02:15 AM EDT, 03/19/2026 (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:

We keep our 12-month target price of $272, on a P/E of about 19x our CY 27 EPS estimate of $14.30, modestly above JBL's three-year historical average of about 15x, supported by the company's above-average growth trajectory. After better-than-expected Feb-Q results, we raise our FY 26 (Aug.) EPS to $12.25 from $11.56 and FY 27's to $14.00 from $13.61. Our rating downgrade reflects valuation concerns despite strong execution on JBL's strategic pivot toward high-margin AI infrastructure and advanced manufacturing. We believe diversified growth drivers reduce concentration risk, with Regulated Industries recovering faster than anticipated (+$500M FY 26 raise) and automotive's powertrain-agnostic strategy winning programs across ICE, hybrids, and EVs. Despite greater leverage at 2.87x debt-to-equity from strategic acquisitions, robust free cash flow generation ($1.3B+ FY 26 guidance, +29.8% Y/Y) supports JBL's commitment to returning 80% of FCF to shareholders while maintaining an investment-grade credit profile.