ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.
Jabil (NYSE: JBL) has emerged as one of the unexpected achievers of 2025, rising by approximately 40% year-to-date, whereas the S&P 500 has only increased by 18%. A surge in demand from AI infrastructure and data center clients has significantly benefited the company, and management further enhanced the situation with a newly announced $1 billion share buyback.
Contract electronics manufacturer Jabil (JBL -6.31%) reported its fiscal 2025 fourth-quarter results (for the three months ended Aug. 31) on Sept. 25, and the stock dropped despite delivering stronger-than-expected results and guidance.
Jabil posts strong Q4 results with revenue and earnings beats, fueled by data center and healthcare demand, but faces margin pressures.
Jabil NYSE: JBL is well-positioned to benefit from AI, as it is the leading manufacturer and manufacturing service provider in the tech industry. Its client list is diverse, including leading tech companies such as Apple NASDAQ: AAPL and Amazon NASDAQ: AMZN, as well as consumer giants like Johnson & Johnson NYSE: JNJ, among others.
Jabil Inc. JBL is set to report its fiscal fourth-quarter earnings on Thursday, September 25, with investor focus squarely on its outlook for fiscal 2026, particularly AI and cloud-related revenue.
Jabil posts a 51% revenue surge in Intelligent Infrastructure, fueled by AI cloud and data center demand.
Jabil's 98% stock surge, raised 2025 guidance and AI-driven growth highlight its strong long-term potential.
In the closing of the recent trading day, Jabil (JBL) stood at $204.83, denoting a -2.4% move from the preceding trading day.
Jabil rides on AI data center demand with portfolio expansions, focus on innovation and collaboration with other industry leaders.
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