Jabil (JBL) Executives Exit & Sell Shares — Is the AI Rally Losing Steam?

Jabil Inc. has entered 2026 with a flurry of insider stock sales that raise questions for investors. After a remarkable 58% share price surge in 2025—driven primarily by AI-fueled demand in its Intelligent Infrastructure segment—the stock touched an all-time intraday high of $256.17 in mid-January. Shortly after, Executive Chairman Mark Mondello sold nearly $10 million worth of shares over several days, coinciding with his imminent exit from the board. Other key executives, including SVP Adam Berry and director Anousheh Ansari, also offloaded shares. These transactions occurred just as the company reported strong Q1 fiscal 2026 results, raised full-year guidance, and reaffirmed momentum across business units. With Jabil’s valuation multiples expanding and its fundamentals still strong, the timing of insider selling invites scrutiny. Investors must evaluate whether these sales signal internal caution or are merely routine profit-taking following exceptional stock performance.