Why Jabil (JBL) Shares Are Falling Today

October 03, 2025 at 15:15 PM EDT

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What Happened?

Shares of electronics manufacturing services provider Jabil (NYSE: JBL) fell 5.6% in the afternoon session after a company director, Steven Raymund, sold a significant number of shares.

The transaction involved the sale of 12,400 shares, which amounted to a total value of $1,514,068. Such a large sale by an insider could have been viewed by investors as a signal of caution. The move also occurred while the company faced a challenging business environment, including stiff competition, softness in key markets, and the pressure of rising tariffs and raw material costs. These factors likely contributed to the negative sentiment surrounding the stock.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Jabil? Access our full analysis report here.

What Is The Market Telling Us

Jabil’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 7 days ago when the stock gained 2.1% after the stock continued to soar as the company reported fiscal fourth-quarter 2025 earnings that surpassed analyst expectations and provided a strong forecast for the next fiscal year.

Jabil disclosed revenue of $8.3 billion, which was ahead of the $7.6 billion consensus estimate. Its adjusted earnings per share of $3.29 also beat the forecast of $2.92. According to the company's CEO, the strong performance was driven by demand related to artificial intelligence across data centers and networking. Looking ahead, Jabil projected revenue of approximately $31.3 billion and core earnings of $11.00 per share for fiscal year 2026, figures that came in above market expectations. The positive results and outlook prompted favorable reactions from analysts, with Stifel reiterating its Buy rating and Barclays raising its price target on the stock to $267 from $223.

Jabil is up 41.7% since the beginning of the year, but at $202.37 per share, it is still trading 13.7% below its 52-week high of $234.45 from September 2025. Investors who bought $1,000 worth of Jabil’s shares 5 years ago would now be looking at an investment worth $5,716.

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Why Jabil (JBL) Shares Are Falling Today

What Happened?

What Is The Market Telling Us

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