{"ticker": {"uuid": "fcb4776f-0ed5-4109-bcfd-ddd0c0a69c43", "symbol": "JBL", "name": "Jabil Circuit Inc", "exchange": "NYSE", "country": "US", "sector": "Technology", "industry": "Electronic Components"}, "articles": [{"title": "These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy", "summary": "Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs). The rapid buildout of artificial intelligence infrastructure is perhaps the biggest catalyst, with a broad revival in the AI-Infrastructure trade leading to a sharp spike in EMS stocks on Wednesday. To that point, hyperscalers and enterprises are pouring capital into data centers that require increasingly sophisticated compute, storage, networking, optical, power, and cool", "url": "https://finance.yahoo.com/technology/articles/4-electronics-manufacturing-stocks-surging-230100735.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T23:01:00+00:00", "published_display": "12 Aug 2026 23:01", "sentiment": "positive", "sentiment_pct": 82, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI Infrastructure", "Electronics Manufacturing", "Engineering", "Growth Rate", "Technology"]}, {"title": "Jabil (JBL) Outpaces Stock Market Gains: What You Should Know", "summary": "In the latest trading session, Jabil (JBL) closed at $366.16, marking a +2.68% move from the previous day. This change outpaced the S&P 500's 0.26% gain on the day. Elsewhere, the Dow saw a downswing of 0.04%, while the tech-heavy Nasdaq appreciated by 0.54%. The electronics manufacturer's shares have seen an increase of 9.12% over the last month, surpassing the Computer and Technology sector's loss of 0.41% and the S&P 500's gain of 2.13%. The upcoming earnings release of Jabil will be of great interest to investors. It is anticipated that the company will report an EPS of $4.05, marking a 23", "url": "https://finance.yahoo.com/markets/stocks/articles/jabil-jbl-outpaces-stock-market-221502821.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T22:15:02+00:00", "published_display": "12 Aug 2026 22:15", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.386, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Earnings Release", "Electronics", "Estimate Revisions"]}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:22:29+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.23, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"]}, {"title": "Jabil (JBL) Draws Fresh Attention for AI and Automation Growth Runway", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. UBS Securities highlights Jabil (NYSE:JBL) for multiyear growth potential linked to AI investments and automation markets. The firm points to revenue and margin opportunities tied to increased demand, capacity build out, and higher margin products. Jabil's new facility in Croatia is identified as a key contributor to its automation and AI related manufacturing footprint. This focus on Jabil's AI and automation exposure is part of a wider set of opportunities in companies buil", "url": "https://finance.yahoo.com/technology/ai/articles/jabil-jbl-draws-fresh-attention-131325089.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:13:25+00:00", "published_display": "12 Aug 2026 13:13", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["AI", "Automation", "Earnings", "Electronics", "Infrastructure"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.2, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Jabil\u2019s AI Revenue Is Set to Surge 50%. UBS Says It\u2019s Time to Buy.", "summary": "Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS. Continue Reading", "url": "https://finance.yahoo.com/m/2051c6a8-9eba-34df-b884-7e51a7cd03c4/jabil%E2%80%99s-ai-revenue-is-set-to.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:00+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target", "summary": "Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively. UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition a", "url": "https://finance.yahoo.com/technology/ai/articles/ubs-upgrades-jabil-buy-ai-162441554.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:24:41+00:00", "published_display": "11 Aug 2026 16:24", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.237, "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Rate", "Price Target", "Price Target", "Revenue Estimates"]}, {"title": "Jabil Poised for Multiyear Growth Cycle Driven by AI Investments, Rising Demand, UBS Securities Says", "summary": "Jabil (JBL) is poised for a multiyear growth cycle driven by artificial intelligence investments, ri PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/technology/ai/articles/jabil-poised-multiyear-growth-cycle-161001370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:10:01+00:00", "published_display": "11 Aug 2026 16:10", "sentiment": "positive", "sentiment_pct": 78, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": []}, {"title": "AI Manufacturing Stock Rises Above Key Level On Analyst 'Buy' Rating", "summary": "UBS analysts raised estimates, citing the contract manufacturer's \"multiyear growth cycle.\" Continue Reading", "url": "https://finance.yahoo.com/m/a28eda95-f2ec-33d5-b6a0-56055acd612a/ai-manufacturing-stock-rises.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:06:40+00:00", "published_display": "11 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 64, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.21, "duplicate_count": 1, "topics": []}, {"title": "Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?", "summary": "Jabil Inc. JBL and Corning Incorporated GLW are prominent beneficiaries of the AI data-center buildout. Jabil is one of the largest global suppliers of electronics manufacturing services (EMS) solutions. It also offers networking, photonics, power and cooling solutions for AI infrastructure. Corning supplies optical fiber and connectivity technologies essential for high-speed AI data-center networks. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specifi", "url": "https://finance.yahoo.com/markets/stocks/articles/jabil-vs-corning-ai-infrastructure-154400507.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:44:00+00:00", "published_display": "11 Aug 2026 15:44", "sentiment": "positive", "sentiment_pct": 84, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["AI", "Price Performance", "Semiconductors", "Tech", "Valuation"]}, {"title": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls", "summary": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Argus upgraded Boeing (BA) to Buy from Hold with a $265 price target. The firm believes the company has \"superior\" long-term prospects due to its leading presence in the growing commercial aerospace industry. Truist upgraded Best Buy(BBY) to Buy from Hold with a price target of $95, up from $81. The firm's credit card reads are", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-upgraded-under-armour-downgraded-133858700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:38:58+00:00", "published_display": "11 Aug 2026 13:38", "sentiment": "positive", "sentiment_pct": 87, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.159, "duplicate_count": 1, "topics": ["Aerospace", "Healthcare", "Price Target", "Price Target", "Revenue Growth", "Semiconductors"]}, {"title": "Here Are Tuesday\u2019s Top Wall Street Analyst Research Calls: Airbnb, AppLovin, Autodesk, Best Buy, BigBear.ai, Boeing, Fiserv, Jabil, Spotify Technology and More", "summary": "Quick Read All major indices fell Monday as traders brace for Wednesday's CPI report, which could lock in a September Fed rate hike. Argus upgraded Boeing (BA) to Buy, while Phillip Securities cut Airbnb (ABNB) to Reduce with a $158 price target. Brent Crude surged 5% to $88 on Strait of Hormuz tensions, while gold extended its 7-month best week, closing at $4,388. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Boeing didn't make the cut. Grab the names FREE today. Pre-Market Stock Futures: Futures are trading modestly higher after there was no encore foll", "url": "https://finance.yahoo.com/markets/stocks/articles/tuesday-top-wall-street-analyst-120206169.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:02:06+00:00", "published_display": "11 Aug 2026 12:02", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.097, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Price Target", "Rates", "Treasuries"]}], "by_tier": {"direct": [{"title": "These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy", "summary": "Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs). The rapid buildout of artificial intelligence infrastructure is perhaps the biggest catalyst, with a broad revival in the AI-Infrastructure trade leading to a sharp spike in EMS stocks on Wednesday. To that point, hyperscalers and enterprises are pouring capital into data centers that require increasingly sophisticated compute, storage, networking, optical, power, and cool", "url": "https://finance.yahoo.com/technology/articles/4-electronics-manufacturing-stocks-surging-230100735.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T23:01:00+00:00", "published_display": "12 Aug 2026 23:01", "sentiment": "positive", "sentiment_pct": 82, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.214, "duplicate_count": 1, "topics": ["AI Infrastructure", "Electronics Manufacturing", "Engineering", "Growth Rate", "Technology"]}, {"title": "Jabil (JBL) Outpaces Stock Market Gains: What You Should Know", "summary": "In the latest trading session, Jabil (JBL) closed at $366.16, marking a +2.68% move from the previous day. This change outpaced the S&P 500's 0.26% gain on the day. Elsewhere, the Dow saw a downswing of 0.04%, while the tech-heavy Nasdaq appreciated by 0.54%. The electronics manufacturer's shares have seen an increase of 9.12% over the last month, surpassing the Computer and Technology sector's loss of 0.41% and the S&P 500's gain of 2.13%. The upcoming earnings release of Jabil will be of great interest to investors. It is anticipated that the company will report an EPS of $4.05, marking a 23", "url": "https://finance.yahoo.com/markets/stocks/articles/jabil-jbl-outpaces-stock-market-221502821.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T22:15:02+00:00", "published_display": "12 Aug 2026 22:15", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.386, "duplicate_count": 1, "topics": ["Consensus Estimate", "Earnings", "Earnings Growth", "Earnings Release", "Electronics", "Estimate Revisions"]}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:22:29+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.23, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"]}, {"title": "Jabil (JBL) Draws Fresh Attention for AI and Automation Growth Runway", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. UBS Securities highlights Jabil (NYSE:JBL) for multiyear growth potential linked to AI investments and automation markets. The firm points to revenue and margin opportunities tied to increased demand, capacity build out, and higher margin products. Jabil's new facility in Croatia is identified as a key contributor to its automation and AI related manufacturing footprint. This focus on Jabil's AI and automation exposure is part of a wider set of opportunities in companies buil", "url": "https://finance.yahoo.com/technology/ai/articles/jabil-jbl-draws-fresh-attention-131325089.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:13:25+00:00", "published_display": "12 Aug 2026 13:13", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["AI", "Automation", "Earnings", "Electronics", "Infrastructure"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.2, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Jabil\u2019s AI Revenue Is Set to Surge 50%. UBS Says It\u2019s Time to Buy.", "summary": "Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS. Continue Reading", "url": "https://finance.yahoo.com/m/2051c6a8-9eba-34df-b884-7e51a7cd03c4/jabil%E2%80%99s-ai-revenue-is-set-to.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:28:00+00:00", "published_display": "11 Aug 2026 16:28", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": ["AI", "Revenue Growth"]}, {"title": "UBS upgrades Jabil to buy on AI growth, raises estimates; keeps $430 target", "summary": "Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively. UBS expects AI-related revenue to grow at least 50% in fiscal 2027 to about $20.3 billion, supported by capacity expansion in Memphis and North Carolina and growing demand from major hyperscalers including Amazon, Meta and Google. The bank also sees additional growth from the Hanley acquisition a", "url": "https://finance.yahoo.com/technology/ai/articles/ubs-upgrades-jabil-buy-ai-162441554.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:24:41+00:00", "published_display": "11 Aug 2026 16:24", "sentiment": "positive", "sentiment_pct": 81, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.237, "duplicate_count": 1, "topics": ["AI", "Earnings", "Growth Rate", "Price Target", "Price Target", "Revenue Estimates"]}, {"title": "Jabil Poised for Multiyear Growth Cycle Driven by AI Investments, Rising Demand, UBS Securities Says", "summary": "Jabil (JBL) is poised for a multiyear growth cycle driven by artificial intelligence investments, ri PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/technology/ai/articles/jabil-poised-multiyear-growth-cycle-161001370.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:10:01+00:00", "published_display": "11 Aug 2026 16:10", "sentiment": "positive", "sentiment_pct": 78, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": []}, {"title": "AI Manufacturing Stock Rises Above Key Level On Analyst 'Buy' Rating", "summary": "UBS analysts raised estimates, citing the contract manufacturer's \"multiyear growth cycle.\" Continue Reading", "url": "https://finance.yahoo.com/m/a28eda95-f2ec-33d5-b6a0-56055acd612a/ai-manufacturing-stock-rises.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:06:40+00:00", "published_display": "11 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 64, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.21, "duplicate_count": 1, "topics": []}, {"title": "Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?", "summary": "Jabil Inc. JBL and Corning Incorporated GLW are prominent beneficiaries of the AI data-center buildout. Jabil is one of the largest global suppliers of electronics manufacturing services (EMS) solutions. It also offers networking, photonics, power and cooling solutions for AI infrastructure. Corning supplies optical fiber and connectivity technologies essential for high-speed AI data-center networks. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specifi", "url": "https://finance.yahoo.com/markets/stocks/articles/jabil-vs-corning-ai-infrastructure-154400507.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:44:00+00:00", "published_display": "11 Aug 2026 15:44", "sentiment": "positive", "sentiment_pct": 84, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.18, "duplicate_count": 1, "topics": ["AI", "Price Performance", "Semiconductors", "Tech", "Valuation"]}, {"title": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls", "summary": "Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Argus upgraded Boeing (BA) to Buy from Hold with a $265 price target. The firm believes the company has \"superior\" long-term prospects due to its leading presence in the growing commercial aerospace industry. Truist upgraded Best Buy(BBY) to Buy from Hold with a price target of $95, up from $81. The firm's credit card reads are", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-upgraded-under-armour-downgraded-133858700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:38:58+00:00", "published_display": "11 Aug 2026 13:38", "sentiment": "positive", "sentiment_pct": 87, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.159, "duplicate_count": 1, "topics": ["Aerospace", "Healthcare", "Price Target", "Price Target", "Revenue Growth", "Semiconductors"]}, {"title": "Here Are Tuesday\u2019s Top Wall Street Analyst Research Calls: Airbnb, AppLovin, Autodesk, Best Buy, BigBear.ai, Boeing, Fiserv, Jabil, Spotify Technology and More", "summary": "Quick Read All major indices fell Monday as traders brace for Wednesday's CPI report, which could lock in a September Fed rate hike. Argus upgraded Boeing (BA) to Buy, while Phillip Securities cut Airbnb (ABNB) to Reduce with a $158 price target. Brent Crude surged 5% to $88 on Strait of Hormuz tensions, while gold extended its 7-month best week, closing at $4,388. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Boeing didn't make the cut. Grab the names FREE today. Pre-Market Stock Futures: Futures are trading modestly higher after there was no encore foll", "url": "https://finance.yahoo.com/markets/stocks/articles/tuesday-top-wall-street-analyst-120206169.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:02:06+00:00", "published_display": "11 Aug 2026 12:02", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.097, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Price Target", "Rates", "Treasuries"]}], "industry": [], "sector": []}, "total_fetched": 26, "total_unique": 13, "total_relevant": 13, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "raw_articles": 26, "unique_stories": 13, "duplicates_removed": 13, "relevant_stories": 13, "current_evidence": 13, "direct_evidence": 13, "eodhd_articles": 13, "eodhd": 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