Jabil Inc. stock gains as analysts lift price targets after strong Q3 figures
Published on 09/14/2026 at 19:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jabil Inc. stock (ISIN US46612W1036) is trading near USD 300 on September 14, 2026 after the electronics manufacturing specialist reported double-digit revenue growth and better-than-expected earnings for Q3 of fiscal 2026, while several analysts raised or reiterated bullish price targets on the shares.
Q3 FY2026 results beat forecasts and lift guidance
According to Investing.com, Jabil posted Q3 FY2026 revenue of USD 8.8 billion, an increase of 12.0 percent year on year and above the USD 8.55 billion consensus forecast for the quarter, underscoring robust demand across its end markets in the three months to around mid-2026.
In the same Q3 FY2026 period, Jabil delivered earnings per share of USD 3.16, coming in USD 0.08 above the estimated USD 3.08 and signaling continued operating leverage as volumes grow.Investing.com Management reported a core operating margin of 5.8 percent for Q3 FY2026, and indicated that margins are expected to expand above 6.0 percent in fiscal 2027 as higher-value AI-related business scales.
AI revenue and cash flow outlook support the stock
The Q3 FY2026 update also highlighted how artificial-intelligence infrastructure is becoming a central driver for Jabil. Jabil now expects AI-related revenue of about USD 13.6 billion in fiscal 2026, representing roughly 50.0 percent growth versus the prior year and USD 0.5 billion above the company’s outlook from March 2026.Investing.com For investors, this accelerating AI exposure is an important part of the equity story because it supports both growth and margin expansion.
Jabil also raised its adjusted free cash flow guidance for fiscal 2026 to more than USD 1.4 billion, up from a previous target of USD 1.3 billion, giving the company greater scope for shareholder returns and balance-sheet flexibility.Investing.com At the same time, inventory days stood at 84 days versus a medium-term target range of 55 to 60 days, illustrating that supply-chain constraints and elevated working capital remain key risks even against the positive growth backdrop.
Analysts highlight upside potential with higher price targets
Analyst commentary has turned increasingly constructive in recent days. In an overview of recent recommendations, TipRanks reports that Goldman Sachs maintained a Buy rating on Jabil on September 14, 2026 with a price target of USD 375.00 per share, while UBS reiterated its own Buy rating with a higher target of USD 430.00 per share.
Another analyst round-up shows that Jabil currently carries a Strong Buy consensus, with an average price target of USD 438.25 that implies about 42.7 percent upside relative to recent levels, and notes that in a report dated August 30, 2026 Goldman Sachs had previously set a more ambitious USD 482.00 target.TipRanks For retail investors, these figures quantify how much optimism is already embedded in the stock and how sensitive sentiment may be to any disappointment in upcoming quarters.
Next earnings date and what investors will watch
Looking ahead, the next major checkpoint for Jabil Inc. stock is the upcoming release of fiscal 2026 fourth-quarter results. Jabil is scheduled to report its next earnings on September 30, 2026, with a related webcast planned that morning.TradingView Both Investing.com data and Yahoo Finance’s earnings calendar list September 30, 2026 as the next earnings date, underlining its importance as the next fundamental driver for the shares.
Given the raised guidance and the ambitious analyst targets, investors are likely to focus on whether Jabil can sustain double-digit revenue growth into Q4 FY2026 and fiscal 2027, keep core operating margins moving above 6.0 percent, and continue to convert earnings into strong free cash flow. Any sign that AI demand is slowing or that inventory levels are not normalizing could challenge the current valuation, especially with the consensus already pricing in sizable upside.
Jabil Inc. stock price and trading context
Per recent NYSE data cited by Investing.com, Jabil Inc. stock last traded at about USD 298.62 on the New York Stock Exchange in mid-September 2026, with the shares previously closing at USD 318.08 on an earlier session that had seen a gain of roughly 5.05 percent.Investing.com This places the stock below its consensus price targets from major houses such as Goldman Sachs and UBS, but still after a strong run following the Q3 FY2026 earnings release.
Jabil Inc. stock facts
- Company: Jabil Inc.
- ISIN: US46612W1036
- Ticker: JBL
- Trading venue: NYSE
- Sector / Industry: Technology / Electronic manufacturing services
- Index membership: S&P 500
- Next earnings date: September 30, 2026
