions for AI infrastructure.

Corning supplies optical fiber and connectivity technologies essential for high-speed AI data-center networks. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specific industrial and commercial applications. It also manufactures optical fibers, glass substrates for LCD and PC displays, automotive glass solutions and various laboratory equipment.

With domain-specific expertise in core areas, both Jabil and Corning are strategically positioned in the tech-adjacent manufacturing landscape and have the means to cater to the evolving demands of business enterprises and AI/ML technology. Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in the industry.

The Case for JBLWith a presence across 100 locations in 30 countries, Jabil is likely to gain from secular growth drivers with strong margins and cash flow dynamics. Moreover, its unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply-chain insights and global product management expertise have put it in good stead.

Management’s focus on improving working capital management and integrating sophisticated AI and ML capabilities to enhance the efficiency of its internal processes is a major tailwind. Jabil’s top line is expected to benefit from strength in AI data center infrastructure, capital equipment and warehouse automation markets. The company is likely to gain from the rapid adoption of 5G wireless and cloud computing in the long run. It is benefiting from solid demand in key end markets, together with excellent operational execution and skillful management of supply-chain dynamics.

However, Jabil operates in a highly competitive environment, facing competition from both domestic and international electronic manufacturers, manufacturing service providers and designers like Sanmina Corporation (SANM - Free Report) . The tense geopolitical situation between the United States and China, and the wars in Europe and the Middle East remain headwinds. Against the backdrop of this global uncertainty, low demand in some consumer-centric markets is negatively impacting its margins.

The Case for GLWCorning is benefiting from improved demand and the commercialization of its innovations. Its capabilities are becoming increasingly vital to diverse industries. The fiber optic solutions business is likely to be the key growth driver for GLW, aided by the increasing use of mobile devices that require efficient data transfer and networking systems. Supporting this trend is the proliferation of clouds, resulting in increased storage and even virtual computing.

Since both consumers and enterprises are using networks more extensively, and the generated data is increasingly being used to train AI models, there is a solid demand for Corning’s innovative optical connectivity products for generative AI applications.

GLW’s operating structure has been reorganized to align executive management and business teams around five Market-Access Platforms to unlock opportunities for valuable synergies. These are Mobile Consumer Electronics, Optical Communications, Automotive, Life Sciences and Display. Corning has a leadership position in each of these markets, which, along with focused marketing efforts, has proved conducive to growth. In addition, the reorganization has increased efficiency by creating the opportunity to reuse assets and capabilities developed for customers in one market ecosystem to serve customers in another.

However, end market diversification is limited within the Display and Optical segments, which account for more than half of total revenues. Since the Display Technologies and Specialty Materials segments are primarily dependent on consumer spending, particularly on LCD TVs and mobile PCs, this narrows down the market. Building a significant market position in China amid a bitter U.S.-China trade relationship with heightened risk of the imposition of tariffs can adversely impact its operations.

How Do Estimates Compare for JBL & GLW?The Zacks Consensus Estimate for Jabil’s fiscal 2026 sales and EPS implies year-over-year growth of 17.3% and 30.7%, respectively. The EPS estimates have moved up 3.6% over the past 60 days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Corning’s 2026 sales and EPS indicates year-over-year increases of 15.8% and 29.8%, respectively. The EPS estimates for GLW have increased 2.5% over the past 60 days.

Image Source: Zacks Investment Research

Price Performance & Valuation of JBL & GLWOver the past year, Jabil has surged 46.2% compared with the industry’s growth of 54.5%. Corning has gained 140% over the same period.

Image Source: Zacks Investment Research

Jabil looks more attractive than Corning from a valuation standpoint. Going by the price/earnings ratio, JBL shares currently trade at 20.56 forward earnings, lower than 40.61 for GLW.

Image Source: Zacks Investment Research

JBL or GLW: Which is a Better Pick?Jabil sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Corning carries a Zacks Rank #3 (Hold) at the moment.

Both Corning and Jabil expect sales and profits to improve in 2026. Corning boasts a better price performance, although Jabil’s valuation metrics appear comparatively more attractive. Jabil offers a cheaper, more diversified way to participate in AI hardware demand with potentially lower downside risk. With a superior Zacks Rank, JBL currently appears to be a more enticing investment option than GLW.

11.8.2026 15:58, CAH, JBL, APP

Index Dow Jones +0,42 % na 54204,36 b. S&P 500 0 % na 7753,01 b. Nasdaq Composite -0,34 % na 26515,59 b.

Nejsledovanější americké indexy se v úvodu úterního obchodování vyvíjejí smíšeně. V mírnějším tempu pokračuje výsledková sezóna, své výsledky hospodaření mimo jiné zveřejnily společnosti Hims & Hers Health (-4,0 %), On Holding (-21 %) a Sea Limited (+11,7 %). Podrobnosti naleznete v jednotlivých zprávách.

Daří se akciím společnosti Cardinal Health (+4,8 %), která se zabývá distribucí léčiv, zdravotnických a laboratorních potřeb a poskytováním služeb pro zdravotnictví, po zveřejnění výsledků za 4Q FY 2026. Společnost zaznamenala tržby ve výši 63,67 mld. USD, mírně pod odhady 65,16 mld. USD. Očištěný zisk na akcii ve výši 2,91 USD však překonal očekávání 2,42 USD. Trh se hlavně zaměřil na výhled očištěného zisku na akcii pro celý fiskální rok 2027, který společnost projektuje v rozmezí 12,40 až 12,60 USD, tedy nad očekáváním 12,06 USD.

V poklesu po výsledcích za 2Q pokračují akcie technologické společnosti AppLovin (-5,3 %), která provozuje reklamní platformu, přes kterou inzerenti oslovují uživatele mobilních aplikací. Analytici z Bank of America snížili doporučení z „Buy“ na „Neutral“ a zároveň snížili cílovou cenu ze 430 na 400 USD. Podle analytiků se zvýšila rizika spojená s deklarovaným dlouhodobým výhledem 30% meziročního růstu výnosů. Rizikovější jsou rovněž inovace, které mají dosažení tohoto 30% růstu podpořit. BofA nesnížila oceňovací násobek, protože se nedomnívá, že by AppLovin měl přijít o významný podíl na trhu. Podle analytiků je však nyní pravděpodobnější, že investoři začnou AppLovin vnímat jako vyspělou adtech platformu, pokud nepřijde nový inovační cyklus.

Analytici z UBS zvýšili doporučení pro společnost Jabil (+4,4 %), která se zabývá smluvní výrobou elektroniky, vývojem a designem produktů, z „Neutral“ na „Buy“, přičemž cílovou cenu ponechali beze změny na 430 USD. UBS očekává, že společnost čeká několikaletý růstový cyklus, který bude tažen investicemi do AI ze strany společností Amazon, Meta a Google, rostoucí poptávkou ve zdravotnictví s tím, jak budou uváděny do provozu nové kapacity, a také rozšiřováním trhů v oblasti automatizace a robotiky. Podle analytiků by tyto faktory měly podpořit růst tržeb Jabilu a ve fiskálním roce 2027 zvýšit provozní marži nad 6 %.

Intel (-0,8 %) navyšuje veřejnou nabídku akcií na 20 mld. USD, cena byla stanovena na 95 USD za akcii.

Index S&P 500 0 % na 7753,01 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Průmysl +1,1 % Komunikační služby -1,1 % Utility +0,8 % Zbytná spotřeba -0,5 % Zdravotní péče +0,6 % Reality -0,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Cardinal Health (CAH) +4,8 % Carvana (CVNA) -5,9 % Jabil (JBL) +4,4 % AppLovin Corp (APP) -5,3 % KKR (KKR) +4,2 % Ventas (VTR) -4,0 % Ares Management Corp (ARES) +3,9 % Datadog (DDOG) -3,9 % Teradyne (TER) +3,7 % Oracle Corp (ORCL) -3,9 % Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

Key Takeaways JBL shares climbed 31.6% in six months, outpacing the industry's 19% growth.AI-ready optical transceivers boost bandwidth without major data-center infrastructure changes.Fiscal 2026 and 2027 earnings estimates rose 15.3% and 27.2%, signaling stronger growth expectations. Jabil, Inc. (JBL - Free Report) has soared 31.6% over the past six months compared with the industry’s growth of 19%. It has outperformed peers like Celestica Inc. (CLS - Free Report) but lagged Flex Ltd. (FLEX - Free Report) over this period. While Celestica has gained 20.7%, Flex surged 98%. 

Six-Month JBL Stock Price Performance

Image Source: Zacks Investment Research

AI Momentum Bodes Well for JBLJabil’s extensive manufacturing footprint and deep domain expertise make it a well-positioned player in the rapidly expanding artificial intelligence (AI) and machine learning (ML) ecosystem. Its focus on delivering differentiated value to customers highlights the company’s growing relevance in the optical module market.

Jabil’s photonics-based optical transceiver modules are designed to support the increasing performance and scalability requirements of AI and ML workloads. Developed through collaboration with leading technology providers, these solutions are expected to enhance the speed, efficiency and reliability of data transmission.

The technology leverages Intel Corporation’s (INTC) silicon photonics platform, which is known for its manufacturing efficiency and reliability. Intel’s volume-proven platform integrates on-chip laser sources that are fabricated, tested and burned in at the wafer level, simplifying module integration and improving dependability.

Backed by strong reliability, scalability and performance capabilities, Jabil’s optical transceiver modules are well placed to support data-intensive applications. The solutions can significantly increase the bandwidth capacity of data-center racks without requiring substantial changes to existing infrastructure, strengthening Jabil’s prospects in the fast-growing AI infrastructure market.

Diversified Portfolio Aids GrowthJabil operates across approximately 100 locations in 30 countries, providing it with a broad global platform to capitalize on secular growth trends while maintaining healthy margin and cash flow dynamics. Its extensive end-market experience, technical and design capabilities, manufacturing expertise, supply-chain insights and global product-management capabilities remain key competitive strengths.

The company’s global footprint is supported by a centralized procurement process and a unified Enterprise Resource Planning system. These capabilities provide customers with enhanced end-to-end supply-chain visibility and enable Jabil to manage complex global manufacturing programs efficiently.

Diligent Operational Execution Lends SupportJabil’s continued emphasis on end-market and product diversification is another key growth driver. The company aims to ensure that no single product or product family accounts for more than 5% of operating income or cash flows in any fiscal year. This disciplined approach reduces concentration risk, improves the stability of revenues and earnings, and supports sustainable long-term shareholder returns.

Jabil is also poised to benefit from the continued adoption of 5G wireless technology and cloud computing. Solid demand across key end markets, disciplined execution of operational initiatives and effective management of supply-chain challenges are likely to support its performance. Moreover, the company’s diversified portfolio across multiple business sectors provides considerable resilience against macroeconomic uncertainty and geopolitical disruptions.

Image Source: Zacks Investment Research

Estimate Revision TrendThe Zacks Consensus Estimate for Jabil’s fiscal 2026 earnings has surged 15.3% to $12.74 per share over the past year, while the same for fiscal 2027 has increased 27.2% to $16.59. The positive estimate revision depicts bullish sentiments about the stock’s growth potential.

Image Source: Zacks Investment Research

End NoteJabil is bullish on its long-term prospects. The company is well-positioned to capitalize on growth opportunities in areas such as AI data center hardware, power and energy infrastructure, software-defined electric and hybrid vehicles, and healthcare. Strong margins and robust free cash flow are likely to enable continued investment in profitable growth and capital returns to shareholders.

The uptrend in estimate revisions further portrays positive sentiments about the stock’s growth potential. JBL has a long-term earnings growth expectation of 28.5% and delivered a trailing four-quarter average earnings surprise of 5.9%. It has a VGM Score of B. Jabil carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

With a solid Zacks Rank and healthy fundamentals, Jabil appears primed for further price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.

Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership decreased its holdings in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 46.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 848,163 shares of the technology company’s stock after selling 728,145 shares during the quarter. Arrowstreet Capital Limited Partnership owned about 0.80% of Jabil worth $225,298,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in JBL. Greenline Wealth Management LLC acquired a new stake in Jabil in the 4th quarter worth about $28,000. Veracity Capital LLC raised its position in shares of Jabil by 4,144.3% in the 4th quarter. Veracity Capital LLC now owns 3,735 shares of the technology company’s stock worth $31,000 after buying an additional 3,647 shares during the period. Virtus Advisers LLC acquired a new position in Jabil in the fourth quarter valued at $32,000. DV Equities LLC purchased a new stake in shares of Jabil during the 4th quarter worth about $34,000. Finally, Wilkerson Advisory Group LLC acquired a new stake in Jabil during the 4th quarter worth approximately $34,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

Jabil Stock Down 3.0% Shares of NYSE:JBL opened at $312.28 on Friday. The firm has a market cap of $32.72 billion, a PE ratio of 38.99, a price-to-earnings-growth ratio of 0.96 and a beta of 1.28. The company has a fifty day simple moving average of $352.15 and a 200 day simple moving average of $302.26. 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.

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

Jabil Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th will be paid a dividend of $0.08 per share. The ex-dividend date is Friday, August 14th. This represents a $0.32 annualized dividend and a yield of 0.1%. Jabil’s dividend payout ratio is presently 4.00%.

Insider Buying and Selling In related news, SVP Gary K. Schick sold 1,000 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was sold at an average price of $340.00, for a total transaction of $340,000.00. Following the transaction, the senior vice president directly owned 39,843 shares in the company, valued at $13,546,620. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Matthew Crowley sold 94 shares of Jabil stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the transaction, the executive vice president directly owned 57,536 shares of the company’s stock, valued at approximately $19,849,920. This represents a 0.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.35% of the company’s stock.

Analyst Upgrades and Downgrades Several equities research analysts have issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, June 18th. UBS Group upped their target price on Jabil from $380.00 to $430.00 and gave the stock a “neutral” rating in a research report on Thursday, June 18th. Barclays increased their target price on Jabil from $304.00 to $426.00 and gave the company an “overweight” rating in a research note on Thursday, June 18th. Wall Street Zen lowered Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Zacks Research upgraded Jabil from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 2nd. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $453.67.

Read Our Latest Research Report on JBL

Jabil Company Profile (Free Report)

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.

Featured Stories Five stocks we like better than Jabil AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits 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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Celestica (NYSE:CLS | CLS Price Prediction) is one of the most direct ways for a long-horizon portfolio to gain exposure to the AI infrastructure buildout right now. The company designs and manufactures electronics and hardware for major technology customers, earning revenue by building products such as servers, networking equipment, and data-center systems.

The company is compounding revenue north of 50% with expanding margins, management has raised full-year guidance twice in six months, and the stock trades at a forward multiple below its growth rate. This is a pick-and-shovel play with visible 2027 program wins already booked.

Celestica’s AI Growth Is Accelerating Q1 FY26 revenue hit $4.05 billion, up 52.8% year over year, with adjusted EPS of $2.16 beating the $2.08 consensus. That was the fifth straight EPS beat. Adjusted operating margin printed 8.0%, a company record, and the Connectivity & Cloud Solutions segment grew 76% year over year to $3.24 billion. Management raised FY26 guidance to $19.0 billion in revenue and $10.15 in adjusted EPS, up from $17.0 billion and $8.75 just one quarter earlier.

The Valuation Has Not Caught Up With the Growth At $335.50, CLS trades at a forward P/E of 30 against quarterly earnings growth of 147.3% year over year. The Street consensus target sits at $448, with 20 of 21 analysts rating it Buy or Strong Buy and zero Sells. The stock is still trading roughly 30% below its 52-week high of $474.02, giving new buyers a discount to a name that returned 113.82% over the past year.

Why Celestica Is Crushing Its EMS Peers Flex (NASDAQ:FLEX) and Jabil (NYSE:JBL) are the obvious EMS (Electronics Manufacturing Services) alternatives, and neither is keeping up. Flex grew FY26 revenue just 8.14% to $27.9 billion with an adjusted operating margin of 6.5% in its most recent quarter. Jabil’s Q3 FY26 revenue rose 11.8% year over year against a full-year core operating margin guide of 5.8%.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Celestica didn't make the cut. Grab the names FREE today.

Celestica is growing more than four times faster than Flex and posting a stronger margin profile roughly 200 basis points above Jabil’s.

Customer Concentration Is Fueling the AI Opportunity Customer concentration is one of the standard talking points among bears. Three customers were 36%, 15%, and 12% of Q4 FY25 revenue, meaning they cumulatively accounted for 63% of revenue.

Those customers are hyperscalers with published capex trajectories, and CLS just won a Co-packaged Optics Ethernet switch program using 1.6 Terabit silicon that begins ramping in 2027, alongside expanded U.S. manufacturing capacity for Google TPU systems. While customer concentration introduces risk, it also provides a tailwind when the customer list includes the largest AI spenders on earth.

Celestica Deserves a Spot at the Top of Your AI Watchlist Long-term investors seeking direct AI infrastructure exposure at a reasonable multiple might consider putting Celestica at the top of their research list today. Celestica is scheduled to release Q2 earnings after the market closes on July 27.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Celestica didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 20th, 2026

California Public Employees Retirement System decreased its position in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 2.5% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 213,948 shares of the technology company’s stock after selling 5,575 shares during the quarter. California Public Employees Retirement System owned approximately 0.20% of Jabil worth $56,831,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of JBL. Todd Asset Management LLC lifted its holdings in Jabil by 1.9% in the 4th quarter. Todd Asset Management LLC now owns 336,356 shares of the technology company’s stock worth $76,696,000 after purchasing an additional 6,179 shares in the last quarter. Jackson Creek Investment Advisors LLC grew its holdings in Jabil by 386.2% during the 4th quarter. Jackson Creek Investment Advisors LLC now owns 11,290 shares of the technology company’s stock valued at $2,574,000 after buying an additional 8,968 shares in the last quarter. Jefferies Financial Group Inc. bought a new stake in shares of Jabil during the fourth quarter valued at approximately $7,061,000. Allstate Corp raised its position in shares of Jabil by 98.0% during the fourth quarter. Allstate Corp now owns 7,959 shares of the technology company’s stock valued at $1,815,000 after buying an additional 3,939 shares during the last quarter. Finally, National Pension Service lifted its holdings in shares of Jabil by 582.6% in the fourth quarter. National Pension Service now owns 224,903 shares of the technology company’s stock worth $51,282,000 after buying an additional 191,956 shares in the last quarter. Institutional investors own 93.39% of the company’s stock.

Jabil Trading Down 0.1% Shares of JBL stock opened at $300.81 on Monday. The company has a market cap of $31.52 billion, a PE ratio of 37.55, a price-to-earnings-growth ratio of 0.90 and a beta of 1.28. Jabil, Inc. has a 1 year low of $189.60 and a 1 year high of $428.93. The stock’s 50 day simple moving average is $355.90 and its two-hundred day simple moving average is $299.81. The company has a debt-to-equity ratio of 2.17, a current ratio of 0.98 and a quick ratio of 0.66.

Jabil (NYSE:JBL – Get Free Report) last announced its earnings results on Wednesday, June 17th. The technology company reported $3.16 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.06. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The firm had revenue of $8.75 billion during the quarter, compared to analysts’ expectations of $8.61 billion. During the same quarter in the previous year, the business earned $2.55 EPS. The company’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 predict that Jabil, Inc. will post 11.71 earnings per share for the current year.

Jabil Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th will be given a dividend of $0.08 per share. The ex-dividend date is Friday, August 14th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil’s payout ratio is 4.00%.

Wall Street Analysts Forecast Growth Several research firms recently weighed in on JBL. Argus set a $475.00 target price on shares of Jabil in a research note on Thursday, June 18th. Raymond James Financial increased their price objective on shares of Jabil from $425.00 to $450.00 and gave the company a “strong-buy” rating in a report on Thursday, June 18th. Weiss Ratings upgraded Jabil from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. Wall Street Zen downgraded Jabil from a “strong-buy” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, The Goldman Sachs Group lifted their price objective on Jabil from $384.00 to $482.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $453.67.

View Our Latest Research Report on Jabil

Insiders Place Their Bets In related news, SVP Gary K. Schick sold 1,000 shares of Jabil stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $340.00, for a total transaction of $340,000.00. Following the completion of the transaction, the senior vice president directly owned 39,843 shares of the company’s stock, valued at approximately $13,546,620. The trade was a 2.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Matthew Crowley sold 94 shares of the company’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $345.00, for a total transaction of $32,430.00. Following the transaction, the executive vice president owned 57,536 shares in the company, valued at $19,849,920. The trade was a 0.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.35% of the company’s stock.

Jabil Profile (Free Report)

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.

Further Reading Five stocks we like better than Jabil Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks 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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Key Takeaways Flex is advancing a Cloud and Power Infrastructure spin-off while expanding AI-driven manufacturing.Jabil raised its fiscal 2026 outlook as AI infrastructure demand and diversified end markets fueled growth.Jabil is the stronger pick based on analyst estimate revisions. Flex Ltd. (FLEX - Free Report) and Jabil Inc. (JBL - Free Report) are among the leading electronics manufacturing services (EMS) providers, benefiting from rising investments in AI infrastructure, cloud computing and data center expansion. Both companies delivered strong financial performances in their latest reported quarters, supported by robust customer demand, disciplined execution and expanding opportunities across high-growth end markets.

Each company is pursuing a distinct growth strategy, with Flex emphasizing its planned Cloud and Power Infrastructure spin-off and Jabil continuing to leverage its diversified business model and accelerating AI-related momentum.

Let’s analyze their fundamentals, growth opportunities, market challenges and valuation to assess which one presents a stronger investment opportunity.

The Case for FLEXFlex is gaining from strong momentum in its Cloud and Power Infrastructure (CPI) business, supported by substantial new business wins with hyperscaler and data center customers, including Google. These engagements extend beyond individual product manufacturing to include power infrastructure, thermal systems and complex hardware manufacturing deployed across the company’s global footprint. The company has already begun capital deployment for these projects and expects CPI revenue to grow 65% to 75% in fiscal 2027, followed by growth of more than 80% in fiscal 2028. Management also stated that demand is supported by multiple hyperscalers, neoclouds, colocation providers and utilities, providing a diversified customer base and multi-year growth visibility.

The company's transformation and portfolio optimization bode well, highlighted by the planned spin-off of its Cloud and Power Infrastructure business into a separate publicly traded company. Management believes the business has achieved the scale, growth profile and strategic importance to operate independently, while enabling both companies to sharpen their focus and align capital allocation with their respective priorities. Following the spin, Flex intends to concentrate on advanced manufacturing opportunities across diversified end markets, with increased investments in higher-growth industries such as healthcare, robotics, warehouse automation and networking, while continuing to optimize its portfolio for stronger cash flow generation and shareholder returns.

Apart from these, the company is also gaining from disciplined execution and operational efficiency, which contributed to strong financial performance during fiscal 2026. Fourth-quarter revenue increased 17% year over year, while adjusted gross margin reached a record 9.9% and adjusted operating margin improved to a company record of 6.7%. In fiscal 2026, revenue rose 8%, supported by continued growth in cloud, power and industrial businesses. The company also delivered record adjusted gross and operating margins, driven by a favorable product mix and ongoing operational improvements.

For the first quarter of fiscal 2027, the company expects net sales in the range of $7.35 billion to $7.65 billion, representing growth of approximately 14% at the midpoint of the guidance.For fiscal 2027, the company expects net sales to range between $32.3 billion and $33.8 billion, representing growth of approximately 18% at the midpoint of the guidance. Adjusted operating margin is projected to be between 7% and 7.1%, while adjusted EPS is expected to range from $4.21 to $4.51, implying growth of 32% at the midpoint.

Image Source: Zacks Investment Research

However, Flex is facing continued softness in certain end markets, particularly within its lifestyle business. Full-year ITS revenue declined 2% year over year due to persistent weakness in lifestyle, although this was partly offset by growth in communications. Management also expects fiscal 2027 ITS revenue to range from flat to low single-digit growth, as continued softness and the company’s deliberate deemphasis of lower-value lifestyle markets are expected to offset strength in communications.

The company is experiencing margin pressure within its Cloud and Power Infrastructure business due to ongoing investments and program ramp costs. During fiscal 2026, CPI adjusted operating margin declined 100 basis points year over year as incremental infrastructure investments in critical power and cloud ramp costs weighed on profitability. Management indicated that these investments temporarily reduced margins, although the company expects to recover these impacts as capacity utilization improves in the coming years.

The Case for JBLJabil is gaining from sustained strength in AI infrastructure demand, which continues to support growth across its Intelligent Infrastructure business. The company increased its fiscal 2026 AI-related revenue outlook to approximately $13.6 billion, up $500 million from its March forecast and significantly higher than fiscal 2025 levels. This growth is being driven by strong customer demand, disciplined execution and capabilities spanning compute, storage, networking, optics, power, cooling and rack-level integration. The company also secured its third hyperscale customer during the quarter, creating additional opportunities to expand customer relationships across the data center ecosystem.

The company is also benefiting from improving momentum across multiple end markets, supported by stronger-than-expected demand in automotive, renewables and Connected Living. The company raised its fiscal 2026 automotive revenue outlook to approximately $4.4 billion as stronger export demand from China, industry consolidation and growth in powertrain-agnostic platforms exceeded previous expectations. Renewables also continued to improve, benefiting from safe harbor projects, AI and data center-related power demand, and a shift toward commercial projects. Meanwhile, Connected Living and Digital Commerce outperformed the company's cautious assumptions, prompting higher revenue expectations for both businesses.

Jabil's diversified business model, combined with disciplined execution, enabled the company to deliver strong financial performance during the third quarter. The company delivered revenue, margins, earnings per share and free cash flow above expectations, while Intelligent Infrastructure continued to post broad-based growth across capital equipment, cloud and data center infrastructure, and networking and communications. Management also raised its fiscal 2026 outlook to approximately $35 billion in revenue, core operating margin of about 5.8%, core EPS of approximately $12.70 and adjusted free cash flow exceeding $1.4 billion.

Moreover, the company is gaining from ongoing capacity expansion and strategic initiatives that support long-term AI infrastructure demand. The company expects AI-related revenue growth in fiscal 2027 to be similar in percentage terms to fiscal 2026, despite a much larger revenue base, supported by new capacity coming online in North Carolina, Memphis, India and other locations. It also announced an AI infrastructure initiative with Adani Enterprises to establish a large-scale manufacturing platform in India focused on AI racks, servers, storage systems, networking equipment and supporting infrastructure. While management views this as a longer-term opportunity, it believes the initiative strengthens its position in a market expected to become increasingly important for AI infrastructure demand.

However, JBL continues to face some near-term challenges despite the positive outlook. Management remains cautious about demand volatility in the automotive market, even after stronger-than-expected performance during the quarter. The company also noted that component availability, portfolio mix, customer ramp timing and supply chain constraints, including shortages in certain memory and high-density components, remain a concern.

FLEX vs. JBL Share Price PerformanceOver the past six months, FLEX shares have gained 73%, while Jabil has soared 19.9%.

Image Source: Zacks Investment Research

Valuation for FLEX & JBLIn terms of Price/Book, FLEX shares are trading at 8.63X, lower than JBL’s 24.25X.

Image Source: Zacks Investment Research

How Do Estimates Compare for FLEX & JBL?Analysts have not revised their earnings estimates for FLEX’s bottom line for the current year.

Image Source: Zacks Investment Research

For JBL, there have been upward revisions for the current year.

Image Source: Zacks Investment Research

FLEX or JBL: Which Stock to Bet On?While JBL sports a Zacks Rank #1 (Strong Buy) at present, FLEX has a Zacks Rank #3 (Hold). Consequently, in terms of Zacks Rank, JBL seems to be a better pick at the moment.

You can see the complete list of today’s Zacks #1 Rank stocks here. 

Key Takeaways Jabil passed the earnings acceleration screen with projected current-year earnings growth of 30.1%. CECO Environmental combines accelerating EPS trends with an expected 120.2% earnings growth this year.Klarna Group qualified with accelerating earnings and a projected 105.1% earnings growth for the year. Investors often view consistent earnings growth as a sign of a company’s financial strength. However, an even stronger signal is earnings acceleration, which can be a key driver of stock price gains. Research suggests that many of the top-performing stocks exhibit accelerating earnings before their share prices begin a sustained upward movement.

With that in mind, Jabil Inc. (JBL - Free Report) , CECO Environmental Corp. (CECO - Free Report) and Klarna Group plc (KLAR - Free Report) are demonstrating strong earnings acceleration and are worth buying in the second half of 2026. 

What Is Earnings Acceleration? A Guide for Investors Earnings acceleration refers to the incremental growth in a company’s earnings per share (EPS). Put simply, if a company’s quarter-over-quarter earnings growth rate increases over a given period, it can be called earnings acceleration. 

In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps identify stocks that haven’t yet caught investors’ attention and, once secured, will invariably lead to a rally in share price. This is because earnings acceleration considers both the direction and magnitude of growth rates. 

An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down.

Research Wizard: Your Shortcut to Finding Winning Stocks Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rate for the upcoming quarter is expected to exceed that of prior periods.

EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1). 

EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2).

EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ago (Q-3).

In addition to this, we have added the following parameters: 

Current Price greater than or equal to $5: This screens out low-priced stocks. 

Average 20-day volume greater than or equal to 50,000: High trading volume implies that the stocks have adequate liquidity. 

The above criteria narrowed the universe of around 7,735 stocks to only three. Here are the stocks: 

Jabil  Jabil is a global provider of engineering, manufacturing and supply-chain solutions, serving customers across a wide range of industries worldwide. Jabil has a Zacks Rank #1 (Strong Buy). JBL’s expected earnings growth rate for the current year is 30.1%. You can see the complete list of today’s Zacks #1 Rank stocks here. 

CECO Environmental  CECO Environmental provides industrial air quality, water treatment and energy transition solutions through its Engineered Systems and Industrial Process Solutions segments. CECO Environmental has a Zacks Rank #1. CECO’s expected earnings growth rate for the current year is 120.2%.  

Klarna Group  Klarna Group is a digital bank and flexible payments provider serving customers across multiple global markets. Klarna Group has a Zacks Rank #1. KLAR’s expected earnings growth rate for the current year is 105.1%.  

Key Takeaways Jabil and Celestica are positioned to benefit from rising demand for EMS across AI and cloud.JBL raised its fiscal 2026 revenue outlook to about $35 billion on AI infrastructure demand.CLS' CCS segment is gaining from strong demand for 400G and 800G networking products. Jabil Inc. (JBL - Free Report) and Celestica Inc. (CLS - Free Report) are two leading companies in the global electronics manufacturing services (EMS) industry. Jabil delivers manufacturing, engineering, product design and supply chain capabilities to customers across healthcare, automotive, cloud infrastructure, industrial and consumer electronics.

Celestica provides end-to-end product lifecycle services, spanning design, advanced manufacturing, hardware platforms and supply chain management for customers in communications, enterprise technology, aerospace and defense, healthcare and industrial industries.

With domain-specific expertise in core areas, both Jabil and Celestica are well-positioned to benefit from increasing demand for EMS, driven by investments in artificial intelligence (AI) infrastructure, cloud computing, data centers, healthcare technologies, automotive electronics, and industrial automation. Let us delve a little deeper into the companies' competitive dynamics to understand which of the two is relatively better placed to capitalize on these industry trends.

The Case for JBL StockGrowing investments in AI infrastructure are creating a significant growth opportunity for Jabil. Strong demand for AI data centers, networking equipment and warehouse automation has prompted management to raise its fiscal 2026 revenue outlook to approximately $35 billion. The company's diversified exposure to healthcare, automotive, industrial and connected living markets further supports stable long-term growth by reducing dependence on any single end market.

Jabil's global manufacturing network and continued investments in automation, AI-enabled manufacturing and capacity expansion enhance production efficiency, improve operating margins and enable it to support customers worldwide. Combined with strong free cash flow generation and disciplined capital management, these strengths provide the financial flexibility to fund future growth initiatives.

However, Jabil operates in a highly competitive EMS industry and faces competition from leading global peers, such as Flex Ltd. (FLEX - Free Report) and Sanmina Corporation (SANM - Free Report) . The company also remains exposed to customer concentration, supply chain disruptions, foreign exchange fluctuations, and geopolitical and trade uncertainties.

The Case for CLS StockCelestica benefits from the rapid expansion of AI and cloud computing. The rise of AI-driven data centers is fueling strong demand for the company's high-performance networking and data communication products, including switches, routers, storage platforms and data center interconnect solutions. Continued innovation, strategic technology partnerships and robust demand for 400G and 800G networking products are strengthening its Connectivity & Cloud Solutions segment, a key contributor to the company's growth.

The company aims to improve profitability through a greater focus on higher-value products and an optimized business mix. Disciplined cost management and efficient operations have supported margin expansion, while strong engineering and manufacturing capabilities enable the company to meet evolving customer requirements. These operational strengths enhance earnings and reinforce Celestica's competitive position in the EMS market.

However, extensive international operations expose it to foreign exchange fluctuations, geopolitical tensions and global trade uncertainties, particularly given its manufacturing presence in China. The company also faces ongoing challenges in its Advanced Technology Solutions segment, where softer industrial demand and elevated customer inventory levels continue to weigh on growth.

How Do Zacks Estimates Compare for JBL & CLS?The Zacks Consensus Estimate for Jabil’s 2026 sales implies a year-over-year rise of 17.33%, while that for EPS indicates growth of 30.67%. EPS estimates have been trending northward (up 3.6%) on average over the past 60 days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Celestica’s 2026 sales implies a year-over-year rise of 53.82%, while that for EPS indicates growth of 67.93%. EPS estimates have remained static on average over the past 60 days.

Image Source: Zacks Investment Research

Price Performance & Valuation of JBL & CLSOver the past year, Jabil has gained 51.4% compared with the industry’s growth of 85.8%. Celestica has rallied 118.3% over the same period.

Image Source: Zacks Investment Research

Jabil looks more attractive than Celestica from a valuation standpoint. Going by the price/earnings ratio, Jabil’s shares currently trade at 21.34 forward earnings, lower than 27.04 for Celestica.

Image Source: Zacks Investment Research

JBL or CLS: Which is a Better Pick?Jabil currently sports a Zacks Rank #1 (Strong Buy). Celestica carries a Zacks Rank of 3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

Both companies expect sales and profits to improve in 2026, supported by rising investments in AI infrastructure and cloud computing. Celestica is delivering strong momentum through its networking and cloud infrastructure business, while Jabil benefits from a broader end-market portfolio and a globally diversified manufacturing platform. Considering a solid Zacks Rank, stronger upward estimate revision and a more attractive valuation, Jabil appears to be the better investment choice at the moment.

Key Takeaways Jabil has climbed 78.4% in a year, though it trails Flex and Celestica's stronger industry gains.Jabil's optical transceiver modules use Intel silicon photonics to support faster AI data transmission.Jabil's fiscal 2026 and 2027 earnings estimates rose, signaling bullish growth sentiment. Jabil, Inc. (JBL - Free Report) has soared 78.4% over the past year compared with the industry’s growth of 104.2%. It has underperformed peers like Flex Ltd. (FLEX - Free Report) and Celestica Inc. (CLS - Free Report) over this period. While Celestica has gained 145%, Flex surged 234.3%. 

One-Year JBL Stock Price Performance

Image Source: Zacks Investment Research

JBL Rides on AI StrengthJabil's extensive manufacturing footprint and expertise position it as an ideal partner in the burgeoning AI/ML ecosystem. The company's commitment to providing unparalleled value to customers underscores its strategic importance in the optical module space. The company’s photonics-based optical transceiver modules are designed to fuel the AI/ML revolution, promise unparalleled performance and scalability, thanks to the collaborative efforts of industry giants.

The breakthrough technology leverages Intel Corporation's (INTC - Free Report) cutting-edge silicon photonics platform, renowned for its manufacturing efficiency and reliability. The collaboration sets a new standard for speed, efficiency and reliability in data transmission. Intel's volume-proven silicon photonics platform, with on-chip laser sources fabricated, tested and burned-in at wafer scale, ensures unparalleled reliability and simplicity in module integration. With a focus on reliability, scalability and performance, its optical transceiver modules are poised to drive significant advancements in data-intensive applications with considerable improvement in the bandwidth capacity of data center racks without requiring modifications to existing infrastructure.

Diversified Bouquet Lends SupportWith a presence across 100 locations in 30 countries, Jabil is likely to gain from secular growth drivers with strong margins and cash flow dynamics. Moreover, its unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply chain insights and global product management expertise have put it in good stead. Its extensive global footprint is further strengthened by a centralized procurement process, which, coupled with a single Enterprise Resource Planning system, aids customers with end-to-end supply chain visibility.

Jabil’s focus on end-market and product diversification is a key catalyst. The company’s target that “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable. The diversification increases the reliability of the company’s earnings and revenues, thereby driving long-term returns for investors.

The company is likely to gain from the rapid adoption of 5G wireless and cloud computing in the long run. It is benefiting from solid demand in key end markets, diligent execution of operational plans and skillful management of supply chain dynamics. A large-scale portfolio of business sectors offers Jabil a high degree of resilience during macroeconomic and geopolitical disruptions.

Image Source: Zacks Investment Research

Estimate Revision TrendThe Zacks Consensus Estimate for Jabil’s fiscal 2026 earnings has surged 14.9% to $12.74 per share over the past year, while the same for fiscal 2027 has increased 25.1% to $16.59. The positive estimate revision depicts bullish sentiments about the stock’s growth potential.
 

Image Source: Zacks Investment Research

End NoteJabil is bullish on its long-term prospects. The company is well-positioned to capitalize on growth opportunities in areas such as AI data center hardware, power and energy infrastructure, software-defined electric and hybrid vehicles, and healthcare. Strong margins and robust free cash flow are likely to enable continued investment in profitable growth and capital returns to shareholders.

The uptrend in estimate revisions further portrays positive sentiments about the stock’s growth potential. JBL has a long-term earnings growth expectation of 28.5% and delivered a trailing four-quarter average earnings surprise of 5.9%. It has a VGM Score of A. Jabil carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

With a solid Zacks Rank and healthy fundamentals, Jabil appears primed for further price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.

Vanguard Small-Cap Value ETF (VBR +0.52%) provides a lower-cost, broader approach to small-cap value, while iShares Russell 2000 Value ETF (IWN +0.48%) offers potentially higher volatility and more concentrated sector tilts.

Both funds target the same segment of the market -- small companies that trade at low price-to-book or price-to-earnings ratios. However, they track different indexes, leading to distinct differences in risk, return, and portfolio composition that investors could consider before choosing between them.

Snapshot (cost & size)MetricVBRIWNIssuerVanguardiSharesExpense ratio0.05%0.24%1-yr return (as of June 23, 2026)26.20%42.30%Dividend yield1.70%1.50%Beta0.951.01AUM$65.5 billion$14.3 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield as of June 23’s closing price.

Vanguard Small-Cap Value ETF is the more affordable option with an expense ratio of 0.05%, compared to 0.24% for iShares Russell 2000 Value ETF. The Vanguard fund also provides a slightly higher payout for income-seeking investors.

Performance & risk comparisonMetricVBRIWNMax drawdown (5 yr)(24.20%)(26.70%)Growth of $1,000 over 5 years (total return)$1,510.00$1,413.00What's insideThe iShares Russell 2000 Value ETF, launched in 2000, focuses on U.S. small-cap value stocks, carrying 1,407 in its portfolio. Its sector weights include Financial Services at 23.9%, Industrials at 12.1%, and Technology at 11.%. Top positions include TTM Technologies Inc (TTMI 0.05%) at 1.1%,  Echostar Corp Class A (SATS 2.18%) at 1.1%, and Hut 8 Mining Corp (HUT 1.07%). It has paid $3.19 per share over the trailing 12 months.

The Vanguard Small-Cap Value ETF, launched in 2004, is less diversified with 841 holdings. Its top sectors include Financial Services at 17.5%, Industrials at 17.4%, and Consumer Cyclical at 12.5%. Its largest positions include Flex Ltd (FLEX +7.75%) at 1.25%, Jabil Inc (JBL +2.39%) at 0.8%, and Tapestry Inc (TPR 3.01%) at 0.7%. The Vanguard fund has a trailing-12-month dividend of $4.14 per share.

The iShares Russell 2000 Value ETF is having an excellent year, with its more diverse small-cap portfolio benefiting from the recent run in small caps relative to mid- and large-cap sectors.

Both funds are good ways to play the small-cap sector, which should be a part of most diversified portfolios.

But the Vanguard Small-Cap Value ETF gets the nod, given that it outperforms IWO on every other longer time frame. VBR has returned more than 18% the past three years, compared to 13.5% for IWO, according to information from each fund as of March 31. The Vanguard offering also bests the iShares competitor on the 5-year lookback, 8.19% to 5.56%, and the 10-year time, 10.58% to 9.42%.

Some of this outperformance may be due to the concentration of holdings in VBR compared to IWO. That may not be replicable in the future. But Vanguard Small-Cap ETF’s low expense ratio has been a factor in past performance and will continue to be, especially when considering IWO’s much higher expenses. Go with Vanguard.

For more guidance on ETF investing, check out the full guide at this link.

Key Takeaways Jabil's diversified segments help balance revenue across AI, healthcare, automotive and cloud markets.JBL raised its fiscal 2026 AI revenue outlook to about $13.6 billion and added a third hyperscale customer.Jabil is expanding manufacturing capacity and automation while managing customer concentration risks. Jabil, Inc. (JBL - Free Report) has evolved well beyond its roots as an electronics manufacturing services provider. While AI infrastructure has emerged as the company’s most powerful growth catalyst, improving trends in industrial automation, healthcare, automotive and digital commerce have broadened its revenue base. That diversification is attracting greater investor attention because it helps reduce dependence on any single end market while positioning Jabil to benefit from several long-term technology trends.

How JBL Diversifies Revenue GrowthJabil organizes its operations into three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living & Digital Commerce. During the fiscal third quarter of 2026, Intelligent Infrastructure contributed approximately 48% of revenue, followed by Regulated Industries at 36% and Connected Living & Digital Commerce at 16%.

Each business serves different industries, ranging from automotive, healthcare and renewable energy to networking, cloud infrastructure, warehouse automation and consumer electronics. Management has intentionally built a diversified operating model that seeks to balance operating income and cash flow across multiple end markets rather than relying on a single product category. This approach has helped cushion cyclical weakness in some businesses while allowing faster-growing markets to offset softer demand elsewhere.

Image Source: Zacks Investment Research

Why Jabil Is Winning AI Infrastructure DemandAI infrastructure has become Jabil’s primary growth engine. Strong spending by hyperscale customers continues to drive demand across cloud and data center infrastructure, networking equipment, capital equipment and warehouse automation.

Management recently increased its fiscal 2026 AI-related revenue outlook to approximately $13.6 billion, up from its previous forecast and well above fiscal 2025 levels. The company also added a third hyperscale customer during the latest quarter, expanding opportunities across compute, storage, networking, optics, power, cooling and rack integration solutions.

These capabilities position Jabil as an important manufacturing partner as enterprises continue investing in AI infrastructure, with management expecting AI-related growth to remain robust even as the revenue base expands further in fiscal 2027.

JBL Expands Its Global Manufacturing FootprintSupporting that demand requires continued investment in manufacturing capacity. Jabil is expanding operations in North Carolina, Memphis, India and other strategic locations while maintaining an asset-light operating model.

The company is also investing in connected factories, automation and AI-enabled manufacturing to improve productivity and support customer production ramps. Disciplined capital spending and working capital management have allowed Jabil to increase manufacturing capacity without materially increasing capital intensity, supporting both operating efficiency and long-term margin expansion.

Jabil Still Faces Important Business RisksDespite its favorable growth outlook, investors should continue monitoring several risks. Customer concentration remains one of the company’s biggest challenges, as reduced demand from major customers could materially affect financial performance.

Jabil also operates in a highly competitive electronic manufacturing services industry alongside companies such as Flex Ltd. (FLEX - Free Report) and Celestica, Inc. (CLS - Free Report) , both of which continue investing in advanced manufacturing capabilities. In addition, geopolitical uncertainty, uneven consumer demand, automotive volatility and the possibility that some customers could shift production in-house remain meaningful risks that could affect future growth.

How JBL Rating Signals Fit the Bigger PictureJabil currently carries a Zacks Rank #2 (Buy), supported by a Momentum Score of A, Growth Score of B and VGM Score of A. Those indicators reflect favorable earnings momentum and solid growth characteristics over the near term. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

At the same time, the company’s Value Score of C suggests valuation is less compelling following the stock’s strong appreciation. While expanding AI infrastructure demand and diversified operations continue to support a constructive outlook, investors should balance those strengths against valuation considerations and the cyclical nature of several of Jabil’s end markets.

NICHOLASVILLE, Ky.--(BUSINESS WIRE)--Badger Technologies, a product division of Jabil Inc. (NYSE: JBL), today announced the appointment of retail industry veteran John Gehre as Chief Executive Officer, alongside expanded leadership roles for Chris Green and Paul Ambruso, and the formation of the company's inaugural Strategic Advisory Board. The appointments mark a milestone in the company's development, as retailers increasingly seek AI-powered retail intelligence solutions to improve inventory.

Key Takeaways Celestica is benefiting from AI, cloud and networking demand, including 800G and 400G switches.JBL is expanding AI data center manufacturing and seeing strength across key end markets.SANM cites AI infrastructure wins, growing bookings and a pipeline extending into 2027-2028. The electronics manufacturing services (EMS) space has been benefiting from astonishing investment in artificial intelligence (AI) and cloud infrastructure, the growing transition to connected and electric vehicles and AI-led medical devices. 

The Zacks defined Electronics - Manufacturing Services industry is currently in the top 25% of the Zacks Industry Rank. Since the industry is ranked in the top half of the Zacks Ranked Industries, we expect it to outperform the market over the next three to six months.

The EMS industry players provide design, engineering and manufacturing services to electronics original equipment manufacturers (OEMs). Here we recommend three global EMS leaders, namely Celestica Inc. (CLS - Free Report) , Jabil Inc. (JBL - Free Report) and Sanmina Corp. (SANM - Free Report) ,  that are strategically positioned in the EMS landscape and have the ability to cater to the evolving AI demands of business enterprises. 

The three stocks are flying high on Wall Street year to date. Despite this stiff northward journey, they still have more fireworks in store for the rest of 2026. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The chart below shows the price performance of our three picks year to date.

Image Source: Zacks Investment Research

Celestica Inc.Celestica is one of the largest EMS companies in the world, serving OEMs, cloud-based and other service providers, and business enterprises across several industries. CLS’ focus on product diversification and increasing its presence in high-value markets is positive. 

CLS’ strong research and development foundations allow it to produce high-volume electronic products and highly complex technology infrastructure products for a wide range of industries.

CLS is benefiting from healthy demand trends in the Connectivity & Cloud Solutions segment. The growth is primarily backed by CLS’ strength in Hyperscaler Portfolio Solutions networking business and optical programs, especially increasing demand for 800G and 400G network switches. 

The growing proliferation of AI-based applications and generative AI tools is fueling solid AI investments across the technology ecosystem. This, in turn, is driving demand for CLS’ enterprise-level data communications and information processing infrastructure products, such as routers, switches, data center interconnects, edge solutions and servers and storage-related products. To further capitalize on this trend, Celestica is steadily expanding its offerings through innovation and strategic collaboration.

Solid Estimate RevisionsCelestica has an expected revenue and earnings growth rate of 53.8% and 67.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 13.6% in the last 60 days. It has a long-term (3 to 5 years) growth rate of 45.3%, significantly higher than the S&P 500 Index’s current growth rate of 17.6%.

Image Source: Zacks Investment Research

Image Source: Zacks Investment Research

Jabil Inc. Jabil is one of the largest global suppliers of EMS solutions. JBL offers electronics design, production, product management and after-market services to customers in more than a dozen industry verticals. 

JBL has been benefiting immensely from healthy momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. 

JBL’s focus on end-market and product diversification is a key catalyst. JBL’s top-line is expected to benefit from strength in AI data center infrastructure, capital equipment and warehouse automation markets. 

JBL is set to invest heavily over the next several years to expand its manufacturing capabilities for the AI data center vertical. This will significantly boost the company’s position in the AI hardware supply chain. 

JBL’s unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply-chain insights and global product management expertise have put it in good standing. 

Massive application of generative AI is set to drastically increase the efficiency of JBL’s automated optical inspection machines for the automation industry. A large-scale portfolio of business sectors offers JBL a high degree of resiliency during times of macroeconomic and geopolitical disruption.

An extensive global footprint is further strengthened by a centralized procurement process, which, coupled with a single Enterprise Resource Planning system, aids customers with end-to-end supply-chain visibility. A worldwide connected factory network enables JBL to scale up production per the evolving market dynamics. 

Jabil is expected to gain from the rapid adoption of 5G wireless and cloud computing in the long run. The company is benefiting from solid demand in key end markets together with excellent operational execution and skillful management of supply-chain dynamics. 

Solid Estimate RevisionsJabil has an expected revenue and earnings growth rate of 14.2% and 27.7%, respectively, for the current year (ending August 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.8% in the last seven days. It has a long-term growth rate of 28.5%, well above the S&P 500 Index’s current growth rate of 17.6%.

Image Source: Zacks Investment Research

Image Source: Zacks Investment Research

Sanmina Corp.Sanmina focuses on engineering and fabricating complex components and on providing complete end-to-end supply chain solutions to Original Equipment Manufacturers across various end markets, including industrial, medical, defense and aerospace, automotive, communications and cloud infrastructure.

SANM’s diverse portfolio and end-to-end product lifecycle management allow customers to rely on a single partner and reduce complexity in operations. Strategic expansion into high-growth industries backed by its strong global network and deep expertise in advanced electronics manufacturing, acts as a tailwind.

SANM aims to strengthen technology leadership by working closely with customers on future manufacturing requirements and aligning its engineering and software investments to those needs. SANM’s 42Q connected manufacturing platform is designed to integrate data across factories and suppliers, creating a more current operational view that can shorten decision cycles and improve visibility across distributed manufacturing. 

SANM is also using the ZT Systems integration to expand its addressable market beyond full systems builds by layering in Sanmina capabilities such as sub-assemblies and related CPS technologies over time. In communications networks and cloud and AI infrastructure, the company is witnessing program activity, with management noting continued bookings and new program wins and pointing to a pipeline that extends into 2027 and 2028. 

Solid Estimate RevisionsSanmina has an expected revenue and earnings growth rate of 75.5% and 85.8%, respectively, for the current year (ending September 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 10.1% in the last 60 days. It has a long-term growth rate of 27.8%, well above the S&P 500 Index’s current growth rate of 17.6%.

Image Source: Zacks Investment Research

Image Source: Zacks Investment Research

Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil’s position as a manufacturing specialist for mega tech companies. It designs, builds, and manages complex hardware manufacturing supply chains across industries, providing infrastructure, engineering, and logistics. The thesis is strengthened by catalysts such as AI, U.S. expansion, client utility, and the AI virtuous cycle.

Jabil Today

$382.10 +9.11 (+2.44%)

As of 11:42 AM Eastern

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

52-Week Range$189.60▼

$428.93Dividend Yield0.08%

P/E Ratio47.74

Price Target$453.67

The AI boom drives demand for servers, photonics, and liquid-cooling systems today, and for products from infrastructure to IoT-connected devices long into the future.

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Client utility is evident in its services and footprint, which includes more than 100 facilities in over 25 countries, enabling highly localized and resilient supply chain solutions.

Finally, there is the AI virtuous cycle. A virtuous cycle is when the output of new technology leads to improvements throughout the system and technological advancement.

As it stands, Jabil is implementing AI and automation throughout its operations, increasing efficiency and capabilities and advancing technology.

Jabil Sends Signal: Outperformance in Q1 and Robust GuidanceJabil had a solid fiscal Q3, with revenue growing nearly 12% to $8.8 billion, topping consensus estimates of $8.61 billion.

Growth was underpinned by datacenter and AI strength, which management says improved meaningfully, as well as by improvements in other previously underperforming segments, such as Automotive and Connected Living.

Margin news was also bullish. The company widened gross and net margins despite input cost pressures and increased R&D. Net margin rose to 3.1% and adjusted earnings per share (EPS) came in at $3.16, up 24% from last year and 6 cents better than expected. Free cash flow was also solid, up abour 22% year-to-date (YTD) and sufficient to support aggressive share repurchases.

The best news in the fiscal Q3 release was the guifdance, which indicated that strength would persist into the subsequent fiscal year. Executives set aggressive targets for fiscal Q4, well above the consensus, and lifted their forecast for the year. As it stands, revenue is forecast at $35 billion, up more than 15% year-over-year and 200 bps above MarketBeat’s reported consensus, with execs “feeling good” about the setup for next year.

Jabil’s Capital Return Keeps Institutions and Analysts InterestedJabil’s free cash flow is a significant factor as it enables aggressive share buybacks. The company targets using 80% of free cash flow for buybacks, which has amounted to over $800 million so far during its fiscal year, The trailing 12-month (TTM) activity reduced the count by 2.55% on average for the quarter and 3.85% for the YTD period, providing significant leverage for investors.

The only downside is that aggressive buyback activity is reflected on the balance sheet, revealing diminished cash and reduced equity at Q3’s end. The offset, however, is that investments, contract assets, and receivables all increased, indicating Q3’s cash reduction is no problem for shareholders.

Jabil’s analyst trends reveal a triple-strength sentiment tailwind is in place, including increased coverage, firming sentiment with an 82% Buy-side bias, and an uptrend in price targets. While consensus lags the market as of mid-June 2026, it is up more than 100% on a TTM basis, with recent targets pushing the high end. It stands at around $430, implying a more than 15% upside.

Institutional activity is likewise bullish. They own more than 90% of the stock and have been accumulating shares. The TTM balance is approximately $ 1.50 to $1 and may strengthen as the fiscal year-end approaches.

Jabil Pulls Back: Buy the Dip?Jabil’s stock price action surged ahead of the release, indicating an optimistic market anticipating strength. The caveat is that JBL’s price action peaked and may continue to pull back in June. Expected strength amounts to a sell-the-news event, and it will be several more weeks until Jabil’s leading clients begin reporting.

The likely outcome is that subsequent reports from Jabil and its clientele will affirm the robust outlook and trigger a trend-following signal in this market. Support targets include $370 and $355, either of which may trigger the signal.

Jabil’s biggest risk this year is its valuation. Trading at over 30x, JBL is at historically high levels, pricing in solid growth. This leaves the company open to executional risk as production ramps up and to stock price volatility. Any delays, missteps, or changes to fundamental outlook will be reflected in the stock's price. Additionally, a sluggish recovery in legacy markets may offset AI strengths.

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 Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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SummaryCompaniesAdani partnership could build scaled AI infrastructure manufacturing in India, CEO saysQuarterly profit per share and sales top Wall Street estimatesAI-related 2026 revenue forecast increased to $13.6 ​billionJune 17 (Reuters) - Jabil (JBL.N), opens new tab raised its 2026 profit forecast on Wednesday, as the electronic-component maker looks to capitalize on AI-led demand for data centers, sending its shares up by ​more than 10% in morning trading.

A surge in data-center infrastructure spending, driven ​by strong demand for AI computing power, has benefited companies such ⁠as Jabil.

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"AI infrastructure demand remains extremely strong," said CEO Mike Dastoor, adding the ​company continued to see better-than-expected performance particularly in its automotive and connected living segment ​that had earlier been under pressure.

It expects AI-related revenue to be about $13.6 billion in 2026, $500 million higher than its March forecast of $13.1 billion, Dastoor said on a post-earnings call.

Jabil shares have outperformed the broader market over the past yearHe said Jabil's ​alliance with Adani Enterprises(ADEL.NS), opens new tab represents the potential to help establish a scaled AI infrastructure manufacturing ​platform in India, "a market we believe will become increasingly important for both domestic and global AI ‌infrastructure ⁠demand."

The St. Petersburg, Florida-based company announced a partnership with Adani earlier this week to make next-gen liquid-cooled AI racks along with servers and storage systems for hyperscalers and enterprise data center customers.

The company expects fiscal 2026 adjusted profit per share to ​be $12.70, compared with its prior ​forecast of $12.25. It also ⁠raised its annual revenue forecast to $35 billion from $34 billion earlier.

Analysts on average expect annual revenue of $34.2 billion and adjusted profit per ​share of about $12.4, according to data compiled by LSEG.

The manufacturer, ​which makes ⁠components for Apple (AAPL.O), opens new tab, also provides design, production and management solutions to various industrial end markets including technology, automotive, transportation, healthcare, storage and packaging.

Jabil posted third-quarter adjusted profit per ⁠share ​of $3.16, compared to analysts' expectations of $3.10.

Third-quarter revenue rose 11.8% ​to $8.75 billion, beating Wall Street estimates of $8.6 billion.

Reporting by Megavarshini G. Somasundaram and Anshuman Tripathy in Bengaluru; Editing by Shreya Biswas

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Jabil (JBL - Free Report) came out with quarterly earnings of $3.16 per share, beating the Zacks Consensus Estimate of $3.12 per share. This compares to earnings of $2.55 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.28%. A quarter ago, it was expected that this electronics manufacturer would post earnings of $2.54 per share when it actually produced earnings of $2.69, delivering a surprise of +5.91%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Jabil, which belongs to the Zacks Electronics - Manufacturing Services industry, posted revenues of $8.75 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 1.39%. This compares to year-ago revenues of $7.83 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Jabil shares have added about 64.7% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for Jabil?While Jabil has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Jabil was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.70 on $8.98 billion in revenues for the coming quarter and $12.36 on $34.18 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Manufacturing Services is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the broader Zacks Computer and Technology sector, Progress Software (PRGS - Free Report) , has yet to report results for the quarter ended May 2026. The results are expected to be released on June 30.

This business software maker is expected to post quarterly earnings of $1.49 per share in its upcoming report, which represents a year-over-year change of +6.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Progress Software's revenues are expected to be $241.7 million, up 1.8% from the year-ago quarter.

At the opening bell, Diane King Hall discusses this morning's top moving stocks in companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC) receiving price targets hikes from Citigroup. She also highlights earnings movers in Jabil's (JBL) earnings beat and La-Z-Boy (LZB) raising guidance as U.S. consumers show strength.