$JBL

Jabil and Adani Enterprises plan a joint venture to manufacture AI data center equipment in India, targeting a market expected to grow to 5-8 gigawatts by 2030. The companies signed a nonbinding agreement, aiming to serve domestic and overseas customers. Jabil, with $36B in 2026 revenue, sees India as key to its global business, while Adani commits $100B to AI-ready data centers by 2035.

Sandisk (SNDK), Lumentum (LITE), and Jabil (JBL) are highlighted as AI infrastructure stocks benefiting from strong demand and pricing power. Sandisk reported a 372% revenue surge, with forecasts predicting continued growth. Lumentum sees high demand for optical components, with revenue expected to double by 2027. Both companies face risks from market cycles and high expectations.

Adani Enterprises and Jabil signed a non-binding MoU for a 50:50 joint venture to manufacture AI and data center equipment in India. The venture aims to meet India's growing data center demand, with a projected market opportunity of over $3 trillion globally in the next seven years. The JV is subject to definitive agreements and approvals.

Stifel reiterated a Buy rating and $460 price target for Jabil (JBL) after touring its Guadalajara facility, highlighting its AI infrastructure growth. JBL reported Q4 2026 earnings of $4.40 per share on $10.6B revenue, beating estimates. The company projects $22.1B in AI-related revenue for 2027, up 54%, and $44.5B in total revenue, up 24%. UBS and Argus also reiterated Buy ratings with price targets of $430 and $475, respectively.

Jabil Inc. (JBL), a contract manufacturer for tech companies, reported fiscal Q4 revenue of $10.62B, up 29% YoY, beating estimates. Bank of America maintained a Buy rating and $475 price target, citing strong management outlook and growth potential from AI data center clients. JBL's stock is up over 30% in 2026, with expected revenue of $44.5B in fiscal 2027.

Jabil Inc. reported fiscal Q4 2026 earnings of $4.40 per share, up 33.7% YoY, and revenues of $10.62 billion, up 28.6% YoY. The company expects AI-related revenue to grow 54% to $22.1 billion in fiscal 2027, with overall revenue projected at $44.5 billion, up 24% YoY. Management anticipates a 34% increase in core earnings and a 30-basis-point margin expansion to 6.1%. Jabil is expanding capacity to support growth, but execution risks remain.

UBS reiterated a Buy rating on Jabil (NYSE:JBL) with a $430 price target, citing strong fiscal 2027 outlook. Management expects $44.5B revenue, 6.1% margin, and $17.55 EPS. JBL shares trade at $302.92, with a Strong Buy consensus. Recent Q4 results beat estimates, with 29% revenue growth and 34% earnings increase. Analysts highlight AI and cloud sector momentum.

Bank of America analysts maintained Buy ratings on Jabil (JBL) and Uber (UBER), setting price targets of $475 and $101, respectively. JBL closed at $309.19, UBER at $69.08. Both have Strong Buy consensus ratings with significant upside potential, according to TipRanks.

Jabil (JBL) reported Q4 2026 revenue up 29% YoY and EPS up 34% to $4.40, with fiscal 2027 EPS guidance at $17.55. AI-related revenue grew 54% to $22.1B expected in 2027. Core ROIC is 59%, with $1.1B in buybacks. Supply chain constraints and execution risks are noted, with a forward P/E of 19.34.

Jabil Inc. (JBL) reported Q4 revenue of $10.6B, up 29% YoY, with AI demand driving growth. Full-year revenue rose 21% to $41.6B, with AI-related revenue at $14.4B. Management forecasts AI revenue to reach $22.1B in 2027, with Intelligent Infrastructure revenue expected at $25.6B. The company expanded capacity and improved margins, with core EPS up 34% to $4.40.