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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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Ruplu Bhattacharya維持$捷普科技 (JBL.US)$買入評級，並將目標價從135美元上調至150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為53.3%，總平均回報率為-1.9%。
此外，綜合報道，$捷普科技 (JBL.US)$近期主要分析師觀點如下：
在第四季度收益報告和年度投資者簡報會發布之後，預計未來收入和每股收益將有一個保守的指導方針。提供的指導符合預期。隨着經濟格局的改善和某些終端市場（例如半導體資本設備）的復甦，該公司有機會超出預期。
該公司第四季度的業績超出預期，其2025財年的預期被認爲是樂觀的，超過了疲軟的預期。據觀察，該公司的股價正在緩解性上漲。人們預計，隨着終端市場的復甦，2026財年增長可能會回升，該公司已經建立了足夠的產能。
在捷普公佈第四季度業績超出預期後，一位分析師強調了該公司對2025財年的初步預測，該預測預計是保守的。該公司的管理層預計，從長遠來看，銷售額的複合年增長率爲5％-7％。此外，對2025財年每股收益的預測表明，儘管預計整個2025財年的利潤率將有所改善，但由於產能利用率降低，利潤率將面臨利潤壓力。
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