Jabil (JBL)

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…

We reiterate our Outperform on the shares of Jabil (JBL; $229.97) ahead of the company’s FQ1 (Nov) print and outlook, scheduled for next Wednesday (12/17 before market). We believe management set the bar reasonably for…

Earlier this week, Jabil (JBL; $201.25; O/P) announced it is expanding on its strategic partnership with Inno, which is a metal parts manufacturer, to manufacture battery energy storage system (BESS) enclosures from a new facility…

Last week, we hosted investor meetings in Boston for Jabil (JBL; $213.71; O/P), where we were joined by Greg Hebard, CFO as well as Matt Crowley, EVP, Intelligent Infrastructure Global Business Unit (46% of F2026E…

Last night, Jabil (JBL; $209.22; O/P) announced a definitive agreement to acquire Hanley Energy Group for $725mm plus a contingent consideration of up to $58mm in a transaction that adds a range of power system…