Wall Street expects Jabil to report consensus revenue of $7.75 billion and adjusted EPS of $2.56, with the current stock price of $250.65 sitting approximately 9% below the average analyst target of $275.00.
Investors are primarily focused on the growth of the company’s AI-driven data center infrastructure business and its expanding margins in specialized manufacturing.
Recent updates show management has raised its fiscal 2026 AI revenue outlook to $12.1 billion, reflecting a 35% year-over-year surge in demand for server racks and photonics. Analysts are particularly optimistic about the Intelligent Infrastructure segment, which is benefiting from the rapid retrofitting of facilities to support liquid-cooled high-performance computing systems.