Jabil stock rises 1.54 percent after AI-led fiscal 2027 outlook
Published on 10/03/2026 at 23:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jabil stock (ISIN US4663131039) gained 1.54 percent to USD 304.41 on the NYSE on October 2, 2026, after the electronics manufacturer reported fiscal 2026 revenue of USD 35.954 billion. The company paired the result with a fiscal 2027 revenue target of USD 44.5 billion, making AI infrastructure the central growth driver.
Fiscal 2026 sets a higher base
According to Jabil on September 30, 2026, fiscal 2026 revenue rose from USD 29.802 billion in fiscal 2025 to USD 35.954 billion. Fiscal fourth-quarter revenue was USD 10.616 billion, while U.S. GAAP diluted earnings per share reached USD 3.76 and core diluted earnings per share reached USD 4.40.
The annual comparison also shows operating leverage. U.S. GAAP operating income increased from USD 1.182 billion in fiscal 2025 to USD 1.704 billion in fiscal 2026, while adjusted free cash flow reached USD 1.532 billion in the latest fiscal year, according to Jabil.
AI outlook drives the next test
Jabil's fiscal 2027 plan calls for USD 44.5 billion in revenue, core diluted earnings per share of USD 17.55 and a core operating margin of 6.1 percent. The company also expects first-quarter fiscal 2027 revenue of USD 10.6 billion to USD 11.4 billion and core diluted earnings per share of USD 3.80 to USD 4.20.
The important investor question is execution rather than headline demand. Jabil says capacity expansion, utilization and business mix will support the margin plan, while its release identifies supply, customer demand, production and geopolitical risks that could affect the forecast. That combination gives the outlook a measurable operating hurdle.
Analysts keep targets above the price
JPMorgan raised its Jabil price target from USD 425 to USD 430 and kept an Overweight rating in a note dated October 1, 2026, according to MarketBeat. Argus also maintained a Buy rating and a USD 475 target, the same report states, leaving both targets above the October 2 market price.
Jabil stock was at USD 304.41 on October 2, 2026, with a 52-week range of USD 189.60 to USD 428.93. The NYSE session showed volume of 1,376,528 shares and a market capitalization of USD 31.9 billion, placing the latest price below the yearly high while the earnings outlook points to another year of expansion.
Jabil stock ends the week higher
Jabil stock last stood at USD 304.41 on the NYSE on October 2, 2026, up USD 4.62 or 1.54 percent from the prior session.
Jabil stock data
- Company: Jabil Inc.
- ISIN: US4663131039
- Ticker: JBL
- Trading venue: NYSE
- Price (as of October 2, 2026, 4:01 p.m. ET): USD 304.41
- Market capitalization: USD 31.9 billion (as of October 2, 2026)
- 52-week range: USD 189.60-428.93 (as of October 2, 2026)
- Sector / Industry: Technology / Hardware, Equipment and Parts
