12 Best HVAC Stocks to Buy Now

8. Jabil Inc. (NYSE:JBL)

Number of Hedge Fund Holders: 54

On January 15, Goldman Sachs raised its price target on Jabil Inc. (NYSE:JBL) to $282 from $255 and reiterated its Buy rating. The firm said the revision reflects sustained strength in data center demand, which continues to drive upside in Jabil’s outlook.

Earlier in the month, Jabil confirmed it had closed the acquisition of Hanley Energy Group, a specialist in energy management and critical power systems for data center infrastructure. The transaction was finalized on January 2, 2026, and valued at roughly $725 million in cash, with an additional earnout of up to $58 million tied to future revenue targets. TM Capital acted as Hanley’s exclusive financial advisor, while UBS Investment Bank advised Jabil.

Jabil executives framed the deal as a strategic fit. Matt Crowley, Executive Vice President of Global Business Units for Intelligent Infrastructure, said Hanley’s expertise in power systems and energy optimization complements Jabil’s existing data center offerings and strengthens its ability to deliver solutions all the way down to the rack level.

Ed Bailey, Senior Vice President and Chief Technology Officer for Intelligent Infrastructure, pointed to the rising importance of power management as hyperscalers ramp up AI deployments. He said the addition of Hanley, alongside Jabil’s growing thermal management capabilities, supports the company’s push to offer customized solutions across the full data center lifecycle.

Jabil Inc. (NYSE:JBL) provides engineering, manufacturing, and supply chain solutions to customers across a wide range of industries, supporting electronics design, production, and product management in multiple end markets.