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Barclays analyst George Wang has reiterated an Overweight rating on Jabil (NYSE: JBL) with a price target of $184, highlighting the company's underappreciated optical assets. Jabil, which acquired Intel's transceiver manufacturing assets, is positioned to grow its optical revenues from an estimated $300M-$400M to $1B in the coming years, driven by partnerships with major customers like Meta and AWS. The company is also exploring advancements in 800G and 1.6T transceivers, potentially positioning itself as a competitor in the market.
Nvidia's stock has received a Strong Buy consensus rating from analysts, with a current price of $124.92 and a bullish average price target of $178.66, indicating a potential 43% increase. In contrast, Super Micro Computer, despite its leadership in AI hardware, faces challenges including a recent DOJ investigation and fluctuating stock performance, leading to a Hold rating with a price target of $59, suggesting a 42% upside.
Barclays has lowered its Apple estimates ahead of the January 30 earnings report, citing risks of missing guidance due to weak iPhone SE4 sales and TSMC wafer cuts affecting iPhone 16 production. Analysts project 76 million iPhones sold in the December quarter, slightly below expectations, and anticipate a March-quarter sell-in of 51 million units. Concerns over market share losses in China and regulatory challenges further complicate the outlook, while a modest increase in Services growth is expected.
George Wang
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Barclays maintains overweight rating on Jabil citing growth in optical assets
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