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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