Jabil’s modest increase in consensus price target reflects a slightly higher net profit margin, which has offset a small decline in revenue growth forecasts, resulting in a minimal upward fair value revision to $230.25.
What's in the News
- Jabil Inc. announces a new share repurchase program, authorizing up to $1,000 million in common stock buybacks.
- The Board of Directors has formally authorized this buyback plan.
- Jabil and Endeavour Energy LLC expanded their collaboration to deliver modular, JIT AI-ready infrastructure, enabling rapid and cost-efficient data center deployment aimed at addressing AI-driven demand for capacity in the U.S., with a $500 million Jabil manufacturing commitment expected operational by mid-2026.
- Between March and May 2025, Jabil repurchased 2,221,608 shares for $370 million; the total repurchased under the current plan now stands at 6,566,698 shares for $974.98 million, equating to 5.89% of outstanding shares.
Valuation Changes
Summary of Valuation Changes for Jabil
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $227.50 to $230.25.
- The Consensus Revenue Growth forecasts for Jabil has fallen slightly from 6.4% per annum to 6.2% per annum.
- The Net Profit Margin for Jabil has risen slightly from 3.68% to 3.78%.
Disclaimer
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