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Home/News Feed/Jabil expands into full data center services, targeting $40B revenue and $13.6B AI revenue by 2026.
JBL
$367.76
-$2.60 -0.68%

Jabil expands into full data center services, targeting $40B revenue and $13.6B AI revenue by 2026.

Analyst Insights
11 Aug 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Jabil is transforming from a traditional manufacturer into a comprehensive data center infrastructure partner, extending its services to power, cooling, and rack-level integration. The company projects its AI-related revenue to reach $13.6 billion by fiscal year 2026, with potential to exceed $20 billion in 2027. Management aims for total revenue above $40 billion and core operating margins over 6% by 2027, which supports a fair value estimate of $408 per share and a 'Buy' rating. Risks include demand fluctuations from hyperscale customers, operational challenges during expansion, customer concentration, and the need for sustained earnings growth to justify valuation.

More News (JBL)

UBS upgrades Jabil, citing AI, healthcare, and automation growth with a $430 price target.

UBS upgrades Jabil, citing AI, healthcare, and automation growth with a $430 price target.

UBS upgraded Jabil Inc to 'Buy' and raised its earnings estimates, driven by strong growth prospects in AI, healthcare, and automation sectors. The firm expects Jabil's AI-related revenue to grow about 50% in fiscal 2027, supported by capacity expans...

Analyst Insights
Bullish
2 days ago
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