Sivers Semiconductors Collaborates with Jabil to Develop 1.6T Optical Transceiver Module
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2026
0mins
Sivers Semiconductors announced a collaboration with Jabi. Through this collaboration, Jabil plans to develop a 1.6T linear receive optical transceiver module using Sivers' Distributed Feedback lasers. The new pluggable module will provide optical interconnect speeds to accelerate deployment for next generation hyperscale AI data centers.
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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: 364.350
Low
244.00
Averages
265.00
High
283.00
Current: 364.350
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.
- Put Option Appeal: The current bid for the $350.00 strike put option is $24.80, and if an investor sells to open this option, they commit to purchasing the stock at $350.00 while collecting the premium, effectively lowering their cost basis to $325.20, thus providing an attractive alternative for those interested in buying JBL shares.
- Potential Return Analysis: Should the put option expire worthless, it would yield a 7.09% return on the cash commitment, equating to an annualized return of 61.58%, indicating that utilizing options strategies can significantly enhance investment returns in the current market environment.
- Call Option Profitability: The $360.00 strike call option has a current bid of $26.40, and if an investor buys JBL shares at $353.32 and sells this call option, they could achieve a total return of 9.36% if the stock is called away at expiration, showcasing the potential profitability of options strategies.
- Volatility Comparison: The implied volatility for the put option is 62%, while for the call option it is 63%, which is notably higher than the actual trailing twelve-month volatility of 41%, indicating a heightened market expectation for future price fluctuations, prompting investors to carefully assess risk versus reward.
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- Conference Participation: Jabil Inc. is scheduled to participate in the J.P. Morgan Global Technology, Media and Communications Conference on May 19, 2026, at 10:45 AM EDT, showcasing its expertise in engineering and manufacturing solutions.
- Live Webcast: The event will feature a live audio webcast and replay available on Jabil's Investor Relations website, ensuring that investors and stakeholders can stay updated on the company's latest developments in real-time.
- Company Overview: With over 100 sites globally and 60 years of industry experience, Jabil is committed to providing comprehensive engineering, supply chain, and manufacturing solutions for the world's top brands, demonstrating strong market competitiveness.
- Sustainability Commitment: Jabil emphasizes not only business success but also the establishment of sustainable processes that minimize environmental impact and foster vibrant, diverse communities worldwide, reflecting its commitment to social responsibility.
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- Strong Small Cap Performance: In April, the Russell 2000 surged over 12%, marking its best monthly performance since November 2020, significantly outperforming the S&P 500's 10.4% gain, indicating a robust recovery potential for small caps.
- Earnings Expectations Rise: Bank of America analysts expect small caps to continue leading, driven by EPS and manufacturing recovery, suggesting increasing market confidence that may attract more investors to this segment.
- ETF Investment Opportunities: Bank of America highlighted the iShares US Small-Cap Equity Factor ETF (SMLF), which is up over 11% this year with an expense ratio of just 0.15%, and boasts over 80% of its companies being profitable, showcasing its superior earnings potential compared to the Russell 2000.
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- 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.
- Jabil Options Activity: Jabil Inc (JBL) recorded an options trading volume of 14,465 contracts today, equivalent to approximately 1.4 million shares, reaching 132.8% of its average daily trading volume, highlighting active market interest in its stock.
- 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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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.
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