Jacobs Solutions Inc.

Jacobs Solutions Inc.

JยทNYSE

$121.27

-1.4%
IndustrialsEngineering & Construction

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company offers consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also provides consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$14.32B
EPS2.3900
P/E Ratio50.74
Earnings Date08/04/2026
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Jacobs Solutions Inc. Street Expectations Map

J ยท NYSE

Wall Street analysts project that J stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 156.17, with estimates ranging from a low of 137.00 to a high of 175.00.

Lowest Target
137.00
12.97%
Consensus Target
156.17
28.78%
Highest Target
175.00
44.31%

The consensus 1-year price target stands at 156.17, with estimates ranging from a low of 137.00 to a high of 175.00.

Analyst Consensus Analysis

Upside Potential

+28.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

24.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Jacobs Solutions Inc. Forward Estimates of Revenue

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Latest Revenue
12.03B
FY 2025
Avg Estimate
9.50B
FY 2026
Estimate Range
9.37B - 9.63B
Analyst Spread

Forward Growth Analysis

Projected Growth-21.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Jacobs Solutions Inc. Forward Estimates of Net Income

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Latest Net Income
290.25M
FY 2025
Avg Estimate
871.47M
FY 2026
Estimate Range
865.45M - 877.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+200.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jacobs Solutions Inc. Forward Estimates of EPS

J ยท NYSE
Latest EPS
2.39
FY 2025
Avg Estimate
$7.24
FY 2026
Estimate Range
$7.21 - $7.31
Analyst Spread

Forward Growth Analysis

Projected Growth+202.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Jacobs Solutions Inc. Forward Estimates of EBIT

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Latest EBIT
689.26M
FY 2025
Avg Estimate
601.70M
FY 2026
Estimate Range
593.31M - 610.09M
Analyst Spread

Forward Growth Analysis

Projected Growth-12.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Jacobs Solutions Inc. Forward Estimates of EBITDA

J ยท NYSE
Latest EBITDA
926.84M
FY 2025
Avg Estimate
836.33M
FY 2026
Estimate Range
824.68M - 847.99M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Jacobs Solutions Inc. Forward Estimates of SG&A Expense

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Latest SG&A Expense
2.12B
FY 2025
Avg Estimate
1.76B
FY 2026
Estimate Range
1.73B - 1.78B
Analyst Spread

Forward Growth Analysis

Projected Growth-17.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Jacobs Solutions Inc. Insider Positioning

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During the last 12 months, insiders have purchased $814K and sold $193K worth of J shares, resulting in $620K of net buying activity.

3 Months

Bought

4.3K

477.65K

Sold

1.4K

193.15K

Net Activity

+285K

+$285K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

2.5K

335.88K

Sold

0

0.00

Net Activity

+336K

+$336K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
PRV

Pragada Robert V

Director, Officer: Chair & Ceo

3.6K sharesโ€ข1 transactions

$400K

2
FMJ

Fernandez Manuel J

Director

1.4K sharesโ€ข3 transactions

$177K

3
RPJ

Robertson Peter J

Director

1.0K sharesโ€ข1 transactions

$135K

4
NV

Nathamuni Venkatesh

Officer: Chief Financial Officer

750 sharesโ€ข1 transactions

$101K

Top Sellers

1
MS

Miller Shannon

Officer: President

1.4K sharesโ€ข1 transactions

$193K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $620K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

4.21:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$285K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

4 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.