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Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

FLEX's AI-driven growth, strong CPI performance and attractive valuation offer long-term promise, despite margin pressure and spin-off costs.

PLXS' broad Q3 beat and stronger growth outlook extend its runway, but rising working-capital needs put free cash flow conversion under scrutiny.

Plexus is delivering faster growth, higher earnings and wider margins, but premium valuation and weaker near-term cash flow temper the buy case.

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.

Airbus, Jabil and Valero Energy each announced buybacks exceeding $10 billion combined, backed by strong earnings, guidance, and stock performance in their respective sectors.

Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.

Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

SANM tops quarterly earnings and raises its fiscal outlook as AI infrastructure demand accelerates. Can earnings momentum and valuation support further upside?

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

FLEX and JBL are capitalizing on AI infrastructure growth, but which EMS company stands out as the better buy based on growth, valuation and outlook?

Jabil, CECO and Klarna made a tight earnings-acceleration screen, highlighting rising EPS growth trends that could signal further stock upside.

Jabil files broad shelf registration alongside completed buyback Jabil (JBL) has filed an omnibus shelf registration covering debt, preferred and common stock, warrants, depositary shares, and units, shortly after completing a US$902.24 million share repurchase program. See our latest analysis for Jabil. Jabil’s recent omnibus shelf filing and completed US$902.24 million buyback come after a sharp pullback, with the share price down 14.17% over 30 days but still showing a 37.40% year to date...

FLEX is benefiting from robust AI data center demand, expanding power infrastructure opportunities, improving margins and strategic acquisitions.

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

Jabil (JBL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.