Movement Alert｜Jabil Circuit Rises 5.19% in Regular Trading, $1.5 Billion Buyback Plan Combined with AI Hardware Sector Rebound

Market Focus08-04

On August 4, Jabil Circuit rose 5.19% in regular trading, trading at 335.33 USD/share, with turnover of $48.17 million.

On the news front, the company previously announced board authorization of a share repurchase program of up to $1.5 billion, while the AI hardware sector extended a collective rebound. Investment bank Stifel noted that recent sector selling should be viewed as a rational valuation reset rather than a demand weakness signal, listing Jabil Circuit among names where valuations have compressed significantly.

Fundamentally, Jabil Circuit reported Q3 revenue of $8.8 billion, up 12% year-over-year, with non-GAAP EPS of $3.16 beating consensus estimates. The company raised full-year fiscal 2026 guidance to $35 billion in revenue and $12.70 in core EPS. AI-related revenue is projected to grow 50% in fiscal 2027. Goldman Sachs and JPMorgan recently raised their price targets to $482 and $450, respectively, both maintaining bullish ratings.

Within the Electronic Manufacturing Services sector, peers rallied broadly, with Fabrinet up 13.33%, TTM Technologies up 8.66%, Flex Ltd up 6.75%, and Celestica up 6.08%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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