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AnalystConsensusTarget updated the narrative for JBL

Update shared on 22 Oct 2025

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AnalystConsensusTarget's Fair Value
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1Y
57.7%
7D
3.9%

Analysts have modestly raised their price target for Jabil to $247.38, highlighting incremental adjustments to the company’s discount rate and future price-to-earnings expectations as supporting factors for this revised outlook.

What's in the News

  • Jabil completed the repurchase of 600,000 shares for $135 million under its buyback program announced on July 17, 2025 (Buyback Tranche Update).
  • From June to August 2025, Jabil completed the repurchase of 6,663,761 shares totaling $1 billion under the September 2024 buyback program (Buyback Tranche Update).
  • Axiado Corporation and Jabil announced a collaboration to develop AI-driven cybersecurity and modular server solutions. Joint product showcases are planned for the October 2025 OCP Global Summit (Strategic Alliances).
  • Jabil launched its new J-422G servers for AI, machine learning, and data center applications. General availability is expected in November 2025, and the company plans to open a new site in Salisbury, North Carolina, by mid-2026 (Product-Related Announcements).
  • Jabil issued earnings guidance for fiscal year 2026, projecting net revenue of $31.3 billion and providing estimates for first-quarter revenue and earnings (Corporate Guidance, New or Confirmed).

Valuation Changes

  • Consensus Analyst Price Target remains steady at $247.38, with no change recorded since the last update.
  • Discount Rate has risen slightly from 8.65% to 8.71%, reflecting a minor adjustment to risk assumptions.
  • Revenue Growth projection holds nearly unchanged at approximately 6.16%.
  • Net Profit Margin is essentially stable at 3.35%, showing negligible variation.
  • Future P/E has increased from 24.43x to 26.60x, indicating a modest upward revision in future earnings expectations.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.