Jabil’s (JBL) “Buy” Rating Reaffirmed at Argus

Jabil (NYSE:JBL)‘s stock had its “buy” rating reiterated by analysts at Argus in a note issued to investors on Thursday, Benzinga reports. They presently have a $475.00 price objective on the technology company’s stock. Argus’ price target suggests a potential upside of 59.95% from the company’s current price.

A number of other equities research analysts have also recently commented on JBL. Weiss Ratings cut Jabil from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, September 16th. UBS Group upgraded Jabil from a “neutral” rating to a “buy” rating and set a $430.00 target price on the stock in a report on Tuesday, August 11th. Barclays lowered their target price on Jabil from $426.00 to $378.00 and set an “overweight” rating on the stock in a report on Thursday. Robert W. Baird increased their target price on Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, June 18th. Finally, Bank of America reiterated a “buy” rating and set a $470.00 target price on shares of Jabil in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $436.44.

Jabil Price Performance

NYSE JBL traded up $10.11 during mid-day trading on Thursday, hitting $296.97. The stock had a trading volume of 1,124,817 shares, compared to its average volume of 1,222,497. Jabil has a 52-week low of $189.60 and a 52-week high of $428.93. The company has a market cap of $31.12 billion, a price-to-earnings ratio of 37.09, a P/E/G ratio of 0.71 and a beta of 1.29. The company has a 50 day simple moving average of $317.47 and a 200 day simple moving average of $325.64. The company has a quick ratio of 0.66, a current ratio of 0.98 and a debt-to-equity ratio of 2.17.

Jabil (NYSE:JBL) last released its quarterly earnings data on Wednesday, September 30th. The technology company reported $4.40 earnings per share for the quarter, beating the consensus estimate of $4.05 by $0.35. Jabil had a return on equity of 83.93% and a net margin of 2.57%.The firm had revenue of $10.62 billion during the quarter, compared to the consensus estimate of $9.69 billion. During the same period last year, the business posted $3.29 EPS. Jabil’s quarterly revenue was up 28.6% on a year-over-year basis. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. Equities analysts forecast that Jabil will post 11.73 EPS for the current fiscal year.

Insider Activity

In other news, EVP Matthew Crowley sold 94 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $345.00, for a total value of $32,430.00. Following the completion of the sale, the executive vice president owned 57,536 shares of the company’s stock, valued at $19,849,920. This represents a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.35% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Empirical Finance LLC raised its position in Jabil by 0.6% in the first quarter. Empirical Finance LLC now owns 5,405 shares of the technology company’s stock valued at $1,436,000 after purchasing an additional 31 shares during the period. Assetmark Inc. raised its position in Jabil by 10.6% in the first quarter. Assetmark Inc. now owns 344 shares of the technology company’s stock valued at $91,000 after purchasing an additional 33 shares during the period. Root Financial Partners LLC raised its position in Jabil by 11.1% in the first quarter. Root Financial Partners LLC now owns 432 shares of the technology company’s stock valued at $115,000 after purchasing an additional 43 shares during the period. Cidel Asset Management Inc. raised its position in Jabil by 4.8% in the first quarter. Cidel Asset Management Inc. now owns 991 shares of the technology company’s stock valued at $263,000 after purchasing an additional 45 shares during the period. Finally, Groupe la Francaise raised its position in Jabil by 6.4% in the second quarter. Groupe la Francaise now owns 795 shares of the technology company’s stock valued at $307,000 after purchasing an additional 48 shares during the period. 93.39% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fiscal Q4 adjusted EPS of $4.40, exceeding the $4.05 consensus estimate, while revenue rose 28.6% year over year to $10.62 billion versus expectations of $9.69 billion. EPS increased from $3.29 a year earlier. Jabil fiscal fourth-quarter earnings report
• Positive Sentiment: Management forecast fiscal 2027 revenue of $44.5 billion and adjusted EPS of $17.55, both above analyst expectations of approximately $42.6 billion and $16.58. First-quarter fiscal 2027 guidance also topped consensus, supporting the view that AI-related demand can sustain growth. Reuters Jabil fiscal 2027 outlook
• Positive Sentiment: AI infrastructure, cloud and data-center activity are the primary growth drivers. Jabil is targeting roughly 24% fiscal 2027 revenue growth, helped by additional capacity and broader customer relationships. The company also authorized a new $1.5 billion share-repurchase program, adding support for shareholder returns. Zacks Jabil earnings call highlights
• Neutral Sentiment: Argus reaffirmed its Buy rating and assigned a $475 price target, implying substantial upside from recent trading levels. Such targets may improve sentiment, although they are estimates rather than guaranteed returns. Argus Jabil price target
• Negative Sentiment: The stock initially decreased despite the earnings beat, indicating that investors may have been positioned for an even stronger outlook. Reports characterized the reaction as a “sell the news” move following Jabil’s substantial prior rally. Seeking Alpha Jabil fiscal 2027 reaction
• Negative Sentiment: Jabil’s balance-sheet metrics remain a consideration, including a current ratio below 1 and debt-to-equity of 2.17. With the stock still trading at a growth-oriented valuation, any slowdown in AI infrastructure demand or execution concerns could increase volatility.

Jabil Company Profile

Jabil Inc is a global manufacturing services and technology company that helps brands design, manufacture, and manage products and supply chains. Its capabilities include product design and engineering, prototyping, production, assembly, testing, packaging, logistics, and aftermarket services.

The company serves customers across a range of industries, including healthcare, automotive, cloud and data infrastructure, communications, connected devices, industrial equipment, energy, and consumer products.