Jabil

JBL · NYSE

$277.18−$4.88 (−1.73%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $282.06

JBL analyst rating

BuyConsensus of 10 analysts over the last 12 months. 100% rate it a buy.

Strong buy1
Buy9
Hold0
Underperform0
Sell0

12-month price target · 13 analysts

Average $418.89 (+51.1% upside)

Low: $295.36
Now: $277.18
High: $498.75

Upgrades and downgrades

The latest rating actions, newest first

JBL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 1, 2026	Maintains	Overweight	$425.00 → $430.00	47%
Argus Research	Oct 1, 2026	Maintains	Buy	$475.00	60%
Barclays	Oct 1, 2026	Maintains	Overweight	$426.00 → $378.00	58%
Goldman Sachs	Sep 8, 2026	Maintains	Buy	$482.00 → $375.00	60%
UBS	Aug 11, 2026	Upgrade	Neutral → Buy	$430.00	65%
JP Morgan	Jun 18, 2026	Maintains	Overweight	$395.00 → $450.00	70%
Goldman Sachs	Jun 18, 2026	Maintains	Buy	$384.00 → $482.00	60%
Barclays	Jun 18, 2026	Maintains	Overweight	$304.00 → $426.00	58%
UBS	Jun 18, 2026	Maintains	Neutral	$380.00 → $430.00	65%
Stifel	Jun 18, 2026	Maintains	Buy	$430.00 → $460.00	73%

The case for and against

Updated Sep 5, 2026

Bull case

Jabil is a leading electronic manufacturing services company with a strong focus on the fast-growing AI and connected technology markets. Their solid financial performance, including a recent beat-and-raise quarter, and their diverse customer base in multiple high-growth industries, indicate strong potential for continued growth for the company. Additionally, their strategic initiatives, including partnerships with major hyperscalers and expansion of specialized capacity, highlight their long-term growth outlook and potential for margin expansion.

Bear case

Jabil is experiencing component supply constraints, specifically with HBM and high-density-interconnect PCBs, which may limit its capacity and impact its FY27 growth prospects. Despite plans to expand its capacity by 10% globally, the company's focus on asset-light scalability may not be enough to address the component shortage and maintain its capex levels at 1.5-2% of revenue. Additionally, while Jabil has a strong balance sheet and is committed to returning cash to shareholders, its readiness to pursue M&A may pose risks if not executed successfully.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.