JBL (US)

We think investors should generally expect favorable Q1 results and guidance from the tech supply chain during CQ1 EPS season. Although, we think it reasonable to question, across a range of markets, if the ongoing…

We do not think it’s an “accident” that most electronics manufacturing services (EMS) stocks we follow are trading right around 52-week highs even in the face of what our checks suggest is heightened levels of…

We reiterate our Outperform and raise our target from $265 to $320 on the shares of Jabil (JBL; $258.67; O/P) as we increase our F2026/2027E (Aug) EPS from $11.55/$13.00 to $12.30/$14.75 We think all of…