Stifel Nicolaus Boosts Jabil (NYSE:JBL) Price Target to $290.00

Jabil (NYSE:JBL) had its target price hoisted by stock analysts at Stifel Nicolaus from $255.00 to $290.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 14.38% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. JPMorgan Chase & Co. increased their price objective on shares of Jabil from $270.00 to $300.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Jabil in a report on Friday, January 9th. Wall Street Zen lowered shares of Jabil from a “strong-buy” rating to a “buy” rating in a research report on Monday, February 23rd. Zacks Research cut shares of Jabil from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 16th. Finally, Robert W. Baird started coverage on shares of Jabil in a report on Thursday, March 12th. They issued an “outperform” rating and a $275.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $283.25.

Jabil Stock Performance

NYSE JBL opened at $253.54 on Thursday. The firm has a market cap of $26.77 billion, a price-to-earnings ratio of 34.03, a price-to-earnings-growth ratio of 1.68 and a beta of 1.22. The company has a quick ratio of 0.67, a current ratio of 1.01 and a debt-to-equity ratio of 2.50. The business has a 50-day moving average price of $253.01 and a 200-day moving average price of $228.20. Jabil has a twelve month low of $108.66 and a twelve month high of $281.37.

Jabil (NYSE:JBL) last released its earnings results on Wednesday, March 18th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.51 by $0.18. The firm had revenue of $8.28 billion during the quarter, compared to analysts’ expectations of $7.75 billion. Jabil had a return on equity of 80.96% and a net margin of 2.48%.The firm’s revenue was up 23.1% on a year-over-year basis. During the same quarter last year, the business posted $1.94 earnings per share. As a group, equities research analysts predict that Jabil will post 8.05 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Chairman Mark T. Mondello sold 17,200 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $250.00, for a total transaction of $4,300,000.00. Following the completion of the transaction, the chairman directly owned 1,111,459 shares in the company, valued at $277,864,750. The trade was a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Adam E. Berry sold 1,596 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $253.20, for a total transaction of $404,107.20. Following the completion of the sale, the senior vice president directly owned 18,920 shares in the company, valued at approximately $4,790,544. The trade was a 7.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 88,018 shares of company stock worth $21,347,051. Company insiders own 1.35% of the company’s stock.

Hedge Funds Weigh In On Jabil

Several institutional investors and hedge funds have recently modified their holdings of the stock. PenderFund Capital Management Ltd. boosted its stake in shares of Jabil by 3.3% in the fourth quarter. PenderFund Capital Management Ltd. now owns 1,257 shares of the technology company’s stock worth $287,000 after buying an additional 40 shares during the last quarter. Savant Capital LLC raised its position in Jabil by 0.9% during the third quarter. Savant Capital LLC now owns 5,828 shares of the technology company’s stock valued at $1,266,000 after acquiring an additional 54 shares in the last quarter. Brown Brothers Harriman & Co. lifted its holdings in Jabil by 1.9% in the third quarter. Brown Brothers Harriman & Co. now owns 2,900 shares of the technology company’s stock valued at $630,000 after acquiring an additional 54 shares during the period. AlphaCore Capital LLC lifted its holdings in Jabil by 1.8% in the second quarter. AlphaCore Capital LLC now owns 3,263 shares of the technology company’s stock valued at $712,000 after acquiring an additional 57 shares during the period. Finally, TD Private Client Wealth LLC boosted its position in Jabil by 11.2% in the 3rd quarter. TD Private Client Wealth LLC now owns 584 shares of the technology company’s stock worth $127,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 93.39% of the company’s stock.

Key Headlines Impacting Jabil

Here are the key news stories impacting Jabil this week:

• Positive Sentiment: Jabil reported a stronger‑than‑expected Q2 (≈$8.3B revenue, $2.69 adj. EPS) and raised full‑year guidance (revenue ~$34B, EPS ~$12.25), a primary catalyst supporting the stock. Jabil Inc (JBL) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Major brokerages lifted price targets and ratings after the quarter (examples: Barclays to $304, BofA, Stifel, Baird increases), signaling continued analyst conviction and upside potential. Barclays Boosts Jabil Price Target to $304
• Positive Sentiment: Analysts collectively increased forecasts and bullish views following the beat‑and‑raise, reinforcing expectations for AI/infrastructure demand and further upgrades. Benzinga — Analysts Increase Forecasts After Q2
• Neutral Sentiment: MarketBeat and other coverage highlight multi‑year upside from AI exposure, buybacks and margin improvement — a positive long‑term thesis even if it doesn’t remove near‑term volatility. MarketBeat — Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Analyst consensus remains constructive (consensus rating ~“Moderate Buy”), which supports further upside but leaves room for divergence between brokers. Analysts Give Jabil a Moderate Buy Consensus
• Negative Sentiment: Despite the positive fundamentals, some coverage notes Jabil has underperformed peers on specific trading days and may be vulnerable to sector rotation or profit‑taking after recent gains. MarketWatch — Jabil Underperforms Competitors
• Negative Sentiment: Some commentators highlight that the market didn’t immediately reward the quarter, suggesting investor caution — factors include elevated valuation, high leverage metrics, and share‑reduction dynamics that can complicate near‑term equity metrics. Seeking Alpha — Mr. Market Refused To Reward Jabil

About Jabil

Jabil Inc (NYSE: JBL) is a global manufacturing solutions provider specializing in electronic manufacturing services (EMS) and diversified products across a wide range of industries. The company partners with original equipment manufacturers to deliver design engineering, supply chain management, precision manufacturing, and aftermarket services. Jabil’s expertise spans sectors such as healthcare, automotive, clean technology, telecommunications, consumer electronics, and packaging, enabling it to support both high-volume production and complex, mission-critical applications.

Founded in 1966 by William E.