Jabil (JBL)

This morning, Jabil (JBL; $307.50; O/P) announced it signed a non-binding memorandum of understanding (MoU) with Adani Enterprises Limited (AEL) for the framework of a proposed 50:50 joint venture (JV) to manufacture and assemble AI-based…

We reiterate our Outperform and $400 target on the shares of Jabil (JBL; $306.28) after touring a portion of the company’s substantial footprint last Thursday (10/8) in Guadalajara, Mexico, well known as the “Silicon Valley…

The shares of Jabil (JBL; $286.86; O/P) plunged 10% yesterday after the company posted yet another substantial “beat and raise” with its FQ4 (Aug) results and full year F2027E guidance that came as part of…

We reiterate our Outperform and $450 target on the shares of Jabil (JBL; $308.75) ahead of its FQ4 (Aug) print and Ninth Annual Investor Briefing, scheduled for next Wednesday (9/30 before market), where management typically…

We believe last week’s news that Jabil (JBL; $330.29; O/P) plans to invest $119mm+ in a new manufacturing facility in Marshall County, Mississippi highlights how the holistic services strategy of its Intelligent Infrastructure business (~50%…

We reiterate our Outperform and $450 target on the shares of Jabil (JBL; $374.64) after hosting investor meetings for management in New York earlier this week. Attending from Jabil were CEO Mike Dastoor, CFO Greg…

We are raising our price target from $400 to $450 on the shares of Jabil (JBL; $374.98; O/P) after the company produced a comprehensive FQ3 (May) “beat and raise” that firmly supports the idea that…

This morning, Jabil (JBL; $388.56; O/P) announced plans to form a strategic alliance with Adani Group, a major infrastructure conglomerate in India (e.g., renewable energy, public transport, logistics, defense), which is aimed at manufacturing “multi-Gigawatts…

We expect upcoming FQ3 (May) results from Jabil (JBL; $352.26; O/P), scheduled for next Wednesday (6/17 before market), to support the idea that the company is a good place for tech investors to ride through…

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…

We see the recent 12% pullback in the shares of Jabil (JBL; $247.46; O/P) as a very good buying opportunity into its FQ2 (Feb) results and guidance, scheduled for next Wednesday (3/18 before market). More…

This morning, Jabil (JBL; $250.01; O/P) announced a strategic minority investment in Eagle Harbor Technologies, d/b/a EHT Semi, which is a supplier of radio frequency (RF) and pulsed-power systems used in semiconductor processing. As part…

We reiterate our Outperform on the shares of Jabil (JBL; $226.99) after hosting an investor meeting for the company in Las Vegas during the Consumer Electronics Show (CES) where we met with CEO Mike Dastoor,…

We bump up our target from $255 to $265 on the shares of Jabil (JBL; $214.95; O/P) and raise our F2026/F2027E (Aug) EPS from $11.00/$12.40 to $11.55/$13.00, for 15%+ average growth, after its healthy FQ1…

Jabil (JBL; $212.56; O/P) reported FQ1 (Nov) “core” non-GAAP EPS of $2.85, which beat our $2.67 and the Street’s $2.70 with some healthy sales upside ($8,305mm vs. our $8,000mm and the Street’s $8,031mm). Recall, JBL’s…