Jacobs Solutions (NYSE:J) Stock Price Expected to Rise, Citigroup Analyst Says

Key Points

• Citigroup raised its target for Jacobs Solutions from $180 to $181 and kept a "buy" rating, implying about a 43.8% upside versus the current share price, while the Street average target is roughly $154 with a "Moderate Buy" consensus.
• Jacobs beat Q2 estimates (adjusted EPS $1.75 vs. $1.64; revenue $2.33B) and cited a record backlog (~$27B) that supported a raised FY26 profit outlook, but revenue guidance fell short of Street expectations and a GAAP loss from acquisition costs helped push the stock down about 7.8% to $125.86.

Jacobs Solutions (NYSE:J - Get Free Report) had its target price raised by Citigroup from $180.00 to $181.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a "buy" rating on the stock. Citigroup's price objective indicates a potential upside of 43.81% from the stock's current price.

A number of other research firms also recently weighed in on J. KeyCorp reduced their target price on Jacobs Solutions from $154.00 to $150.00 and set an "overweight" rating on the stock in a report on Wednesday. Zacks Research upgraded Jacobs Solutions from a "strong sell" rating to a "hold" rating in a report on Thursday, February 5th. Robert W. Baird reduced their target price on Jacobs Solutions from $130.00 to $126.00 and set a "neutral" rating on the stock in a report on Monday, April 13th. Royal Bank Of Canada upped their target price on Jacobs Solutions from $160.00 to $169.00 and gave the stock an "outperform" rating in a report on Wednesday. Finally, Wall Street Zen downgraded Jacobs Solutions from a "strong-buy" rating to a "buy" rating in a report on Saturday, April 18th. Six equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $154.00.

Jacobs Solutions Trading Down 7.8%

NYSE J traded down $10.69 on Wednesday, hitting $125.86. The company's stock had a trading volume of 2,485,264 shares, compared to its average volume of 933,164. Jacobs Solutions has a 52-week low of $118.04 and a 52-week high of $168.44. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72. The company's 50-day simple moving average is $129.98 and its 200 day simple moving average is $137.90. The firm has a market cap of $14.78 billion, a P/E ratio of 34.43, a PEG ratio of 1.35 and a beta of 0.73.

Jacobs Solutions (NYSE:J - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The company reported $1.75 earnings per share for the quarter, topping the consensus estimate of $1.64 by $0.11. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The business had revenue of $2.33 billion during the quarter, compared to analysts' expectations of $2.28 billion. During the same quarter last year, the business posted $1.43 EPS. The business's 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. Research analysts predict that Jacobs Solutions will post 7.13 EPS for the current fiscal year.

Insider Activity at Jacobs Solutions

In other news, President Shannon Miller sold 1,440 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $134.13, for a total value of $193,147.20. Following the sale, the president directly owned 25,344 shares of the company's stock, valued at $3,399,390.72. The trade was a 5.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.48% of the stock is currently owned by corporate insiders.

Institutional Trading of Jacobs Solutions

A number of hedge funds have recently made changes to their positions in J. Measured Wealth Private Client Group LLC bought a new stake in shares of Jacobs Solutions in the 3rd quarter worth approximately $27,000. Princeton Global Asset Management LLC bought a new position in Jacobs Solutions in the 4th quarter valued at approximately $30,000. Central Pacific Bank Trust Division bought a new position in Jacobs Solutions in the 4th quarter valued at approximately $31,000. Godsey & Gibb Inc. lifted its position in Jacobs Solutions by 121.0% in the 3rd quarter. Godsey & Gibb Inc. now owns 221 shares of the company's stock valued at $33,000 after acquiring an additional 121 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in Jacobs Solutions by 65.4% in the 3rd quarter. Geneos Wealth Management Inc. now owns 220 shares of the company's stock valued at $33,000 after acquiring an additional 87 shares in the last quarter. 85.65% of the stock is owned by institutional investors.

Jacobs Solutions News Roundup

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

• Positive Sentiment: Q2 results beat expectations: adjusted EPS $1.75 vs. $1.64 est., and adjusted revenue of $2.33B topped estimates; adjusted EBITDA rose and adjusted net revenue grew ~8.8% year-over-year. Read More.
• Positive Sentiment: Record backlog (~$27B) and strong demand for data‑center/AI infrastructure supported management raising its profit outlook for FY26. That reinforces secular growth drivers in higher-margin data-center work. Read More.
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada raised its price target to $169 (outperform), signaling upside versus recent levels. Read More.
• Neutral Sentiment: Consensus sentiment remains skewed positive overall (average analyst rating ~“Moderate Buy”), reflecting mixed views on near-term noise versus long‑term demand. Read More.
• Negative Sentiment: Revenue guidance came in below Street expectations: FY26 revenue guided to ~$13.0B vs. consensus nearer $13.3B — investors punished the stock for the revenue shortfall despite EPS guidance roughly in line with consensus. Read More.
• Negative Sentiment: GAAP results included a ~$43M net loss and negative GAAP EPS, driven by transaction costs from the PA acquisition; such one‑time charges can create headline risk and volatility. Read More.
• Negative Sentiment: Other sell‑side moves were mixed: KeyCorp trimmed its price target to $150 (still overweight), reflecting caution around near-term top‑line execution. Read More.

Jacobs Solutions Company Profile

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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