Jabil: AI Demand Drives Long-Term Growth, But Valuation Is Too High

I am neutral on Jabil Inc. (NYSE: JBL ). My summarized thesis is that while AI-related demand is a clear long-term growth driver, the rest of JBL’s portfolio is not doing well, and the current valuation provides little marginI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality c ...