Jabil Inc.
JBL · NYSE
Company research
Jabil Inc. (NYSE: JBL) is an American multinational manufacturing solutions provider headquartered in Saint Petersburg, Florida, founded in 1966 and serving as a trusted partner to the world's leading brands across a broad range of industries. The company operates through three segments — Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce — offering comprehensive engineering, supply chain, and manufacturing solutions that span electronic design, precision mechanics, systems assembly, and direct-order fulfillment. With over 100 sites across more than 25 countries and approximately 135,000 full-time employees, Jabil serves sectors including AI cloud data centers, healthcare, automotive and transportation, 5G and wireless infrastructure, semiconductor capital equipment, and connected devices. Under the leadership of CEO Michael Dastoor, Jabil reported annual revenues of approximately $28.9 billion in fiscal 2024 and is targeting $35 billion in full-year fiscal 2026 revenue, driven in part by expanding AI data center partnerships and its January 2026 acquisition of Hanley Energy Group for approximately $725 million.
Research reports
Ultra Stock Analysis Pro’s March 20, 2026 report rates JBL as a Hold, citing roughly 15.6% upside to the $293.11 analyst consensus target, strong revenue and earnings growth, and very high institutional ownership, while recommending investors maintain positions but wait for stronger technical confluence before adding exposure. The report combines detailed technical backtesting, sentiment analysis, and fundamental valuation to support a moderately positive but risk-aware stance, highlighting volatility, sequence-of-returns risk, and competition and macro conditions as key risk factors.
Pelican Alpha · March 10, 2026JBL Research ReportPelican Alpha’s equity research report on JBL recommends a Hold with “starter” position sizing and a transitional time horizon, seeing current price around 249 versus a fair value estimate near 288 (about 15.5% expected return) anchored in AI infrastructure growth and ongoing share repurchases. The thesis balances a bull case driven by Hanley Energy integration and power-distribution ramp against a bear case centered on tariff escalation, margin stagnation despite an AI mix shift, and substantial insider selling, and it explicitly flags geopolitical risk, cyclical demand weakness, and governance alignment as primary concerns.