What Happened?
Shares of electronics manufacturing services provider Jabil (NYSE: JBL) jumped 3.5% in the morning session after an analyst reiterated a Strong Buy rating on the stock, coupled with the company's forecast for strong annual results. Investment firm Raymond James reaffirmed its positive stance and directly addressed market rumors, stating that claims of Jabil losing business with client Dexcom were "categorically NOT happening." This statement appeared to boost investor confidence.
After the initial pop the shares cooled down to $224.25, up 3.3% from previous close.
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 14 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 dropped 5.2% on the news that investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."
Oracle triggered the alarm by missing revenue estimates while simultaneously hiking capital expenditures by $15 billion. This reignited fears that AI infrastructure spending is outpacing actual monetization. Broadcom compounded the anxiety; despite beating earnings, its stock fell as CFO Kirsten Spears cautioned that gross margins may come under pressure as product mix shifts further toward system-level AI sales. This sparked a macro rotation away from AI infrastructure and power plays.
Jabil is up 57% since the beginning of the year, and at $224.25 per share, it is trading close to 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 $5,324.
Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report.
