Jabil: AI Demand Is Outsourcing the Bottleneck - Buy the Factory Play as Capacity Tightens
Jabil is converting AI server demand into near-term revenue lift and pricing power. With AI-related revenue tracking above $13 billion, 75% capacity utilization and free cash flow of $1.3B, the stock looks attractive at ~1.05x sales. This trade targets mid-term upside as the market re-rates an EMS leader positioned to monetize the AI buildout.