Jabil’s (JBL) “Buy” Rating Reiterated at Argus

Argus reiterated their buy rating on shares of Jabil (NYSE:JBL) in a research report report published on Thursday morning,Benzinga reports. They currently have a $475.00 target price on the technology company’s stock.

JBL has been the topic of a number of other research reports. Barclays cut their target price on shares of Jabil from $426.00 to $378.00 and set an “overweight” rating on the stock in a research note on Thursday. JPMorgan Chase & Co. increased their price target on shares of Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, June 18th. Stifel Nicolaus set a $460.00 price objective on shares of Jabil and gave the stock a “buy” rating in a report on Thursday, June 18th. UBS Group raised Jabil from a “neutral” rating to a “buy” rating and set a $430.00 price objective on the stock in a research report on Tuesday, August 11th. Finally, Raymond James Financial lifted their price objective on Jabil from $425.00 to $450.00 and gave the company a “strong-buy” rating in a research report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $434.22.

Jabil Stock Performance

Shares of JBL stock opened at $304.55 on Thursday. The stock has a fifty day moving average of $316.89 and a 200 day moving average of $325.84. Jabil has a 52 week low of $189.60 and a 52 week high of $428.93. The firm has a market capitalization of $31.91 billion, a price-to-earnings ratio of 31.14, a PEG ratio of 0.67 and a beta of 1.30. The company has a quick ratio of 0.66, a current ratio of 0.99 and a debt-to-equity ratio of 1.78.

Jabil (NYSE:JBL) last released its quarterly earnings results on Wednesday, September 30th. The technology company reported $4.40 earnings per share for the quarter, beating the consensus estimate of $4.05 by $0.35. The business had revenue of $10.62 billion for the quarter, compared to analysts’ expectations of $9.69 billion. Jabil had a net margin of 2.90% and a return on equity of 89.50%. The firm’s revenue for the quarter was up 28.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.29 earnings per share. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. As a group, research analysts expect that Jabil will post 15.69 earnings per share for the current year.

Jabil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Friday, August 14th. Jabil’s payout ratio is 3.27%.

Insider Activity at Jabil

In other news, EVP Matthew Crowley sold 94 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the completion of the transaction, the executive vice president directly owned 57,536 shares in the company, valued at $19,849,920. This trade represents a 0.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 1.35% of the company’s stock.

Hedge Funds Weigh In On Jabil

Several large investors have recently modified their holdings of JBL. Empirical Finance LLC boosted its position in Jabil by 0.6% during the first quarter. Empirical Finance LLC now owns 5,405 shares of the technology company’s stock worth $1,436,000 after purchasing an additional 31 shares in the last quarter. Assetmark Inc. increased its position in shares of Jabil by 10.6% in the first quarter. Assetmark Inc. now owns 344 shares of the technology company’s stock valued at $91,000 after buying an additional 33 shares in the last quarter. Root Financial Partners LLC raised its stake in shares of Jabil by 11.1% during the 1st quarter. Root Financial Partners LLC now owns 432 shares of the technology company’s stock worth $115,000 after buying an additional 43 shares during the period. Cidel Asset Management Inc. raised its stake in shares of Jabil by 4.8% during the 1st quarter. Cidel Asset Management Inc. now owns 991 shares of the technology company’s stock worth $263,000 after buying an additional 45 shares during the period. Finally, Groupe la Francaise lifted its position in shares of Jabil by 6.4% during the 2nd quarter. Groupe la Francaise now owns 795 shares of the technology company’s stock valued at $307,000 after buying an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 93.39% of the company’s stock.

Jabil News Summary

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Results beat expectations: Jabil reported quarterly adjusted EPS of $4.40 versus the $4.05 consensus, while revenue rose 28.6% year over year to $10.62 billion, well above estimates of $9.69 billion. Jabil Inc. Reports Earnings Results
• Positive Sentiment: AI is driving growth: Management and analysts highlighted accelerating demand for AI infrastructure, expanded manufacturing capacity and broader customer relationships as key drivers of fiscal 2027 growth. Jabil is targeting approximately 24% revenue growth and $44.5 billion in fiscal 2027 sales. JBL Q4 Earnings Call Highlights AI-Led Fiscal 2027 Growth
• Positive Sentiment: Analyst support remains strong: JPMorgan raised its price target to $430 and maintained an Overweight rating, while Argus reaffirmed Buy with a $475 target. These targets indicate analysts see substantial upside if Jabil delivers on its AI-led expansion. Jabil’s Double-Beat and Raise
• Positive Sentiment: Commentary continues to characterize Jabil as a long-term growth stock, citing its earnings-beat record, AI exposure, asset-light model and potential margin expansion. Why Jabil Is a Top Growth Stock
• Neutral Sentiment: Jabil’s fiscal first-quarter 2027 EPS outlook of $3.80–$4.20 and full-year EPS guidance of $17.55 provide a framework for continued growth, but investors are focused on whether actual results can exceed those targets.
• Negative Sentiment: Guidance disappointed some investors: Despite the earnings beat and positive annual outlook, Jabil’s fiscal 2027 forecast failed to impress the market, triggering an initial selloff. The reaction reflects high expectations already embedded in the stock’s valuation. Jabil Retreats Amid Fiscal 2027 Outlook

Jabil Company Profile

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.