Update shared on 05 Nov 2025
Analysts have maintained Jabil's price target at $247.38, citing negligible changes in key assumptions and consistent financial forecasts.
What's in the News
- Jabil completed a repurchase of 97,063 shares for $25.02 million and has now bought back 6,663,761 shares totaling $1,000 million under its buyback program announced in September 2024 (Key Developments).
- Between July and October 2025, the company repurchased 600,000 shares for $135 million, fulfilling its buyback under the July 2025 authorization (Key Developments).
- Axiado Corporation and Jabil are collaborating to develop AI-driven cybersecurity and Modular Hardware System server solutions for next-generation data centers. New products are being showcased at the October 2025 OCP Global Summit (Key Developments).
- Jabil launched its new J-422G servers optimized for AI, machine learning, and fintech workloads. General availability is expected in November 2025, and Jabil is investing $500 million in a new North Carolina site to expand data center infrastructure (Key Developments).
- Jabil provided earnings guidance for the first quarter and fiscal year 2026, forecasting Q1 net revenue of $7.7 to $8.3 billion, and full year 2026 net revenue of $31.3 billion (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remained unchanged at $247.38 per share.
- Discount Rate decreased slightly, falling from 8.71% to 8.65%.
- Revenue Growth projection was essentially stable, holding at approximately 6.16%.
- Net Profit Margin forecast showed no meaningful change, remaining at about 3.35%.
- Future P/E ratio declined modestly from 26.60x to 26.55x.
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