BofA Securities analyst Ruplu Bhattacharya maintains $Jabil (JBL.US)$ with a buy rating, and adjusts the target price from $135 to $150.
According to TipRanks data, the analyst has a success rate of 53.3% and a total average return of -1.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Jabil (JBL.US)$'s main analysts recently are as follows:
Following the Q4 earnings report and annual investor briefing, it was anticipated that there would be a conservative guidance for future revenue and EPS. The provided guidance was aligned with expectations. There is a perceived opportunity for the company to exceed its guidance as the economic landscape enhances and certain end markets, such as semiconductor capital equipment, experience recovery.
The company's fourth-quarter results surpassed expectations, and its guidance for fiscal year 2025 is considered optimistic, surpassing the subdued anticipations. It has been observed that the company's shares are experiencing a relief rally. The anticipation is that growth will likely pick up in fiscal year 2026 as end-markets recuperate, with the company having sufficient capacity already established.
Following Jabil's report of a fourth-quarter performance that exceeded expectations, an analyst highlighted the company's initial forecast for fiscal year 2025, which was anticipatedly conservative. The company's management anticipates a 5%-7% compound annual growth rate in sales over the long term. Furthermore, the projection for fiscal year 2025 earnings per share suggests there will be margin pressure due to lower capacity utilization, although margins are expected to improve throughout fiscal 2025.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美银证券分析师Ruplu Bhattacharya维持$捷普科技 (JBL.US)$买入评级，并将目标价从135美元上调至150美元。
根据TipRanks数据显示，该分析师近一年总胜率为53.3%，总平均回报率为-1.9%。
此外，综合报道，$捷普科技 (JBL.US)$近期主要分析师观点如下：
在第四季度收益报告和年度投资者简报会发布之后，预计未来收入和每股收益将有一个保守的指导方针。提供的指导符合预期。随着经济格局的改善和某些终端市场（例如半导体资本设备）的复苏，该公司有机会超出预期。
该公司第四季度的业绩超出预期，其2025财年的预期被认为是乐观的，超过了疲软的预期。据观察，该公司的股价正在缓解性上涨。人们预计，随着终端市场的复苏，2026财年增长可能会回升，该公司已经建立了足够的产能。
在捷普公布第四季度业绩超出预期后，一位分析师强调了该公司对2025财年的初步预测，该预测预计是保守的。该公司的管理层预计，从长远来看，销售额的复合年增长率为5％-7％。此外，对2025财年每股收益的预测表明，尽管预计整个2025财年的利润率将有所改善，但由于产能利用率降低，利润率将面临利润压力。
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