From Seekingalpha · The Curious Analyst · · 40s
Jabil AI Earnings Potential Undervalued
Jabil's AI earnings potential still underestimated by market.
In brief
Jabil's AI earnings potential still underestimated by market. Jabil's AI revenue expected to reach $22.1B by 2027, driving 34% core EPS growth and 6.5% operating margin by 2028. Originally reported by Seekingalpha.
Jabil Strong Buy Rating
Analyst rates Jabil a Strong Buy with $446 price target, implying 49% upside from current $300.
AI Revenue Projection
Jabil's AI-related revenue expected to reach $22.1 billion by 2027.
2028 Financial Outlook
2028 core EPS projected at $21.22, supporting 34% core EPS increase and 6.5% operating margin.
Market Discount
Jabil trades at a FWD non-GAAP PEG of 0.58x, a 54% discount to sector median.
The takeaway
Jabil's AI revenue expected to reach $22.1B by 2027, driving 34% core EPS growth and 6.5% operating margin by 2028.
