On September 25, Jabil Circuit rose 5.44% in regular trading, trading at $326.395/share, with turnover of approximately $35.93 million. The rally comes amid a wave of institutional price target upgrades and heightened anticipation ahead of the company's upcoming earnings release on September 30.

On the news front, BofA Securities raised its price target on Jabil Circuit to $475 from $470, with FactSet data showing the stock carries an average analyst rating of Overweight and a mean target price of $431.60. This follows a series of bullish upgrades from major Wall Street firms in recent months: Goldman Sachs raised its target to $482 with a Buy rating, JPMorgan lifted its target to $450 maintaining Overweight, Baird set its target at $440, and UBS upgraded the stock to Buy from Neutral with a $430 target, citing a multiyear growth cycle driven by AI investments and rising healthcare demand.

Market consensus estimates for the upcoming quarter project revenue of approximately $9.69 billion, representing a 27.73% year-over-year increase, with adjusted EPS expected at $4.06, up 38.90%. The company previously raised its full-year fiscal guidance to $35 billion in revenue and $12.70 in adjusted EPS following a strong Q3 beat, with management noting that AI infrastructure demand remains extremely strong and AI-related revenue is expected to grow 50% in fiscal 2027.

Jabil Circuit is a global leader in manufacturing services and solutions, offering electronic design, production, and product management services across industries including 5G, cloud, automotive, healthcare, and AI infrastructure.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)