JBL

AI Research

Q2 earnings ahead → JP Morgan raises PT to $300, Baird initiates Outperform

Jabil will release Q2 FY2026 earnings on March 18 before market open with 15.2% expected revenue growth year-over-year. JP Morgan raised its price target from $270 to $300, while Baird initiated coverage with an Outperform rating and $275 PT. The stock faces mixed signals from recent momentum raising valuation concerns, though AI and data center opportunities remain favorable heading into earnings.