Stifel analyst Matthew Sheerin maintains $Jabil (JBL.US)$ with a buy rating, and adjusts the target price from $130 to $140.
According to TipRanks data, the analyst has a success rate of 70.9% and a total average return of 15.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Jabil (JBL.US)$'s main analysts recently are as follows:
Following Jabil's fourth-quarter earnings report and annual investor briefing, it was noted that the anticipated conservative forecast for FY25 revenue and EPS, which aligned with projections of $27B in revenue and $8.65 in EPS, was met. There is a perceived potential for Jabil to surpass these forecasts as the macroeconomic situation enhances and sectors such as semiconductor capital equipment experience recovery.
The company's fourth-quarter results surpassed expectations, and its guidance for fiscal year 2025 is notably optimistic relative to subdued forecasts. Observations indicate a resurgence in the company's stock, which is anticipated to see enhanced growth in fiscal year 2026 as recovery in end-markets coincides with sufficient capacity.
Analysts have recognized Jabil's Q4 performance as surpassing expectations. Despite this, there is a note of caution regarding the initial FY25 outlook. The company's management anticipates a long-term sales compound annual growth rate of 5%-7%. Additionally, the FY25 EPS guidance suggests that there might be margin pressure due to reduced capacity utilization, with expectations of margin improvements throughout FY25.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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斯迪富分析师Matthew Sheerin维持$捷普科技 (JBL.US)$买入评级,并将目标价从130美元上调至140美元。
根据TipRanks数据显示,该分析师近一年总胜率为70.9%,总平均回报率为15.3%。
此外,综合报道,$捷普科技 (JBL.US)$近期主要分析师观点如下:
在捷普发布第四季度收益报告和年度投资者简报会之后,有人指出,对25财年收入和每股收益的预期保守预测已经实现,该预测与270亿美元的收入和8.65美元的每股收益的预测一致。随着宏观经济形势的改善和半导体资本设备等行业的复苏,捷普有超越这些预测的潜力。
该公司第四季度的业绩超出预期,与疲软的预测相比,其2025财年的预期明显乐观。观察表明,该公司的股票将回升,由于终端市场的复苏与产能充足相吻合,预计该公司的股票将在2026财年实现增速。
分析师认为,捷普第四季度的表现超出了预期。尽管如此,对于25财年的初步展望,仍需谨慎行事。该公司的管理层预计,长期销售复合年增长率为5%-7%。此外,25财年每股收益指引表明,由于产能利用率降低,可能会出现利润压力,预计在整个25财年利润率将有所提高。
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