NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskHealthy across the board
JBL's growth in AI infrastructure supports its strong revenue outlook. Recent earnings beat estimates, and guidance for fiscal 2026 has been raised. It trades at 26× P/E versus a peer median of 36×. This suggests the price reflects less growth than expected. A specific risk is if JBL cuts guidance after recently raising it; this could hurt credibility. Peer multiples imply a price about 13% above where it trades. Our read remains intact.
Trailing returns as of 2026-07-31. JBL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering JBL (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for JBL in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Manufacturing Services — fair value, gap to price, and forward P/E.
Advances: Return value to shareholders via share repurchases
Buyback supports shareholder value return objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $315.05
The last 12 months of price, then the range of analyst 12-month targets from today’s $315.05.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue guidance for fiscal 2026
Investment supports revenue growth and job creation.
Advances: Increase revenue guidance for fiscal 2026
AI-led growth suggests significant revenue potential.
Advances: Increase revenue guidance for fiscal 2026
AI demand positively impacts revenue growth outlook.
Advances: Increase revenue guidance for fiscal 2026
Strong AI demand supports revenue growth for fiscal 2026.
Advances: Increase core diluted earnings per share guidance for fiscal 2026
Increased guidance for earnings per share supports growth objectives.
Strategic alliance enhances growth potential and revenue guidance.
Advances: Increase EPS guidance for fiscal 2026
Raising EPS outlook aligns with growth targets.
