JBL Jabil Loading... : Bullish and Bearish Analyst Opinions
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08:57
Jul 31
Jul 31
Watch the POET/SIVE/JBL optical interposer and CPO supply chain.
Watch the POET/SIVE/JBL optical interposer and CPO supply chain. POET moved from readiness to production with Sivers by EOY 2026, and JBL volume orders may follow in H1 2027. No author position stated.
MED
15:46
Jul 28
Jul 28
Watch EMS/ODM peers due to mixed impact from consigned AI rack programs.
Watch EMS/ODM peers due to mixed impact from consigned AI rack programs; contract structure dependent.
MED
00:11
Jul 24
Jul 24
Watch JBL as a pluggable optical transceiver market participant benefiting from the near-term.
Watch JBL as a pluggable optical transceiver market participant benefiting from the near-term TAM in pluggables; mentioned as a supply-chain read-through, no author position disclosed.
MED
21:08
Jul 21
Jul 21
Jabil is identified as a partner for Sivers' entry into the 1.6T pluggable cycle, providing a channel to customers. This partnership enhances Sivers' go-to-market capability and could generate revenue
Jabil is identified as a partner for Sivers' entry into the 1.6T pluggable cycle, providing a channel to customers. This partnership enhances Sivers' go-to-market capability and could generate revenue for Jabil as well.
Risk: Dependence on Sivers' laser qualification and volume ramp; Jabil's own margins in optical assembly may be low.
14:54
Jul 16
Jul 16
Watch GFS, JBL, and POET as supply-chain partners in Sivers' CPO laser ramp.
Watch GFS, JBL, and POET as supply-chain partners in Sivers' CPO laser ramp; mentioned as qualification/HVM partners in a constrained CW capacity environment, making them read-through beneficiaries rather than direct author positions.
MED
23:17
Jul 13
Jul 13
Watch silicon photonics plays SIVE and JBL as Innolight data shows SiPh proportion trending.
Watch silicon photonics plays SIVE and JBL as Innolight data shows SiPh proportion trending upward — 800G customers increasing SiPh mix and 1.6T adding new SiPh customers, shifting demand from EML toward CW optical chips.
MED
12:27
Jul 10
Jul 10
Watch JBL as a manufacturing partner in the humanoid robotics ecosystem.
Watch JBL as a manufacturing partner in the humanoid robotics ecosystem; no author ownership disclosed.
MED
11:41
Jul 09
Jul 09
Watch JBL as a potential AEHR SiPho customer that could place follow-on WLBI orders.
Watch JBL as a potential AEHR SiPho customer that could place follow-on WLBI orders; mentioned as a supply-chain read-through, not an author-owned position.
MED
18:38
Jul 08
Jul 08
No position; JBL is a high common-factor transmitter; watch for concentrated exposure.
MED
13:05
Jul 08
Jul 08
Watch JBL as a key SIVE partner in pluggables; qualification expected to complete August.
Watch JBL as a key SIVE partner in pluggables; qualification expected to complete August 2026–March 2027, then mass production starts with Sivers as laser supplier. Supply-chain map, not an author-owned position.
MED
14:42
Jul 07
Jul 07
Watch JBL as a SIVE customer in the hyperscaler supply chain.
Watch JBL as a SIVE customer in the hyperscaler supply chain; cited as supply-chain context for SIVE thesis, no author position language.
MED
08:24
Jul 06
Jul 06
Watch JBL as a key 1.6T LRO pluggable mass-production partner for SIVE.
Watch JBL as a key 1.6T LRO pluggable mass-production partner for SIVE; supply-chain read-through, not an author-owned position.
MED
17:22
Jul 02
Jul 02
Author lists supply-chain revenue facts for multiple CPO-related tickers as a factual rebuttal.
Author lists supply-chain revenue facts for multiple CPO-related tickers as a factual rebuttal, not a personal position.
LOW
17:12
Jul 02
Jul 02
Watch JBL as a near-term volume-ramp beneficiary in the photonics/supply-chain narrative.
Watch JBL as a near-term volume-ramp beneficiary in the photonics/supply-chain narrative, but no explicit position disclosed.
MED
06:22
Jun 27
Jun 27
Author bought starter positions in Cerebras below IPO price after OpenAI's new model validated.
Author bought starter positions in Cerebras below IPO price after OpenAI's new model validated its tech, while noting JBL is more profitable but lacks the OpenAI premium.
LOW
02:57
Jun 26
Jun 26
Watch JBL as the author is evaluating specs, no position taken or directional call made.
MED
16:15
Jun 25
Jun 25
Watch JBL as a 1.6T+ pluggable optical transceiver player in the CPO/photonics supply chain.
Watch JBL as a 1.6T+ pluggable optical transceiver player in the CPO/photonics supply chain; ecosystem map mention, not an author-owned position.
MED
15:26
Jun 25
Jun 25
Watch SIVE, JBL, and POET as supply-chain beneficiaries in laser/photonics for CPO and AI.
Watch SIVE, JBL, and POET as supply-chain beneficiaries in laser/photonics for CPO and AI infrastructure; no current position disclosed.
MED
03:03
Jun 25
Jun 25
Author shares a personal timing heuristic and thematic watchlist for photonics, memory.
Author shares a personal timing heuristic and thematic watchlist for photonics, memory, glass substrates, humanoids, and neoclouds, but frames it as personal experience and learning rather than current trade positions.
LOW
06:52
Jun 24
Jun 24
Watch JBL as a public ecosystem play on OpenLight's silicon photonics scaling via its SIVE.
Watch JBL as a public ecosystem play on OpenLight's silicon photonics scaling via its SIVE partnership for PIC manufacturing — supply-chain map, not an author-owned position.
MED
11:22
Jun 21
Jun 21
Author doubts pricing-in of CPO ecosystem news, noting JBL and SIVE were known.
Author doubts pricing-in of CPO ecosystem news, noting JBL and SIVE were known from a conference but needed official PR, and expects further rerating for NVDA-linked names on any release.
LOW
11:04
Jun 21
Jun 21
Watch JBL as co-developer of 1.6T optical transceivers with SIVE using CW lasers.
Watch JBL as co-developer of 1.6T optical transceivers with SIVE using CW lasers, creating a "relatively dramatic moat" per Jabil management — supply-chain read-through, not an author-owned position.
MED
07:53
Jun 21
Jun 21
Watch JBL and GFS as hyperscaler-linked CPO ecosystem names cited in supply-chain context.
Watch JBL and GFS as hyperscaler-linked CPO ecosystem names cited in supply-chain context; no author position stated.
MED
22:02
Jun 17
Jun 17
Jabil reported Q earnings beat ($8.8B rev vs $8.66B est) and raised full-year FY26 guidance.
Jabil reported Q earnings beat ($8.8B rev vs $8.66B est) and raised full-year FY26 guidance across revenue, margin, EPS, and FCF on strong AI infrastructure demand. No speaker directional commitment.
MED
15:06
Jun 17
Jun 17
Long JBL as aleabitoreddit's single top pick among large-cap underpriced names when pressed.
Long JBL as aleabitoreddit's single top pick among large-cap underpriced names when pressed to choose one, implying meaningful undervaluation conviction.
MED
13:39
Jun 17
Jun 17
Monitor JBL after guidance raise and AI infrastructure demand commentary.
Monitor JBL after guidance raise and AI infrastructure demand commentary; no author position disclosed.
MED
11:51
Jun 17
Jun 17
Watch INTC, JBL, and CSCO as speculative candidates for AEHR's undisclosed SiPho customer.
Watch INTC, JBL, and CSCO as speculative candidates for AEHR's undisclosed SiPho customer; author explicitly flags NDAs and uncertainty ("I'm just guessing"), making this a low-conviction read-through only.
LOW
15:17
Jun 16
Jun 16
The author agrees the stock is fundamentally strong and a good entry point.
The author agrees the stock is fundamentally strong and a good entry point, but notes JBL earnings could cause only short-term noise.
LOW
12:10
Jun 16
Jun 16
Watch JBL as a read-through vehicle for AI optical/photonics demand.
Watch JBL as a read-through vehicle for AI optical/photonics demand; strong 2027 framing and hyperscaler ramp commentary make it a TAM signal for the broader 1.6T transceiver ecosystem.
MED
13:13
Jun 15
Jun 15
Watch JBL as a pluggable player using SIVE, part of CPO supply chain.
MED
About JBL Analyst Coverage
Buzzberg tracks JBL (Jabil) across 9 sources. 14 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (14%). 100 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: aleabitoreddit, TheValueist, Gaetano.