Jabil (NYSE:JBL) Stock Keeps “Buy” Rating at Argus

Jabil (NYSE:JBL)‘s stock had its “buy” rating reissued by stock analysts at Argus in a report issued on Thursday, Benzinga reports. They presently have a $475.00 target price on the technology company’s stock. Argus’ target price would indicate a potential upside of 58.39% from the stock’s previous close.

A number of other equities analysts have also recently issued reports on JBL. Zacks Research cut Jabil from a “strong-buy” rating to a “hold” rating in a report on Monday, August 17th. The Goldman Sachs Group decreased their price target on Jabil from $482.00 to $375.00 and set a “buy” rating for the company in a research report on Tuesday, September 8th. Barclays dropped their price target on Jabil from $426.00 to $378.00 and set an “overweight” rating on the stock in a research note on Thursday. JPMorgan Chase & Co. boosted their price objective on Jabil from $395.00 to $450.00 and gave the stock an “overweight” rating in a report on Thursday, June 18th. Finally, UBS Group raised shares of Jabil from a “neutral” rating to a “buy” rating and set a $430.00 price objective for the company in a research note on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Jabil has a consensus rating of “Buy” and an average target price of $434.22.

Jabil Price Performance

Shares of NYSE JBL traded up $13.04 during midday trading on Thursday, reaching $299.90. The company’s stock had a trading volume of 2,446,213 shares, compared to its average volume of 1,229,832. Jabil has a one year low of $189.60 and a one year high of $428.93. The company has a market cap of $31.43 billion, a price-to-earnings ratio of 37.44, a price-to-earnings-growth ratio of 0.71 and a beta of 1.29. The company has a 50 day moving average price of $317.47 and a 200 day moving average price of $325.64. The company has a current ratio of 0.98, a quick ratio of 0.66 and a debt-to-equity ratio of 2.17.

Jabil (NYSE:JBL) last posted its quarterly earnings results on Wednesday, September 30th. The technology company reported $4.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.05 by $0.35. The firm had revenue of $10.62 billion for the quarter, compared to analyst estimates of $9.69 billion. Jabil had a net margin of 2.57% and a return on equity of 83.93%. The firm’s quarterly revenue was up 28.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.29 earnings per share. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. On average, equities research analysts expect that Jabil will post 11.73 EPS for the current year.

Insider Buying and Selling

In other Jabil news, EVP Matthew Crowley sold 94 shares of Jabil stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $345.00, for a total transaction of $32,430.00. Following the transaction, the executive vice president owned 57,536 shares of the company’s stock, valued at $19,849,920. The trade was a 0.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 1.35% of the company’s stock.

Institutional Trading of Jabil

Several institutional investors have recently made changes to their positions in the stock. BlackRock Inc. acquired a new position in Jabil in the 2nd quarter valued at approximately $3,905,704,000. Primecap Management Co. CA acquired a new stake in shares of Jabil during the 2nd quarter valued at $1,220,861,000. Bank of America Corp DE purchased a new position in shares of Jabil during the 2nd quarter valued at $447,882,000. JPMorgan Chase & Co. grew its stake in Jabil by 45.7% in the fourth quarter. JPMorgan Chase & Co. now owns 1,884,545 shares of the technology company’s stock valued at $429,714,000 after purchasing an additional 591,364 shares in the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Jabil during the 2nd quarter worth about $411,079,000. 93.39% of the stock is currently owned by institutional investors and hedge funds.

More Jabil News

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil exceeded fourth-quarter expectations. The electronics manufacturing services provider reported adjusted earnings of $4.40 per share, $0.35 above consensus, while revenue rose 28.6% year over year to $10.62 billion, well ahead of the $9.69 billion estimate. Jabil earnings results
• Positive Sentiment: Management issued above-consensus fiscal 2027 guidance. Jabil forecasts approximately $44.5 billion in revenue and $17.55 in adjusted EPS for fiscal 2027, compared with Wall Street estimates of $42.6 billion and $16.58, respectively. First-quarter fiscal 2027 guidance also exceeds consensus. Jabil fiscal 2027 guidance
• Positive Sentiment: AI infrastructure is driving the growth outlook. Accelerating demand from cloud and data-center customers, additional capacity and broader customer relationships are expected to support roughly 24% revenue growth in fiscal 2027. Jabil also generated more than $1.5 billion in adjusted free cash flow during fiscal 2026.
• Positive Sentiment: Analysts raised their targets. JPMorgan increased its price target to $430 from $425 and assigned an Overweight rating. Argus reaffirmed its Buy rating with a $475 target, reinforcing expectations for substantial upside. Analyst rating updates
• Positive Sentiment: Capital returns remain supportive. Management announced a new $1.5 billion share-repurchase authorization, potentially providing additional support for earnings per share and shareholder returns.
• Negative Sentiment: The stock initially fell despite the earnings beat. The decline reflected profit-taking and investor concerns that the strong results and AI-related outlook were already priced into the shares. Jabil’s valuation and high expectations may continue to contribute to volatility. Jabil stock reaction

About Jabil

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.