Jabil (JBL) was higher in Tuesday trading as the market continued to price in the company’s stronger-than-expected fiscal second-quarter 2026 results and upgraded full-year outlook, a reset driven by demand tied to AI data center and cloud infrastructure builds. The company’s updated outlook and commentary have supported a fresh round of bullish positioning after the March earnings release and follow-on analyst revisions.

In its fiscal Q2 2026 update, Jabil posted net revenue of $8.3 billion and core EPS of $2.69, beating expectations cited in market commentary. Management raised fiscal 2026 guidance to $34 billion in net revenue and $12.25 in core diluted EPS, reinforcing confidence in the second-half demand backdrop and the company’s execution in higher-growth infrastructure programs.

Jabil’s upgraded outlook is being treated as another confirmation that electronics manufacturing services exposure to AI-related hardware is translating into sustained order flow and improving visibility. For a stock that has already rerated on AI infrastructure optimism, incremental confirmation via higher full-year targets can be enough to spark another leg higher, particularly when investors see a pathway to continued margin and cash-flow strength.