Jabil Inc. Stock News

With the first half of 2025 now behind us, the stock market has seen its share of volatility.

Jabil (JBL 1.27%) may not be a household name for investors looking to capitalize on the rapid adoption of artificial intelligence (AI), but a closer look at the company's recent results will make it clear that it is benefiting big-time from this technology.

Jabil shows strong quarterly year-over-year gains in revenue and profit despite weaker long-term results. Free cash flow continues its upward trend, reinforcing JBL's fundamental strength. AI-driven demand fuels explosive growth in JBL's Intelligent Infrastructure segment.

Semiconductor stocks, led by Micron, are among the month's best performers, while Coinbase shares have benefited from the craze over stablecoins.

U.S. equities were higher at midday as President Donald Trump again called on Federal Reserve Chair Jerome Powell to cut interest rates ahead of today's Fed decision. The Dow Jones Industrial Average, S&P 500, and Nasdaq all gained.

AI infrastructure demand is a clear long-term growth driver for Jabil, but currently represents only a small portion of total revenue. Non-AI segments, which make up over half of revenue, are flat or declining, creating visible headwinds for overall growth. Profitability faces near-term pressure due to rapid AI-related investments, and margin expansion is not guaranteed if scaling is uneven.

Jabil's NYSE: JBL share price struggled with traction early in 2025, but the struggles are behind it. The Q3 results and guidance update reveal the long-anticipated boost from AI is here.

The intense take-up of artificial intelligence (AI) has been a powerful motor driving contract electronics manufacturer Jabil (JBL 8.62%) lately. It also helped power the company's latest quarterly results, which were published Tuesday morning.