{"id":631605,"date":"2026-08-11T12:13:12","date_gmt":"2026-08-11T12:13:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/631605\/"},"modified":"2026-08-11T12:13:12","modified_gmt":"2026-08-11T12:13:12","slug":"ai-will-drive-more-gains-for-this-circuit-board-builder-says-ubs","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/631605\/","title":{"rendered":"AI will drive more gains for this circuit board builder, says UBS"},"content":{"rendered":"<p>Jabil has positioned itself to become a beneficiary of hyperscalers&#8217; massive spending on artificial intelligence, making it a good addition to investor portfolios, according to UBS. The investment bank upgraded the circuit board maker to buy from neutral. It has a $430 price target on shares, implying 28% upside from Monday&#8217;s close. &#8220;We upgrade Jabil to Buy on a multiyear growth cycle fueled by AI investment from Amazon, Meta, and Google, rising healthcare demand as capacity comes online, and scaling automation and robotics markets,&#8221; analyst David Vogt said Monday in a note to clients.\u00a0&#8220;These drivers should lift revenue and [fiscal year 2027] operating margin above 6%.&#8221; JBL YTD mountain JBL year to date As artificial intelligence adoption accelerates, big companies are pouring more capital into the technology. Four major hyperscalers \u2013 Amazon, Alphabet , Microsoft , Meta and Amazon \u2013 are projected to spend a combined nearly $700 billion on their AI initiatives in 2026, according to a spate of filings from the firms. U.S. hyperscaler capital expenditures for AI-related projects could also top $1 trillion by the end of this year, according to a report from Goldman Sachs Research. UBS&#8217; Vogt noted that Jabil has prepared itself to seize opportunities related to those AI buildouts by reorienting its business toward high-growth areas. &#8220;Jabil has pruned businesses that did not meet growth, margin, and [return-on-investment] thresholds while investing in faster growth markets like robotics\/automation,&#8221; he wrote. UBS&#8217; call falls in line with consensus on Wall Street. Of the 13 analysts covering Jabil, 10 have a buy or strong buy on the stock, LSEG data shows. Shares have jumped 48% year to date and gained 2% in the premarket.<\/p>\n","protected":false},"excerpt":{"rendered":"Jabil has positioned itself to become a beneficiary of hyperscalers&#8217; massive spending on artificial intelligence, making it a&hellip;\n","protected":false},"author":2,"featured_media":631606,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,6565,489,289,290,207,18,19,204,17,266905,5763,5762,205,82,54782,384],"class_list":["post-631605","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-alphabet-class-a","tag-amazon-com-inc","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-eire","tag-ie","tag-investment-strategy","tag-ireland","tag-jabil-inc","tag-meta-platforms-inc","tag-microsoft-corp","tag-stock-markets","tag-technology","tag-technology-select-sector-spdr-fund","tag-united-states"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/631605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=631605"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/631605\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/631606"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=631605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=631605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=631605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}