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Bank of America's Ruplu Bhattacharya raised their price target on Jabil (NYSE: JBL) by 4.1% from $245 to $255 on 2025/09/26. The analyst maintained their Strong Buy rating on the stock.

Jabil reported its Q4 and FY 2025 earnings.

Bhattacharya told readers the quarter was "strong" and management guided FY 2026 revenue and EPS above consensus and BoA's estimates.

The analyst detailed that they adjusted their FY 2026 estimates up on Jabil using a higher multiple on an improving mix of higher margin capital equipment and cloud revenue.

Earnings Report

Jabil reported:

For Q4 2025:

• EPS of $3.29, which beat the Zacks Consensus Estimate of $2.95 and Q4 2024's $2.30.
• Revenue of $8.25B, which beat the Zacks Consensus Estimate by 7.67% and Q4 2024's $6.96B.

For FY 2025:

• EPS of $9.75, up from FY 2024's $8.49.
• Revenue of 29.8B, up from FY 2024's $28.88B.

For Q1 2026, management guided:

• EPS of $2.47 to $2.87.
• Revenue of $7.7B to $8.3B.

CEO Mike Dastoor commented: “Fiscal 2025 was a strong year for Jabil as we grew revenue, delivered solid core margins, increased core diluted EPS, and generated robust free cash flow.

“Strength in AI-driven demand across capital equipment, data centers, and networking, combined with deliberate portfolio actions in Connected Living & Digital Commerce, more than offset pressures in Automotive and Renewables, highlighting the resilience of our diversified business model.

"These results underscore our ability to execute in a dynamic environment while continuing to advance our long-term strategy.”