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Jabil Inc. (JBL) Stock Analysis

Range Bound setup · Catalyst-Driven edge

SellVALUE-TRAP 3/5High Confidence

Technology · Electronic Components

Sell if holding. At $338.73, A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Customer A (16.0%); Concentration risk — Geographic: China.

Jabil is a global manufacturing solutions provider offering engineering, production, and supply chain services across three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. With $29.8B in fiscal 2025 net revenues, it serves... Read more

$338.73+7.7% A.UpsideScore 5.6/10#7 of 24 Electronic Components
QualityF-score6 / 9FCF yield3.36%
IncomeYield0.09%(5y avg 0.33%)Payout4.31%sustainable
Stop $315.58Target $364.84(resistance)A.R:R -2.2:1
Analyst target$311.00-8.2%9 analysts
$364.84our TP
$338.73price
$311.00mean
$273
$365

Sell if holding. At $338.73, A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Customer A (16.0%); Concentration risk — Geographic: China. Chart setup: RSI 53 mid-range, Bollinger mid-band. Score 5.6/10, high confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 29d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Recent Developments — Jabil Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Strong earnings beat streak (4/4)
Strong growth profile
Risks
Concentration risk — Customer: Customer A (16.0%)
Concentration risk — Geographic: China
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)45.9
P/E (Fwd)23.3
Mkt Cap$35.9B
EV/EBITDA16.2
Profit Mgn2.5%
ROE59.7%
Rev Growth23.1%
Beta1.29
Dividend0.09%
Rating analysts17

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.62bullish
IV59%elevated
Max Pain$170-49.8% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerCustomer A16%
    10-K Item 1: 'Customer A (1) ... 16 | %'
  • MEDIUMCustomerfive largest customers36%
    10-K Item 1: 'our five largest customers accounted for approximately 36% of our net revenue'
  • HIGHGeographicChina
    10-K Item 1A: 'a significant portion of our manufacturing, design, support and storage operations are conducted in our facilities in China'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
3.9
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.3<4.5A.R:R -2.2=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 29d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $325.34Resistance $372.29

Price Targets

$316
$365
A.Upside+7.7%
A.R:R-2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-20.1% upside)
! Momentum score 3.3/10 — below 4.5 minimum
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-06-16 (29d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is JBL stock a buy right now?

Sell if holding. At $338.73, A.R:R is negative (-2.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: Customer A (16.0%); Concentration risk — Geographic: China. Chart setup: RSI 53 mid-range, Bollinger mid-band. Prior stop was $315.58. Score 5.6/10, high confidence.

What is the JBL stock price target?

Take-profit target: $364.84 (+7.7% upside). Prior stop was $315.58. Stop-loss: $315.58.

What are the risks of investing in JBL?

Concentration risk — Customer: Customer A (16.0%); Concentration risk — Geographic: China; Analyst target reached - limited upside remaining.

Is JBL overvalued or undervalued?

Jabil Inc. trades at a P/E of 45.9 (forward 23.3). TrendMatrix value score: 5.6/10. Verdict: Sell.

What do analysts say about JBL?

17 analysts cover JBL with a consensus score of 4.2/5. Average price target: $311.

What does Jabil Inc. do?Jabil is a global manufacturing solutions provider offering engineering, production, and supply chain services across...

Jabil is a global manufacturing solutions provider offering engineering, production, and supply chain services across three segments: Regulated Industries, Intelligent Infrastructure, and Connected Living and Digital Commerce. With $29.8B in fiscal 2025 net revenues, it serves customers across healthcare, cloud/AI infrastructure, automotive, and consumer electronics in 100+ locations in 30 countries. Operations are concentrated in China, Malaysia, Mexico, and the United States.

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