Jabil Sees Significant Growth in AI Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2026
0mins
Should l Buy JBL?
Source: NASDAQ.COM
- Strong Revenue Growth: Jabil's fiscal Q2 revenue surged 23% year-over-year to $8.3 billion, primarily driven by its intelligent infrastructure business, which constitutes half of its total revenue, highlighting robust demand in the AI data center market.
- Improved Profitability: The company's adjusted earnings per share rose 39% year-over-year to $2.69, exceeding analyst expectations, while the operating margin for the intelligent infrastructure segment increased by 40 basis points, indicating successful cost management and product mix optimization.
- Upgraded Full-Year Guidance: Jabil raised its fiscal 2026 revenue forecast to $34 billion and increased its earnings per share estimate to $12.25, up from $11.55, reflecting the company's optimistic outlook on its AI business growth.
- Customer Expansion Potential: Jabil is in talks with a third hyperscaler customer for data center solutions, expecting to finalize the deal in the coming weeks, which could significantly contribute to its revenue in fiscal 2027, further solidifying its position in the AI market.
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Analyst Views on JBL
Wall Street analysts forecast JBL stock price to fall
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 349.600
Low
244.00
Averages
265.00
High
283.00
Current: 349.600
Low
244.00
Averages
265.00
High
283.00
About JBL
Jabil Inc. provides comprehensive engineering, manufacturing, and supply chain solutions. The Company provides comprehensive electronics design, production, and product management services to companies in various industries and end markets. The Company’s Regulated Industries segment focuses on regulated markets and includes customers primarily in the automotive and transportation, healthcare and packaging, and renewable energy infrastructure industries. Its Intelligent Infrastructure segment is focused on the modern digital ecosystem including artificial intelligence (AI) infrastructure and includes customers primarily in the capital equipment, cloud and data center infrastructure, and networking and communications industries. Its Connected Living and Digital Commerce segment is focused on digitalization and automation, including warehouse automation and robotics. The Company is also engaged in drug development and manufacturing solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Options Volume: UnitedHealth Group (UNH) has seen an options trading volume of 128,091 contracts today, equivalent to approximately 12.8 million shares, reflecting a significant 135.9% increase over its average daily trading volume, indicating strong market interest in its future performance.
- High Demand for Call Options: Notably, the $325 strike call option expiring on April 17, 2026, has traded 9,185 contracts today, representing about 918,500 shares of UNH, suggesting a marked increase in investor expectations for its stock price appreciation.
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- Active Put Options Trading: The $295 strike put option expiring on April 24, 2026, has seen a trading volume of 2,744 contracts today, representing around 274,400 shares of JBL, indicating investor concerns regarding potential downward price movements.
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- Cramer Bullish on Uber: Despite Uber's stock being down 28.5% from its September high, it has risen 3.5% in the last two days, indicating market confidence in its future growth and potentially attracting more investor interest.
- Vistra Stock Undervalued: Cramer highlighted that Vistra is trading at around 19 times earnings, calling it a “steal,” and although the stock is down 25% from its September high, it has gained 6% in just two days, reflecting market recognition of its value.
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Jabil (JBL.US) Director Plans to Sell $8.58 Million Worth of Common Stock via Form 144
Stock Sale Announcement: Director Mark Mondello plans to sell 30,000 shares of its common stock on April 8, with a total market value of approximately $8.58 million.
Reduction in Shareholding: Mondello has reduced his shareholding in Jabil (JBL.US) by 80,000 shares since January 13, 2026, with a total value of around $19.89 million.
See More
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- Stock Sale Announcement: Officer Steven Borges plans to sell 14,000 shares of its common stock on April 8.
- Market Value: The total market value of the shares to be sold is approximately $4.06 million.
See More
Jabil Inc. Options Trading Analysis
- Put Option Appeal: Selling the put option at a $260.00 strike price with a current bid of $13.60 allows investors to commit to buying shares at $260.00 while collecting a premium, effectively lowering their cost basis to $246.40, making it attractive for those interested in JBL stock.
- Potential Return Analysis: Should the put option expire worthless, it would yield a 5.23% return on cash commitment, equating to an annualized return of 38.18%, highlighting the profit potential of this strategy.
- Call Option Opportunity: Selling the call option at a $270.00 strike price with a current bid of $16.20, after purchasing JBL shares at $267.51, could yield a total return of 6.99% if the stock is called away at expiration.
- Risk Assessment: Current data indicates a 61% chance of the $260.00 put option expiring worthless and a 47% chance for the $270.00 call option, necessitating investor awareness of these risks to optimize investment decisions.
See More
