Jabil Prepares For Key Earnings During AI, Infrastructure Shifts - Jabil (NYSE:JBL)

Core Viewpoint - Jabil Inc. is facing downward pressure on its stock as investors anticipate its upcoming earnings report, with a focus on AI demand and new capacity projects [1][2]. Group 1: Earnings Report and Stock Performance - Jabil is set to release its first-quarter fiscal year 2026 financials on December 17, before market opens [1]. - Jabil shares are currently trading lower by 1.47% to $254.73 [7]. - Analyst Ruplu Bhattacharya from BofA Securities has reiterated a Buy rating on Jabil, raising the price target from $255 to $262 [2]. Group 2: Revenue and Capacity Insights - Continued strength in AI-related revenue is expected, although second-quarter capacity will be tight due to factory retrofitting for liquid-cooling production [3]. - Fiscal 2027 is projected to see stronger revenue and margins as Jabil's new North Carolina facility begins operations next summer, potentially adding $1 billion in annual sales [5]. Group 3: Strategic Acquisitions and Financial Forecasts - The acquisition of Hanley Energy for $725 million is seen as strategic, with expected revenue generation of $350 million to $400 million and mid-to-high-teens EBITDA margins [6]. - The services segment is highlighted for its higher margins, with fiscal 2026 revenue forecasted at $31.5 billion and EPS at $11.06, slightly above prior estimates [7].