JBL

Zacks analysts recommend two electronics manufacturing services (EMS) leaders, Sanmina Corp. and Jabil Inc., as undervalued investment opportunities positioned to benefit from expanding AI infrastructure demand. Both stocks carry strong Zacks Rank ratings and offer significant short-term price upside potential, with brokerage price targets indicating 58% and 56% upside respectively.

Zacks Premium offers Style Scores (Value, Growth, Momentum, and VGM) to help investors identify stocks with the highest likelihood of outperformance. The framework works in conjunction with the Zacks Rank system, which has delivered +23.82% average annual returns since 1988. Investors are advised to focus on stocks with Zacks Rank #1 or #2 combined with Style Scores of A or B for optimal portfolio performance.

Sanmina (SANM) and Jabil (JBL) are positioned as top investment picks in the electronics manufacturing services sector, benefiting from surging AI data center demand. Both companies trade below industry-average P/E multiples and offer significant short-term price upside potential, with SANM expected to grow 18.6% in revenue and JBL projected at 24.1% revenue growth for their respective fiscal years.