Jabil Circuit: Color on quarter (JBL) 38.24 : Thomas Weisel says that JBL's qtr reflects broad-based growth across several end markets. Firm sees no signs of this growth engine slowing. Clearly, Nokia (NOK) is driving much of that growth as the two cos continue to expand their relationship into assemblies and more turnkey projects. JBL's stature as the best-run EMS provider looks very tough to beat at this point. Firm sees a fair value in the $40-45 range....
Piper likes the stock here as a core technology holding trading at a discount to its earnings growth. Firm believes that its May analyst day could be a catalyst as mgmt provides additional color around recent wins and acquisitions. JBL is gaining a disproportionate share of new outsourcing wins. Firm raises tgt to $48 from $38.
23-Mar-06 07:38 ET In Play Jabil Circuit upgraded to Buy from Hold at Needham- tgt $46 (JBL) 38.24 : Needham upgrades JBL to Buy from Hold and sets a $46 tgt following results. The firm says with consistent top and bottom line performance, impressive ROIC, careful customer diversification, and solid prospects for the balance of F2006 and beyond, Jabil continues to prove why it is regarded among the upper echelon of the EMS industry.
23-Mar-06 07:29 ET In Play Jabil Circuit tgt raised to $42 from $38 at BofA- following results (JBL) 38.24 :
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