Jabil's FY27 AI Revenue Surge Could Redefine Its Growth Story in 2027
Jabil expects AI revenues to surge 54% to $22.1 billion in fiscal 2027, fueling infrastructure growth and margin gains while raising execution challenges.
Stock Taper 
JBL
$299.16
▼ DOWN 0.10% (-0.31)
KEY STATISTICS
Market Cap$31.16 B
52w High$428.93
52w Low$189.60
Dividend Yield0.11%
FrequencyQuarterly
P/E24.95
Volume1.34M
Shares Out.104.79M
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Michael Dastoor
COMPENSATION 2026
Salary$1,176,849
Stock Awards$11,268,116
Incentive Plan Pay$3,521,722
All Other Comp.$125,647
Total$16,092,334
ABOUT
SECTOR
Technology
WENT PUBLIC
May 3, 1993
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
135,000
PRICE TARGET
Target High$475.00
Target Low$375.00
Target Median$445.00
Target Consensus$434.75
UPCOMING EARNINGS
DateDec 16, 2026
DayWednesday
Rev. Est.$11.01B
DEC
16
WED
SPLIT RECORD
| DATE | TYPE | RATIO |
|---|---|---|
| 2000-03-31 | Forward | 2:1 |
| 1999-02-18 | Forward | 2:1 |
| 1997-07-23 | Forward | 2:1 |
ETFS HOLDING THIS STOCK
ETFS HOLDING
824
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
58.95%
HOLDERS
1,463
TOP 8 OF 1,463 · RANKED BY POSITION SIZE
PRICE
$299.16 ▼ DOWN 0.10% (−$0.31)About Jabil Inc.
https://www.jabil.com ↗Jabil Inc. provides global electronics manufacturing and design services across diverse industries, including 5G, healthcare, automotive, and more, offering end-to-end solutions from design to production and validation.
INDUSTRY
Hardware, Equipment & Parts
A SERVICE JABIL INC. IS KNOWN FOR
Manufacturing Solutions for Cloud and AI Data Center Infrastructure
Jabil offers design, engineering, and manufacturing services for cloud and AI hardware, including servers, storage, networking, and advanced cooling solutions, supporting the growing demands of AI workloads.
Jabil in 2025
SENTIMENT: + POSITIVE
EARNINGS · SEPTEMBER 2025
Jabil Exceeds Expectations with Strong Fiscal Year 2025 Results, Fueled by AI Boom
Jabil reported robust financial results for its fourth quarter and the full fiscal year 2025, with significant growth in revenue and earnings per share. This performance was largely driven by surging demand in the artificial intelligence sector, particularly in data centers and networking infrastructure, positioning the company as a key beneficiary of the AI hardware build-out.
TECHNOLOGY · JUNE 2025 · IN PROGRESS
Jabil Announces $500 Million Multi-Year Investment to Expand U.S. Manufacturing for Cloud and AI Data Center Infrastructure
Jabil has committed to a significant multi-year investment of approximately $500 million to expand its manufacturing capabilities in the Southeast United States. This expansion is strategically focused on supporting the growing demands of its cloud and AI data center infrastructure customers, representing a major pivot towards higher-growth, higher-value markets.
Latest News
EARLIER COVERAGE
Is Jabil a Buy After AI Growth as Valuation Stays Above Its Median?
JBL's AI-driven growth, rising margins and strong earnings outlook bolster its investment case, but a premium to its historical valuation raises questions.
Is Jabil (JBL) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
NYSE Texas Delivers White Paper to Highlight its Mission: NYSE Content Update
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Oct. 6, 2026 /PRNewswire/ -- NEW YORK, The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.
Jabil, Inc. $JBL Shares Sold by Eastover Investment Advisors LLC
Eastover Investment Advisors LLC cut its stake in Jabil, Inc. (NYSE: JBL) by 4.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,038 shares of the technology company's stock after selling 1,735 shares during the quarter. Jabil accounts
Should JBL Stock Be in Your Portfolio Post Solid Q4 Earnings?
Jabil enters fiscal 2027 with strong momentum as AI infrastructure, healthcare and automation fuel growth after solid Q4 earnings and an upbeat outlook.
Follow the Money: 5 AI Stocks Buying Back Shares by the Billions
Share buybacks matter for many reasons, including earnings-per-share boosts, dilution offsets, tax efficiency, shareholder leverage, and signals of management confidence. They matter much more for big tech companies because the industry is in the midst of a shift that amplifies these signals.
Buy Q3 AI Data Center Laggards CAT, GLW, JBL for a Rebound in Q4
CAT, GLW and JBL lagged in Q3, but AI data center demand, strong guidance and estimate revisions point to potential Q4 rebounds.
Buy Jabil (JBL) Stock as AI Infrastructure Demand Fuels Strong Q4 Results?
Jabil's Q4 results reinforced its compelling growth story, with AI infrastructure supporting accelerating revenue and earnings growth.
Why Jabil (JBL) is a Top Growth Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
SHOWING 2–10 OF 14
RATINGS SNAPSHOT
Overall rating: B-
Discounted Cash Flow3
Return On Equity5
Return On Assets3
Debt To Equity1
Price To Earnings2
Price To Book1
Overall Score3
MOST RECENT ANALYST GRADES
GRADE SUMMARY
BUY 5
OVERWEIGHT 2
OUTPERFORM 1
STRONG BUY 1
9 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
| PEER | PRICE | |
|---|---|---|
 COHR | $335.63 | COMPARE |
 STM | $59.19 | COMPARE |
 NTAP | $229.09 | COMPARE |
 FLEX | $114.74 | COMPARE |
 CLS | $353.93 | COMPARE |
 TDY | $624.17 | COMPARE |
 VRSN | $292.00 | COMPARE |
 PTC | $193.13 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Ro Khanna
Sale
2025-08-26
Josh Gottheimer
Sale (Full)
2024-08-02
Josh S. Gottheimer
Sale (Full)
2024-08-02
Peter Meijer
Sale (Full)
2021-02-16
INSIDER TRADES
★
DIRECTOR
Tyagarajan N. V.
Purchase · 500 shares
2026-07-17
★
OFFICER: SVP, GLOBAL BUSINESS UNITS
Renno Rafael
Sale · 272 shares
2026-07-18
★
OFFICER: SVP, CHRO
Schick Gary K.
Sale · 232 shares
2026-07-15
★
OFFICER: SVP, CHRO
Schick Gary K.
Sale · 209 shares
2026-07-15