-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lift our price target from $272 to $320, ~22x our FY 27 EPS view, reflecting strengthened confidence in JBL's favorable business mix shift toward higher-margin Intelligent Infrastructure. We raise our FY 27 EPS view to $14.70 from $14.00 and keep our FY 26 estimate at $12.25. Our increased conviction is due to multiple converging factors. The ongoing recovery in Regulated Industries is gaining momentum as customers resume capital spending on critical infrastructure projects. Simultaneously, segments like Connected Living & Digital Commerce are undergoing a meaningful transformation toward higher-margin automation and robotics solutions, moving away from lower-margin traditional manufacturing. This positions JBL for accelerating earnings power in FY 27, with initial momentum building throughout FY 26. While we believe JBL is successfully executing its transformation toward a more profitable business model, we think much of this positive trajectory is now reflected in the current valuation.