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Jabil Inc. Stock Price

NYSE:JBL Community·US$38.4b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 60 Fair Values set on narratives written by author

JBL Share Price Performance

US$362.38
184.34 (103.54%)
US$316.33
Fair Value
US$362.38
184.34 (103.54%)
14.6% overvalued intrinsic discount
US$316.33
Fair Value
Price US$362.38
AnalystConsensusTarget US$316.33

JBL Community Narratives

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Fair Value US$316.33 14.6% overvalued intrinsic discount

Analysts Lift Jabil Price Target as Buybacks and AI Initiatives Drive Up Valuation Expectations

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Trending Discussion

Updated Narratives

JBL logo

JBL: AI Infrastructure Hype Will Obscure Earnings Risk And Overvaluation

Fair Value: US$316.33 14.6% overvalued intrinsic discount
26 users have set this as their fair value
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Snowflake Analysis

Solid track record with adequate balance sheet.

2 Risks
2 Rewards

Jabil Inc. Key Details

US$32.7b

Revenue

US$29.7b

Cost of Revenue

US$3.0b

Gross Profit

US$2.1b

Other Expenses

US$809.0m

Earnings

Last Reported Earnings
Feb 28, 2026
Next Reporting Earnings
Jun 17, 2026
7.67
9.04%
2.48%
287.3%
View Full Analysis

About JBL

Founded
1966
Employees
135000
CEO
Michael Dastoor
WebsiteView website
www.jabil.com

Jabil Inc. provides engineering, manufacturing, and supply chain solutions worldwide. It operates in three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. The company offers electronic hardware, and embedded software design services for analog, digital, radio frequency, power, sensor, and optical component applications; creates, develops, and connects concepts and specifications that optimize the function, value, and appearance of products for both consumers and manufacturing partners; design of plastic and metal components, enclosures, sub-assemblies, and systems, with advanced modeling and analysis of electronic, electro-mechanical, and optical assemblies; detail design, environmental applications, thermal and tooling management; develop solutions for virtual and/or augmented reality, light detection and ranging, 3D sensing, projection, and imaging; delivering PCBA design with CAD tools; and electrical and mechanical assemblies. The company also offers cloud data center server platforms; medical and consumer health devices; automotive assemblies; a digital commerce ecosystem; and smart controls and security for digital building and utilities. In addition, the company offers systems assembly, test, direct-order fulfillment, and configure-to-order services. It serves 5G, wireless and cloud, digital print and retail, industrial and semi-cap, networking and storage, automotive and transportation, connected devices, healthcare and packaging, and mobility industries. The company was formerly known as Jabil Circuit, Inc. Jabil Inc. was founded in 1966 and is based in Saint Petersburg, Florida.

Recent JBL News & Updates

Narrative Update Jun 08

JBL: AI Infrastructure Hype Will Obscure Earnings Risk And Overvaluation

Analysts have reaffirmed their price target on Jabil at $316.33, citing steady assumptions around revenue growth, profit margins, and a future P/E of about 27.94 as the basis for leaving their valuation framework broadly unchanged. What's in the News Jabil is scheduled to report fiscal Q3 2026 earnings on June 17, with analyst expectations cited in recent coverage for EPS of US$3.08 and revenue of US$8.53b, supported by demand in AI related Intelligent Infrastructure solutions.

Recent updates

No updates