Notícias

Jabil has rallied the Dow over the past year, and analysts remain highly bullish about the stock’s outlook.

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

Adobe (ADBE) delivered earnings and revenue surprises of +0.82% and +1.02%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

JBL's AI infrastructure growth and diversified portfolio are fueling gains, but supply chain risks and customer concentration remain key concerns.

Integer's $5.7 billion KKR buyout offers shareholders $127 per share in cash, but closing still hinges on stockholder and regulatory approvals.

Celestica estimates are rising as AI infrastructure demand, new hyperscaler programs and strong cash flow boost Celestica's growth outlook.

This circuit board maker is a top performer in its class, but it also carries the highest price tag, forcing investors to ask if the premium is earned or just assumed.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

FLEX's AI-driven growth, strong CPI performance and attractive valuation offer long-term promise, despite margin pressure and spin-off costs.

PLXS' broad Q3 beat and stronger growth outlook extend its runway, but rising working-capital needs put free cash flow conversion under scrutiny.

Plexus is delivering faster growth, higher earnings and wider margins, but premium valuation and weaker near-term cash flow temper the buy case.

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.

Airbus, Jabil and Valero Energy each announced buybacks exceeding $10 billion combined, backed by strong earnings, guidance, and stock performance in their respective sectors.

Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.

Jabil (JBL) reached $315.05 at the closing of the latest trading day, reflecting a +2.12% change compared to its last close.

CLS and JBL are riding AI infrastructure demand, raising outlooks and offering notable brokerage price upside after sharp pullbacks.

CLS has surged on AI infrastructure momentum, but can continued earnings growth and execution justify its richer valuation after another strong quarter?

SANM tops quarterly earnings and raises its fiscal outlook as AI infrastructure demand accelerates. Can earnings momentum and valuation support further upside?

Celestica is reporting Q2 earnings on July 27, and the setup heading into that print raises a question most investors have not asked yet: what happens when a pick-and-shovel AI play trades at a discount to its own growth rate with 20 of 21 analysts already bullish?

FLEX and JBL are capitalizing on AI infrastructure growth, but which EMS company stands out as the better buy based on growth, valuation and outlook?