The Bull Case For Jabil (JBL) Could Change Following Eagle Harbour Semiconductor Partnership And Investment – Learn Why

Simply Wall St.02-13

In January 2026, Eagle Harbour Technologies announced a manufacturing partnership and strategic minority investment from Jabil to enhance advanced semiconductor fabrication capabilities and scale SEMI...

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This move deepens Jabil’s presence in semiconductor capital equipment while aligning its manufacturing services with long-term demand across AI, cloud, automotive, healthcare, and digital commerce end markets. Next, we’ll examine how this semiconductor-focused partnership could influence Jabil’s investment narrative built around manufacturing flexibility, AI exposure, and capital deployment. We've uncovered the 16 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.AdvertisementJabil Investment Narrative RecapTo own Jabil, you need to believe in its role as a manufacturing partner to long-term trends in AI, cloud, automotive, healthcare and digital commerce, while accepting exposure to cyclical end markets and a high debt load. The Eagle Harbour Technologies partnership reinforces Jabil’s push into semiconductor capital equipment, but it does not materially change the near term tension between strong AI-related demand and ongoing weakness in renewable energy, EV and consumer-oriented Connected Living revenues. Among recent announcements, Jabil’s US$1.0 billion senior notes issuance in January 2026 stands out alongside the Eagle Harbour deal, because it underscores how much of the company’s growth and capital deployment now rely on balance sheet flexibility. As Jabil leans into higher value segments such as semiconductor equipment and AI infrastructure, investors may want to watch how this added debt interacts with already thin margins, one off charges and the company’s goal of generating US$1.2 billion in free cash flow over time. Yet behind Jabil’s AI and semiconductor momentum, investors should be aware of how prolonged weakness in EV and renewable energy demand could... Read the full narrative on Jabil (it's free!)Jabil's narrative projects $34.3 billion revenue and $1.3 billion earnings by 2028. This requires 6.4% yearly revenue growth and about a $723 million earnings increase from $577.0 million today.Uncover how Jabil's forecasts yield a $264.50 fair value, a 5% upside to its current price.Exploring Other PerspectivesJBL 1-Year Stock Price Chart Two fair value estimates from the Simply Wall St Community span roughly US$264 to US$369 per share, reminding you that individual views can differ widely. Against this backdrop, Jabil’s increased reliance on debt funded investment and buybacks could magnify how its end market mix and execution affect future performance, so it is worth weighing several perspectives before deciding how this stock fits your portfolio.Explore 2 other fair value estimates on Jabil - why the stock might be worth just $264.50!Build Your Own Jabil NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.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.Our free Jabil research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Jabil's overall financial health at a glance.Looking For Alternative Opportunities?Opportunities like this don't last. These are today's most promising picks. Check them out now:The latest GPUs need a type of rare earth metal called Terbium and there are only 31 companies in the world exploring or producing it. Find the list for free.Find 55 companies with promising cash flow potential yet trading below their fair value.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.  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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