JBL
Jabil Inc.
September 25, 2026 · pre-market open
- Rarity
- 1.22
- Peak move
- +6.51%
- Float cap
- $32.5B
Jabil provides engineering, manufacturing, and supply chain solutions, including design, production, and product management services across the product lifecycle. It serves companies in regulated industries, intelligent infrastructure, and connected living and digital commerce, spanning automotive, healthcare, packaging, renewables, AI infrastructure, networking, and warehouse automation. Operations are worldwide, with facilities in China, Malaysia, Mexico, and the United States.
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What we found
9 events · 0 from SEC or newswire · 0 timed with the move- Key event
major_contractAkamai Technologies authorized Jabil on September 24, 2026 to purchase approximately $1.7 billion of memory components under their existing manufacturing agreement, with Akamai paying the supplier invoices and Jabil building customized server hardware for Akamai.
- Key event
peer_disclosureAkamai Technologies signed a seven-year, $11.6 billion cloud services agreement with Anthropic, granted a warrant for up to 5% of its common stock at $111.33 per share, and estimated about $5.5 billion of related capex including a $1.7 billion 2026 increase to pre-purchase components such as memory.
- Key event
analyst_ratingBofA Securities raised its price target on Jabil to $475 from $470 and reiterated a Buy rating on September 24, 2026, ahead of Jabil's fiscal Q4 results and investor day on September 30, citing strong AI/datacenter revenue and FY2027 free cash flow above $1.5 billion.
analyst_ratingBofA Securities maintained a Neutral rating on Jabil in a research note published September 24, 2026, with the stock's last close around $308.75 and an average price target of $430.11 across 10 analysts.
buybackJabil said it completed its prior $1 billion share repurchase authorization and its board authorized a new $1 billion share repurchase program to be fully executed in fiscal 2026.
analyst_ratingRaymond James analyst Melissa Fairbanks raised her price target on Jabil to $260 from $230, keeping a Strong Buy rating, after the company's quarterly results.
earnings_releaseJabil reported Q4 FY2025 net revenue of $8.252B versus $6.964B a year earlier, net income of $218M, GAAP diluted EPS of $1.99 and core diluted EPS of $3.29, beating the $2.90-$2.95 analyst consensus.
guidance_changeJabil guided Q1 FY2026 revenue to $7.7B-$8.3B and core diluted EPS to $2.47-$2.87, and FY2026 revenue to about $31.3B with core operating margin around 5.6% and core EPS of $11.00, above consensus.
investor_dayJabil held its 8th Annual Investor Briefing conference call on September 25, 2025, outlining fiscal 2026 priorities and forecasting 25% growth in AI-related revenue from $9B to $11.2B.