Jabil (JBL) Valuation Check After CEO Mark Mondello’s $4.24 Million Insider Share Sale

Jabil (JBL) is back in focus after chief executive Mark T. Mondello disclosed the sale of 20,000 shares, a roughly 4.24 million dollar transaction that has investors rechecking their assumptions.

See our latest analysis for Jabil.

That sale lands at a time when Jabil’s share price has climbed to about 220 dollars, with strong year to date share price momentum and multi year total shareholder returns signaling that sentiment remains constructive rather than exhausted.

If this kind of run has you wondering where else momentum and insider conviction might meet, it could be worth exploring fast growing stocks with high insider ownership for other potential standouts.

With the stock up more than 60 percent over the past year, but still trading below analyst and intrinsic value estimates, the key question now is whether Jabil remains mispriced or if markets already see its next leg of growth.

Most Popular Narrative: 10.4% Undervalued

With Jabil last closing at 220.06 dollars against a narrative fair value of about 245.63 dollars, the story hinges on future growth, margins, and capital returns rather than today’s headline multiple.

The analysts have a consensus price target of $227.5 for Jabil based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $256.0, and the most bearish reporting a price target of just $176.0.

Read the complete narrative.

Want to see what justifies paying up for Jabil despite slower top line forecasts? The narrative leans on rising margins, powerful earnings compounding, and a leaner share count. Curious which numbers lock in that valuation gap and how far profitability is expected to stretch from here? Dive in to see the full playbook behind this fair value call.

Result: Fair Value of $245.63 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, softness in renewable energy and EV demand, alongside lingering inventory and tariff pressures, could easily narrow that valuation gap if conditions deteriorate.

Find out about the key risks to this Jabil narrative.

Build Your Own Jabil Narrative

If you see the setup differently or would rather dig into the numbers yourself, you can build a personalized view in just minutes using Do it your way.

A great starting point for your Jabil research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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