Goldman Sachs Sees Data Center Demand Driving Continued Upside at Jabil (JBL)

Jabil Inc. (NYSE:JBL) is included among the 12 Best HVAC Stocks to Buy Now.

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On January 15, Goldman Sachs raised its terms people connected Jabil Inc. (NYSE:JBL) to $282 from $255 and reiterated its Buy rating. The steadfast said the revision reflects sustained spot successful information halfway demand, which continues to thrust upside successful Jabil’s outlook.

Earlier successful the month, Jabil confirmed it had closed the acquisition of Hanley Energy Group, a specializer successful vigor absorption and captious powerfulness systems for information halfway infrastructure. The transaction was finalized connected January 2, 2026, and valued astatine astir $725 cardinal successful cash, with an further earnout of up to $58 cardinal tied to aboriginal gross targets. TM Capital acted arsenic Hanley’s exclusive fiscal advisor, portion UBS Investment Bank advised Jabil.

Jabil executives framed the woody arsenic a strategical fit. Matt Crowley, Executive Vice President of Global Business Units for Intelligent Infrastructure, said Hanley’s expertise successful powerfulness systems and vigor optimization complements Jabil’s existing information halfway offerings and strengthens its quality to present solutions each the mode down to the rack level.

Ed Bailey, Senior Vice President and Chief Technology Officer for Intelligent Infrastructure, pointed to the rising value of powerfulness absorption arsenic hyperscalers ramp up AI deployments. He said the summation of Hanley, alongside Jabil’s increasing thermal absorption capabilities, supports the company’s propulsion to connection customized solutions crossed the afloat information halfway lifecycle.

Jabil Inc. (NYSE:JBL) provides engineering, manufacturing, and proviso concatenation solutions to customers crossed a wide scope of industries, supporting electronics design, production, and merchandise absorption successful aggregate extremity markets.

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