BofA analyst Ruplu Bhattacharya raised the firm’s price target on Jabil (JBL) to $255 from $245 and keeps a Buy rating on the shares after the company delivered a “strong” fiscal Q4 and guided to FY26 revenue and EPS above the firm’s and Street estimates. Following the report and guidance, the firm’s FY26 estimates move up and it uses a higher multiple on improving mix of higher margin capital equipment and cloud revenue, the analyst tells investors.
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