Jabil Benefits from AI Market Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 25 2026
0mins
Source: NASDAQ.COM
- AI Revenue Surge: Jabil anticipates $13.6 billion in AI-related revenue for fiscal 2026, reflecting a 51% year-over-year increase, indicating strong demand in AI data centers and networking solutions is driving overall growth.
- Financial Performance Boost: In its fiscal 2026 third-quarter results, Jabil reported a 12% year-over-year revenue increase to $8.8 billion, with non-GAAP earnings per share rising 24% to $3.16, showcasing the company's strong performance in an AI-driven market.
- Market Share Expansion: Jabil has added a third hyperscaler customer, indicating enhanced market appeal for its AI-related solutions, with potential for further customer base expansion and revenue growth in the future.
- Attractive Valuation: With a price-to-sales ratio of 1.2, significantly lower than the Nasdaq Composite's 5.3, Jabil could see its market cap reach $143 billion by 2028 if it trades at a conservative 3x sales, highlighting substantial upside potential for its stock.
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Analyst Views on JBL
Wall Street analysts forecast JBL stock price to fall
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 338.220
Low
244.00
Averages
265.00
High
283.00
Current: 338.220
Low
244.00
Averages
265.00
High
283.00
About JBL
Jabil Inc. provides comprehensive engineering, manufacturing, and supply chain solutions. The Company provides comprehensive electronics design, production, and product management services to companies in various industries and end markets. The Company’s Regulated Industries segment focuses on regulated markets and includes customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries. Its Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (AI) infrastructure and includes customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries. Its Connected Living and Digital Commerce segment is focused on digitalization and automation, including warehouse automation and robotics. The Company is also engaged in drug development and manufacturing solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Employment Data Impact: US nonfarm payrolls rose by 57,000 in June, significantly below the expected 113,000, although the unemployment rate unexpectedly fell to a one-year low of 4.2%, suggesting a stronger labor market than anticipated, which may influence the Fed's interest rate decisions.
- Chipmaker Declines: Chipmakers faced another sell-off on Thursday, with the iShares Semiconductor ETF dropping over 5%, and SanDisk and KLA Corp falling more than 14% and 12%, respectively, reflecting growing market concerns over the sustainability of the AI buildout boom.
- Oil Price Decline Impact: WTI crude oil prices fell to a fresh 4.25-month low as UAE ramped up shipments by 30% in June, restoring exports to pre-war levels, a trend that may further lower inflation expectations and affect market sentiment.
See More
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- Employment Data Impact: US nonfarm payrolls rose by 57,000 in June, significantly below the expected 113,000, with May's figures revised down to 129,000, indicating a slowdown in the labor market that could influence the Fed's interest rate decisions and suppress stock market performance.
- Mixed Market Performance: The S&P 500 index is up 0.10% and the Dow Jones Industrial Average is up 0.85%, while the Nasdaq 100 index is down 0.92%, reflecting cautious sentiment towards tech stocks, particularly amid ongoing weakness in chipmakers and AI infrastructure stocks.
- International Market Dynamics: Overseas stock markets are generally rising, with the Euro Stoxx 50 reaching a new record high, indicating global investor optimism about economic recovery, which may provide support for the US market.
- Oil Price Fluctuations: WTI crude oil prices have fallen over 1% to a fresh 4.25-month low due to increased global supplies, with UAE ramping up shipments by 30% in June, which could impact the performance of energy-related stocks.
See More
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- Market Capitalization Comparison: Vulcan Materials Co has a market cap of $39.42 billion, while Jabil Inc stands at $39.41 billion, highlighting a slight difference in market value that investors should consider for more accurate investment decisions.
- Investor Misconceptions: Many novice investors often compare companies based solely on stock price, but market capitalization provides a more accurate comparison of company value, helping to avoid misunderstandings arising from price differences and better assess investment risks.
- Impact of Company Size: Market capitalization not only affects a company's ranking among peers but also determines which mutual funds and ETFs are willing to hold the stock; for instance, funds focused on large-cap stocks may only be interested in companies valued over $10 billion, influencing capital inflows.
- Market Performance Discrepancies: As of Tuesday's close, VMC's stock fell approximately 2.8%, while JBL's rose about 3.4%, indicating that such performance differences may relate to changes in market capitalization and their perceived standing among investors, reflecting varying expectations for future performance.
See More
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- Kroger's Positive Outlook: Despite Kroger's shares dropping over 7% in 2026, analyst Robert Ohmes remains optimistic about its growth prospects, citing the company's expansion into e-commerce and improved store execution as key drivers, maintaining a price target of $85.
- Williams-Sonoma's Recovery: Analyst Christopher Nardone upgraded Williams-Sonoma from neutral to buy, highlighting its 'affordable luxury' positioning that targets core customers with approximately $150K household income, suggesting significant margin growth potential ahead.
- Victoria's Secret Growth Potential: Victoria's Secret is projected to achieve a 10% EBIT margin by 2028, with analyst Mary Sport noting that remodeled stores are seeing significant sales increases, indicating a strong runway for mid-to-high teens EPS growth in the coming years.
See More
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- High Volume Analysis: Notably, the $230 strike call option saw 5,014 contracts traded today, representing around 501,400 underlying shares, reflecting investor optimism regarding TE Connectivity's growth potential in the coming years.
- Jabil Options Dynamics: Jabil Inc experienced options trading volume of 6,072 contracts, equivalent to approximately 607,200 shares, which is about 40.4% of its average daily trading volume of 1.5 million shares over the past month, showcasing active market interest in its stock.
- Put Option Trading: The $360 strike put option recorded a trading volume of 1,764 contracts today, representing approximately 176,400 shares, indicating that investors are concerned about potential risks Jabil may face in the future.
See More
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- Expanded Leadership Team: Chris Green has been named Chief Commercial Officer, leading the commercial organization with nearly three decades of experience, playing a key role in market expansion and revenue growth; Paul Ambruso takes on the role of Chief Technology Officer, overseeing technology strategy and product development with extensive robotics and automation expertise.
- Formation of Strategic Advisory Board: Badger Technologies has established its inaugural Strategic Advisory Board, comprising experts from retail, technology, and supply chain sectors, aimed at providing strategic guidance to enhance retailer partnerships and create value in complex operating environments.
- Industry Transformation Opportunity: As retailers increasingly seek AI-driven solutions, Badger Technologies' strategic adjustments position it favorably in a rapidly changing market, promoting the widespread adoption of retail intelligence solutions to enhance overall business performance.
See More
