Jabil (JBL) Drops 8.5% as Pullback Appears Tied More to Profit-Taking Than Fresh Bad News
Jabil (JBL) experienced an 8.5% stock drop, which analysts attribute to profit-taking after a strong AI-driven run, rather than new negative company news. The company recently raised its full-year fiscal 2026 outlook, authorized a $1.5 billion share repurchase, and declared a dividend. Despite a recent upgrade from UBS citing AI and healthcare growth, the decline seems to be a sentiment reversal or valuation reset.
Why Does the JEPI ETF Pay Less Than It Did in January When Its Sister Fund Pays More?
The JEPI ETF's August payout of $0.37 is less than its January distribution of $0.42709, while its sister fund JEPQ saw its August payout jump to $0.70 from $0.5761 in January. This divergence is attributed to the different underlying indices and the persistence of high single-stock dispersion in Nasdaq AI names, which keeps option premiums fat for JEPQ even as overall market volatility (VIX) has decreased. JEPI, which targets a low-volatility S&P 500 slice, collects less premium in calm markets, meaning that its distributions are variable and depend on market nervousness rather than being fixed like traditional dividends.
Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%
Optics stocks, including Lumentum, Corning, and AXT, experienced significant drops following news that Anthropic's annualized revenue missed "whisper figures" and a Wall Street Journal report highlighting ballooning AI infrastructure liabilities. Despite some companies like Fabrinet reporting strong revenue, investor concern over conservative guidance and broader market rotation out of growth stocks exacerbated the sell-off. The sector's fundamentals are considered intact, but rising interest rates and profit-taking are driving the current downturn.
Jabil Inc. stock outperforms competitors despite losses on the day
Jabil Inc. (JBL) stock fell 8.45% to $338.62 on Tuesday, despite outperforming the S&P 500 Index and Dow Jones Industrial Average, which also saw declines. The company's stock is currently 21.06% below its 52-week high reached on June 17th.
Benchmark Electronics Drops 8.5% Amid Sector-Wide Selling
Benchmark Electronics, Inc. (BHE) experienced an 8.5% drop on Tuesday, closing at $77.05, as the electronic component manufacturing sector faced a broad selloff. This decline was mirrored across several peers, with no apparent company-specific news driving Benchmark's losses, suggesting broader industry concerns rather than individual company issues. Investors are now watching for further clarity on demand trends and supply chain dynamics to determine if this signals a temporary rotation or a sustained downturn for the sector.
TTM Technologies Drops 9.5% Amid Sector-Wide Selling
TTM Technologies shares dropped 9.5% on Tuesday, closing at $127.56, as a broad selloff impacted the electronics manufacturing sector. This decline was part of a wider trend, with several peer companies also experiencing significant losses, indicating a sector-wide rotation away from the industry rather than company-specific issues. The selloff was marked by high trading volume, suggesting increased investor concern and raising questions about the near-term momentum for TTM Technologies.
Sanmina Drops 6.7% Amid Sector-Wide Selling
Sanmina Corporation experienced a 6.7% drop in its stock price on Tuesday, closing at $202.41, as a broad selloff affected electronic components manufacturers. This decline mirrored similar losses in sector peers like Flex Ltd., Jabil Inc., and TTM Technologies, suggesting a sector-wide rotation by investors rather than company-specific concerns. The synchronized selling, which led to a market capitalization of $10.8 billion for Sanmina, highlights growing caution towards the industry and raises questions about potential headwinds.
Can Industrial Strength Keep FLEX's RMS Growth on a Steady Track?
Flex Ltd. (FLEX) is experiencing strong growth in its Regulated Manufacturing Solutions (RMS) segment, driven by favorable trends in energy infrastructure, robotics, and warehouse automation, with revenues increasing 12% year-over-year in Q1 fiscal 2027. The company projects continued mid-to-high single-digit growth for RMS, supported by stable performance in automotive and medical devices, and has raised its fiscal 2027 revenue guidance. Competitors like Jabil Inc. and Celestica Inc. are also reporting strong top-line growth, particularly from AI infrastructure investments, highlighting a robust market environment for technology manufacturing.
Commerzbank Aktiengesellschaft FI Takes $1.63 Million Position in Jabil, Inc. $JBL
Commerzbank Aktiengesellschaft FI has acquired a new position in Jabil, Inc. (NYSE:JBL) during the second quarter, purchasing 4,226 shares valued at approximately $1.63 million. Other institutional investors also adjusted their holdings in Jabil, and the company recently reported strong quarterly earnings, topping analyst estimates. Analysts have issued new price targets, with a consensus "Buy" rating and an average price target of $453.67 for Jabil.
Despite “Zero Injuries,” 7 Passengers Sue Delta Over 2.3 MPH Collision With JAL 787
Seven family members are suing Delta Air Lines for alleged injuries sustained during a 2.3 MPH collision between a Delta 737 and a Japan Airlines 787 at Seattle-Tacoma International Airport in February 2025. Despite the NTSB reporting no injuries at the time, the plaintiffs claim delayed physical symptoms, including back and leg pain, requiring medical treatment. The case highlights how liability can be imposed under the Montreal Convention even if another party caused the collision, and the eventual outcome will depend on substantiating the alleged injuries.
Better Value ETF: Vanguard's Small Cap-Focused VBR vs. the iShares IJJ Targeting Mid-Cap Stocks
This article compares two ETFs, Vanguard's Morningstar Small-Cap Value ETF (VBR) and iShares S&P Mid-Cap 400 Value ETF (IJJ), highlighting their differences in expense ratios, asset under management, diversification, and target market capitalization. VBR, with its lower expense ratio and broader diversification, focuses on small-cap value companies, while IJJ targets mid-cap value stocks with potentially less volatility. The choice between them depends on an investor's preference for growth potential versus stability.
Jabil Rides on AI Data Center Boom: Is More Growth Ahead?
Jabil is experiencing significant revenue growth driven by the AI infrastructure market, with AI-related revenues projected to reach $13.6 billion by fiscal 2026. The company is expanding manufacturing capacity and strengthening ties with hyperscalers, but faces competition from Flex and Celestica, and supply chain risks for critical AI components. Despite recent stock performance slightly trailing the industry, analysts have increased earnings estimates for Jabil for fiscal years 2026 and 2027.
Jabil Inc. stock underperforms Monday when compared to competitors despite daily gains
Jabil Inc. shares rose 1.87% on Monday, closing at $369.89, despite a negative trading session for the broader market. The S&P 500 and Dow Jones Industrial Average both saw declines. Jabil Inc. stock remained 13.76% below its 52-week high.
Simplicity Wealth LLC Invests $2.34 Million in Vistra Corp. $VST
Simplicity Wealth LLC has acquired a new stake in Vistra Corp. (NYSE:VST), purchasing 14,746 shares valued at approximately $2.34 million in the second quarter. This investment is part of broader institutional interest, with institutional investors collectively owning 90.88% of Vistra's stock. Analysts generally maintain a "Buy" rating for Vistra, with an average price target of $228.56, even as the company recently increased its quarterly dividend.
Flputnam Investment Management Co. Purchases Shares of 24,764 Jabil, Inc. $JBL
Flputnam Investment Management Co. recently acquired 24,764 shares of Jabil, Inc. (NYSE:JBL) for approximately $9.55 million in the second quarter. This move comes as other institutional investors have also adjusted their positions in the technology company, which has seen its stock price rally. Jabil reported strong quarterly earnings, beating analyst expectations, and declared a quarterly dividend.
Horizon Investment Services LLC Acquires New Shares in Jabil, Inc. $JBL
Horizon Investment Services LLC has acquired a new stake of 13,646 shares in Jabil, Inc. (NYSE:JBL), valued at approximately $5.26 million, making it the 25th largest holding in its portfolio. Jabil continues to receive bullish ratings from analysts, with a consensus "Buy" rating and an average price target of $453.67, following strong quarterly results that exceeded expectations. Institutional investors and hedge funds collectively own a significant 93.39% of the company's stock.
Focus Partners Advisor Solutions LLC Buys New Position in Jabil, Inc. $JBL
Focus Partners Advisor Solutions LLC recently acquired a new position in Jabil, Inc. (NYSE:JBL), purchasing 3,212 shares valued at approximately $1.24 million in the second quarter. Jabil reported strong quarterly earnings of $3.16 per share, surpassing estimates, with revenue increasing by 11.8% year-over-year to $8.75 billion. The company also declared a quarterly dividend of $0.08 per share and received a consensus "Buy" rating from analysts with an average price target of $453.67.
Better Value ETF: Vanguard's Small Cap-Focused VBR vs. the iShares IJJ Targeting Mid-Cap Stocks
This article compares two value-focused ETFs: Vanguard's Small-Cap Value ETF (VBR) and iShares' S&P Mid-Cap 400 Value ETF (IJJ). VBR is highlighted for its lower expense ratio (0.05%), higher dividend yield (1.7%), broader diversification with 841 holdings, and stronger one-year and five-year returns, despite higher volatility. IJJ targets mid-cap stocks, offering more stability but with a higher expense ratio (0.18%) and lower returns.
Renaissance Technologies LLC Decreases Holdings in Winnebago Industries, Inc. $WGO
Renaissance Technologies LLC significantly reduced its stake in Winnebago Industries (NYSE:WGO) by 72.9% in the first quarter, selling 66,400 shares and retaining 24,675 shares valued at $765,000. Despite this, other institutional investors increased their holdings, and the company recently raised its quarterly dividend to $0.36 per share, implying a 4.6% yield. Winnebago reported Q1 earnings of $0.66 per share, missing consensus estimates, and its revenue declined by 9.9% year-over-year.
Jabil, Inc. (NYSE:JBL) Receives Consensus Rating of "Buy" from Brokerages
Jabil, Inc. (NYSE:JBL) has received a consensus "Buy" rating from ten brokerages, with an average 12-month price target of $453.67. The company recently surpassed quarterly expectations with $3.16 EPS and $8.75 billion in revenue, an 11.8% year-over-year increase. Institutional investors hold 93.39% of Jabil's stock, which has seen significant price performance, trading above its 200-day moving average.
Jabil Inc. stock underperforms Friday when compared to competitors
Shares of Jabil Inc. (JBL) fell 1.94% on Friday, closing at $363.10. This underperformance occurred during a generally poor trading session where the S&P 500 Index and Dow Jones Industrial Average also declined. The stock's drop ended a three-day winning streak for Jabil Inc.
JBL|Jabil Inc|Price:363.160|Chg%:-7.200
This article provides a detailed overview of Jabil Inc (JBL) stock, including its current price, market performance, key financial figures, and analyst ratings. Jabil Inc's stock score is -0.02, with a target price of $426.544, indicating a "Buy" rating from analysts. The company specializes in engineering, manufacturing, and supply chain solutions across various regulated and intelligent infrastructure industries.
Kimball Electronics Number of Employees 2026 | Employee Count & Headcount Data
Kimball Electronics (NASDAQ: KE) has approximately 5,639 employees worldwide as of March 2026, representing an 11.9% decline since 2023. Despite this reduction in headcount, the company is actively hiring, with 56 active job postings in 2026, a 90.9% increase from the previous year. The article provides detailed insights into employee count by region, department, salary, and historical trends.
Jabil Inc. stock outperforms competitors on strong trading day
Jabil Inc. stock (JBL) rose 1.15% to $370.36 on Thursday, outperforming the broader market. This marks the third consecutive day of gains for the stock. The S&P 500 Index also increased by 0.65%, and the Dow Jones Industrial Average rose by 0.13%.
Western Wealth Management LLC Makes New $1.33 Million Investment in Jabil, Inc. $JBL
Western Wealth Management LLC has invested approximately $1.33 million in Jabil, Inc., acquiring 5,018 shares. This comes as Jabil reported strong quarterly earnings, surpassing analyst expectations with $3.16 adjusted EPS and $8.75 billion in revenue, and analysts maintain a "Buy" rating with an average price target of $453.67. Insider selling by an EVP was also noted, along with other institutional investors modifying their holdings.
Why Is Jabil (JBL) Drawing Fresh Attention For Its AI Growth Outlook?
Jabil Inc. (JBL) has received an upgrade to 'buy' from UBS Securities, driven by the anticipated multiyear AI-driven growth cycle. The firm highlighted Jabil's AI-related revenue outlook, capacity expansion projects including one in Croatia, and its push into automation markets as key factors. This upgrade reinforces the existing narrative that AI infrastructure demand and manufacturing capacity are central to Jabil's future earnings.
These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy
Electronics manufacturing services (EMS) providers are experiencing a surge due to technological investments, increasing product complexity, and greater outsourcing by OEMs, with the buildout of AI infrastructure being a major catalyst. The Zacks Electronics-Manufacturing Services Industry is currently in the top 3% of all Zacks industries, highlighting the sector's strength. Four specific EMS stocks—Celestica (CLS), Plexus (PLXS), Sanmina (SANM), and Jabil (JBL)—are identified as strong buys, each benefiting from this trend through AI infrastructure, diversified high-complexity markets, or integrated manufacturing models, and are expected to see significant growth.
Jabil Inc (JBL.DU) stock price, news, quote and history
This page provides an overview of Jabil Inc (JBL.DU) stock, including its current price, news, and historical data. UBS recently upgraded Jabil to "buy" due to AI growth, and the company announced a cash dividend of EUR 0.08. The stock has shown strong performance, outperforming the S&P 500 across YTD, 1-year, and 3-year periods.
Sanmina Corp (SANM) News, Articles, Events & Latest Updates
This article compiles recent news and updates concerning Sanmina Corp (SANM), highlighting analyst predictions, stock performance, and industry comparisons. Analysts foresee a 25.25% upside for SANM, while the company has also outperformed the market over the last decade with an average annual return of 22.49%. Several reports discuss SANM's valuation, growth prospects, and its position within the electronics manufacturing services sector.
Wedge Capital Management L L P NC Cuts Position in Jabil, Inc. $JBL
Wedge Capital Management L L P NC reduced its stake in Jabil, Inc. (NYSE:JBL) by 6.5% in the second quarter, selling 14,806 shares but still holding 212,241 shares valued at approximately $81.8 million. Despite this reduction, institutional investors collectively own 93.39% of Jabil, and analysts maintain a consensus "Buy" rating with an average price target of $453.67. Jabil also reported strong quarterly results, exceeding expectations with $3.16 adjusted EPS on $8.75 billion in revenue, and announced a quarterly dividend of $0.08 per share.
Handelsbanken Fonder AB Sells 54,112 Shares of Jabil, Inc. $JBL
Handelsbanken Fonder AB reduced its stake in Jabil, Inc. by 36.9% in the second quarter, selling 54,112 shares and retaining 92,504 shares valued at $35,658,000. Despite this reduction by one institutional investor, other firms like Integrated Wealth Concepts LLC and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased their positions in Jabil. The company also received several "buy" ratings and increased price targets from analysts, and declared a quarterly dividend of $0.08 per share.
Is Flex Stock a Buy as AI Growth Collides With a Richer Valuation?
Flex Ltd. (FLEX) is experiencing significant growth in its Cloud and Power Infrastructure (CPI) segment due to AI demand, leading to wider margins and increased fiscal 2027 guidance. However, its valuation has risen above historical levels, and capital requirements along with increased leverage limit near-term financial flexibility. The article suggests a balanced stance for investors due to the improved growth profile offset by higher valuation, lower cash conversion, and increased debt.
Sherwin-Williams president Jorgenrud sells $2.9m in SHW stock
Karl J. Jorgenrud, President, Global Industrial at Sherwin-Williams (NYSE:SHW), sold 7,886 shares of company stock for approximately $2.9 million on August 7, 2026, while also acquiring 90 shares through employee stock options. Following these transactions, Jorgenrud holds over 11,900 direct shares and 4,260 options, plus indirect shares. This insider activity follows strong Q2 earnings for Sherwin-Williams, which surpassed analyst expectations and led to raised price targets from several firms.
Jabil Jumps 5.6% Amid Sector-Wide Rally
Jabil Inc. shares rose 5.6% to $355.35, driven by a sector-wide rally that also saw Flex Ltd. and Plexus Corp. achieve gains. This movement indicates renewed investor confidence in the contract manufacturing space rather than company-specific news. Investors should monitor upcoming earnings reports for sustained sector strength.
Jabil upgraded by UBS as AI demand, healthcare growth support outlook
UBS has upgraded Jabil (NYSE: JBL) to 'Buy' and increased its price target to $430, anticipating a multiyear growth cycle. This positive outlook is driven by robust AI investments, increasing healthcare demand, and expansion in automation and robotics markets. UBS projects Jabil's AI-related revenue to grow significantly, supported by capacity expansions and strategic shifts towards higher-margin products and faster-growing sectors.
UBS Upgrades Jabil to Buy, Sees 50% AI Revenue Jump Fueled by Amazon and Meta
UBS has upgraded Jabil Inc. to a Buy rating, projecting a 50% increase in AI-related revenue to $20.3 billion by fiscal 2027, driven by accelerated deployment of Amazon's Graviton and Trainium chips, and expanding demand from Meta and Google. Jabil's shares rose 3.4% on the news, with UBS also raising its fiscal 2027 and 2028 earnings estimates due to capacity expansions and improving operating margins. The investment bank sees Jabil as a key "picks and shovels" play in the burgeoning AI infrastructure market.
JBL Stock Jumps 6% After UBS Upgrade — How Amazon, Meta, Google Could Power Jabil’s AI Growth
Jabil Inc. (JBL) shares rose after UBS upgraded the stock to ‘Buy,’ citing significant AI-driven growth fueled by investments from Amazon, Meta, and Google. UBS projects Jabil’s AI-related revenue to increase by 50% to $20.3 billion in fiscal 2027, with Amazon being a key AI partner. The firm maintained its $430 price target, suggesting a nearly 28% upside.
JBL Stock Jumps 6% After UBS Upgrade — How Amazon, Meta, Google Could Power Jabil’s AI Growth
Jabil Inc. (JBL) stock surged nearly 6% after UBS upgraded it to 'Buy,' citing expected significant AI-driven growth. UBS projects Jabil's AI-related revenue to increase by 50% to $20.3 billion by fiscal 2027, largely fueled by investments from Amazon, Meta, and Google, with Amazon being a key partner for Jabil's AI hardware. The company also raised its fiscal-year profit and revenue guidance in June, with AI being a primary growth driver.
Ford Shares Gain Following DBS Upgrade as Earnings Forecast Attracts Investors
Ford shares rose 1.9% after DBS upgraded the stock to Buy with a $17 price target, citing a stronger profit outlook. The upgrade follows Ford's increased 2026 adjusted EBIT forecast to $10 billion to $11 billion, though analyst sentiment remains divided on the company's turnaround. While Ford Pro and Ford Blue segments show strength, the Model e segment continues to incur significant losses, posing a primary risk to the investment outlook.
Jabil Inc. stock outperforms competitors on strong trading day
Jabil Inc. (JBL) shares rose 5.94% to $356.61 on Tuesday, outperforming the S&P 500 Index and Dow Jones Industrial Average, which both saw declines. This gain ended a two-day losing streak for the company's stock. The strong performance occurred on an otherwise dismal trading day for the broader market.
Jabil (NYSE:JBL) Shares Gain Following UBS Upgrade and $20.3 Billion AI Revenue Estimate
Jabil (NYSE:JBL) shares rose by 3.3% after UBS upgraded the stock to Buy and maintained a $430 price target, projecting $20.3 billion in AI-related revenue for fiscal 2027. This projection implies a 49% growth, similar to Jabil's current rate, and highlights the company's strong performance in AI infrastructure demand. The upgrade signals continued confidence in Jabil's ability to capitalize on the growing AI market, despite risks associated with its P/E ratio and dependence on maintaining high growth and margins.
Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?
This article compares Jabil (JBL) and Corning (GLW) as AI infrastructure stocks, both benefiting from the AI data-center buildout. Jabil, a global electronics manufacturing services supplier, is positioned for growth in AI data center infrastructure and 5G, while Corning, a leader in optical fiber and specialty materials, is driven by demand for high-speed data transfer and generative AI applications. Ultimately, Jabil is recommended as the better buy due to its superior Zacks Rank, more attractive valuation, and diversified approach to AI hardware demand.
Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?
This article compares Jabil (JBL) and Corning (GLW) as potential investment options in the AI infrastructure sector. Both companies are beneficiaries of the AI data-center buildout, with Jabil providing electronics manufacturing and cooling solutions, and Corning supplying optical fiber and connectivity technologies. The analysis delves into their competitive dynamics, financial estimates, price performance, and valuation, concluding that Jabil, with a superior Zacks Rank and more attractive valuation, appears to be the better buy.
JABIL INC. : UBS RAISES TO BUY FROM NEUTRAL
UBS has upgraded its rating for JABIL INC. (JBL.N) to "Buy" from "Neutral." This report from Reuters indicates a positive shift in UBS's outlook for the company. The article provides this key financial news without further elaboration.
Taysha Gene faces earnings test as Rett therapy advances
Taysha Gene Therapies Inc. (TSHA) is set to report its second-quarter earnings, with investor focus primarily on the progress of its lead gene therapy candidate, TSHA-102, for Rett syndrome, rather than its financial results. Analysts expect a loss of $0.12 per share on $300,000 in revenue, and while the company is pre-commercial and unprofitable, Wall Street maintains a "strong buy" rating with a significant upside potential. Key areas for investors include updates on TSHA-102's clinical development, patient enrollment, trial timelines, safety data, and the company's cash burn and runway.
Is Flex Stock a Buy as AI Growth Collides With a Richer Valuation?
Flex Ltd. (FLEX) is experiencing significant growth in its Cloud and Power Infrastructure (CPI) segment due to AI infrastructure demand, leading to wider margins and increased fiscal 2027 guidance. However, its valuation has risen above historical levels, and capital requirements and leverage have also increased. The article raises the question of whether this growth can translate into sufficient earnings and cash generation to justify the higher stock price and execution challenges.
FLEX Falls 10.6% in the Past Month as AI Growth Meets Execution Risk
Flex Ltd. (FLEX) shares have dropped 10.6% in the last month despite strong fiscal first-quarter 2027 results and an upgraded full-year outlook. The company's Cloud and Power Infrastructure (CPI) segment is a major growth driver, but increased investment to meet AI demand has led to higher debt and reduced cash conversion. With FLEX trading at a premium to its historical valuation, execution risk is high, suggesting investors should remain patient despite the recent pullback.
Viavi solutions EVP Paul McNab sells $59,605 in stock
Paul McNab, EVP at Viavi Solutions (NASDAQ:VIAV), sold 1,595 shares worth $59,605 on August 10, 2026. This sale follows a 243% surge in VIAVI shares over the past year, although the stock has recently declined by 7.7%, and InvestingPro analysis suggests it may be overvalued. Despite this insider sale, Viavi Solutions reported strong fiscal Q4 2026 results, exceeding analyst expectations, and provided positive guidance for Q1 2027.
Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?
This article compares Jabil (JBL) and Corning (GLW) as potential investment options in the AI infrastructure sector. Both companies are positioned to benefit from the AI data-center buildout, with Jabil focusing on electronics manufacturing services and Corning on optical fiber and specialty materials. While Corning has shown stronger price performance over the past year, Jabil is presented as a more attractive investment due to its superior valuation and Zacks Rank.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Airbnb, AppLovin, Autodesk, Best Buy, BigBear.ai, Boeing, Fiserv, Jabil, Spotify Technology and More
This article summarizes top Wall Street analyst upgrades, downgrades, and initiations for several companies on Tuesday, August 11, 2026. Key analyst actions include Argus upgrading Boeing (BA) to Buy, Phillip Securities downgrading Airbnb (ABNB) to Reduce, and UBS upgrading Jabil (JBL) to Buy. The market context highlights a nervous wait for upcoming CPI and PPI reports, with inflation concerns influencing treasury bonds, oil prices, gold, and cryptocurrency markets.
