<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 對捷普維持買入評級，將 12 個月目標價上調至 272 美元。分析師強調捷普在人工智能基礎設施增長中可能獲得的好處，預計與人工智能相關的收入將同比增長 35%。2026 財年和 2027 財年的每股收益預期上調，反映出強勁的執行力和戰略擴展。捷普多元化的能力和嚴謹的資本配置為尋求人工智能投資機會的投資者提供了具有吸引力的風險/回報特徵</p>

研究警報：CFRA 維持對捷普公司股票的買入評級