Jabil, Inc. (NYSE:JBL) Stock Rated "Buy" by Wall Street Analysts

Key Points

• Analysts remain bullish: Jabil has a consensus “Buy” rating from 11 firms, with an average 12-month price target of $434.22 versus the reported share price of $304.55.
• Quarterly results exceeded expectations: Jabil reported EPS of $4.40 versus the $4.05 consensus and revenue of $10.62 billion, up 28.6% year over year and above estimates of $9.69 billion.
• AI is a key growth driver, but expectations are high: Management projects approximately 24% fiscal 2027 revenue growth, while the outlook initially disappointed some investors despite strong analyst support and increased institutional ownership of 93.39%.

Jabil, Inc. (NYSE:JBL - Get Free Report) has received a consensus recommendation of "Buy" from the eleven ratings firms that are currently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a hold rating, nine have assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $434.22.

A number of research firms have commented on JBL. Stifel Nicolaus set a $460.00 target price on Jabil and gave the stock a "buy" rating in a report on Thursday, June 18th. Argus reissued a "buy" rating and set a $475.00 price target on shares of Jabil in a research report on Thursday. Raymond James Financial raised their price objective on Jabil from $425.00 to $450.00 and gave the stock a "strong-buy" rating in a research note on Thursday, June 18th. JPMorgan Chase & Co. lifted their price objective on shares of Jabil from $425.00 to $430.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, Barclays reduced their price target on shares of Jabil from $426.00 to $378.00 and set an "overweight" rating on the stock in a research report on Thursday.

Hedge Funds Weigh In On Jabil

Institutional investors have recently made changes to their positions in the stock. Western Wealth Management LLC acquired a new position in Jabil during the 1st quarter valued at about $1,333,000. Deutsche Bank AG acquired a new stake in shares of Jabil in the 2nd quarter worth approximately $207,874,000. Mizuho Markets Americas LLC bought a new position in shares of Jabil in the first quarter valued at approximately $14,610,000. Barclays PLC boosted its holdings in shares of Jabil by 2.1% in the fourth quarter. Barclays PLC now owns 600,610 shares of the technology company's stock valued at $136,951,000 after acquiring an additional 12,455 shares in the last quarter. Finally, Royal Bank of Canada increased its stake in shares of Jabil by 3.1% during the first quarter. Royal Bank of Canada now owns 159,761 shares of the technology company's stock valued at $42,436,000 after acquiring an additional 4,747 shares during the period. 93.39% of the stock is owned by institutional investors.

Jabil Stock Performance

Shares of Jabil stock opened at $304.55 on Monday. The firm has a market cap of $31.91 billion, a PE ratio of 31.14, a price-to-earnings-growth ratio of 0.96 and a beta of 1.30. The firm's 50-day simple moving average is $316.89 and its 200-day simple moving average is $326.31. The company has a debt-to-equity ratio of 1.78, a quick ratio of 0.65 and a current ratio of 0.99. Jabil has a 1 year low of $189.60 and a 1 year high of $428.93.

Jabil (NYSE:JBL - Get Free Report) last posted its quarterly earnings results on Wednesday, September 30th. The technology company reported $4.40 EPS for the quarter, topping analysts' consensus estimates of $4.05 by $0.35. The business had revenue of $10.62 billion during the quarter, compared to the consensus estimate of $9.69 billion. Jabil had a return on equity of 89.50% and a net margin of 2.90%.The company's revenue for the quarter was up 28.6% compared to the same quarter last year. During the same period last year, the firm earned $3.29 earnings per share. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. Equities analysts forecast that Jabil will post 15.69 earnings per share for the current fiscal year.

Jabil Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a $0.08 dividend. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.32 dividend on an annualized basis and a yield of 0.1%. Jabil's dividend payout ratio (DPR) is currently 3.27%.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Results beat expectations: Jabil reported quarterly adjusted EPS of $4.40 versus the $4.05 consensus, while revenue rose 28.6% year over year to $10.62 billion, well above estimates of $9.69 billion. Jabil Inc. Reports Earnings Results
• Positive Sentiment: AI is driving growth: Management and analysts highlighted accelerating demand for AI infrastructure, expanded manufacturing capacity and broader customer relationships as key drivers of fiscal 2027 growth. Jabil is targeting approximately 24% revenue growth and $44.5 billion in fiscal 2027 sales. JBL Q4 Earnings Call Highlights AI-Led Fiscal 2027 Growth
• Positive Sentiment: Analyst support remains strong: JPMorgan raised its price target to $430 and maintained an Overweight rating, while Argus reaffirmed Buy with a $475 target. These targets indicate analysts see substantial upside if Jabil delivers on its AI-led expansion. Jabil’s Double-Beat and Raise
• Positive Sentiment: Commentary continues to characterize Jabil as a long-term growth stock, citing its earnings-beat record, AI exposure, asset-light model and potential margin expansion. Why Jabil Is a Top Growth Stock
• Neutral Sentiment: Jabil’s fiscal first-quarter 2027 EPS outlook of $3.80–$4.20 and full-year EPS guidance of $17.55 provide a framework for continued growth, but investors are focused on whether actual results can exceed those targets.
• Negative Sentiment: Guidance disappointed some investors: Despite the earnings beat and positive annual outlook, Jabil’s fiscal 2027 forecast failed to impress the market, triggering an initial selloff. The reaction reflects high expectations already embedded in the stock’s valuation. Jabil Retreats Amid Fiscal 2027 Outlook

Jabil Company Profile

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.

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