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JBL · Jabil Inc.

Contract electronics manufacturer riding AI demand

Risiko 5/10 · MODERATE RISK · AI-supply-chain re-rating · $310.57 ▲ 1.52%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $310.57
  • Market cap $32.5B
  • P/E (ttm) 38.92
  • Div yield 0.10%
  • 52-wk range $189.60 – $428.93
  • Index rank #273 / —

Wichtigste Risiken

  • AI order pause hits a thin-margin assembly model hard (Shareholders) — HIGH
  • Customer concentration among a few hyperscalers (Shareholders) — MED
  • Re-rated multiple assumes flawless execution (Shareholders) — MED
  • Component costs and supply-chain shocks (Shareholders) — LOW

Fazit

Excellent execution meets an AI-priced multiple; the margin of safety is thinner than the margins.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.