While Dell Technologies has surged 235% in 2026 driven by AI server demand, contract electronics manufacturer Jabil offers similar AI infrastructure exposure at a cheaper valuation. Jabil's AI-related revenue is expected to reach $13.6 billion in fiscal 2026 (up 51% YoY), representing 39% of total revenue. With a price-to-sales ratio of 1.2 versus the Nasdaq's 5.3, analysts project Jabil could reach a $143 billion market cap by fiscal 2028 if valued at 3x sales, representing 3.5x upside from current levels.

Jabil, a contract electronics manufacturer specializing in AI servers and data center components, is expected to deliver stronger-than-expected Q3 results on June 17, 2026. The company has seen 60% stock growth in 2026, driven by surging demand for AI infrastructure. With AI revenue projected to grow 46% to $13.1 billion and potential addition of a third hyperscaler customer, Jabil could see significant upside despite trading at 52x trailing earnings.

The pharmaceutical Contract Development and Manufacturing Organization (CDMO) for formulations market is experiencing rapid growth with a projected CAGR of 10.6% through 2030. Growth drivers include increased outsourcing of peptide API manufacturing, expansion of GMP-grade production, and advancements in biologic formulation platforms. Strategic acquisitions and innovations in high-concentration protein formulations are reshaping the competitive landscape.

The global medical device contract development and manufacturing organization (CDMO) market is expected to expand significantly at a CAGR of 13.12% from 2026 to 2033, driven by increased outsourcing by OEMs, demand for advanced connected devices, and the shift toward home care and minimally invasive treatments. CDMOs are becoming essential partners for managing regulatory complexities, reducing capital expenditure, and accelerating time-to-market.

Jabil, a contract electronics manufacturer specializing in AI data center solutions, has surged 80% over the past year and could potentially rise another 53%. The company reported strong Q2 fiscal 2026 results with 23% revenue growth and 39% earnings growth, driven by its intelligent infrastructure segment which saw 52% year-over-year revenue increase. Jabil raised its full-year guidance and expects 46% AI revenue growth to $13.1 billion. With capacity utilization at 75% and potential to reach 80%, the company is well-positioned for continued growth in the expanding AI server market.

Contract electronics manufacturer Jabil is poised to deliver strong quarterly results on March 18, driven by surging demand for AI server infrastructure and liquid-cooling solutions. The company has increased its fiscal 2026 AI revenue outlook to $12.1 billion (35% growth) and is in negotiations with additional hyperscalers, suggesting further upside potential. With a forward earnings multiple of 22 compared to Nasdaq-100's 24.5, Jabil appears attractively valued.

With AI infrastructure spending expected to reach $660-690 billion in 2026, the article recommends two "picks and shovels" plays: Micron Technology, which supplies critical high-bandwidth memory (HBM) chips for AI data centers with prices rising 75% recently, and Jabil, a data center hardware manufacturer guiding for 35% AI revenue growth to $12.1 billion. Both stocks trade at attractive valuations relative to the Nasdaq-100.

The article highlights CoreWeave and Jabil as undervalued AI stocks with significant growth potential in 2026. CoreWeave, a GPU data center provider, has experienced a 61% pullback from its 52-week high but maintains strong demand with a $55.6 billion revenue backlog growing 271% year-over-year. Jabil, a contract electronics manufacturer, is benefiting from AI infrastructure demand with projected 35% AI revenue growth to $12.1 billion in fiscal 2026. Both stocks are trading at attractive valuations relative to their growth prospects.

Jabil reported strong Q1 fiscal 2026 earnings, with 19% revenue growth and 36% core net income increase, beating analyst expectations. The company showed robust performance across multiple tech segments, particularly in intelligent infrastructure.

The global medical device contract manufacturing market is experiencing strong growth, driven by rising demand for advanced healthcare technologies, increasing chronic disease prevalence, and a shift towards outsourcing manufacturing processes. The market is expected to grow from $79 billion in 2024 to $196 billion by 2032.

Access Investment Management purchased 66,660 shares of John Wiley & Sons in Q3 2025, increasing its stake to 155,940 shares valued at $6.31 million, representing 1.7% of its U.S. equity assets under management.

The Electronics Manufacturing Services (EMS) and Original Design Manufacturing (ODM) market is projected to grow from USD 900.09 Billion in 2025 to USD 1,589.62 Billion by 2033, driven by increasing demand for consumer electronics, electric vehicles, and advanced manufacturing solutions.