Assessing Jabil (JBL) Valuation After Earnings Surprises And Rising Institutional Interest

Simply Wall St.02-12

Jabil (JBL) is back in focus after a run of positive earnings surprises, a 35.07% EPS increase over the last year, and fresh interest from institutional investors that are adjusting their positions. ...

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However, its 30-day share price return of 14.49% and 1-year total shareholder return of 55.02% point to strong underlying momentum supported by recent...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"JBL":"捷普科技"},"translate_title":"在盈利意外和机构兴趣上升后评估捷普(JBL)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JBL":1.5},"content_text":"Jabil (JBL) is back in focus after a run of positive earnings surprises, a 35.07% EPS increase over the last year, and fresh interest from institutional investors that are adjusting their positions. See our latest analysis for Jabil. At a share price of US$258.93, Jabil has pulled back slightly with a 1-day share price return of 2.64% decline. However, its 30-day share price return of 14.49% and 1-year total shareholder return of 55.02% point to strong underlying momentum supported by recent earnings surprises and rising institutional interest. If Jabil’s strength has you thinking more broadly about where growth and automation trends could lead next, take a look at our robotics and automation stock ideas through 30 robotics and automation stocks as a potential next stop in your research. With Jabil trading near its analyst price target yet still showing a 29.66% intrinsic discount, it raises a key question for investors: is there still a mispricing here, or is the market already baking in the next leg of growth? AdvertisementMost Popular Narrative: 2.1% Undervalued Jabil’s widely followed narrative pegs fair value at about $264.50 per share, only slightly above the last close of $258.93. This puts a tight spotlight on the assumptions behind that number.  Expansions in India and AI markets, along with pharmaceutical acquisitions, signal robust future growth in diverse high-potential sectors. Strong demand in AI-related markets, with expected revenue growth of 40% year-on-year, indicates significant potential to drive future revenue and improve operating margins through an expanded share of high-growth technology sectors.  Read the complete narrative. Curious what kind of revenue trajectory and margin lift would need to line up to justify that fair value, especially with buybacks in the mix and a trimmed future earnings multiple doing part of the heavy lifting? Result: Fair Value of $264.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, softness in renewable energy and EV demand, along with pressure in Connected Living & Digital Commerce, could challenge the growth and margin assumptions behind that fair value. Find out about the key risks to this Jabil narrative.  Build Your Own Jabil Narrative If you are not on board with this view or simply prefer to stress test the numbers yourself, you can build a custom story for Jabil in just a few minutes, starting with Do it your way. A great starting point for your Jabil research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision. Ready To Act On Your Next Idea? If Jabil is on your radar, do not stop there. The real edge comes from lining it up against other vetted ideas tailored to different investing goals.  Target quality at a discount by scanning our 51 high quality undervalued stocks that combine solid fundamentals with prices that may not fully reflect their strengths. Lock in potential income streams by reviewing 14 dividend fortresses that aim to pair higher yields with sturdier business profiles. Prioritise resilience by checking 83 resilient stocks with low risk scores that score well on financial health and lower overall risk factors.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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