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 $8.65 in EPS, was met. There is a perceived potential for Jabil to surpass these forecasts as the macroeconomic situation enhances and sectors such as semiconductor capital equipment experience recovery.
The company's fourth-quarter results surpassed expectations, and its guidance for fiscal year 2025 is notably optimistic relative to subdued forecasts. Observations indicate a resurgence in the company's stock, which is anticipated to see enhanced growth in fiscal year 2026 as recovery in end-markets coincides with sufficient capacity.
Analysts have recognized Jabil's Q4 performance as surpassing expectations. Despite this, there is a note of caution regarding the initial FY25 outlook. The company's management anticipates a long-term sales compound annual growth rate of 5%-7%. Additionally, the FY25 EPS guidance suggests that there might be margin pressure due to reduced capacity utilization, with expectations of margin improvements throughout FY25.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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斯迪富分析師Matthew Sheerin維持$捷普科技 (JBL.US)$買入評級，並將目標價從130美元上調至140美元。
根據TipRanks數據顯示，該分析師近一年總勝率為70.9%，總平均回報率為15.3%。
此外，綜合報道，$捷普科技 (JBL.US)$近期主要分析師觀點如下：
在捷普發佈第四季度收益報告和年度投資者簡報會之後，有人指出，對25財年收入和每股收益的預期保守預測已經實現，該預測與270億美元的收入和8.65美元的每股收益的預測一致。隨着宏觀經濟形勢的改善和半導體資本設備等行業的復甦，捷普有超越這些預測的潛力。
該公司第四季度的業績超出預期，與疲軟的預測相比，其2025財年的預期明顯樂觀。觀察表明，該公司的股票將回升，由於終端市場的復甦與產能充足相吻合，預計該公司的股票將在2026財年實現增速。
分析師認爲，捷普第四季度的表現超出了預期。儘管如此，對於25財年的初步展望，仍需謹慎行事。該公司的管理層預計，長期銷售複合年增長率爲5％-7％。此外，25財年每股收益指引表明，由於產能利用率降低，可能會出現利潤壓力，預計在整個25財年利潤率將有所提高。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
