Can Jabil (JBL) Turn New Cooling Investments Into a Durable High-Value Manufacturing Edge?
Analysts maintain positive views on Jabil (JBL) due to new investments in liquid cooling, a North Carolina factory, and the proposed Hanley Energy acquisition, which are expected to boost high-value manufacturing. While these developments reinforce Jabil's push into advanced solutions like AI infrastructure, they also introduce short-term risks such as capacity constraints and inventory pressures. The company aims for significant revenue growth, with the North Carolina facility projected to contribute $1 billion annually, but must navigate production headwinds.
https://simplywall.st/stocks/us/tech/nyse-jbl/jabil/news/can-jabil-jbl-turn-new-cooling-investments-into-a-durable-hi