Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Bonus Story from MarketBeat Media Jabil Quietly Manufactures an Accelerating Stock Price RallyAuthored by Thomas Hughes. Publication Date: 3/19/2026. 
Key Points - Jabil Inc. is positioned to accelerate growth in 2026 and extend it into the subsequent fiscal year as AI drives demand.
- Growth and cash flow point to aggressive share buybacks and a resulting uptrend in share price.
- Analysts and institutional trends are bullish, providing support for this market and driving it in 2026.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Jabil Inc. (NYSE: JBL) is critical to the tech industry, serving as a leading manufacturer and provider of manufacturing services for technology companies. Its top customers include Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Cisco (NASDAQ: CSCO), Ericsson (NASDAQ: ERIC), and Tesla (NASDAQ: TSLA), all of which rely heavily on it for components and services. This now-diversified business is supporting and accelerating a return to growth that underpins a robust capital return program. That program is expected to reduce the share count by mid-single-digit percentages annually and by double-digit percentages over the longer term, setting the stage for this stock to continue moving higher. The Fed is counting on ordinary Americans never reading a 93-page document. Martin Weiss has read every page, and what he found is urgent. He has identified 4 specific steps designed to protect your wealth before most investors realize what is coming. Time is the one thing you cannot get back. Act now while the window is still open. Get Your 4 Fed-Proof Steps Share buybacks are significant and more than offset the absence of a dividend. The fiscal Q2 2026 activity resulted in a 3.7% quarterly drop in the average share count and a 4.4% decline year to date (YTD), providing meaningful leverage for shareholders, though there are trade-offs. Buybacks reduce cash, increase treasury shares and, on a book-equity basis, lower shareholders' equity. Despite that, the fiscal Q2 and full-year declines in equity were relatively modest; the increase in the value of treasury shares more than offset the reduction in equity on a per-share basis. In other words, the company is shrinking its outstanding share count faster than buybacks are reducing equity, providing dual leverage for investors. Jabil's Value Is Deep The stock traded at roughly 22 times its current-year earnings forecast as of mid-March, which is fairly valued relative to the S&P 500 but looks attractive against longer-term forecasts given the growth outlook, operational quality, and capacity for buybacks. Looking ahead, 2030 forecasts imply the stock could be roughly 50% undervalued and potentially rise by about $130 or more over the coming years. 
Analysts aren't uniformly bullish, but the data show a bullish revision cycle is under way, strengthened by the recent earnings release. Early revisions include an increased price target from J.P. Morgan Chase & Co. and an initiation of coverage from Baird. Together, those actions equate to a Strong Buy/Overweight view with a price target near $287.50 — above consensus — implying potential for a new all-time high and likely to be followed by additional upward revisions later in the year. The trend is clear: coverage is increasing, sentiment is firming, and price-target revisions are supporting the momentum. Jabil Impresses Market With Beat-and-Raise Quarter Jabil delivered a strong quarter with broad-based growth. Revenue of $8.28 billion was up 23% year over year, reversing last year's contraction as growth accelerated for the fourth consecutive quarter. Intelligent Infrastructure was the strongest segment, driven by Cloud, Datacenter, Networking and Communications Equipment, and Regulated Industries such as Automotive and Renewables also showed improvement. Margin performance was encouraging. The company widened margins across the board, helped by revenue leverage and operational improvements — gross margin expanded by roughly 500 basis points and adjusted earnings increased about 39%. Adjusted earnings also beat MarketBeat's reported consensus by $0.18, supporting the capital-return outlook and improving the growth and profitability story. Jabil also raised guidance for both Q3 and the full year, with ranges set above existing consensus estimates. The guidance reinforces an outlook for continued acceleration, and since companies often guide conservatively, there is room for reported outperformance. Institutional Data Aligns With Jabil's Uptrend: They Buy Dips Institutional ownership data align with Jabil's uptrend: institutions appear to be buying the post-release dip. The data show institutions own more than 90% of the outstanding shares on a trailing 12-month basis and that this accumulation extended into early 2026. That ownership base provides a tailwind for the stock, limiting downside risk and offering strong support near the long-term 150-day exponential moving average. If that support holds, Jabil's March pullback is unlikely to deepen and the uptrend should resume before mid-year. Key catalysts include AI-driven demand for infrastructure across segments and AI-driven operational improvements. AI is increasing demand for Jabil's products and services, particularly in infrastructure, and is also being deployed internally to boost efficiency across the manufacturing footprint — a combination that could drive long-term margin and earnings expansion. | 
Post a Comment
Post a Comment