Jabil (NYSE:JBL) Stock Rating Lowered by Wall Street Zen

Key Points

• Wall Street Zen downgraded Jabil from a "strong-buy" to a "buy," while the street-wide consensus remains a Moderate Buy with an average price target of $283.25.
• Jabil beat expectations for the quarter with $2.69 EPS (vs. $2.51 expected) and $8.28B revenue (vs. $7.75B), posted 23.1% revenue growth, and raised near-term guidance supported by strength in AI and telecom end markets.
• Insiders have sold roughly 77,485 shares (~$19.8M) in the past three months, including recent sales by the CEO and EVP, which may temper short-term investor sentiment.

Jabil (NYSE:JBL - Get Free Report) was downgraded by analysts at Wall Street Zen from a "strong-buy" rating to a "buy" rating in a research report issued to clients and investors on Saturday.

Other analysts have also issued reports about the company. Zacks Research lowered Jabil from a "strong-buy" rating to a "hold" rating in a research note on Monday, February 16th. Stifel Nicolaus lifted their price target on Jabil from $255.00 to $290.00 and gave the stock a "buy" rating in a research note on Thursday, March 19th. JPMorgan Chase & Co. boosted their price objective on Jabil from $270.00 to $300.00 and gave the stock an "overweight" rating in a research note on Thursday, March 12th. Weiss Ratings raised Jabil from a "hold (c+)" rating to a "buy (b)" rating in a research note on Thursday. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $282.00 price objective on shares of Jabil in a research note on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, Jabil has an average rating of "Moderate Buy" and a consensus target price of $283.25.

Jabil Stock Performance

Shares of NYSE:JBL opened at $299.42 on Friday. The company has a debt-to-equity ratio of 2.50, a current ratio of 1.01 and a quick ratio of 0.68. The business's 50 day moving average price is $261.61 and its 200-day moving average price is $234.35. The firm has a market capitalization of $31.59 billion, a PE ratio of 40.19, a P/E/G ratio of 1.52 and a beta of 1.16. Jabil has a 1 year low of $127.72 and a 1 year high of $303.74.

Jabil (NYSE:JBL - Get Free Report) last issued its quarterly earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.51 by $0.18. The firm had revenue of $8.28 billion for the quarter, compared to analyst estimates of $7.75 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The business's revenue was up 23.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.94 earnings per share. As a group, equities research analysts expect that Jabil will post 8.05 earnings per share for the current fiscal year.

Insider Activity at Jabil

In other Jabil news, SVP Adam E. Berry sold 1,596 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $253.20, for a total transaction of $404,107.20. Following the transaction, the senior vice president owned 18,920 shares of the company's stock, valued at approximately $4,790,544. The trade was a 7.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Steven D. Borges sold 7,000 shares of Jabil stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $290.00, for a total value of $2,030,000.00. Following the completion of the sale, the executive vice president owned 83,524 shares in the company, valued at $24,221,960. This represents a 7.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 77,485 shares of company stock valued at $19,836,802 in the last three months. Company insiders own 1.35% of the company's stock.

Institutional Investors Weigh In On Jabil

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Greenline Wealth Management LLC purchased a new stake in Jabil in the fourth quarter valued at $28,000. First Horizon Corp purchased a new stake in Jabil in the third quarter valued at $30,000. True Wealth Design LLC raised its position in Jabil by 250.0% in the third quarter. True Wealth Design LLC now owns 140 shares of the technology company's stock valued at $30,000 after purchasing an additional 100 shares during the period. Virtus Advisers LLC purchased a new stake in Jabil in the fourth quarter valued at $32,000. Finally, DV Equities LLC purchased a new stake in Jabil in the fourth quarter valued at $34,000. Hedge funds and other institutional investors own 93.39% of the company's stock.

Trending Headlines about Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Company updated Q3 FY2026 guidance to EPS $2.83–$3.23 (midpoint roughly at consensus) and revenue $8.1B–$8.9B, signaling stronger demand across end markets and underpinning near-term revenue/earnings momentum.
• Positive Sentiment: Strong recent results: Jabil beat on the last quarter (3/18) with $2.69 EPS vs. $2.51 expected and $8.28B revenue vs. $7.75B expected — supporting the thesis that execution is improving and validating the raised guidance. Does Jabil (JBL) Have the Earnings Momentum to Redefine Its Electronics Manufacturing Narrative?
• Positive Sentiment: Analysts and research pieces note rising earnings-estimate revisions and momentum in Jabil’s AI optical‑module business, which supports higher medium-term EPS expectations and investor interest in AI supply-chain exposure. Should You Bet on JBL Stock Amid Rising Earnings Estimate Revisions?
• Positive Sentiment: Jabil is pushing deeper into next‑generation telecom (5G, IoT) and advanced manufacturing for network infrastructure — a multi‑year demand tailwind that can support multiple expansion vs. peers. Can Jabil's Next-Generation Telecom Solutions Drive Future Growth?
• Neutral Sentiment: Coverage/feature pieces (Zacks/Globe & Mail) are highlighting Jabil’s mix of end-market diversification and AI/telecom exposure — positive for narrative-building but not new catalyst on its own. Zacks Investment Ideas feature highlights: Jabil
• Negative Sentiment: CEO insider selling: Michael Dastoor sold 9,467 shares at an average $286.64 (~$2.71M). Insider sales can be perceived as reduced insider conviction and may temper sentiment for short‑term traders. SEC filing: SEC Filing - Michael Dastoor Sale
• Negative Sentiment: EVP Steven Borges sold 7,000 shares at $290 (~$2.03M), reducing his stake ~7.7%; another insider sale that could give some investors pause in the near term. SEC filing: SEC Filing - Steven D. Borges Sale

About Jabil

Jabil Inc NYSE: JBL is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil's expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.

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