The article argues that Jabil (JBL), a contract electronics manufacturer, could double by 2030 on strong demand for AI server racks, cooling systems and power management solutions. Jabil’s fiscal 2026 revenue reached $36 billion, up 21%, with AI revenue rising to $14.4 billion from $5.4 billion, and the company expects AI revenue of $22.1 billion in fiscal 2027. Consensus estimates put earnings per share at $25.93 in fiscal 2029. Assuming 15% EPS growth in fiscal 2030 and a 22x earnings multiple, the author estimates the stock could reach $660, 128% above its current price, which would make a $10,000 investment worth over $22,750 by the end of the decade.
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