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

Jabil (NYSE:JBL)‘s stock had its “buy” rating reissued by equities research 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 suggest a potential upside of 61.48% from the stock’s previous close.

Several other brokerages have also commented on JBL. Zacks Research lowered shares of Jabil from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 17th. Barclays cut their price objective on Jabil from $426.00 to $378.00 and set an “overweight” rating on the stock in a report on Thursday. The Goldman Sachs Group cut their price objective on Jabil from $482.00 to $375.00 and set a “buy” rating on the stock in a report on Tuesday, September 8th. Robert W. Baird increased their price objective on Jabil from $355.00 to $440.00 and gave the company an “outperform” rating in a report on Thursday, June 18th. Finally, Weiss Ratings lowered Jabil from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, September 16th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $436.44.

Jabil Stock Up 2.5%

Shares of JBL stock traded up $7.29 during trading hours on Thursday, reaching $294.15. 1,164,258 shares of the company’s stock were exchanged, compared to its average volume of 1,222,777. The stock’s 50 day moving average is $317.47 and its 200-day moving average is $325.64. The company has a market cap of $30.82 billion, a price-to-earnings ratio of 36.81, a P/E/G ratio of 0.71 and a beta of 1.29. 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 has a fifty-two week low of $189.60 and a fifty-two week high of $428.93.

Jabil (NYSE:JBL) last announced its quarterly earnings data on Wednesday, September 30th. The technology company reported $4.40 EPS for the quarter, beating the consensus estimate of $4.05 by $0.35. The firm had revenue of $10.62 billion during 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%. Jabil’s revenue was up 28.6% on a year-over-year basis. During the same period last year, the firm posted $3.29 EPS. Jabil has set its Q1 2027 guidance at 3.800-4.200 EPS and its FY 2027 guidance at 17.550-17.550 EPS. Analysts predict that Jabil will post 11.73 earnings per share for the current fiscal year.

Insider Buying and Selling at Jabil

In other news, EVP Matthew Crowley sold 94 shares of the firm’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $345.00, for a total value of $32,430.00. Following the transaction, the executive vice president directly owned 57,536 shares of the company’s stock, valued at approximately $19,849,920. This trade represents a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 1.35% of the company’s stock.

Institutional Trading of Jabil

Several large investors have recently added to or reduced their stakes in JBL. Western Wealth Management LLC acquired a new position in Jabil in the first quarter valued at approximately $1,333,000. Deutsche Bank AG acquired a new position in Jabil in the second quarter valued at approximately $207,874,000. Mizuho Markets Americas LLC acquired a new position in Jabil in the first quarter valued at approximately $14,610,000. Barclays PLC lifted its holdings in Jabil by 2.1% in the fourth quarter. Barclays PLC now owns 600,610 shares of the technology company’s stock valued at $136,951,000 after acquiring an additional 12,455 shares during the last quarter. Finally, Royal Bank of Canada lifted its holdings in Jabil by 3.1% in the first quarter. Royal Bank of Canada now owns 159,761 shares of the technology company’s stock valued at $42,436,000 after acquiring an additional 4,747 shares during the last quarter. 93.39% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported fiscal Q4 adjusted EPS of $4.40, exceeding the $4.05 consensus estimate, while revenue rose 28.6% year over year to $10.62 billion versus expectations of $9.69 billion. EPS increased from $3.29 a year earlier. Jabil fiscal fourth-quarter earnings report
• Positive Sentiment: Management forecast fiscal 2027 revenue of $44.5 billion and adjusted EPS of $17.55, both above analyst expectations of approximately $42.6 billion and $16.58. First-quarter fiscal 2027 guidance also topped consensus, supporting the view that AI-related demand can sustain growth. Reuters Jabil fiscal 2027 outlook
• Positive Sentiment: AI infrastructure, cloud and data-center activity are the primary growth drivers. Jabil is targeting roughly 24% fiscal 2027 revenue growth, helped by additional capacity and broader customer relationships. The company also authorized a new $1.5 billion share-repurchase program, adding support for shareholder returns. Zacks Jabil earnings call highlights
• Neutral Sentiment: Argus reaffirmed its Buy rating and assigned a $475 price target, implying substantial upside from recent trading levels. Such targets may improve sentiment, although they are estimates rather than guaranteed returns. Argus Jabil price target
• Negative Sentiment: The stock initially decreased despite the earnings beat, indicating that investors may have been positioned for an even stronger outlook. Reports characterized the reaction as a “sell the news” move following Jabil’s substantial prior rally. Seeking Alpha Jabil fiscal 2027 reaction
• Negative Sentiment: Jabil’s balance-sheet metrics remain a consideration, including a current ratio below 1 and debt-to-equity of 2.17. With the stock still trading at a growth-oriented valuation, any slowdown in AI infrastructure demand or execution concerns could increase volatility.

Jabil Company Profile

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.