Jabil Inc

Quantli Newsdesk

· 10 days ago

UBS upgraded Jabil to buy with a $430 price target, citing multiyear growth driven by AI investment from hyperscalers including Alphabet, Meta, and Amazon. The firm expects Jabil's AI-related revenue to grow at least 50% in fiscal 2027 to roughly $20.3 billion, supported by capacity expansion and strong cloud infrastructure demand.

Quantli Newsdesk

· 2 months ago

Jabil gains exposure to India's $50B+ data center buildout without heavy capital outlay - Adani supplies infrastructure and energy, Jabil brings manufacturing scale. Deal leverages recent Indian tax holidays and positions JBL in AI hardware supply chain ahead of 5GW hyperscale demand through 2035.

10-K

Quantli Newsdesk

· 4 months ago

Jabil delivered 3.2% revenue growth to $29.8 billion in fiscal 2025, driven by a 34% surge in Intelligent Infrastructure, but net income fell 53% to $657 million as a prior-year divestiture gain rolled off and restructuring costs persisted. Core earnings rose 2% to $1.08 billion, and adjusted free cash flow strengthened to $1.32 billion.