Argus Research Raises Intermediate-term Rating on Jabil (JBL) Stock
A technician overseeing an application-specific integrated circuit design, etched on a metallic plate.
In Q3 2025, Jabil Inc. (NYSE:JBL) saw net revenue of $7.8 billion and core diluted EPS (Non-GAAP) of $2.55. The company's Intelligent Infrastructure segment remains a critical growth engine, supported by accelerating AI-driven demand. For FY 2025, it expects net revenue of $29 billion and core diluted earnings per share (Non-GAAP) of $9.33. Kelleher and his team believe that Jabil Inc. (NYSE:JBL) seems to be well-placed beyond FY 2025 as a result of fast-growing opportunities available in AI data center infrastructure, connected healthcare, semiconductor capital equipment, and other core businesses.
As per Kelleher's team, the revenue headwinds in end-markets, in technology and non-technology areas, continue to give way to increased demand, mainly in the AI and cloud space. As per the analysts, Jabil Inc. (NYSE:JBL) expects a $8.5 billion annual AI revenue opportunity, and it plans to invest $500 million in new US facilities.
Jabil Inc. (NYSE:JBL) provides electronics design, production, and product management services, electronic circuit design services, including application-specific integrated circuit design, firmware development, and rapid prototyping services, among others.
While we acknowledge the potential of JBL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than JBL and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now
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