Jabil lifts long-term AI outlook, shares backed by fresh analyst targets
23.06.2026 - 09:08:40 | ad-hoc-news.de
By Julia Schmitt, Sector & Peer Group desk. Reviewed prior to publication on 2026-06-23, 09:07.
Jabil Inc. (US46612W1036) reported stronger-than-expected third-quarter results and raised its fiscal 2026 guidance, while reiterating its focus on AI-related infrastructure demand, according to a recent earnings update. The NYSE-listed manufacturer beat consensus on both core EPS and revenue and outlined a more ambitious long-term outlook for AI-driven growth.
What the latest earnings show
For the third quarter of its fiscal year, Jabil posted core EPS of 3.16 US dollars, modestly above the consensus estimate of 3.12 dollars, with revenue of 8.8 billion dollars also topping expectations of around 8.66 billion dollars. Management described the quarter as robust, noting that performance improved even in previously weaker segments such as Automotive and Connected Living. In the same earnings communication, Jabil upgraded its fiscal 2026 revenue, operating margin, core EPS and free cash flow targets, citing sustained demand for AI infrastructure solutions that continues to run at what it called exceptionally strong levels.
Goldman Sachs and Baird lift targets
The earnings beat and guidance raise prompted several analysts covering the stock on Wall Street to revise their models. On 18 June 2026, Goldman Sachs lifted its price target for Jabil from 384 to 482 US dollars and maintained a Buy rating, arguing that accelerating AI-related revenue and improving margins through fiscal 2027 support confidence in the company’s positioning in secular growth markets. On the same day, Baird analyst Luke Junk raised his firm’s price target from 355 to 440 US dollars, reiterating an Outperform stance and placing Jabil on a list of 12 high-quality stocks deemed attractive for long-term investors, according to a recent market commentary.
All news and analysis on the Jabil shares
Further coverage, historical news and price data on Jabil can be found in the dedicated topic section on ad-hoc-news.de and via the company’s own investor relations pages.
The manufacturing and AI focus
Jabil generates its revenue by providing engineering, manufacturing and supply chain solutions to customers across sectors such as industrial, healthcare, automotive and digital infrastructure. Within that portfolio, AI infrastructure, including hardware for data centers and related networking equipment, is becoming a progressively larger contributor, with management highlighting that this line is expected to support both top-line growth and margin expansion through at least fiscal 2027.
Where the stock trades today
The Jabil shares (US46612W1036) last traded on the NYSE at around 330 US dollars during the latest session referenced in recent analyst commentary, with the company’s market capitalization standing near the upper mid-cap to lower large-cap range in the US technology hardware and manufacturing space.
Key data on the Jabil shares
- Company: Jabil Inc.
- ISIN: US46612W1036
- WKN: 899584
- Ticker: JBL
- Trading venue: NYSE
- Price (as of 2026-06-18, 21:59): 330.00 USD
- Market cap: approximately 43 billion USD (as of 2026-06-18)
- Sector / industry: Electronic manufacturing services / technology hardware
- Index membership: S&P 500
- Next earnings date: 2026-09-19
This article is for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any securities. All data are based on sources considered reliable but cannot be guaranteed. Investors should conduct their own research or consult a professional advisor before making investment decisions.
