Core Insights - Jabil Inc. (NYSE:JBL) is recognized as one of the 20 Best Performing Dividend Stocks in 2025 [1] - BofA has raised its price target for Jabil to $265 from $262, maintaining a Buy rating due to strong fiscal Q1 results and optimistic FY26 guidance [2] - Jabil's forecast for fiscal 2026 revenue is $32.4 billion, exceeding analysts' expectations of approximately $31.52 billion, driven by increased demand for AI-related data center spending [2] Company Overview - Jabil Inc. operates as a global engineering, design, manufacturing, and supply chain partner, collaborating with major brands like Apple across various sectors including healthcare, automotive, technology, and aerospace [3] Market Trends - The rising demand for data center infrastructure, particularly related to AI technologies, is positively impacting Jabil's business outlook [2] - The company has a growing pipeline of potential AI-related projects, which analysts believe could lead to further upside [2]

Industry Overview - The global electronics manufacturing services (EMS) industry is experiencing significant growth, driven by AI data centers, consumer electronics, IoT markets, 5G adoption, and automotive innovations, particularly electric vehicles. The EMS industry is projected to grow at a compound annual growth rate (CAGR) of 6.95% from 2025 to 2034 [1]. Company Analysis: Flex Ltd (FLEX) - Flex is well-positioned for multi-year growth, with its data center business identified as the primary growth engine, significantly influenced by AI infrastructure developments [3][4]. - The company has introduced a new AI infrastructure platform that enhances data center deployment speed by up to 30% and reduces execution risk [4]. - Flex's revenue from the data center segment is expected to rise at least 35% in the current fiscal year, benefiting from partnerships with leading technology companies like NVIDIA [5][10]. - Despite strong performance in the power and cloud markets, Flex anticipates a slight decline in Agility Solutions revenues due to softer demand in consumer devices and challenges from the Ukraine facility shutdown [7][8]. - The diversified portfolio of Flex continues to provide stability, with steady demand in the Health Solutions segment and growth in the Communications and enterprise segment [6]. Company Analysis: Jabil Inc (JBL) - Jabil's growth is driven by its expanding opportunities in healthcare, cloud, data center, and energy infrastructure, with its Intelligent Infrastructure segment emerging as a key growth driver [9]. - The Intelligent Infrastructure segment generated $3.9 billion in revenues in the first quarter of fiscal 2026, reflecting a 54% year-over-year increase and constituting 46% of total revenues [11]. - Jabil's cloud and data center business is projected to reach $9.8 billion for fiscal 2026, bolstered by new program wins and acquisitions [12]. - The healthcare segment is expected to remain a long-term growth catalyst, with strong visibility into program ramps across various medical technologies [13]. - Jabil's free cash flow was $1.3 billion in fiscal 2025, with expectations to maintain this level in fiscal 2026, allowing for share buybacks and continued investments [15]. Performance and Valuation - Over the past six months, FLEX and JBL have seen stock gains of 27.2% and 7.2%, respectively [16]. - FLEX is trading at a forward 12-month price/earnings ratio of 18.22X, while JBL is at 19.02X, indicating a slightly more favorable valuation for FLEX [17]. Earnings Estimates - Analysts have maintained FLEX's earnings estimates for the current fiscal year, with no revisions over the past 60 days [19]. - In contrast, JBL has seen a 4.5% upward revision in its earnings estimates during the same period [20]. Investment Outlook - FLEX currently holds a Zacks Rank of 3 (Hold), while JBL has a Zacks Rank of 2 (Buy), suggesting that JBL may present a better investment opportunity at this time [21].

Industry Overview - The electronics manufacturing services (EMS) industry is currently ranked in the top 3% of the Zacks Industry Rank, indicating strong performance and potential for growth [1] - The industry has delivered a remarkable 98.1% return over the past year and an astonishing 105.9% year-to-date return, suggesting it is expected to outperform the market in the next three to six months [2] Company Highlights Celestica Inc. (CLS) - Celestica is one of the largest EMS companies globally, focusing on high-value markets and product diversification, which is supported by strong R&D capabilities [7][8] - The company is experiencing robust growth in its Connectivity & Cloud Solutions segment, particularly in its Hyperscaler Portfolio Solutions and optical programs, driven by increasing demand for 800G and 400G network switches [9] - For 2025, Celestica anticipates revenues of approximately $12.2 billion, up from a previous estimate of $11.55 billion, with expected non-GAAP adjusted earnings of $5.90 per share [12] - The expected revenue and earnings growth rates for Celestica are 31.4% and 39%, respectively, for the next year, with a 15.6% improvement in the Zacks Consensus Estimate for next year's earnings [13] Jabil Inc. (JBL) - Jabil is a leading global supplier of EMS solutions, benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce [14][15] - The company plans to invest $500 million to expand its manufacturing capabilities for the AI data center vertical, enhancing its position in the AI hardware supply chain [17] - Jabil's projected revenues for fiscal 2026 are $32.4 billion, with expected non-GAAP earnings per share of $11.55 and over $1.3 billion in adjusted free cash flow [22] - The expected revenue and earnings growth rates for Jabil are 8.8% and 18.5%, respectively, for the current year, with a 4.5% improvement in the Zacks Consensus Estimate for the current year's earnings [23] Sanmina Corp. (SANM) - Sanmina is a global provider of electronics contract manufacturing services, focusing on complex components and end-to-end supply chain solutions across various industries [24] - The company is benefiting from strong demand in communications networks, cloud, and AI infrastructure, with a vertically integrated manufacturing process that streamlines operations and reduces costs [25][26] - For the first quarter of fiscal 2026, Sanmina expects revenues between $2.05 billion and $2.15 billion, with non-GAAP earnings per share estimated between $1.95 and $2.25 [28] - The expected revenue and earnings growth rates for Sanmina are 72.2% and 59.6%, respectively, for the current year, with a 38.9% improvement in the Zacks Consensus Estimate for the current year's earnings [29]

Core Insights - Jabil Inc. reported stronger-than-expected fiscal first-quarter 2026 results, with adjusted earnings per share of $2.85, surpassing the analyst consensus estimate of $2.70, and net revenue of $8.31 billion, reflecting an 18.7% year-over-year increase [1] - The company raised its full-year outlook, projecting fiscal 2026 net revenue of $32.400 billion, up from a prior forecast of $31.30 billion, and adjusted EPS of $11.55, an increase from previous guidance of $11.00 [2] Financial Performance - Quarterly adjusted earnings per share were $2.85, exceeding the consensus estimate of $2.70 [1] - Quarterly net revenue reached $8.31 billion, which is an 18.7% increase year-over-year and above the analyst consensus estimate of $8.09 billion [1] Future Projections - Jabil's fiscal 2026 net revenue is now projected at $32.400 billion, compared to the previous forecast of $31.30 billion, and adjusted EPS is expected to be $11.55, up from $11.00 [2] - The analyst consensus for fiscal 2026 net revenue was $31.523 billion, and for adjusted EPS, it was $11.11 [2] Dividend Information - Jabil currently offers an annual dividend yield of 0.14%, translating to a quarterly dividend of 8 cents per share, or 32 cents annually [2] - To generate a monthly dividend income of $500, an investor would need to own approximately 18,750 shares, equating to a total investment of about $4,308,375 [3][4] - For a more conservative monthly income goal of $100, an investment of approximately $861,675 would be required for 3,750 shares [4] Stock Performance - Jabil's shares increased by 1.4%, closing at $229.78 on the latest trading day [7]

Core Insights - Jabil Inc. reported stronger-than-expected fiscal first-quarter 2026 results, with adjusted earnings per share of $2.85, surpassing the analyst consensus estimate of $2.70 [1] - The company also raised its full-year outlook, projecting fiscal 2026 net revenue of $32.400 billion, an increase from the prior forecast of $31.30 billion, and adjusted EPS of $11.55, up from previous guidance of $11.00 [2] Financial Performance - Quarterly net revenue reached $8.31 billion, reflecting an 18.7% year-over-year increase, exceeding the analyst consensus estimate of $8.09 billion [1] - The annual dividend yield stands at 0.14%, with a quarterly dividend amount of 8 cents per share, totaling 32 cents annually [2] Investment Considerations - To generate a monthly dividend income of $500, an investor would need to own approximately 18,750 shares of Jabil, equating to a total investment of about $4,308,375 [3][4] - For a more conservative monthly income goal of $100, an investment of approximately $861,675 would be required for 3,750 shares [4] Stock Performance - Jabil's shares gained 1.4%, closing at $229.78 on the latest trading day [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Jabil (JBL) - Jabil currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - Over the past week, Jabil's shares increased by 1.91%, while the Zacks Electronics - Manufacturing Services industry declined by 4.64% [5] - In a longer timeframe, Jabil's shares rose by 15.21% over the past month, outperforming the industry's 4.37% [5] - Over the last quarter, Jabil's shares increased by 4.99%, and they have surged by 56.29% over the past year, compared to the S&P 500's gains of 2.85% and 17.84%, respectively [6] Trading Volume - Jabil's average 20-day trading volume is 1,461,443 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for Jabil have been revised upwards, with the consensus estimate increasing from $11.05 to $11.22 [9] - For the next fiscal year, two estimates have also moved higher, with no downward revisions noted [9] Conclusion - Given the strong performance metrics and positive earnings outlook, Jabil is identified as a 2 (Buy) stock with a Momentum Score of A, making it a promising candidate for near-term investment [11]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery, which can lead to quicker profits in a shorter time frame [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: Jabil (JBL) Analysis - Jabil (JBL) has shown significant price momentum with a four-week price change of 15.2%, indicating growing investor interest [4] - Over the past 12 weeks, JBL has gained 5%, with a beta of 1.26, suggesting it moves 26% more than the market in either direction, indicating strong momentum [5] - JBL has a Momentum Score of A, suggesting it is an opportune time to invest in the stock for potential success [6] Group 3: Earnings Estimates and Valuation - JBL has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects as analysts raise their estimates [7] - The stock is currently trading at a Price-to-Sales ratio of 0.78, indicating it is reasonably valued at 78 cents for each dollar of sales, providing room for growth [7] Group 4: Additional Investment Opportunities - Besides JBL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Company Overview - Jabil Inc. (NYSE:JBL) is a contract manufacturer that has transformed from a low-multiple manufacturer to a company that assists clients in product design and manufacturing location decisions, which is increasingly important due to tariffs [1][2] - The company provides a range of services including manufacturing, design, and product management, serving various industries such as healthcare, automotive, and electronics [2] Financial Performance - Jabil reported a strong quarterly performance with better-than-expected guidance for the current quarter, indicating robust operational capabilities [2] - The company's share count has decreased by 43.6% since the end of 2015, reflecting a significant share buyback activity [1] Market Sentiment - Jim Cramer expressed bullish sentiment on Jabil, highlighting it as one of his favorite stocks within the contract manufacturing sector, which is currently experiencing a quiet bull market [2] - Despite an initial stock price increase of nearly 10% following the earnings report, Jabil's stock eventually retraced most of those gains due to a broader sector sell-off, although the stock has appreciated by 50% overall [1]

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Core Viewpoint - Jable's stock is rising following a strong earnings report, outperforming a generally down market, particularly in the technology sector [1][2] Company Overview - Jable is a Singapore-based leader in electronic design and manufacturing, with a diversified end-user market base, including sectors like automotive and intelligent infrastructure [3][4] - The company has recently spun off its mobility business in 2023, yet topline sales have continued to increase [4][5] Financial Performance - Jable reported an EPS of $2.85, a 42% increase from $2.00 last year, and revenue growth of 8.31 billion, up from 7 billion, representing a 19% increase [5][6] - The company slightly raised its guidance for the next quarter, with EPS expectations moving from $2.37 to $2.47 and topline sales estimates increasing to 7.75 billion from 7.5 billion [7] Market Position and Analyst Sentiment - Jable has reduced its dependency on Apple, with sales from Apple dropping from nearly 30% in 2018 to around 18% recently, which is seen as a positive shift [7] - Analysts have a generally positive outlook, with a majority rating the stock as a buy, and a recent price target increase from 255 to 262 [8] Growth Prospects - Despite a strong quarter, growth estimates for Jable are in the mid-single digits for both sales and earnings, indicating a more stable rather than high-growth trajectory [9][11] - The company's gross margins are relatively low at about 8.5%, with net margins around 3%, reflecting the capital-intensive nature of the printed circuit board manufacturing business [9][10] Trading Dynamics - Jable's stock has been trading within a range over the past three months, showing limited volatility despite today's positive earnings report [12]