Actualités

JBL and CLS are positioned to benefit from AI, cloud and data center demand, but both face competitive, trade and segment challenges.

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

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.

CLS' industrial and smart energy solutions support automation, EV charging and clean energy systems, positioning it for long-term growth.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

In June 2026, Jabil Inc. was removed from several Russell equity and style indexes, shortly after inaugurating a major new manufacturing facility in Pune, India that expanded its local footprint to 1.20 million square feet and nearly 11,000 employees. This combination of index exits and rapid India expansion highlights how Jabil’s business mix is shifting toward higher-value manufacturing tied to AI, cloud data centers, and other technology-intensive sectors. We’ll now consider how Jabil’s...

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

FLEX lands multiyear hyperscaler and AI infrastructure deals, driving capacity expansion and setting up strong CPI revenue growth through fiscal 2029.

Jabil no longer looks like a hidden bargain.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Celestica Inc. (CLS) is an electronics manufacturing services giant riding the artificial intelligence spending boom to new highs and posting massive earnings and revenue growth.

Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Jabil's AI-driven rally has lifted expectations, but can earnings growth, stronger cash flow and expanding AI demand support further upside?

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.

Jabil delivered a quarter that met Wall Street’s expectations, with management attributing broad-based revenue growth to robust performance across its key segments. CEO Mike Dastoor emphasized that demand for AI infrastructure remained especially strong, with Automotive & Transportation and Digital Commerce also outperforming initial assumptions. The company’s diversified approach was cited as central to weathering varying market cycles, while Intelligent Infrastructure growth was fueled by capi

Celestica recently reported that demand in its Connectivity & Cloud Solutions segment has been strong, driven by increased orders for AI infrastructure products from cloud and data center customers. This momentum highlights Celestica’s position alongside peers Jabil and Sanmina as key electronics manufacturing services providers supporting the build-out of global AI and cloud infrastructure. Next, we’ll look at how this AI-fueled strength in Connectivity & Cloud Solutions may influence...

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.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Jabil shares surged after the company reported strong Q3 results and raised its full-year outlook, driven by robust demand in its Intelligent Infrastructure segment tied to AI.

Jabil Inc. (NYSE:JBL) is one of the 12 High Quality Stocks to Buy for the Long Term. On June 18, 2026, Baird analyst Luke Junk raised the firm’s price target on Jabil Inc. (NYSE:JBL) to $440 from $355 and maintained an Outperform rating on the shares. Junk updated Baird’s model following Jabil’s Q3 results. Also […]

Jabil Inc. stock rose on Wednesday after the manufacturing services provider reported better-than-expected fiscal third-quarter 2026 results and raised its full-year guidance, supported by strong demand for artificial intelligence infrastructure. The company reported adjusted earnings of $3.16 per share, topping the analyst consensus estimate of $3.10. Revenue increased 12% year over year to $8.75 billion, exceeding analysts’ expectations of $8.61 billion. Cash and cash equivalents totaled $1.36

Jabil has outperformed the Nasdaq recently, and analysts remain highly optimistic about the stock’s prospects.

JBL expands in India with a new Pune facility, boosting capacity, workforce and partnerships to support long-term growth in manufacturing and AI infrastructure.

Sanmina's operating margin jumps to 6.4% as ZT systems, AI infrastructure demand and cost discipline fuel profit growth. Can it continue?

If you are looking at Jabil and wondering whether the current share price reflects its underlying worth, this article will walk through the key valuation angles that matter most. The stock last closed at US$371.88, with returns of 11.7% over the past month, 54.7% year to date, and 81.9% over the past year. It did decline 1.3% over the last week and has delivered a very large 3 year return and an even larger 5 year return of more than 7x. Recent news coverage around Jabil has largely focused...

Jabil is wel-positioned for an AI supercycle that begins with datacenters and servers and ends with sustained strength in IoT devices.

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.