Jabil (JBL)

• Market cap: $15.3B
• 1 day: -3.10%
• 5 days: -2.06%
• 1 month: -9.55%
• 3 months: -4.47%
• 6 months: 13.94%
• Year to date: -2.40%
• 1 year: 2.55%
• 5 years: 484.49%
• 10 years: 508.73%
• Sector: Information Technology
• Industry: Printed Circuit Boards

About: Jabil Inc is a United States-based company engaged in providing manufacturing services and solutions. It provides comprehensive electronics design, production and product management services to companies in various industries and end markets.The Company derives its revenue from providing comprehensive electronics design, production and product management services. It operates in two segments. The Electronics Manufacturing Services (EMS) segment, which is the key revenue driver, is focused on leveraging IT, supply chain design and engineering, technologies largely centered on core electronics. The Diversified Manufacturing Services (DMS) segment is focused on providing engineering solutions, with an emphasis on material sciences, technologies, and healthcare.

Employees: 138,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

151% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 53

56% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 14 (+5) [Q4]

18% more capital invested

Capital invested by funds: $12.6B [Q3] → $14.9B (+$2.29B) [Q4]

10% more funds holding

Funds holding: 689 [Q3] → 756 (+67) [Q4]

0.03% less ownership

Funds ownership: 92.62% [Q3] → 92.59% (-0.03%) [Q4]

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 275

11% less call options, than puts

Call options by funds: $434M | Put options by funds: $488M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $157 13% upside
• Avg. target: $174 25% upside
• High target: $184 32% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Barclays George Wang 61% 1-year accuracy 11 / 18 met price target	32% upside $184	Overweight Maintained	21 Mar 2025
JP Morgan Samik Chatterjee 54% 1-year accuracy 34 / 63 met price target	26% upside $175	Overweight Maintained	21 Mar 2025
UBS David Vogt 36% 1-year accuracy 5 / 14 met price target	13% upside $157	Neutral Maintained	21 Mar 2025
Goldman Sachs Mark Delaney 58% 1-year accuracy 15 / 26 met price target	28% upside $179	Buy Maintained	24 Feb 2025