StreetInsider.com News Articles

Jabil (JBL) PT Raised to $430 at JPMorgan

Thu, 01 Oct 2026 09:07:01 -0400

JPMorgan analyst Joseph Cardoso raised the price target on Jabil (NYSE: JBL) to $430.00 (from $425.00) while maintaining a Overweight rating.

Jabil (JBL) Reiterated at Buy by Stifel as FY28 Setup Remains Compelling

Thu, 01 Oct 2026 07:29:04 -0400

Stifel analyst Ruben Roy reiterated a Buy rating and $460.00 price target on Jabil (NYSE: JBL).

The analyst commented, "JBL exits FY26 well ahead of expectations and establishes a FY27 outlook that further strengthens our multi-year thesis, with ~$44.5bn revenue (+24% y/y), 6.1% core operating margin and $17.55 core EPS (+34%). Most notably, AI-related revenue is expected to grow another ~54% to ~$22.1bn after increasing ~60% in FY26, with growth broadening across hyperscalers, networking, power/cooling and AI-related semi-cap/ test. The second hyperscaler should exceed 10% of revenue in FY27, while the third hyperscaler remains a modest FY27 contributor and represents incremental

Argus Reiterates Buy Rating on Jabil (JBL)

Thu, 01 Oct 2026 07:03:25 -0400

Argus analyst Jim Kelleher reiterated a Buy rating and $475.00 price target on Jabil (NYSE: JBL).

The analyst comments "• AI and cloud momentum, reiterating $475 target price • Jabil Inc. delivered above-consensus fiscal 4Q26 sales and core profits and issued aboveconsensus fiscal 1Q27 guidance. • The company initiated full-year FY27 revenue and non-GAAP EPS guidance consistent with strong double-digit annual growth. • Jabil now sees a multi-billion annual AI revenue opportunity, and the company is investing aggressively in new U.S. facilities, while also partnering overseas. • The company, in our view, appears well positioned for FY27 and beyond amid expanding

Jabil (JBL) PT Lowered to $378 at Barclays

Thu, 01 Oct 2026 04:00:34 -0400

Barclays analyst Tim Long lowered the price target on Jabil (NYSE: JBL) to $378.00 (from $426.00) while maintaining a Overweight rating.

Jabil (JBL) October 2 weekly and October 9 weekly puts active, share price down 9.1%

Wed, 30 Sep 2026 13:48:28 -0400

Jabil (NYSE: JBL) 30-day option implied volatility is at 45; compared to its 52-week range of 32 to 71. Call put ratio 1.1 calls 1 put with a focus on October 2 weekly and October 9 weekly puts as share price down 9.1%.

Jabil shares fall despite earnings beat and strong guidance

Wed, 30 Sep 2026 07:49:39 -0400

Investing.com -- Jabil Inc. (NYSE: JBL) reported fourth-quarter results that exceeded analyst expectations, but shares are down around 4% premarket on Wednesday.

Adjusted earnings per share of $4.40 beat the consensus estimate of $4.06 by $0.34.

Revenue reached $10.6 billion, surpassing the $9.69 billion analyst estimate and marking a 21% increase YoY from fiscal 2025. The company also provided fiscal 2027 guidance above Wall Street expectations, projecting adjusted EPS of $17.55 compared to the consensus of $16.92, and revenue of $44.5 billion versus the consensus of $42.93 billion.

Despite the strong results and optimistic outlook, shares fell. The company attributed its

Jabil shares fall despite earnings beat and strong guidance

Wed, 30 Sep 2026 07:49:39 -0400

Investing.com -- Jabil Inc. (NYSE: JBL) reported fourth-quarter results that exceeded analyst expectations, but shares are down around 4% premarket on Wednesday.

Adjusted earnings per share of $4.40 beat the consensus estimate of $4.06 by $0.34.

Despite the strong results and optimistic outlook, shares fell. The company attributed its

Jabil (JBL) Tops Q4 EPS by 34c, Beats on Revenue; Offers FY Guidance

Wed, 30 Sep 2026 07:33:58 -0400

Jabil (NYSE: JBL) reported Q4 EPS of $4.40, $0.34 better than the analyst estimate of $4.06. Revenue for the quarter came in at $10.6 billion versus the consensus estimate of $9.69 billion.

GUIDANCE:

Jabil sees FY 2027 EPS of $17.55, versus the consensus of $16.92. Jabil sees FY 2027 revenue of $44.5 billion, versus the consensus of $42.93 billion.

For earnings history and earnings-related data on Jabil (JBL) click here.

Jabil (JBL) Tops Q4 EPS by 34c, Beats on Revenue; Offers FY Guidance

Wed, 30 Sep 2026 07:33:58 -0400

Jabil (NYSE: JBL) reported Q4 EPS of $4.40, $0.34 better than the analyst estimate of $4.06. Revenue for the quarter came in at $10.6 billion versus the consensus estimate of $9.69 billion.

GUIDANCE:

Jabil sees FY 2027 EPS of $17.55, versus the consensus of $16.92. Jabil sees FY 2027 revenue of $44.5 billion, versus the consensus of $42.93 billion.

For earnings history and earnings-related data on Jabil (JBL) click here.

Form 8-K JABIL INC For: Sep 30

Wed, 30 Sep 2026 07:32:00 -0400

si-local-file:///var/storage/secattach/20260930/27125325.html

Jabil Posts Fourth Quarter and Fiscal Year 2026 Results

Wed, 30 Sep 2026 07:30:00 -0400

Provides Strong Fiscal 2027 Outlook

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Today, Jabil Inc. (NYSE: JBL), reported preliminary, unaudited financial results for its fourth quarter and fiscal year ended August 31, 2026.

“We delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026 in which we grew revenue 21%, expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow,” said CEO Mike Dastoor. “Our teams supported significant growth in AI infrastructure, delivered strong performance across several other end markets and brought critical new capacity online. These results reflect the

Jabil Posts Fourth Quarter and Fiscal Year 2026 Results

Wed, 30 Sep 2026 07:30:00 -0400

Provides Strong Fiscal 2027 Outlook

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Today, Jabil Inc. (NYSE: JBL), reported preliminary, unaudited financial results for its fourth quarter and fiscal year ended August 31, 2026.

Jabil (JBL) call put ratio 1 call to 1.5 puts into quarter results

Tue, 29 Sep 2026 10:48:09 -0400

Jabil (NYSE: JBL) October 2 weekly call option implied volatility is at 118, October is at 66; compared to its 52-week range of 31 to 71. Call put ratio 1 call to 1.5 puts into the expected release of quarter results before the bell on September 30.

Akamai inks deals with Lenovo and Jabil for hardware and manufacturing

Thu, 24 Sep 2026 16:22:11 -0400

Akamai Technologies (NASDAQ: AKAM) has entered into two separate agreements for hardware procurement and contract manufacturing, according to a regulatory filing.

On September 23, 2026, Akamai signed a Master Product and Services Agreement with Lenovo Global Technologies Ireland International Limited, under which Lenovo will supply Akamai and certain affiliates with hardware products, software programs, and related services. The agreement carries an initial term of three years, while the accompanying Statement of Work has a seven-year term.

On September 24, 2026, Akamai issued a Build Request under its existing agreement with Jabil Inc., authorizing Jabil to purchase approximately $1.7 billion in memory components.

Akamai inks deals with Lenovo and Jabil for hardware and manufacturing

Thu, 24 Sep 2026 16:22:11 -0400

Akamai Technologies (NASDAQ: AKAM) has entered into two separate agreements for hardware procurement and contract manufacturing, according to a regulatory filing.

On September 24, 2026, Akamai issued a Build Request under its existing agreement with Jabil Inc., authorizing Jabil to purchase approximately $1.7 billion in memory components.

Akamai inks deals with Lenovo and Jabil for hardware and manufacturing

Thu, 24 Sep 2026 16:22:11 -0400

Akamai Technologies (NASDAQ: AKAM) has entered into two separate agreements for hardware procurement and contract manufacturing, according to a regulatory filing.

On September 24, 2026, Akamai issued a Build Request under its existing agreement with Jabil Inc., authorizing Jabil to purchase approximately $1.7 billion in memory components.

Akamai inks deals with Lenovo and Jabil for hardware and manufacturing

Thu, 24 Sep 2026 16:22:11 -0400

Akamai Technologies (NASDAQ: AKAM) has entered into two separate agreements for hardware procurement and contract manufacturing, according to a regulatory filing.

On September 24, 2026, Akamai issued a Build Request under its existing agreement with Jabil Inc., authorizing Jabil to purchase approximately $1.7 billion in memory components.

Jabil (JBL) PT Lowered to $375 at Goldman Sachs

Mon, 14 Sep 2026 07:52:50 -0400

Goldman Sachs analyst Mark Delaney lowered the price target on Jabil (NYSE: JBL) to $375.00 (from $482.00) while maintaining a Buy rating.

Jabil Announces Date for Fourth Quarter and Fiscal Year 2026 Earnings Release and Investor Briefing

Wed, 09 Sep 2026 16:10:00 -0400

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Jabil Inc. (NYSE: JBL) today announced it will release its fourth quarter of fiscal year 2026 financials on Wednesday, September 30, 2026, before the market opens.

The company will host a conference call and webcast to review the fiscal year 2026 results and outline its strategic and financial priorities for fiscal year 2027.

What: Jabil’s Fourth Quarter and Fiscal Year 2026 Earnings Release and Investor Briefing Conference Call and Webcast

When: Wednesday, September 30, 2026 – 8:30 a.m. ET

Dial-in: U.S. (877) 407-6184 or International (201) 389-0877

To access the live audio webcast and

Jabil Announces Date for Fourth Quarter and Fiscal Year 2026 Earnings Release and Investor Briefing

Wed, 09 Sep 2026 16:10:00 -0400

The company will host a conference call and webcast to review the fiscal year 2026 results and outline its strategic and financial priorities for fiscal year 2027.

What: Jabil’s Fourth Quarter and Fiscal Year 2026 Earnings Release and Investor Briefing Conference Call and Webcast

When: Wednesday, September 30, 2026 – 8:30 a.m. ET

Dial-in: U.S. (877) 407-6184 or International (201) 389-0877

To access the live audio webcast and

Jabil (JBL) PT Lowered to $375 at Goldman Sachs

Tue, 08 Sep 2026 07:22:32 -0400

Goldman Sachs analyst Mark Delaney lowered the price target on Jabil (NYSE: JBL) to $375.00 (from $482.00) while maintaining a Buy rating.

UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target

Tue, 11 Aug 2026 12:22:21 -0400

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition and stronger demand for data-center infrastructure.

UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target

Tue, 11 Aug 2026 12:22:21 -0400

UBS Upgrades Jabil (JBL) to Buy

Tue, 11 Aug 2026 02:41:35 -0400

UBS analyst David Vogt upgraded Jabil (NYSE: JBL) from Neutral to Buy with a price target of $430.00.

The analyst comments: “We upgrade Jabil to Buy on a multiyear growth cycle fueled by AI investment from Amazon, Meta, and Google, rising healthcare demand as capacity comes online, and scaling automation and robotics markets. These drivers should lift revenue and FY27 operating margin above 6%. Although our EPS estimates are only modestly above consensus, we expect a beat-and-raise cadence next year to support a roughly 22x P/E, versus a high-teens multiple on out-year earnings, as our EPS growth forecast exceeds market expectations

UBS Upgrades Jabil (JBL) to Buy

Tue, 11 Aug 2026 02:41:35 -0400

UBS analyst David Vogt upgraded Jabil (NYSE: JBL) from Neutral to Buy with a price target of $430.00.