Jabil (NYSE: JBL) is perfectly positioned for the AI supercycle, and its stock price looks poised to continue rising for years. The thesis begins with Jabil’s position as a manufacturing specialist for mega tech companies. It designs, builds, and manages complex hardware manufacturing supply chains across industries, providing infrastructure, engineering, and logistics. The thesis is strengthened by catalysts such as AI, U.S. expansion, client utility, and the AI virtuous cycle.
The AI boom drives demand for servers, photonics, and liquid-cooling systems today, and for products from infrastructure to IoT-connected devices long into the future.
