Jabil Faces Margin Pressure Amid AI Segment Miss

about 1 month ago

Nora Melinda

"There's flagging AI, the AI segment margin miss here for the company, the manufacturer reported results. That, of course, they said that the headline numbers remain strong, but they think that this is a net negative given the miss on intelligent infrastructure margins as well as the full year 2026 guidance."

Jabil shares fell by as much as 6% at the closing bell after analysts highlighted a miss in the AI segment margins and provided a cautionary full year 2026 guidance. The commentary suggests that despite strong headline numbers, the margin pressures in the intelligent infrastructure segment could weigh on the stock.

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