Jacobs Solutions Inc. (J) Stock Price, Analysis & Forecast 2026








NASDAQ
J
Jacobs Solutions Inc.
Updated 2026-04-09

Jacobs Solutions Inc. (J) Stock Price, Analysis & Forecast 2026

Current price
$128.93 ▲ 2.12%
Market cap$15.49B
ConsensusBuy
Price target$155.5 +18.5%
52-week range107.31683-168.44
Next earnings2026-05-05

J interactive stock chart

Key statistics

Market cap$15.49BToday’s volume389,117
Revenue (TTM)$12.03BAvg. daily volumeN/A
P/E ratio35.71xToday’s range130.51 – 132.24
Debt / equity0.86x52-week range107.31683-168.44
Net margin3.52%Beta0.752x
ROEN/A%Current ratio1.33x
Dividend & yield$1.44 (0.01%)Next earnings2026-05-05
FCF yield5.65%FMP ratingB
DCF fair value$105.95 (-19.3%)Revenue growth4.6%
Other Industrials stocks to watchAll stocks →

See also: CPAY · GDDY · GEN · GIB · IT · All Engineering & Construction stocks

Is J a good stock to buy in 2026?

J stock presents a complex picture for investors in 2026. While a significant 63.2% of analysts rate J as a “Buy,” its current P/E ratio of 35.71x stands considerably higher than the sector average of 18x, suggesting a premium valuation. Furthermore, our discounted cash flow (DCF) analysis points to a fair value of $105.95, indicating the stock may be overvalued by approximately 19.3% at its current price. This is not investment advice.

Strong FCF Yield
High P/E Ratio
Mixed Signal

2026 J price scenarios

Based on analyst consensus of $155.5 from 38 analysts. Not a prediction by Alert Invest.

Optimistic$175
+33.4% upside

Requires:

  • Stronger-than-expected revenue growth driven by infrastructure spending initiatives globally.
  • Improved net margins exceeding the current 3.52% through operational efficiencies and cost controls.
  • Successful execution of new, high-margin projects, boosting investor confidence and valuation multiples.
0.0% of analysts · strong buy

Base case$155.5
+18.5% upside

Assumes:

  • Jacobs Solutions Inc. achieves its forward EPS estimate of $9.01625, signaling stable profitability.
  • Revenue aligns with the forward estimate of $10.704 billion, reflecting continued project delivery.
  • Market multiples for J stock remain relatively consistent with historical averages for its sector, adjusting for current growth projections.
36.8% hold · consensus view

Pessimistic$137
+4.4%

Key risks:

  • Economic slowdowns or project delays impacting the industrials sector, leading to reduced contract awards.
  • Increased competition or pricing pressure eroding the company’s net margin of 3.52%.
  • Higher-than-anticipated operational costs or unforeseen project complexities that depress earnings below the forward EPS estimate.
0.0% of analysts · sell

How does J compare?

Side-by-side valuation, growth, and analyst ratings vs top Industrials competitors.

About Jacobs Solutions Inc. (J)

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 secu

Led by CEO Robert V. Pragada, Jacobs Solutions Inc. is a global professional services firm employing approximately 45,000 people. The company distinguishes itself through its comprehensive offerings, spanning consulting, planning, design, engineering, and program management across diverse sectors like infrastructure, advanced facilities, and environmental solutions. Its broad expertise and international footprint provide a significant competitive edge in delivering complex projects worldwide, enhancing its standing as a leader in the Engineering & Construction industry.

J competitive moat and business analysis

Jacobs Solutions Inc. operates in a competitive market, where its ability to differentiate is crucial. With a net margin of 3.52%, the company demonstrates its operational efficiency, though this margin is typical for project-based services within the Industrials sector. Due to the nature of their operations, specific ROE and ROIC data are not available; however, the company’s established reputation, deep engineering expertise, and long-standing client relationships contribute to its competitive advantage. These factors, combined with a low beta of 0.752, suggest a relatively stable business model, appealing to investors looking for less volatile J stock.

While specific granular revenue breakdown by segment and geography is not provided in detail for fiscal year 2025 as a direct numerical output, the presence of this structure for `[(‘symbol’, ‘J’), (‘fiscalYear’, 2025), (‘period’, ‘FY’), (‘reportedCurrency’, None), (‘date’, ‘2025-09-26′)]` indicates Jacobs’ diversified operational footprint. The company’s global presence across the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa underscores its ability to leverage diverse market opportunities and mitigate region-specific risks within the Industrials sector. This geographical and segmental diversification helps stabilize its revenue streams.

Jacobs Solutions Inc. reported a revenue growth of 4.6%, indicating a positive trend for the business. This growth rate, while moderate, reflects the company’s continued ability to secure and deliver projects. Unfortunately, a specific transcript quote from recent earnings calls is not available to provide direct management commentary on the moat’s evolution or strategic initiatives to strengthen its competitive position. However, continued investment in advanced engineering solutions and strategic partnerships would be key to sustaining its moat in the long term, addressing concerns about J valuation.

When considering the investment landscape, comparing J stock to its peers offers valuable perspective. While direct head-to-head analysis requires detailed financial data, understanding the general competitive environment is vital. For a more in-depth comparison of J’s valuation, growth metrics, and analyst sentiment against companies like J vs CPAY, J vs GDDY, and J vs GEN, investors should utilize dedicated comparison tools to evaluate which company might represent a better opportunity. This peer analysis is crucial for determining if J is a good stock relative to others in the Engineering & Construction industry.

Jacobs Solutions Inc. analyst rating

Based on 38 analysts. 63.2% rate J Buy or Strong Buy.

Buy
Based on 38 analyst ratings
Consensus target
$155.5
+18.5% upside
Strong buy

0.0%

Buy

63.2%

Hold

36.8%

Sell

0.0%

Strong sell

0.0%

A 63.2% “Buy” rating from 38 analysts is generally considered a strong endorsement within the Industrials sector, often indicating positive sentiment regarding future performance or the current J valuation. This level of consensus suggests that a majority of market professionals see upside potential for J stock.

J financial scorecard

Comprehensive ranking of J across four financial dimensions.

Financial strength

4.0/10

MetricValueSignal & strength
Debt / equity0.86x
Moderate

Current ratio1.33x
Adequate

FCF yield5.65%
Strong

DCF vs price-19.3%
Overvalued

FMP debt score1/5
Below avg

Profitability rank

8/10

MetricValueSignal & strength
Gross margin24.43%
Low

Net margin3.52%
Low

EBITDA margin8.71%
Low

ROEN/A
Low

ROAN/A
Low

FMP ROE score4/5
Above avg

Growth rank

5.8/10

MetricValueSignal & strength
Revenue growth YoY+4.6%
Slowing

Revenue (TTM)$12.03B
Large scale

Forward EPS est.$9.01625
Analyst consensus

Forward revenue$10.7B
Analyst consensus

FMP DCF score3/5
Average

Valuation rank

4.0/10

MetricValueSignal & strength
P/E ratio35.71x
Expensive

P/B ratio4.52x
Fair

P/S ratio1.25x
Cheap

DCF fair value$105.95
Overvalued

FMP P/E score2/5
Below avg

FMP overall3/5
Average

Is J undervalued or overvalued?

Evaluating J stock valuation reveals a mixed signal. The company’s P/E ratio of 35.71x is significantly higher than the Engineering & Construction sector average of 18x, suggesting that the market is currently pricing J at a premium compared to its industry peers. This elevated multiple could imply expectations of higher future growth or a stronger competitive position, yet it also indicates that the stock is not “cheap” by traditional P/E metrics.

Further analysis using a Discounted Cash Flow (DCF) model points to a fair value of $105.95. This DCF valuation is approximately 19.3% below the current trading price, reinforcing the perspective that J may be currently overvalued. Investors considering whether J is a good stock to buy should weigh this potential overvaluation against the positive analyst consensus and the company’s operational strengths.

J financial health & key metrics

MetricJSector avgSignal
P/E ratio35.71x18xExpensive
Net margin3.52%Low
ROE / ROICN/AN/A
Debt / equity0.86xModerate
FCF yield5.65%Strong
Revenue growth4.6%Slowing
DCF fair value$105.95Overvalued

For value investors assessing J stock, the financial health metrics present a nuanced perspective. While the Free Cash Flow (FCF) yield of 5.65% is strong, indicating efficient cash generation, the P/E ratio of 35.71x is substantially higher than the sector average, hinting at potential overvaluation. The debt-to-equity ratio of 0.86x appears moderate, suggesting a manageable level of leverage. With revenue growth at 4.6% and a net margin of 3.52%, Jacobs Solutions Inc. demonstrates stable, albeit not explosive, operational performance. The DCF fair value of $105.95 further suggests caution for those primarily focused on intrinsic value.

Jacobs Solutions Inc. earnings history & next report

Jacobs Solutions Inc. reported EPS of $1.53, beating estimates by 0.66%. Next earnings: 2026-05-05 with EPS estimate of $1.64.

With Jacobs Solutions Inc. set to report its next earnings on 2026-05-05, investors should closely monitor the actual EPS against the estimate of $1.64. Key aspects to watch include any updates on their pipeline of large-scale infrastructure and advanced facilities projects, commentary on potential margin improvements, and outlook for future revenue growth, especially considering the current revenue growth rate of 4.6%. Any guidance changes or insights into global project demand will be crucial for understanding the trajectory of J stock.

J daily short volume

Short volume data from FINRA CNMS Consolidated — shares sold short in the most recent US trading session. A high short ratio can signal bearish conviction or a potential short squeeze. Updated every trading day.

Short ratio
71.2%
High bearish pressure
Short volume
159.6K
shares sold short
Total volume
224.3K
FINRA-reported
Short ratio barSession: 2026-04-08
0%71.2% shorted100%
MetricValueContext
Short volume ratio71.2%>60% = dominant short pressure
Shares sold short159.6KFINRA-reported for 2026-04-08
Total reported volume224.3KAll FINRA ATS + OTC volume
Exempt short volume132Market-maker / arbitrage exempt trades
SignalHigh bearish pressureFINRA CNMS Consolidated

J insider trading activity

Corporate insiders must report trades to the SEC within two business days.

Insider signal
Bullish
Insiders are net buyers — historically a positive signal.
Total purchases
$1,400,516
7 transactions
Total sales
$193,147
1 transactions
DateInsiderRoleTypeSharesPriceValueFiling
2026-03-06Miller ShannonOfficer: PresidentSale1,440$134.13$193,147SEC
2026-01-29Kiser Georgette D.DirectorPurchase1,468$136.29$200,074SEC
2026-01-29Fernandez Manuel JDirectorPurchase1,468$136.29$200,074SEC
2026-01-29Abani PriyaDirectorPurchase1,468$136.29$200,074SEC
2026-01-29Jackson Mary M.DirectorPurchase1,468$136.29$200,074SEC
2026-01-29Pinkham Louis V.DirectorPurchase1,468$136.29$200,074SEC

Source: SEC Form 4 via EDGAR · Data: Financial Modeling Prep · Not investment advice

Recent J analyst rating changes

FirmPreviousNew ratingDateAction
Wells FargoEqual WeightEqual Weight2026-01-23Reiterated
RBC CapitalOutperformOutperform2025-11-21Reiterated
CitigroupBuyBuy2025-11-21Reiterated
Wells FargoEqual WeightEqual Weight2025-11-21Reiterated
B of A SecuritiesNeutralNeutral2025-11-21Reiterated

Jacobs Solutions Inc. stock news today

There has been no major news or press releases for Jacobs Solutions Inc. (J) reported this week.

How does J compare to its peers?

To thoroughly evaluate whether J is a good stock for your portfolio, it’s beneficial to compare Jacobs Solutions Inc. against its key competitors in the Engineering & Construction industry. This helps put its performance, valuation, and growth prospects into context.

CPAY

CPAY operates in the business support services, offering various enterprise solutions. While not a direct E&C firm, it represents a related industrial services sector peer often evaluated for operational efficiency and service-based revenue streams.

Compare J vs CPAY

GDDY

GDDY is involved in IT infrastructure and services, which can overlap with advanced facility solutions and digital transformation initiatives in the Industrials sector. It offers a contrasting business model focused on digital rather than physical infrastructure.

Compare J vs GDDY

GEN

GEN focuses on cybersecurity software and services, providing critical infrastructure protection. While different from construction, its role in protecting essential services aligns it within the broader Industrials sector for strategic comparison.

Compare J vs GEN

Alert Invest · Free Newsletter

Get alerts when top investors buy a stock!

Track when institutional investors, insiders, and analysts change their positions. Alert Invest sends you a data-driven brief the moment it happens — free, every week.

  • Institutional & insider moves
  • Analyst upgrades & downgrades
  • 100% free — unsubscribe anytime

Get free investor alerts →

FAQ — Jacobs Solutions Inc. (J) stock

What is the market cap for J?

As of 2026-04-09, J market cap is $15.49B.

What is the P/E ratio for J?

J P/E is 35.71x vs Engineering & Construction sector avg 18x. This indicates it is currently expensive relative to its peers.

What is the analyst price target for J?

Consensus: $155.5 (18.5% upside). High: $175. Low: $137. 38 analysts as of 2026-04-09. Not a prediction by Alert Invest.

Is J a good investment in 2026?

With 63.2% of analysts rating J as a “Buy” and a forward EPS estimate of $9.01625, there’s positive market sentiment for J stock. However, its P/E ratio of 35.71x and a DCF fair value of $105.95 suggest it may be overvalued based on traditional metrics. Investors should weigh these factors carefully, considering their own risk tolerance and investment horizon.

Is J overvalued or undervalued?

Based on its P/E ratio of 35.71x, which is significantly higher than the sector average of 18x, J appears overvalued. Furthermore, a Discounted Cash Flow (DCF) analysis estimates its fair value at $105.95, representing a -19.3% difference from the current price, reinforcing the assessment that J stock is currently overvalued.

For informational purposes only. Not investment advice. Data: Financial Modeling Prep & SEC EDGAR. Always do your own research.