Update shared on08 Oct 2025
Fair value Increased 7.44%Analysts have increased their price target for Jabil from $230.25 to $247.38. They cite incremental updates in their financial model and subtle shifts in key valuation metrics as reasons for the change.
What's in the News
- Jabil provided earnings guidance for the first quarter and full fiscal year 2026, projecting Q1 net revenue of $7.7 billion to $8.3 billion and full-year net revenue of $31.3 billion (Corporate Guidance).
- The company announced a share repurchase program and plans to buy back up to $1 billion of its common stock (Buyback Announcement).
- Jabil's Board of Directors authorized a new buyback plan, which was approved on July 17, 2025 (Buyback Announcement).
- Jabil and Endeavour Energy expanded their collaboration to deliver modular, AI-ready infrastructure. This initiative will enable up to 2 gigawatts per year of elastic AI infrastructure capacity, supported by a new just-in-time platform launching in the U.S. in Q1 2027 (Client Announcement).
Valuation Changes
- Consensus Analyst Price Target has risen from $230.25 to $247.38.
- Discount Rate increased slightly from 8.55% to 8.65%.
- Revenue Growth outlook edged down moderately from 6.18% to 6.16%.
- Net Profit Margin declined, moving from 3.78% to 3.35%.
- Future P/E ratio has increased from 21.0x to 24.4x.
Disclaimer
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