What Happened?

Shares of electronics manufacturing services provider Jabil (NYSE: JBL) jumped 2.1% in the morning session after the stock rebounded as the company reported fiscal fourth-quarter 2025 earnings that surpassed analyst expectations and provided a strong forecast for the next fiscal year. 

Jabil disclosed revenue of $8.3 billion, which was ahead of the $7.6 billion consensus estimate. Its adjusted earnings per share of $3.29 also beat the forecast of $2.92. According to the company's CEO, the strong performance was driven by demand related to artificial intelligence across data centers and networking. Looking ahead, Jabil projected revenue of approximately $31.3 billion and core earnings of $11.00 per share for fiscal year 2026, figures that came in above market expectations. The positive results and outlook prompted favorable reactions from analysts, with Stifel reiterating its Buy rating and Barclays raising its price target on the stock to $267 from $223.

After the initial pop the shares cooled down to $215.68, up 2.7% from previous close.

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What Is The Market Telling Us

Jabil’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock dropped 6.8% on the news that the company reported third-quarter results and provided a forward-looking outlook that, despite beating Wall Street estimates, appeared to fall short of heightened investor expectations. 

Jabil is up 51% since the beginning of the year, and at $215.68 per share, it is trading close to its 52-week high of $234.45 from September 2025. Investors who bought $1,000 worth of Jabil’s shares 5 years ago would now be looking at an investment worth $6,364.

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