Why Jabil’s (JBL) AI Exposure Has Analysts Betting on a Long-Term Boom

Jabil Inc. (NYSE:JBL) is one of the 10 Trending AI Stocks on News and Ratings. On July 2, Stifel analyst Ruben Roy resumed coverage on the stock with a “Buy” rating and a price target of $245.00. The coverage resumes following Jabil’s growing exposure to artificial intelligence infrastructure.

“We are resuming coverage of Jabil, Inc (JBL) with a Buy rating and $245 Target Price. While the majority of Electronic Manufacturing Services (EMS) companies have significantly outperformed YTD (+28%) vs. S&P (+4%), we believe that multiple expansion can be attributed to ongoing improvement in end-market mix, margin expansion, and increasing exposure to AI-related data center infrastructure investment. ”

“On this last trend, JBL’s Intelligent Infrastructure business has seen significant upside in recent quarters driven by AI-related revenue. With its recently reported F3Q25 financial results, JBL increased its outlook for AI-related revenue to $8.5bn, up 50% y/y, from $7.5bn previously, and up from an original forecast for 2025 that called for $5bn – $6bn. We believe that we remain in the early innings of a long-tailed AI infrastructure investment cycle, and we believe that JBL is well-positioned to benefit.”

Jabil (NYSE:JBL) delivers comprehensive manufacturing and design services, including electronics and electro-mechanical product development, prototyping, validation, and assembly.

While we acknowledge the potential of JBL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.