Jabil IncNYSE: JBL
Information Technology · Electronic Manufacturing Services
$390.77
+9.64%
Vol: 158K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Jabil beats Q2 FY26 EPS estimates as AI infrastructure demand drives 23% revenue growthPositive▶
Jabil reported Q2 FY2026 EPS of $2.69 vs. $2.51 consensus on revenue of $8.28B (+23.1% YoY), beating Street expectations. Shares hit an all-time high of $372.37 on May 6 and were rated Buy with a $450 PT (32% upside) driven by AI infrastructure demand and margin expansion. The company declared a $0.08 quarterly dividend and announced a strategic partnership to expand AI data center capabilities. Management presented at the J.P. Morgan TMT Conference on May 19.
May 20Jabil presented at J.P. Morgan TMT Conference fireside chat on May 19, with stock trading around $332 amid AI infrastructure tailwinds and a 113% one-year gain.Positive▶
Jabil participated in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on May 19, 2026 at 10:45 AM EDT, where management likely reinforced its AI infrastructure positioning. The stock traded between $321.92 and $336.82 on May 20, well below its May 6 all-time high of $372.37 but still up 113% over the past year. The company's Q2 fiscal 2026 beat (revenue $8.3B, +23.9% YoY) and a third hyperscaler win underpin a Buy rating with $450 PT, implying 32% upside as operating margins expand from 5.7% (FY26) to 6%+ (FY27). A $0.08 quarterly dividend was declared with May 15 record date, payable June 2. Risk: insider selling and valuation debate after the strong run could trigger profit-taking if AI capex signals cool.
May 19Jabil presents at J.P. Morgan Global TMT Conference on May 19 with a fireside chat at 10:45 AM EDT.Positive▶
On May 19, 2026, Jabil participates in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference at 10:45 AM EDT, a key venue for AI-infrastructure positioning commentary. JBL recently reported FQ2 EPS of $2.69 vs $2.51 consensus on $8.28B revenue (up 23.1% YoY) and hit an all-time high of $372.37 on May 6. Operating margin is expected to expand from 5.7% in FY26 to 6%+ in FY27 on AI data-center demand. Bear case: stock has run 113% YoY, valuation is stretched, and insider selling has accelerated alongside the AI rally.
May 18Jabil participating in J.P. Morgan Tech Conference May 19 amid AI data center momentum and prior Q2 beat.Positive▶
Jabil announced participation in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 19, 2026. The company recently posted Q2 FY26 net revenue of $8.3 billion, up 23.9% year-over-year, with GAAP diluted EPS of $2.08, alongside a strategic AI data center partnership. Shares hit an all-time high of $372.37 on May 6 and remain near record territory, fueled by AI infrastructure demand and margin expansion. Analysts are constructive with a Buy rating and $450 price target citing 32% upside, with operating margin expected to rise from 5.7% in FY26 to over 6% in FY27. The stock traded around $339-$355 during the week.
May 15Jabil to present at J.P. Morgan TMT Conference May 19 after declaring $0.08 dividend; Bank of America raises PT to $354 on AI data center momentumPositive▶
Jabil announced it will participate in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 19, 2026. The Board declared a quarterly dividend of $0.08 per share to holders of record May 15, payable June 2. Recent fiscal Q2 results showed revenue of $8.3B (+23.9% YoY) and adjusted EPS of $2.69 beating the $2.51 consensus. Jabil raised FY profit and revenue guidance citing strong AI, data center, and automation demand, supported by the recent Hanley Energy acquisition aimed at AI data center markets. Bank of America raised price target to $354 from $295. Stock has been upgraded to Strong Buy on favorable earnings revisions and AI-related demand strength. The company also announced a $1.1M donation over three years to St. Petersburg College for advanced manufacturing training.
May 14Jabil announces JPMorgan TMC Conference fireside chat May 19 and $500M U.S. AI manufacturing expansion amid 23.9% Q2 revenue growth to $8.3BPositive▶
Jabil announced on May 12, 2026 that it will participate in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on May 19. The investor conference comes amid Jabil's strong fiscal Q2 results with revenue of $8.3 billion (up 23.9% YoY), GAAP diluted EPS of $2.08, and core non-GAAP EPS of $2.69. The company announced a $500 million U.S. manufacturing expansion to support AI data center demand and a strategic partnership to enhance AI data center capabilities, aggressively expanding capacity for AI servers, liquid cooling, silicon photonics, and cloud infrastructure. Jabil declared a $0.08 quarterly dividend payable June 2 to holders of record May 15. Stock hit an all-time high of $372.37 on May 6. Raymond James raised PT to $300 and Bank of America to $295. Jabil holds Zacks Rank #2 Buy. 1-year shareholder return is 126.78%.
May 13Jabil announced participation in J.P. Morgan TMT conference as shares trade near all-time highs on AI/data-center tailwinds.Positive▶
On May 12, 2026, Jabil announced participation in a fireside chat at the J.P. Morgan Global Technology, Media and Communications Conference on May 19. Shares rose 2.84% to $365.24 on May 11 and have been pressing recent all-time highs (high of $372.37 hit May 6), helped by strong fiscal Q2 results: revenue of $8.3 billion (up 23.9% YoY), GAAP operating income of $374 million, and core EPS of $2.69, all ahead of expectations per CEO Mike Dastoor. Jabil has been upgraded to Strong Buy by some research providers, with sentiment supported by AI-driven IT spending and data-center demand. The board declared a $0.08 per share quarterly dividend, payable June 2 to holders of record May 15. Geopolitical factors and a strategic AI data center partnership have continued to support the bull case.
May 12Jabil stock hits all-time high above $370 as AI infrastructure demand drives upgrade to Strong Buy and revenue growth of 24%Positive▶
Jabil reached an all-time high on May 6 at $372.37 (market cap $38.68B) after reporting impressive fiscal Q2 2026 revenue of $8.3B (+23.9% YoY), core operating margin of 5.3%, and adjusted EPS of $2.69. The stock has been upgraded to Strong Buy amid strong AI data center demand. Stifel raised its price target to $290 citing AI tailwinds while BofA Securities increased its target to $354 highlighting growth in Jabil's Intelligent Infrastructure business. The board declared a quarterly dividend of $0.08 per share payable June 2 to holders of record May 15. Plato Investment Management cut its stake 55.9% in Q4. Geopolitical tailwinds are supporting IT spending sentiment broadly.
May 11Jabil delivered Q2 FY26 revenue of $8.3B (+23.9% YoY), raised full-year guidance and announced $500M U.S. AI data center expansion.Positive▶
Jabil reported fiscal Q2 2026 revenue of $8.3B, up 23.9% YoY, beating expectations and raising full-year guidance driven by AI, data center and automation demand. The company announced a $500M U.S. manufacturing expansion targeting AI server, liquid cooling and silicon photonics capabilities, and acquired Hanley Energy to strengthen data center positioning. Axiado partnership added AI-based cybersecurity to OCP modular hardware servers. Board declared a $0.08/share quarterly dividend payable June 2. JBL stock is up 25.94% MoM and trades around $355. Strong Buy consensus from 9 analysts. Risks: customer concentration, AI capex cyclicality.
May 8Jabil Q2 revenue surges 23.9% YoY to $8.3B; upgraded to Strong Buy on AI data center strengthPositive▶
Jabil reported exceptional fiscal Q2 2026 results with $8.3 billion revenue, up 23.9% YoY, and EPS of $2.69 beating estimates by 9.35%. Strong demand for AI data center infrastructure drove significant growth, with company making strategic partnerships and building a $500 million North Carolina plant. Jabil was upgraded to Strong Buy rating due to favorable earnings revisions and strong AI demand. The company rejoined the S&P 500 after seven years and increased full-year guidance on robust demand trends.
May 7Jabil Q2 revenue hits $8.3B, up 24% YoY; stock reaches all-time high at $349.68 on Strong Buy upgrade amid AI boomPositive▶
Jabil reported fiscal Q2 2026 revenue of $8.3B, up 23.9% YoY with EPS of $2.69 beating estimates of $2.46 by 9.35%. Stock surged 10.4% in past 24 hours and hit all-time high at $349.68. Stifel raised PT to $290 citing AI demand; BofA raised PT to $354 highlighting Intelligent Infrastructure strength. Company announced strategic partnership with Axiado on AI-based cybersecurity for OCP servers and acquired Hanley Energy. Jabil declared quarterly dividend of $0.08/share payable June 2. Stock rejoining S&P 500 after 7-year absence with 132% 1-year appreciation.
May 6Jabil Inc reports Q2 FY2026 revenue of $8.3B, up 23.9% year-over-year, with EPS of $2.69 beating $2.46 estimatePositive▶
Jabil Inc reported strong fiscal Q2 2026 results with revenue reaching $8.3 billion, a 23.9% year-over-year increase, and EPS of $2.69, beating estimates by 9.35%. The company announced strategic partnership with Axiado Corporation to incorporate AI-based cybersecurity solutions and recently acquired Hanley Energy to strengthen its position in the AI data center market. Jabil was upgraded to "Strong Buy" rating due to favorable earnings revisions and strong demand in AI sectors. Stock trades near 52-week high of $349.62 with 127% return over past year. Dividend declared at $0.08 per share payable June 2, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TELTE | $218.07 | +7.65% | +1.0% | 16.0x | 1.18 | $59.1B |
| JBLJABIL | $390.77 | +9.64% | +5.2% | 24.4x | 1.29 | $37.6B |
| NVDANVIDIA | $208.96 | -4.81% | -1.3% | 18.9x | 2.24 | $5.32T |
| AAPLAPPLE | $295.29 | -3.18% | +2.4% | 31.8x | 1.06 | $4.48T |
| MSFTMICROSOFT | $398.68 | -4.87% | -1.1% | 21.7x | 1.09 | $3.11T |
| AVGOBROADCOM | $390.79 | -5.74% | -1.5% | 22.7x | 1.44 | $1.96T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.