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JBJBL

Jabil Inc.

$JBL·$36B·Hardware, Equipment & Parts·Technology
$321.96-2.5%YTD+42.8%1Y+49.5%
Mentions · last 7 days
2026-07-03: 8 posts2026-07-04: 1 posts2026-07-05: 3 posts2026-07-06: 7 posts2026-07-07: 4 posts2026-07-08: 33 posts2026-07-09: 43 posts99
Price updated 2m ago·X counts updated 4d ago
JBJBL
$JBLJabil Inc.
$321.96-2.52%99 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JBL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Jabil up 43% YTD — the electronics manufacturer building 1.6T LineCards for AI data centers.

Jabil is one of the largest electronics-manufacturing-services (EMS) providers globally, with material exposure to the AI-server hardware buildout. This year has been strong (+43% YTD), and the SIVE partnership for 1.6T LineCards positions Jabil for the next AI-networking generation.

Why the setup is coiled:

  • The business is growing meaningfully faster than typical EMS: Q1 revenue grew 23% year over year to $8.28B with 9% gross margins and 4.3% operating margins — those are typical EMS margins, but the 23% growth reflects specific AI-server hardware demand from Jabil's Photonics and Networking segments.
  • The SIVE partnership is the specific bull-case anchor: developing energy-efficient 1.6T LineCards for AI data centers, with September 2026 as the target window for JBL to clear initial qualification milestones — that's a dated technical catalyst that either qualifies Jabil for the next-generation AI-networking cycle or doesn't.
  • The recent S-3ASR shelf registration is capital preparation: Jabil filing an automatic shelf registration on July 2 is standard for large accelerated filers, but the timing suggests management may be preparing for either an acquisition or a large capital-return move — either would be a positive strategic signal.

September 24 earnings needs Advanced Cloud & Networking revenue growth above 25% AND commentary on the SIVE 1.6T qualification path to break the coil upward; a soft ACN print or a widened SIVE-qualification-timing miss is what would flip the setup into cooling. This is EMS specifically leveraged to AI-server-hardware — the fundamentals are confirming the theme.

Agrees with X sentimentThe small bullish crowd (6 posts) is aligned on the JBL-SIVE 1.6T LineCard partnership and the AI-data-center positioning — directly supported by the news. The GlobalFoundries and AyarLabs supply-chain framing adds credibility.

What to watch: September 24 earnings — Advanced Cloud & Networking revenue growth (needs above 25%), SIVE 1.6T qualification timeline, and any use-of-proceeds commentary on the S-3ASR shelf. A soft ACN print or a widened qualification-timing miss is what would flip the coil into cooling.

On the calendar: 2026-09-24 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-12

Posts describe Jabil pairing with SIVE to develop energy-efficient 1.6T LineCards for AI data centers, with September 2026 as the target window for JBL to clear initial qualification milestones and completion expected August 2026-March 2027. Bulls flag JBL as embedded alongside GlobalFoundries, AyarLabs in SIVE's supply chain, framing SIVE at a $1B market cap as the ultimate bottleneck play.

Read the AI verdict + X sentiment for $JBL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides contract electronics manufacturing, design, and supply chain services for major OEMs across consumer, healthcare, and industrial markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $JBL.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $JBL

Direct beneficiary — Provides contract electronics manufacturing, design, and supply chain services for major OEMs across consumer, healthcare, and industrial markets; core operations sit in the path of the AI data center networking and compute hardware buildout.

Top industry ETF

$SOXXiShares Semiconductor ETF
+88.4%YTD
+135.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
46.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
59.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 17, 2026$3.16$3.10+1.9%
Q4 2025Mar 18, 2026$2.69$2.51+7.2%
Q3 2025Dec 17, 2025$2.85$2.70+5.6%
Q2 2025Sep 25, 2025$3.29$2.92+12.7%
Next earningsThu, Sep 24·consensus EPS $4.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$8.3B+23.1%9.0%4.7%$2.09$506.0M
Q1 FY26$8.3B+18.7%8.9%3.4%$1.37$228.0M
Q4 FY25$8.3B+18.5%9.5%4.1%$2.03$419.0M
Q3 FY25$7.8B+15.7%8.7%5.1%$2.05$320.0M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.0B$35.0B – $35.1B$12.76$12.72 – $12.826
FY27$42.5B$40.8B – $43.7B$16.72$16.07 – $17.136
FY28$47.6B$47.6B – $47.6B$20.11$19.68 – $20.545

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Matthew CrowleyEVP, Global Business Units94 sh$32KSellApr 30Gary K. SchickSVP, CHRO1.0K sh$340KSellApr 20Andrew PriestleyEVP, Chief Operations Officer3.2K sh$1.0MSellApr 17Steven D BorgesEVP, Global Business Units5.1K sh$1.6MSellApr 16Yap May YeeSVP, Chief Information Officer1.6K sh$501KSellApr 13Rafael RennoSVP, Global Business Units1.0K sh$305KSellApr 10Andrew PriestleyEVP, Chief Operations Officer4.0K sh$1.2MSellApr 10Adam E. BerrySVP, IR and Corporate Affairs1.6K sh$477KSellApr 10Anousheh AnsariDirector2.0K sh$600KSellApr 9Steven D BorgesEVP, Global Business Units7.0K sh$2.1M
1–10 of 19
+ 13 other (10 awards · 2 gifts · 1 inkind) in window

See when $JBL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 2S-3ASR
AI summary

Jabil Inc. filed an automatic shelf registration statement (S-3ASR) enabling it to offer various securities from time to time. Specific dollar amounts and security types are not specified in the excerpt. Routine shelf filing maintaining capital markets optionality.

3New insider — initial holdingsFeb 33
8-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change
8-KShareholder voteJan 278-K — Item 5.07: Shareholder vote
3New insider — initial holdingsJan 263
3New insider — initial holdingsJan 263
8-KMaterial agreementJan 238-K — Item 1.01: Material agreement · Item 8.01: Other event
424B5Prospectus supplement (offering)Jan 16424B5
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can Jabil's Innovative Healthcare Portfolio Boost Growth Prospects?zacks.com·4d agoJabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?zacks.com·7d agoAll You Need to Know About Jabil (JBL) Rating Upgrade to Strong Buyzacks.com·10d agoJabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest?zacks.com·12d agoJabil Inc (JBL) Stock Up 4.2% but GF Value Says Overvalued -- GF Score: 81/100gurufocus.com·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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