Shares of electronics manufacturing services provider Jabil (NYSE:JBL) jumped 1.9% in the afternoon session after the company reported strong second-quarter fiscal 2026 results that beat expectations and raised its full-year financial outlook.

The electronics manufacturer posted net revenue of $8.3 billion and core earnings of $2.69 per share, ahead of analysts' forecasts. The strong performance was linked to healthy demand from data center infrastructure and AI-related hardware markets.

Following the strong quarter, Jabil boosted its forecast for the full fiscal year 2026. The company increased its revenue projection to $34 billion and its core earnings per share outlook to $12.25. The positive results and improved outlook prompted some financial analysts to raise their price targets on the stock.

After the initial pop the shares cooled down to $262.57, up 1.5% from previous close.

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Jabil’s shares are quite volatile and have had 15 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 24 days ago when the stock dropped 3.3% on the news that the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty.

The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.

Jabil is up 9.2% since the beginning of the year, and at $262.57 per share, it is trading close to its 52-week high of $277.57 from February 2026. Investors who bought $1,000 worth of Jabil’s shares 5 years ago would now be looking at an investment worth $5,143.

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