Jacobs Solutions (NYSE:J) Price Target Raised to $169.00

Key Points

• Royal Bank of Canada raised its price target on Jacobs Solutions to $169 with an "outperform" rating (implying ~34% upside); the street consensus is a "Moderate Buy" with an average target of $153.90 (6 Buy, 6 Hold).
• Q2 results beat expectations — $1.75 EPS vs. $1.64 and $2.33B revenue vs. $2.28B — and Jacobs raised FY2026 profit guidance to EPS 7.10–7.35, citing strong AI/data‑center demand and ~14% adjusted EBITDA growth.
• Despite the beat, the stock dropped about 7.6% to $126.12 after a GAAP net loss from a one‑time acquisition accounting hit and FY26 revenue guidance (~$13.0B) that disappointed versus Street (~$13.3B).

Jacobs Solutions (NYSE:J - Get Free Report) had its price target upped by equities researchers at Royal Bank Of Canada from $160.00 to $169.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has an "outperform" rating on the stock. Royal Bank Of Canada's target price points to a potential upside of 34.00% from the company's current price.

Several other research firms have also recently issued reports on J. Zacks Research upgraded shares of Jacobs Solutions from a "strong sell" rating to a "hold" rating in a research note on Thursday, February 5th. Wells Fargo & Company boosted their price objective on shares of Jacobs Solutions from $130.00 to $137.00 and gave the company an "equal weight" rating in a report on Friday, January 23rd. Robert W. Baird lowered their price objective on shares of Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating on the stock in a research report on Monday, April 13th. KeyCorp decreased their target price on shares of Jacobs Solutions from $154.00 to $150.00 and set an "overweight" rating for the company in a research note on Wednesday. Finally, Wall Street Zen cut Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a report on Saturday, April 18th. Six research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat, Jacobs Solutions has a consensus rating of "Moderate Buy" and an average target price of $153.90.

Jacobs Solutions Stock Down 7.6%

Shares of Jacobs Solutions stock traded down $10.44 on Wednesday, reaching $126.12. The company's stock had a trading volume of 1,092,545 shares, compared to its average volume of 915,678. Jacobs Solutions has a 52 week low of $118.04 and a 52 week high of $168.44. The firm's fifty day simple moving average is $129.98 and its two-hundred day simple moving average is $137.90. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $14.81 billion, a price-to-earnings ratio of 34.62, a P/E/G ratio of 1.35 and a beta of 0.73.

Jacobs Solutions (NYSE:J - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.64 by $0.11. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The firm had revenue of $2.33 billion for the quarter, compared to the consensus estimate of $2.28 billion. During the same period in the prior year, the company posted $1.43 earnings per share. The company's quarterly revenue was up 8.9% on a year-over-year basis. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. Equities analysts anticipate that Jacobs Solutions will post 7.13 earnings per share for the current year.

Insider Activity at Jacobs Solutions

In related news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction on Friday, March 6th. The shares were sold at an average price of $134.13, for a total transaction of $193,147.20. Following the transaction, the president owned 25,344 shares in the company, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.48% of the stock is owned by insiders.

Hedge Funds Weigh In On Jacobs Solutions

A number of hedge funds have recently made changes to their positions in the business. Empowered Funds LLC boosted its stake in Jacobs Solutions by 92.3% in the 1st quarter. Empowered Funds LLC now owns 6,720 shares of the company's stock worth $812,000 after purchasing an additional 3,226 shares during the period. Woodline Partners LP raised its position in shares of Jacobs Solutions by 38.7% during the first quarter. Woodline Partners LP now owns 10,353 shares of the company's stock valued at $1,252,000 after buying an additional 2,891 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Jacobs Solutions in the second quarter worth $321,000. Baird Financial Group Inc. boosted its position in shares of Jacobs Solutions by 1.7% during the second quarter. Baird Financial Group Inc. now owns 15,022 shares of the company's stock worth $1,975,000 after acquiring an additional 248 shares during the last quarter. Finally, AXA S.A. grew its stake in Jacobs Solutions by 14.9% during the second quarter. AXA S.A. now owns 19,670 shares of the company's stock valued at $2,586,000 after acquiring an additional 2,556 shares in the last quarter. Institutional investors own 85.65% of the company's stock.

Key Headlines Impacting Jacobs Solutions

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: Q2 beat on both EPS and revenue — Jacobs reported $1.75 EPS vs. $1.64 expected and $2.33B revenue vs. $2.28B expected, showing underlying margin and top‑line strength. Jacobs Solutions (J) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Company raised its 2026 profit forecast, citing strong demand for AI/data‑center infrastructure — a demand driver investors favor. Jacobs lifts 2026 profit forecast on strong AI infrastructure demand
• Positive Sentiment: Operational metrics: gross revenue and adjusted net revenue expanded year‑over‑year and adjusted EBITDA increased ~14%, reinforcing underlying growth momentum. Jacobs reports strong fiscal second quarter 2026 results
• Neutral Sentiment: Analyst consensus remains constructive — the street average is around a "Moderate Buy," supporting medium‑term interest. Jacobs Solutions Inc. Receives Average Rating of "Moderate Buy" from Analysts
• Neutral Sentiment: KeyCorp kept an overweight rating but trimmed its price target from $154 to $150 — still implies meaningful upside but the cut is a modest headwind for sentiment. Benzinga note on KeyCorp price target change
• Negative Sentiment: Revenue guidance disappointed relative to consensus — Jacobs gave FY26 revenue roughly $13.0B vs. Street near $13.3B, which likely drove concern about near‑term growth vs. expectations. Jacobs earnings report and guidance details
• Negative Sentiment: GAAP results were hurt by a one‑time acquisition transaction (PA acquisition), producing a GAAP net loss and negative GAAP EPS for the quarter — this accounting hit clouded the otherwise solid adjusted results. Jacobs reports strong fiscal second quarter 2026 results

About Jacobs Solutions

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.

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