JBL's AI infrastructure momentum is driving sharp revenue growth, but capacity expansion and supply-chain risks could shape what's next.
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Jabil (JBL) concluded the recent trading session at $366.16, signifying a +2.68% move from its prior day's close.
Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price target, implying roughly 22% upside from the stock's current level.
JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.
Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.
Jabil (JBL) is evolving into a full-stack data center infrastructure partner, expanding beyond traditional manufacturing to power, cooling, and rack-level integration. JBL's AI-related revenue is projected to reach $13.6B in FY26, with potential to exceed $20B in FY27, driving significant operating leverage and EPS growth. Management targets FY27 revenue above $40B and core operating margins above 6%, supporting a fair value estimate of $408 per share and a 'Buy' rating.
In the latest trading session, Jabil (JBL) closed at $344.67, marking a +1.79% move from the previous day.
JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.
Here is how Jabil (JBL) and Arrow Electronics (ARW) have performed compared to their sector so far this year.
Jabil: AI Infrastructure Play Is Becoming More Than Just A Cycle
Jabil (JBL) reported earnings 30 days ago. What's next for the stock?