UBS increased its fiscal 2027 earnings per share projection to $16.78 from $15.89, while its fiscal 2028 forecast rose to $20.24 from $18.34. The firm anticipates AI-linked revenue reaching $20.3 billion by fiscal 2027, compared to $13.5 billion in fiscal 2026. “Amazon, Jabil’s largest AI partner, plans to accelerate deployment of its Graviton CPUs and Trainium AI ASICs over the next several years,” Vogt wrote. UBS forecasts Jabil’s operating margin expanding to approximately 6% in fiscal 2027, compared to an estimated 5.8% in fiscal 2026. Investments in automation and robotics technologies are expected to enhance both revenue growth and profitability metrics over the coming periods.