Jabil (JBL) Stock Drops 6.5% Post-Q4 Results Despite Upbeat FY26 AI-Driven Outlook

Jabil's shares tumbled 6.51% to $210.61 after mixed Q4 earnings, with $8.3 billion revenue and $3.29 Core EPS falling short of expectations. Automotive and renewables sector headwinds offset growth in AI and data center segments.

The manufacturing services provider struck a cautiously optimistic tone for FY26, banking on resilient demand for AI infrastructure. "Our positioning in high-growth markets like cloud and AI will drive margin expansion," the report implied, without directly quoting executives.

Market reaction reflected the dichotomy - immediate selloff on earnings miss, tempered by longer-term confidence in Jabil's tech-heavy portfolio. The stock's intraday volatility mirrored Wall Street's struggle to price transitional pressures against structural tailwinds.