BofA Securities analyst Ruplu Bhattacharya maintains $Jabil (JBL.US)$ with a buy rating, and adjusts the target price from $135 to $150.
According to TipRanks data, the analyst has a success rate of 53.3% and a total average return of -1.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Jabil (JBL.US)$'s main analysts recently are as follows:
Following the Q4 earnings report and annual investor briefing, it was anticipated that there would be a conservative guidance for future revenue and EPS. The provided guidance was aligned with expectations. There is a perceived opportunity for the company to exceed its guidance as the economic landscape enhances and certain end markets, such as semiconductor capital equipment, experience recovery.
The company's fourth-quarter results surpassed expectations, and its guidance for fiscal year 2025 is considered optimistic, surpassing the subdued anticipations. It has been observed that the company's shares are experiencing a relief rally. The anticipation is that growth will likely pick up in fiscal year 2026 as end-markets recuperate, with the company having sufficient capacity already established.
Following Jabil's report of a fourth-quarter performance that exceeded expectations, an analyst highlighted the company's initial forecast for fiscal year 2025, which was anticipatedly conservative. The company's management anticipates a 5%-7% compound annual growth rate in sales over the long term. Furthermore, the projection for fiscal year 2025 earnings per share suggests there will be margin pressure due to lower capacity utilization, although margins are expected to improve throughout fiscal 2025.
Note:
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