Jabil rated buy with 15% upside on AI-driven growth and strong Q3 revenue surge.

Jabil, an electronics manufacturing services provider, is rated a buy with a price target of $363 for fiscal year 2027, implying a 15% upside. The company reported a 12% year-over-year revenue growth in Q3 2026, driven by a 21% increase in intelligent infrastructure sales and expanding operating margins. Continued execution on hyperscaler AI contracts and margin expansion are key for further stock appreciation. However, risks include reduced diversification as intelligent infrastructure could make up over half of revenue, increasing sensitivity to AI spending cycles.