<div id="readability-page-1"><p>12:10 AM EST, 12/18/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:</p><p>We lift our 12-month target price to $272 from $242 on 20x our CY 27 EPS view of $13.61, in line with peers. We lift our FY 26 (Aug.) EPS to $11.56 from $10.97 and FY 27's to $13.61 from $13.34. We see JBL emerging as a beneficiary of accelerating AI infrastructure buildouts, with AI-related revenue now expected at $12.1B (+35% Y/Y) vs. prior expectations of 25% growth. Management's decision to raise FY 26 guidance to $32.4B in revenue and 5.7% core margins reflects broad-based execution, while the addition of a second hyperscaler customer and Hanley Energy acquisition expand JBL's data center value proposition. We think JBL's diversified manufacturing capabilities, design-led customer relationships, and disciplined capital allocation position the stock attractively at current levels. With increased confidence in reaching +9% margins and robust FCF generation supporting continued buybacks, we see a compelling risk/reward profile for investors seeking AI infrastructure exposure through a less crowded vehicle.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

捷普

<p>CFRA 对捷普维持买入评级，将 12 个月目标价上调至 272 美元。分析师强调捷普在人工智能基础设施增长中可能获得的好处，预计与人工智能相关的收入将同比增长 35%。2026 财年和 2027 财年的每股收益预期上调，反映出强劲的执行力和战略扩展。捷普多元化的能力和严谨的资本配置为寻求人工智能投资机会的投资者提供了具有吸引力的风险/回报特征</p>

研究警报：CFRA 维持对捷普公司股票的买入评级