Jabil: Margin Expansion Is Just Beginning

Jabil is rated Buy with a $450 price target, reflecting 32% upside driven by AI infrastructure demand and margin expansion. Margin expansion is the key value driver; operating margin is expected to rise from 5.7% in FY26 to 6%+ in FY27, boosting EPS compounding. JBL's diversified portfolio, capacity expansion, and third hyperscaler win position it as a top beneficiary of the AI infrastructure build-out....

Seeking Alpha - 5/17/2026 7:36:56 AM More News for JBL
Stock Analysis for JBL
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