Stifel analyst Matthew Sheerin maintains $Jabil (JBL.US)$ with a buy rating, and adjusts the target price from $130 to $140.
According to TipRanks data, the analyst has a success rate of 70.9% and a total average return of 15.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Jabil (JBL.US)$'s main analysts recently are as follows:
Following Jabil's fourth-quarter earnings report and annual investor briefing, it was noted that the anticipated conservative forecast for FY25 revenue and EPS, which aligned with projections of $27B in revenue and $8.65 in EPS, was met. There is a perceived potential for Jabil to surpass these forecasts as the macroeconomic situation enhances and sectors such as semiconductor capital equipment experience recovery.
The company's fourth-quarter results surpassed expectations, and its guidance for fiscal year 2025 is notably optimistic relative to subdued forecasts. Observations indicate a resurgence in the company's stock, which is anticipated to see enhanced growth in fiscal year 2026 as recovery in end-markets coincides with sufficient capacity.
Analysts have recognized Jabil's Q4 performance as surpassing expectations. Despite this, there is a note of caution regarding the initial FY25 outlook. The company's management anticipates a long-term sales compound annual growth rate of 5%-7%. Additionally, the FY25 EPS guidance suggests that there might be margin pressure due to reduced capacity utilization, with expectations of margin improvements throughout FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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斯迪富分析师Matthew Sheerin维持$捷普科技 (JBL.US)$买入评级，并将目标价从130美元上调至140美元。
根据TipRanks数据显示，该分析师近一年总胜率为70.9%，总平均回报率为15.3%。
此外，综合报道，$捷普科技 (JBL.US)$近期主要分析师观点如下：
根据捷普科技的第四季度收益报告和年度投资者说明会，预计保守的FY25营业收入和每股收益预测与270亿美元的营收和8.65美元的每股收益预测相符。随着宏观经济形势的改善，半导体资本设备等领域经历复苏，捷普科技有望超越这些预测。
公司第四季度的业绩超出预期，相对低迷的预测而言，其对2025财年的指导意见显著乐观。观察表明公司股票的复苏，预计随着最终市场的复苏与足够的产能相结合，2026财年增长将得到提升。
分析师认为捷普科技的第四季度表现超出预期。尽管如此，对于FY25的初步展望存在一些谨慎。公司管理层预计长期销售复合年增长率为5%-7%。此外，FY25每股收益预测表明由于产能利用率下降可能存在利润压力，预计在FY25期间将有利润改善。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
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