Jabil Announces Strategic Investment Collaboration with EHT Semi

Written by Emily J. Thompson, Senior Investment Analyst

Updated: Jan 20 2026

0mins

Jabil announced a strategic minority investment and manufacturing collaboration with Eagle Harbor Technologies, doing business as EHT Semi. This collaboration combines Jabil's manufacturing capabilities with EHT Semi's power delivery technologies to address challenges in advanced semiconductor fabrication. EHT Semi specializes in matchless RF and tailored waveform pulsed DC power systems that deliver unprecedented plasma stability and precision, unlocking new capabilities for high aspect ratio etch, atomic layer etch, and atomic layer deposition.

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JBL

$243.92+Infinity%1D

Analyst Views on JBL

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

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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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.