JBL Jabil Inc

$JBL It looks like it will stop at the recent low from July, around 286... There's massive selling on the news here.

$JBL I just drained every single last dollar I could find and added calls here. Brazen MM fuckery = opportunity.

$JBL 🟢 Q4 revenue: $10.6B (beat) 🟢 Q4 GAAP EPS: $3.76 (beat) 🟢 Q4 core EPS: $4.40 (beat) 🟢 FY26 revenue: $36B (+21% YoY) 🟢 FY26 core EPS: $13.09 🟢 Free cash flow: $1.5BFY27 guidance: 🟢 Revenue: $10.6B–$11.4B 🟢 Core EPS: $3.80–$4.20 Management emphasized AI infrastructure demand as a major growth driver. 🔴🔴 All great, but not great enough Today’s earnings $MU

$JBL Jabil sees FY27 core EPS $17.55, consensus $16.92 Sees FY27 revenue $44.5B, consensus $42.93B. Sees adjusted FCF $1.6B. "Our fiscal 2027 outlook reflects the strength of Jabil's diversified portfolio, with accelerating AI demand complemented by solid growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation," Dastoor continued. "This breadth of growth, together with expanding customer relationships and committed business supporting our new capacity, gives us confidence in the year ahead. We expect revenue of $44.5 billion, up 24%, core operating margin expansion of 30 basis points to 6.1%, core diluted earnings per share growth of 34% to $17.55, and adjusted free cash flow of approximately $1.6 billion. As customers turn to Jabil for more of their engineering, supply chain and manufacturing needs, we see significant opportunities to sustain profitable growth, invest in our capabilities and return substantial capital to shareholders."

$JBL Jabil in the morning. It hasn't missed in 5 years. Impressive. Shares have pulled back on the AI sell-off. It trades at 19x. (I own it in Zacks Value Investor portfolio)

$JBL Jabil seeing lots of net call premium around ATM. Price just defended its 50 week MA and right at the apex of this triangulation. Watch for a breakout 📈

$JBL Huge sell off after earnings below 200ma now looking like a massive shakeout. Recovering 200ma on volume. On watch

$JBL the best earning ever then 10% down . what would happen if earning was miss ? this is stupid algo set up

$JBL Jabil beat and raised this morning. Revenue $10.62B, up 28.6% YoY, vs a $9.71B consensus. Adjusted EPS $4.40 against $4.07 expected. Then the guide: fiscal 2027 revenue $44.5B vs ~$42.8B consensus, adjusted EPS $17.55 vs $16.87 expected, core op margin 6.1%. That implies roughly 24% revenue growth and 34% EPS growth off the $36.0B / $13.09 reported for fiscal 2026. Stock is down ~2.7% premarket anyway, to ~$310.50. It came into the print up 34% this year.

$JBL It has always disappointed me on ER. Sold two 10/2/2026 $322.5 puts at a $14.5 average. Please don't let it drop below $308.

Argus Research just kept their Buy rating on $JBL with a massive $475 price target, while shares sit under $300 after earnings. The business crushed Q4 numbers and raised FY27 guidance on accelerating AI infrastructure demand, making this knee-jerk pullback a gift with 60%+ upside on the table. 📈

$JBL excellent earnings. Easily beat. 1billion more in revenue than expected for a company this size is amazing. Sad reaction by wall street though. Will def bounce soon

$JBL Jabil reports Q4 core EPS $4.40, consensus $4.08 Reports Q4 revenue $10.6B, consensus 9.72B. "We delivered a fourth quarter that exceeded our expectations, closing an exceptional fiscal 2026 in which we grew revenue 21%, expanded core operating margin 40 basis points and generated more than $1.5 billion in adjusted free cash flow," said CEO Mike Dastoor. "Our teams supported significant growth in AI infrastructure, delivered strong performance across several other end markets and brought critical new capacity online. These results reflect the progress we've made in moving up the value chain, taking on more of our customers' engineering and manufacturing complexity while maintaining an asset-light model. I'm proud of our teams and the stronger business we're building together."

$JBL hey@Olddrache and (can any one of yall please post the updated options flow like 20 mins before close? Thx a lot to u both!!)

$JBL Technical wise nothing to rave about. Mentioned this last week, something feels brewing in this name, price action is very bullish imo. A massive shakeout on earnings piercing through 50ma and 200ma. Then immediately volume comes in and now back above 200ma. Fundamental is very healthy. Q to Q sequential growing fast. Took some the other day with a tad bit under 200ma

$JBL Double bagger on calls and took a week. Thank you MM crooks. Waiting for reentry. Much more green to come imho.

$JBL The -10% washout got a partial answer today. Jabil closed up 4.5% at 299.79, taking back roughly 40% of the post-earnings loss. Still about 6% below Tuesday's 318.84 close. The sell-side response landed too. JPMorgan raised its target to 430 from 425 and kept an Overweight, about 44% upside from current levels, per Benzinga. That is the side of the trade I flagged last night: the sell side is defending the demand story, not arguing the multiple. Fiscal 2027 AI revenue guided 22.1 billion, up 54%, with five customers expected to each top a billion, versus one two years ago. The multiple question is still open. But the Street's first answer is that the selloff was overdone.

$JBL The priced-in tape didn't reverse. It deepened: down 10% to 285.86 at the close, the worst day since last April and the worst performer in the S&P 500, per Barron's. Nothing in the numbers changed. Q4 revenue 10.62B, up 28.6%, vs about 9.7B expected; core EPS 4.40 vs 4.07. The FY27 guide still calls for 44.5B in revenue and 17.55 in core EPS, up 24% and 34%. What is new: third-party evidence the AI pipeline is committed. Akamai's Sept 24 8-K authorized Jabil to buy about 1.7B in memory components for the 11.6B Anthropic cloud buildout, held in consignment. Anthropic-locked demand showing up in someone else's filing, not Jabil's guide. Jabil's own FY27 call: AI-related revenue up 54% to 22.1B, with five customers expected to clear 1B in AI revenue each. Two years ago it had one. The tape is pricing a multiple question, not a demand question. Tracking whether it reverses from here.

Jabil reported fiscal fourth-quarter results that exceeded expectations across key metrics, but its shares fell as investors took profits and focused on the outlook. Revenue for the quarter ended Aug. 31, 2026, rose 29% year over year to $10.6 billion, well above the roughly $9.69 billion consensus estimate, while basic diluted EPS of $4.40 topped expectations of $4.06. For fiscal 2027, management forecast revenue of $44.5 billion and EPS of $17.55, both above Wall Street estimates. However, the company warned that margins and earnings will be more heavily weighted toward the second half of the year, tempering near-term enthusiasm. Jabil is also expanding manufacturing capacity by about 372,000 square meters, increasing execution risk and requiring expected customer commitments to materialize. Valuation was another factor, as Jabil entered the results with a relatively high price-to-earnings multiple and some models indicating the stock was trading above estimated fair value. $JBL

$JBL What gives? seems to have great earnings beat top and bottom line and up there 2027 forecast. PE ratio to high for some poeple maybe?