Jabil (JBL) News Today

Jabil, Inc. (NYSE:JBL) shares climbed today after the company delivered better-than-expected Q3 results, raised its full-year outlook and secured a wave of analyst upgrades and price-target increases, all underpinned by strong AI and cloud infrastructure demand.

• Beat Q3 estimates with $2.55 EPS vs. $2.28 consensus and $7.83 billion revenue vs. $7.03 billion forecast, driving the stock to 52-week highs.
• Raised Q4 EPS guidance to $2.64–$3.04 and FY2025 EPS to 9.33 vs. 8.97 consensus, with revenue outlook lifted to $29 billion, topping analyst expectations.
• AI-driven Intelligent Infrastructure revenue surged ~51% year-over-year to $3.4 billion, with robust demand in cloud and data-center segments.
• Multiple price-target raises and rating upgrades: Raymond James to $230 (strong-buy), Barclays to $223 (overweight), Goldman Sachs to $215 (buy) and JPMorgan to $214 (overweight).
• Announced a multi-year $500 million investment in U.S. manufacturing capacity for cloud and AI data-center infrastructure, reinforcing long-term growth prospects.
• Continued aggressive share buybacks, reducing share count ~10% year-over-year, bolstering per-share metrics and returning capital to shareholders.
• UBS maintained a “neutral” rating while lifting its target to $208, reflecting modest upside expectations.
• Margin profile remains mixed, with slight gross-margin compression offset by higher operating and net-income margins.
• Broader market drivers—including Fed rate decision anticipation and geopolitical tensions—are influencing overall market sentiment.
• Some analysts caution that the stock’s recent rally to record highs may have stretched its valuation, potentially limiting near-term upside.