Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil's position as a manufacturing specialist for
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AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.
Jabil is downgraded to hold as valuation has rerated to ~23x NTM PE, near its 10-year high. AI-driven revenue growth remains robust, with management guiding for ~$13.6B in FY2026 AI revenue, up 50% ye
JBL expands in India with a new Pune facility, boosting capacity, workforce and partnerships to support long-term growth in manufacturing and AI infrastructure.

Jabil Expands Manufacturing Capacity in India

10:30pm, Thursday, 18'th Jun 2026
PUNE, India--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL), a global leader in engineering, supply chain, and manufacturing solutions, today announced the opening of a new factory in Pune, marking a signifi
Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil's position as a manufacturing specialist for
Jabil Inc. (NYSE:JBL) on Wednesday reported better-than-expected fiscal third-quarter 2026 results and raised its full-year guidance.
Jabil tops fiscal Q3 estimates as AI infrastructure demand drove 12% revenue growth, stronger margins and a raised fiscal 2026 outlook.
JBL lifts its 2026 outlook as AI infrastructure demand, hyperscaler wins and capacity expansion set up another year of growth in fiscal 2027.

Jabil's Amazing Run Can Continue

06:03pm, Wednesday, 17'th Jun 2026
Jabil Inc. continues robust growth, with Q3 FY26 revenue up 11.8% to $8.75 billion, surpassing analyst expectations. AI infrastructure demand is driving a significant revenue outlook increase, offsett

Jabil Inc. (JBL) Q3 2026 Earnings Call Transcript

02:12pm, Wednesday, 17'th Jun 2026
Jabil Inc. (JBL) Q3 2026 Earnings Call Transcript
Jabil Inc (NYSE:JBL) shares moved higher after the electronics manufacturing services company reported fiscal third quarter financial results that exceeded Wall Street estimates and raised its full-ye
Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.
Jabil (NYSE: JBL) stock jumps after beating Q3 earnings expectations and raising its full-year 2026 guidance.
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