Jabil Inc. stock falls as Goldman Sachs cuts price target after strong Q3 figures
Published on 09/15/2026 at 14:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jabil Inc. stock (ISIN US46612W1036) closed at USD 298.00 on the New York Stock Exchange on September 14, 2026, down 0.24 percent from the prior close, as investors digested a fresh price target cut from Goldman Sachs following strong recent quarterly figures per Nasdaq data from Yahoo Finance.
Goldman Sachs trims target, UBS stays bullish
According to Yahoo Finance, Goldman Sachs maintained its Buy rating on Jabil on September 8, 2026 but lowered its 12-month price target from USD 482.00 to USD 375.00 per share, signaling a more cautious valuation after the stock's strong run.
In contrast, analyst David Vogt at UBS reiterated a Buy rating on Jabil with a price target of USD 430.00 in a report published on September 15, 2026, with the shares having previously closed at USD 318.08, as reported by The Globe and Mail on September 15, 2026.
Across the analyst community, Jabil currently carries a Strong Buy consensus rating with an average price target of USD 438.25, implying about 42.7 percent upside from recent levels near USD 300, according to The Globe and Mail.
Strong Q3 FY2026 results underpin optimism
Recent fundamental momentum is one reason analysts remain constructive. As MarketBeat summarized on September 15, 2026, Jabil reported quarterly revenue of USD 8.75 billion in its latest results for the third quarter of fiscal 2026, an increase of 11.8 percent year over year.
In the same Q3 FY2026 report, Jabil delivered adjusted EPS of USD 3.16, beating market estimates according to MarketBeat, which highlighted that the company exceeded expectations while expanding revenue at a double-digit pace.
The combination of double-digit top-line growth and mid-single-digit dollar EPS helps support Jabil's valuation, but the mixed analyst reaction suggests that the market is weighing the pace of growth against how far the shares have already rallied. For retail investors, the comparison between the USD 298.00 share price as of September 14, 2026 and the consensus target of USD 438.25 illustrates how much upside analysts still see relative to current levels, while also hinting at the risk of disappointment if future quarters fail to sustain similar growth.
Valuation and performance context for Jabil stock
Despite the latest pullback, Jabil's share performance over the past year has been robust. As MSN reported on September 14, 2026, Jabil shares were up 25.1 percent since the beginning of 2026 and were trading at USD 300.67 per share, still about 22 percent below their 52-week high of USD 385.63 reached in June 2026.
That same report noted that an investor who bought USD 1,000 worth of Jabil shares five years ago would now be looking at an investment worth USD 4,820, underscoring the longer-term compounding effect of the stock's gains according to MSN.
On a shorter horizon, valuation metrics show a different angle. Research platform GuruFocus pointed out on September 14, 2026 that Jabil's closing price of USD 298.72 compared with its proprietary GF Value estimate of USD 198.89, implying the stock was 50.2 percent overvalued at that point, as stated by GuruFocus.
Recent price action and market reaction
MarketBeat noted that Jabil shares opened at USD 298.83 on September 15, 2026, down 6.1 percent compared with a recent prior level, describing the move as part of a broader acceleration in the stock's rally that is now facing consolidation according to MarketBeat.
On September 14, 2026, Jabil shares fell 6.1 percent intraday to close at USD 298.72, a move that GuruFocus interpreted as a convergence toward its GF Value line, even though the stock remains significantly above that metric according to GuruFocus.
In broader index terms, Jabil was listed among notable S&P 500 movers in a performance overview dated September 15, 2026, where it showed a one-month return of minus 19.3 percent but a 31.1 percent gain over a longer look-back period, as described by Trefis.
Institutional flows and dividend signal
While analysts debate valuation, institutional investors have been adjusting their positions. Corient Private Wealth LP reduced its stake in Jabil by 21.4 percent in the second quarter of 2026, selling 15,571 shares and retaining 57,293 shares worth approximately USD 22.1 million, according to a Form 13F summary reported by MarketBeat on September 15, 2026.
MarketBeat added that institutional investors collectively own 93.39 percent of Jabil, highlighting the strong presence of professional capital in the shareholder base according to MarketBeat.
Despite the recent volatility, the company continues to return cash to shareholders. Jabil pays a quarterly dividend of USD 0.08 per share, a level confirmed in the same MarketBeat overview dated September 15, 2026, which noted that the payout accompanies the company's focus on growth and margin improvement according to MarketBeat.
Closing price and investor takeaway
Jabil Inc. stock last closed at USD 298.00 on the New York Stock Exchange as of September 14, 2026, with the shares trading in USD and carrying a Strong Buy analyst consensus that continues to see substantial upside from current levels.
Jabil Inc. stock at a glance
- Company: Jabil Inc.
- ISIN: US46612W1036
- Ticker: JBL
- Trading venue: New York Stock Exchange
- Price (as of September 14, 2026, 16:00): 298.00 USD
- Market capitalization: 39,600,000,000 USD (as of September 14, 2026)
- Sector / Industry: Technology / Electronic Manufacturing Services
- Index membership: S&P 500
