JBL

Jabil Circuit Inc

NYSE: JBL · TECHNOLOGY · ELECTRONIC COMPONENTS

$365.24

-5.51% today

Updated 2026-06-05

Market cap

$40.60B

P/E ratio

51.79

P/S ratio

1.24x

EPS (TTM)

$7.43

Dividend yield

0.08%

52W range

$177 – $387

Volume

1.1M

Market cap

$40.60B

P/E ratio

51.79

P/S ratio

1.24x

EPS (TTM)

$7.43

Dividend yield

0.08%

52W range

$177 – $387

Volume

1.1M

Jabil Circuit Inc (JBL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

JBL · Jabil Circuit Inc · Price target summary

Current

$365.24

Consensus

$265.78

-27.23%

2030 Target

$5,021.89

+1274.96%

DCF

—

Current price

$365.24

Analyst consensus

$265.78

-27.23%

2030 Target

$5,021.89

+1274.96%

Intrinsic (DCF)

—

13 analysts:

4 Buy1 Hold0 Sell

Management guidance

Jabil raised FY2026 revenue guidance to $34.0B (from prior $33.04B consensus), driven by AI infrastructure demand and GLP-1 healthcare manufacturing exposure. Management indicated strong momentum in data center and healthcare segments with no specific guidance beyond FY2026, but Q2 results (23% YoY growth to $8.28B quarterly revenue) suggest sustained high-single-digit to low-double-digit annual growth trajectory.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

JBL · Jabil Circuit Inc · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$3,330.02

$44.6B Rev × 8x P/S

Base case (2030)

$5,021.89

$44.6B Rev × 12x P/S

Bull case (2030)

$8,351.91

$44.6B Rev × 20x P/S

WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2029 (E)	2030 (E)
Revenue	$29.8B	$34.0B	$36.5B	$41.8B	$44.6B
Revenue growth	3.2%	14.1%	7.4%	6.9%	6.7%
EPS	$2.85	$11.76	$13.65	$16.50	$17.85
P/S ratio	—	12.0x	12.0x	12.0x	12.0x
Implied price	—	$3,813.41	$4,108.82	$4,699.63	$5,021.89

JBL · Jabil Circuit Inc · Catalysts & risks

Growth catalysts

+ Accelerating AI infrastructure capex from hyperscalers (Meta, Microsoft, Google) driving EMS demand

+ GLP-1 weight-loss drug manufacturing (injector pens) - high-margin healthcare exposure expanding

+ Data center hardware buildout cycle supporting 2026-2027 growth runway

+ Potential tariff impacts requiring mitigation but also creating supply chain reshoring opportunities

Key risks

- EV market slowdown reducing renewable energy manufacturing demand

- Tariff escalation on electronics and components affecting margins

- Customer concentration risk with hyperscaler customers (AI capex cyclicality)

- GLP-1 manufacturing exposure dependent on sustained demand for weight-loss drugs

- Supply chain volatility and geopolitical tensions (Middle East conflicts impacting oil/costs)

Methodology

Jabil Circuit Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.