Key Takeaways Jabil stock has gained 97.9% over the past year, outpacing Flex but trailing Celestica.Jabil lifted 2025 revenue outlook to $29B and EPS to $9.33, with $1.2B in adjusted free cash flow.Jabil's 800G silicon photonics modules, built with Intel, target AI/ML scalability and reliability.Jabil, Inc. (JBL) has gained 97.9% over the past year compared with the industry’s growth of 127.8%. It has outperformed peers like Flex Ltd. (FLEX) but lagged Celestica Inc. (CLS) over this period. While Flex gain ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Extreme Networks (EXTR) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Extreme Networks is a member of our Computer and Technology group, which includes 605 different companies and currently sits at #5 in the Zacks Sec ...

Key Takeaways JBL shares gained 92.9% in a year, while its forward P/E of 18.94 remains below the industry average.Manufacturing expansion in the U.S. and strategic buyout strengthen JBL as a key player in data center market.JBL projects $7.1B in fiscal 2025 from cloud and data center infrastructure market, up 54% year over year.Jabil, Inc. (JBL) is steadily expanding its portfolio offering to capitalize on the expanding cloud and AI data-center infrastructure market. The AI data-center infrastructure marke ...

Key Takeaways The electronics manufacturing services (EMS) space primarily consists of companies that provide design, engineering and manufacturing services to electronics original equipment manufacturers (OEMs). The Zacks defined Electronics - Manufacturing Services industry is currently in the top 4% of the Zacks Industry Rank. In the past year, the industry has provided an astonishing 102.8% return, while its year-to-date return is an impressive 48.7%. Since it is ranked in the top half of the Zacks Rank ...

Key Takeaways Celestica Inc. (CLS) and Jabil Inc. (JBL) are two leading players in the electronics manufacturing services (EMS) industry. Celestica is one of the largest EMS companies in the world, primarily serving original equipment manufacturers, cloud-based and other service providers, and business enterprises across several industries. It offers a comprehensive range of manufacturing and supply-chain solutions that support various customer requirements, from low-volume, high-complexity custom products ...

Company Performance - Jabil (JBL) closed at $206.10, down 4.43% from the previous trading session, underperforming the S&P 500's daily loss of 0.59% [1] - Prior to the recent trading, Jabil shares had lost 3.38%, lagging behind the Computer and Technology sector's gain of 3.91% and the S&P 500's gain of 2.49% [1] Earnings Forecast - The upcoming EPS for Jabil is projected at $2.92, representing a 26.96% increase compared to the same quarter of the previous year [2] - Revenue is expected to be $7.6 billion, indicating a 9.17% growth compared to the corresponding quarter of the prior year [2] Annual Estimates - For the entire year, earnings are forecasted at $9.39 per share and revenue at $29.15 billion, reflecting changes of +10.6% and +0.93% respectively compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for Jabil are important as they indicate changing near-term business trends, with positive revisions reflecting analysts' confidence in business performance [4] Zacks Rank and Performance - Jabil currently holds a Zacks Rank of 2 (Buy), with the Zacks Rank system showing an impressive track record of outperformance [6] - The Zacks Consensus EPS estimate has remained steady over the past month [6] Valuation Metrics - Jabil is trading at a Forward P/E ratio of 22.98, which is higher than the industry average Forward P/E of 21.38, suggesting a premium valuation [7] - The company has a PEG ratio of 1.39, compared to the industry average PEG ratio of 1.42 [8] Industry Context - The Electronics - Manufacturing Services industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 10, placing it in the top 5% of over 250 industries [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [3] Group 2: Jabil (JBL) Stock Analysis - Jabil (JBL) has shown a four-week price change of 0.4%, indicating growing investor interest [4] - Over the past 12 weeks, JBL's stock has gained 32.6%, with a beta of 1.2, suggesting it moves 20% more than the market [5] - JBL has a Momentum Score of B, indicating a favorable time to invest [6] - JBL's upward trend in earnings estimate revisions has earned it a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is trading at a Price-to-Sales ratio of 0.82, suggesting it is undervalued [7] Group 3: Investment Opportunities - JBL is positioned for further growth, and there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles for potential stock picks [9]

Core Viewpoint - Jabil (JBL) has been upgraded to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2]. - Changes in future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Jabil indicate an improvement in the company's underlying business, likely leading to increased stock prices [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10]. Specifics on Jabil's Earnings Estimates - Jabil is expected to earn $9.39 per share for the fiscal year ending August 2025, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for Jabil has increased by 5.5% [8].

Core Insights - Jabil, Inc. (JBL) has experienced a stock price increase of 119.6% over the past year, which is lower than the Electronic Manufacturing Services industry's growth of 136.7% but higher than the S&P 500's performance during the same period [1][8] - The company has outperformed Sanmina Corporation (SANM), which gained 80.1%, but underperformed Celestica, Inc. (CLS), which surged 311.4% [2] Group 1: Market Trends and Strategic Initiatives - The AI data center market is projected to grow from $13.62 billion in 2025 to $60.49 billion by 2030, reflecting a compound annual growth rate of 28.3% [4] - Jabil has formed a collaboration with Endeavour Energy LLC to provide sustainable data center infrastructure, aiming to deliver on-demand data center capacity [4][5] - The acquisition of Mikros Technologies enhances Jabil's capabilities in the AI data center market, particularly in advanced cooling solutions necessary for high computing power [6][9] Group 2: Financial Performance and Estimates - Earnings per share (EPS) estimates for 2025 have risen by 4.45% to $9.39, indicating strong investor confidence [8][12] - The company is set to invest $500 million in the Southeast U.S. to expand manufacturing capabilities and develop a skilled workforce for cloud and AI data center solutions [10] - Jabil's price/earnings ratio is currently at 21.00, which is lower than the industry average of 23.59 but above its historical mean of 16.73 [13] Group 3: Competitive Position and Diversification - Jabil's focus on product diversification across multiple sectors, including capital equipment, warehouse automation, and renewable energy, provides resilience against macroeconomic disruptions [11] - The company's integration of AI and machine learning capabilities is enhancing operational efficiency and margins [11] - Jabil's strong portfolio positions it competitively in the AI hardware supply chain, despite increased investments from competitors like Celestica and Sanmina [10][16]

比亚迪（002594.SZ）8月28日宣布，控股子公司比亚迪电子（00285.HK）计划以约人民币158亿元（等 值22亿美元）现金收购捷普新加坡位于成都、无锡的产品生产制造业务。 比亚迪方面表示，本次收购将拓宽智能手机零部件业务，大幅改善比亚迪电子客户与产品结构。捷普方 面则表示，这笔交易"将是我们公司史上最大的一项交易"。 消息发布后，比亚迪电子早盘高开低走，目前公司股价翻红，不过盘中最大跌幅超9%。 第一上海证券发布研报认为，比亚迪电子第二季度业绩"大幅超预期"。第一上海证券分析公司业绩增长 的驱动力包括：1.自去年四季度开始，北美客户核心产品份额开始提升，今年二季度实现进一步提升， 随着产能利用率环比稳步提升，组装毛利率边际改善明显；2.安卓业务第二季度环比实现有限恢复。同 时，受益于母公司新能源汽车业务的旺盛需求，第一上海证券认为比亚迪电子的新能源汽车业务环比实 现大幅增长。 对于捷普方面而言，"这项变革性的交易将是我们公司史上最大的一项交易。"捷普首席执行官Kenny Wilson称，"如果交易完成，交易收益将使我们能够加强以股东为中心的资本框架，包括逐步增加的股 份回购。此外，还将让我们有机会进 ...