
Jabil, a contract electronics manufacturer specializing in AI data center solutions, has surged 80% over the past year and could potentially rise another 53%. The company reported strong Q2 fiscal 2026 results with 23% revenue growth and 39% earnings growth, driven by its intelligent infrastructure segment which saw 52% year-over-year revenue increase. Jabil raised its full-year guidance and expects 46% AI revenue growth to $13.1 billion. With capacity utilization at 75% and potential to reach 80%, the company is well-positioned for continued growth in the expanding AI server market.




