Update shared on 20 Nov 2025
Narrative Update on Jabil: Analyst Price Target Change
Analysts have maintained their price target for Jabil at $247.38. This decision reflects negligible changes in key financial outlook metrics and overall business fundamentals.
What's in the News
- Jabil has expanded its collaboration with Inno to manufacture battery energy storage system (BESS) enclosures in a new, jointly operated facility in Rayong, Thailand. Prototyping at this facility is scheduled to begin by late 2026 (Key Developments).
- Jabil and Axiado Corporation are collaborating to develop AI-driven cybersecurity and modular server solutions. New products will be showcased at the OCP Global Summit in October 2025 (Key Developments).
- The launch of Jabil's new J-422G servers aims to address increasing demand from AI and data center customers. General availability is expected in November 2025 (Key Developments).
- Jabil completed two share repurchase tranches in 2025, totaling 697,063 shares for $160.02 million under buyback programs (Key Developments).
- For the first quarter of fiscal 2026, Jabil forecasts net revenue between $7.7 billion and $8.3 billion. The company expects net revenue of $31.3 billion for the full fiscal year (Key Developments).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $247.38.
- Discount Rate has risen slightly from 8.65% to 8.85%.
- Revenue Growth forecast is essentially unchanged, holding steady at approximately 6.16%.
- Net Profit Margin remains stable at about 3.35%.
- Future P/E has increased marginally from 26.55x to 26.70x.
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.