Jabil Inc's stock increased by 6.51% as it crossed above the 5-day SMA, reflecting positive momentum in the market.
This surge is attributed to Jabil's optimistic earnings outlook, with the company forecasting 2026 revenues of $32.4 billion, exceeding Wall Street estimates. The strong demand for AI-related infrastructure and the company's strategic capacity projects are expected to drive significant revenue growth, enhancing its market competitiveness. Additionally, Jabil's recent first-quarter performance, which surpassed analyst expectations, further supports this positive sentiment.
The implications of this strong performance suggest that Jabil is well-positioned to capitalize on the growing demand for AI and data center infrastructure, potentially leading to sustained growth and increased investor confidence.
Wall Street analysts forecast JBL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBL is 265.00 USD with a low forecast of 244.00 USD and a high forecast of 283.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast JBL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBL is 265.00 USD with a low forecast of 244.00 USD and a high forecast of 283.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 243.620
Low
244.00
Averages
265.00
High
283.00
Current: 243.620
Low
244.00
Averages
265.00
High
283.00
UBS
David Vogt
Neutral
maintain
$239 -> $244
2025-12-18
Reason
UBS
David Vogt
Price Target
$239 -> $244
AI Analysis
2025-12-18
maintain
Neutral
Reason
UBS analyst David Vogt raised the firm's price target on Jabil to $244 from $239 and keeps a Neutral rating on the shares. Compute demand is driving upside, while the FY26 guidance should prove conservative, the analyst tells investors in a research note.
JPMorgan
Overweight
maintain
$260 -> $270
2025-12-18
Reason
JPMorgan
Price Target
$260 -> $270
2025-12-18
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Jabil to $270 from $260 and keeps an Overweight rating on the shares following the fiscal Q1 report. The company has "multiple levers of demand upside" that should keep it quarterly beats and guidance raises continuing, the analyst tells investors in a research note.
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BofA
Buy
maintain
$262 -> $265
2025-12-18
Reason
BofA
Price Target
$262 -> $265
2025-12-18
maintain
Buy
Reason
BofA raised the firm's price target on Jabil to $265 from $262 and keeps a Buy rating on the shares after the company delivered a "strong" fiscal Q1 and raised FY26 revenue and EPS guidance above the firm's and Street's estimates. Given strength in existing programs and the number of new AI programs that Jabil can potentially bid for, the firm still views FY26 guidance as "conservative," the analyst tells investors.
Barclays
NULL -> Overweight
maintain
$267 -> $283
2025-12-18
Reason
Barclays
Price Target
$267 -> $283
2025-12-18
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on Jabil to $283 from $267 and keeps an Overweight rating on the shares. The company reported a fiscal Q1 beat with continued outperformance in Intelligent Infrastructure and upped its fiscal 2026 guidance, the analyst tells investors in a research note. The firm says Jabil's AI momentum is continuing.
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 is focused on regulated markets and includes revenues from 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 revenues from 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.
