Jim Cramer Calls Jabil Inc. One of the Greatest Technology Companies
ByAinvest
Sunday, Oct 5, 2025 2:34 pm ET1min read
JBL--
The results underscore Jabil's ability to deliver consistent growth through manufacturing scale, strong partnerships, and exposure to high-growth sectors like AI, while managing volatile demand in regulated and consumer-facing segments. Jim Cramer, a prominent financial commentator, has praised Jabil for its expertise in manufacturing a wide range of products and its ability to judge demand and tariff impacts, calling it one of the greatest technology companies [1].
Despite a recent decline in share price following the earnings report, Cramer believes Jabil had a strong quarter and will continue to perform well. The company's expansion of its collaboration with Endeavour Energy to deliver AI-ready infrastructure stands out as a key growth catalyst, aligning closely with the company's narrative of capturing robust demand for AI and next-generation technology markets [1].
However, investors should also keep in mind that rising inventory days, while improving, may still expose cash flow and margin pressures if not carefully managed. Jabil's narrative projects $34.3 billion in revenue and $1.3 billion in earnings by 2028, requiring 6.4% yearly revenue growth and an increase in earnings of $723 million from $577 million today [1].
Simply Wall St community members offered two independent fair value estimates for Jabil, ranging from US$230.25 up to US$261.06 per share, with many focusing on the company’s capacity to capture AI-driven demand as a critical signal for future returns and risk [1].
Jim Cramer calls Jabil Inc. (JBL) one of the greatest technology companies due to its ability to manufacture a wide range of products and its expertise in judging demand and tariff impacts. Despite a recent decline in share price following its fiscal fourth quarter earnings report, Cramer believes the company had a strong quarter and will continue to perform well.
Jabil Inc. (JBL) recently reported its fourth quarter fiscal 2025 results, with sales of US$8.25 billion and net income of US$218 million, both higher than the same period last year. The company's robust performance and positive guidance for fiscal 2026, including expected net revenue of US$31.3 billion, highlight continued momentum in core operations [1].The results underscore Jabil's ability to deliver consistent growth through manufacturing scale, strong partnerships, and exposure to high-growth sectors like AI, while managing volatile demand in regulated and consumer-facing segments. Jim Cramer, a prominent financial commentator, has praised Jabil for its expertise in manufacturing a wide range of products and its ability to judge demand and tariff impacts, calling it one of the greatest technology companies [1].
Despite a recent decline in share price following the earnings report, Cramer believes Jabil had a strong quarter and will continue to perform well. The company's expansion of its collaboration with Endeavour Energy to deliver AI-ready infrastructure stands out as a key growth catalyst, aligning closely with the company's narrative of capturing robust demand for AI and next-generation technology markets [1].
However, investors should also keep in mind that rising inventory days, while improving, may still expose cash flow and margin pressures if not carefully managed. Jabil's narrative projects $34.3 billion in revenue and $1.3 billion in earnings by 2028, requiring 6.4% yearly revenue growth and an increase in earnings of $723 million from $577 million today [1].
Simply Wall St community members offered two independent fair value estimates for Jabil, ranging from US$230.25 up to US$261.06 per share, with many focusing on the company’s capacity to capture AI-driven demand as a critical signal for future returns and risk [1].
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