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 expansions and key customers like Amazon and Meta. Healthcare growth is expected from new capacity in Croatia, focusing on higher-margin products. UBS raised earnings-per-share forecasts for 2027 and 2028, anticipating operating margin improvements and a multiyear growth cycle despite a lower valuation multiple, maintaining a $430 price target with roughly 22% upside potential.
Jabil Inc. reported strong Q4 and full-year 2026 results, exceeding revenue and earnings expectations despite a market downturn. Its Intelligent Infrastructure segment, particularly cloud and data center infrastructure, grew 45.5% and is forecasted t...
Jabil is set to report its Q4 earnings on September 30, 2026, with analysts expecting earnings per share around $4.07 and revenue near $9.71 billion, marking a 16.5% revenue increase year-over-year. The company is benefiting from robust growth in AI ...
