News

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.

Jabil no longer looks like a hidden bargain.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Jabil's AI-driven rally has lifted expectations, but can earnings growth, stronger cash flow and expanding AI demand support further upside?

AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.

Jabil shares surged after the company reported strong Q3 results and raised its full-year outlook, driven by robust demand in its Intelligent Infrastructure segment tied to AI.

Jabil has outperformed the Nasdaq recently, and analysts remain highly optimistic about the stock’s prospects.

Jabil is wel-positioned for an AI supercycle that begins with datacenters and servers and ends with sustained strength in IoT devices.

Jabil tops fiscal Q3 estimates as AI infrastructure demand drove 12% revenue growth, stronger margins and a raised fiscal 2026 outlook.

Jabil Inc (NYSE:JBL) shares moved higher after the electronics manufacturing services company reported fiscal third quarter financial results that exceeded Wall Street estimates and raised its full-year guidance. For the quarter, the electronics and manufacturing services company posted net...

Why did Jabil jump 14% on Wednesday morning? A big earnings beat and rising AI demand tell the tale.

Jabil offered a better-than-expected outlook with its Q3 beat amid surging demand for AI infrastructure. JBL stock bolted to a record high.

Jabil remains one of the better-positioned names in the picks-and-shovels layer of the AI trade.

Jabil Inc. (NYSE:JBL) delivered third-quarter fiscal 2026 results ahead of Wall Street expectations, driven by continued strength in artificial intelligence infrastructure and improving performance across several end markets.