Jabil vs. Celestica: Which EMS Stock is a Better Buy Right Now?
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.
Jabil (JBL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.
On June 29, 2026, Jabil Inc (JBL) shares rose 4.2% to a current price of $373.58. Over the past year, the stock has demonstrated strong performance, with a 72.1
Expense ratios, sector weights, and portfolio size set these two small-cap value ETFs apart for investors comparing risk and diversification.
Jabil, Inc. JBL has been one of the standout performers in the electronics manufacturing services industry, with its shares climbing sharply as AI infrastructure spending accelerated. The rally reflects growing investor confidence in the company's ability to capitalize on AI-driven demand while improving profitability across its diversified business.
Jabil is expanding beyond electronics manufacturing as AI infrastructure, diversified markets and new hyperscale customers fuel long-term growth.
Jabil is expanding AI manufacturing, adding hyperscale customers and boosting capacity as AI infrastructure becomes its fastest-growing business.
NICHOLASVILLE, Ky.--(BUSINESS WIRE)--Badger Technologies, a product division of Jabil Inc. (NYSE: JBL), today announced the appointment of retail industry veteran John Gehre as Chief Executive Officer, alongside expanded leadership roles for Chris Green and Paul Ambruso, and the formation of the company's inaugural Strategic Advisory Board. The appointments mark a milestone in the company's development, as retailers increasingly seek AI-powered retail intelligence solutions to improve inventory.
Jabil serves key AI-focused industries, such as data centers and semiconductors, which is why it has been consistently upgrading its guidance. The stock's growth potential and cheap valuation make it a no-brainer buy right now.
Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil's position as a manufacturing specialist for mega tech companies.
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AI and cloud infrastructure demand is fueling growth for three EMS leaders, CLS, JBL and SANM, that have surged in 2026 and still have upside ahead.
Jabil is downgraded to hold as valuation has rerated to ~23x NTM PE, near its 10-year high. AI-driven revenue growth remains robust, with management guiding for ~$13.6B in FY2026 AI revenue, up 50% year-over-year. JBL's third hyperscaler win and expanded capacity underpin a credible path to >6% operating margin in FY2027.
JBL expands in India with a new Pune facility, boosting capacity, workforce and partnerships to support long-term growth in manufacturing and AI infrastructure.
PUNE, India--(BUSINESS WIRE)--Jabil Inc. (NYSE: JBL), a global leader in engineering, supply chain, and manufacturing solutions, today announced the opening of a new factory in Pune, marking a significant expansion of the company's India manufacturing capacity. Located in the Maharashtra Industrial Development Corporation (MIDC) industrial zone, this facility is the latest addition to Jabil's India footprint, which has grown from 500,000 square feet to 1.2 million square feet over the past year.
Jabil NYSE: JBL is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil's position as a manufacturing specialist for mega tech companies.
Jabil Inc. (NYSE:JBL) on Wednesday reported better-than-expected fiscal third-quarter 2026 results and raised its full-year guidance.
Jabil tops fiscal Q3 estimates as AI infrastructure demand drove 12% revenue growth, stronger margins and a raised fiscal 2026 outlook.
JBL lifts its 2026 outlook as AI infrastructure demand, hyperscaler wins and capacity expansion set up another year of growth in fiscal 2027.