
Shares of electronics firm Jabil JBL.N rise 1.7% to about $220
Barclays raises Jabil's price target to $283 from $267, reiterates "overweight" rating
New PT represents an upside of 30.8% from stock's last close
Brokerage says JBL is ahead of schedule for upgrading its rack and server manufacturing facilities to accommodate liquid cooling, providing upside potential for the second half of 2026 and beyond
We expect further operating margin expansion moving into FY27, with acceleration in the second half of FY27, as the Croatia GLP1, a class of drugs for diabetes/weight loss, facilities come online - Barclays
Brokerage raises JBL's FY27 EPS estimate to $14.15 from $13.36 earlier
On Wednesday, Jabil forecast FY revenue and profit above Wall Street estimates, as it looks to capitalize on AI-driven demand for data centers
Including session's moves, shares up 53.3% YTD