12:10 PM EDT, 08/11/2026 (MT Newswires) -- Jabil ( JBL ) is poised for a multiyear growth cycle driven by artificial intelligence investments, rising healthcare demand as capacity from the Croatia site comes online, and scaling automation and robotics markets, UBS said in a note Monday.

The investment firm said that while its base case estimates Jabil's ( JBL ) AI-related revenue to grow at least 50% in 2027 to about $20.3 billion, recent checks show capacity expansion in Memphis and North Carolina markets along with product road maps at key customers support potentially faster growth than previously expected.

Additionally, the company's Croatia facility should accelerate revenue growth and drive operating margin expansion in 2028 through a mix of higher margin products like GLP-1s and volume leverage as capacity is absorbed over the coming quarters, according to the note.

Jabil ( JBL ) shifting its portfolio toward markets like automation is a plus for its growth and margins, the investment firm said, adding that it expects Jabil ( JBL ) to continue to invest in end-markets that lift growth, margins, and ROI, suggesting operating margin could exceed 6% in fiscal 2027.

UBS Securities upgraded its rating on the company's stock to buy from neutral, and maintained its $430 price target.

Shares of Jabil ( JBL ) were up more than 4% in Tuesday trading.

Price: 351.49, Change: +14.86, Percent Change: +4.41