Jabil vs NetApp
Jabil and NetApp are compared to help you understand their business models, financial performance, and market context. The page presents a neutral, accessible overview of how each company operates, the markets they serve, and the drivers behind their positioning. Educational content, not financial advice.
Jabil and NetApp are compared to help you understand their business models, financial performance, and market context. The page presents a neutral, accessible overview of how each company operates, th...
Why It's Moving
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
NetApp Bolsters AI Leadership with Microsoft Award and Strategic Hires Amid Data Storage Surge
- Won 2025 Microsoft Americas Partner of the Year (SDC Canada) for native Azure embedding, enabling faster AI modernization and seamless multicloud operations.[2]
- Appointed Willem Hendrickx to advance EMEA & LATAM growth on December 8, directly addressing rising AI-driven demand for data storage solutions.[4]
- Recent Q2 earnings beat (EPS $2.05 vs. $1.89 expected) and raised FY guidance highlight sustained AI and all-flash storage momentum, with shares reacting positively post-report.[1][3][5]
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
NetApp Bolsters AI Leadership with Microsoft Award and Strategic Hires Amid Data Storage Surge
- Won 2025 Microsoft Americas Partner of the Year (SDC Canada) for native Azure embedding, enabling faster AI modernization and seamless multicloud operations.[2]
- Appointed Willem Hendrickx to advance EMEA & LATAM growth on December 8, directly addressing rising AI-driven demand for data storage solutions.[4]
- Recent Q2 earnings beat (EPS $2.05 vs. $1.89 expected) and raised FY guidance highlight sustained AI and all-flash storage momentum, with shares reacting positively post-report.[1][3][5]
Which Baskets Do They Appear In?
Powering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketWhich Baskets Do They Appear In?
Powering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketInvestment Analysis
Jabil
JBL
Pros
- Jabil surpassed Q4 2025 earnings and revenue expectations, demonstrating strong operational execution and demand.
- Diversified portfolio with strategic focus on AI-related businesses, including a new AI manufacturing facility, supports growth prospects.
- Robust financial performance with FY2025 revenue growth and projected EPS growth through FY2027 maintains strong analyst interest.
Considerations
- Stock valuation appears stretched with a high price-to-earnings ratio compared to sector averages, indicating potential overvaluation risk.
- Significant net income decline in 2025 despite revenue growth raises concerns about profitability sustainability.
- Stock price volatility and recent price declines suggest sensitivity to broader economic and market uncertainty.
NetApp
NTAP
Pros
- NetApp benefits from strong positioning in data storage and cloud infrastructure, critical areas in enterprise IT growth.
- Consistent revenue and profitability, supported by strategic investments in cloud software and services.
- Strong cash flow generation and solid balance sheet enable ongoing investments and shareholder return.
Considerations
- Exposure to cyclical IT spending trends creates potential earnings volatility under economic downturns.
- Competition from large cloud providers and storage innovators pressures margins and market share.
- Dependency on enterprise IT capital expenditure cycles may limit near-term growth acceleration.
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