What is JBL stock price target for 2026?

WallStSmart's 12-month price target for Jabil Circuit Inc is $225.04, representing 32.6% downside from the current price of $333.86.

What is JBL stock forecast?

Jabil Circuit Inc forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is JBL undervalued based on price targets?

Our DCF intrinsic value for Jabil Circuit Inc is $278.38, against a current price of $333.86. The margin of safety is 6.21%.

JBL

Jabil Circuit Inc

NYSE: JBL · TECHNOLOGY · ELECTRONIC COMPONENTS

$333.86

+0.92% today

Updated 2026-04-29

Market cap

$35.22B

P/E ratio

45.06

P/S ratio

1.08x

EPS (TTM)

$7.41

Dividend yield

0.10%

52W range

$147 – $346

Volume

1.2M

Market cap

$35.22B

P/E ratio

45.06

P/S ratio

1.08x

EPS (TTM)

$7.41

Dividend yield

0.10%

52W range

$147 – $346

Volume

1.2M

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

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

Price target summary

Current

$333.86

Consensus

$265.78

-20.39%

2030 Target

$5,021.89

+1404.19%

DCF

$278.38

+6.21% MoS

Current price

$333.86

Analyst consensus

$265.78

-20.39%

2030 Target

$5,021.89

+1404.19%

Intrinsic (DCF)

$278.38

+6.21% MoS

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

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$8,351.91

$44.6B Rev × 20x P/S

Base case (2030)

$5,021.89

$44.6B Rev × 12x P/S

Bear case (2030)

$3,330.02

$44.6B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2029 (E)	2030 (E)
Revenue	$34.7B	$28.9B	$29.8B	$34.0B	$36.5B	$41.8B	$44.6B
Revenue growth	—	-16.8%	3.2%	14.1%	7.4%	6.9%	6.7%
EPS	$8.63	$8.47	$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

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.