Jabil Inc. (JBL): Among the Best Electronic Components Stocks to Buy Now

Insider Monkey
19 Apr

We recently compiled a list of the 10 Best Electronic Components Stocks to Buy Now. In this article, we are going to take a look at where Jabil Inc. (NYSE:JBL) stands against the other electronic components stocks.

President Trump recently exempted smartphones, computers, and many other electronic and tech devices and components from his reciprocal tariffs. A new guidance from US Customs and Border Protection that was issued on Friday, April 11 came after Trump had imposed 145% tariffs on products from China. The guidance also includes exemptions for semiconductors, solar cells, flat panel TV displays, flash drives, and memory cards.

READ ALSO: 14 Best American Tech Stocks To Buy Now and 10 Best EV Stocks to Buy Under $50.

The White House explained that these exemptions were made because President Trump wants to give companies time to move their production and manufacturing to the US. On Sunday, April 13, US Commerce Secretary Howard Lutnick pointed out that these electronics and components would soon be covered under new tariffs. President Trump also said on social media that these products will receive no exceptions.

According to a Federal Register notice put online, the US Commerce Department started a national security investigation into imports of semiconductor technology and related products. The official document calls for public comments on the investigation with the comment period stated to end on May 7, 2025. This further confirms that chips and the electronic supply chain are not to be excluded from President Donald Trump’s tariff plans.

The investigation covers a wide variety of items. These include chip components like silicon wafers, equipment used to make chips, and “downstream products that contain semiconductors.” Semiconductors play a crucial role in various modern electronic devices and this investigation could have a big impact on the tech and electronics industries.

Methodology

To compile our list of the 10 best electronic components stocks to buy now, we used stock screeners from Finviz and Yahoo Finance to find the largest electronic components companies. We sorted our results based on market capitalization and picked the top 25 electronic components stocks. We also reviewed our own rankings, financial media reports, and various online resources to compile a list of the best electronic components stocks. Next, we focused on the 10 stocks most favored by institutional investors. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q4 2024 database of more than 1,000 elite hedge funds. Finally, the 10 best electronic components stocks to buy now were ranked in ascending order based on the number of hedge funds holding stakes in them as of Q4 2024.

Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A technician overseeing an application-specific integrated circuit design, etched on a metallic plate.

Jabil Inc. (NYSE:JBL)

Number of Hedge Fund Holders: 55

Jabil Inc. (NYSE:JBL) is an American multinational manufacturing company that designs and manufactures electronic circuit board assemblies and systems. The company’s solutions span across advanced automation, autonomous systems, connected solutions, printed electronics, and more. Jabil Inc. (NYSE:JBL) serves customers in a range of markets including healthcare, packaging, smartphones, cloud equipment, automotive, and home appliances. The company also offers supply chain services to some of the biggest brands in the world. JBL ranks among the best electronic components stocks to invest in.

The company is making moves to create advanced technology solutions to serve the fast-growing and fast-changing AI and data center markets. On April 1, Jabil Inc. (NYSE:JBL) announced the launch of its new 1.6T transceivers. These transceivers, which can transmit data at rates up to 1.6 Terabits per second, are highly efficient and can double the data capacity of data center racks without requiring any changes to existing infrastructure. The new 1.6T transceivers are a part of Jabil Inc.’s (NYSE:JBL) growing portfolio of photonics products to support the accelerating demand for AI/ML workloads, high-performance computing (HPC), cloud computing, and high-speed data center interconnects.

Overall, JBL ranks 3rd on our list of the best electronic components stocks to buy now. While we acknowledge the potential of JBL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JBL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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