J
Jacobs Solutions Inc.
Updated 2026-04-09
Jacobs Solutions Inc. (J) Stock Price, Analysis & Forecast 2026
$128.93 ▲ 2.12%
J interactive stock chart
Key statistics
| Market cap | $15.49B | Today’s volume | 389,117 |
| Revenue (TTM) | $12.03B | Avg. daily volume | N/A |
| P/E ratio | 35.71x | Today’s range | 130.51 – 132.24 |
| Debt / equity | 0.86x | 52-week range | 107.31683-168.44 |
| Net margin | 3.52% | Beta | 0.752x |
| ROE | N/A% | Current ratio | 1.33x |
| Dividend & yield | $1.44 (0.01%) | Next earnings | 2026-05-05 |
| FCF yield | 5.65% | FMP rating | B |
| DCF fair value | $105.95 (-19.3%) | Revenue growth | 4.6% |
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.
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.
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.
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.
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.
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.
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.
4.0/10
| Metric | Value | Signal & strength |
|---|---|---|
| Debt / equity | 0.86x | Moderate |
| Current ratio | 1.33x | Adequate |
| FCF yield | 5.65% | Strong |
| DCF vs price | -19.3% | Overvalued |
| FMP debt score | 1/5 | Below avg |
8/10
| Metric | Value | Signal & strength |
|---|---|---|
| Gross margin | 24.43% | Low |
| Net margin | 3.52% | Low |
| EBITDA margin | 8.71% | Low |
| ROE | N/A | Low |
| ROA | N/A | Low |
| FMP ROE score | 4/5 | Above avg |
5.8/10
| Metric | Value | Signal & 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 score | 3/5 | Average |
4.0/10
| Metric | Value | Signal & strength |
|---|---|---|
| P/E ratio | 35.71x | Expensive |
| P/B ratio | 4.52x | Fair |
| P/S ratio | 1.25x | Cheap |
| DCF fair value | $105.95 | Overvalued |
| FMP P/E score | 2/5 | Below avg |
| FMP overall | 3/5 | 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
| Metric | J | Sector avg | Signal |
|---|---|---|---|
| P/E ratio | 35.71x | 18x | Expensive |
| Net margin | 3.52% | — | Low |
| ROE / ROIC | N/A | — | N/A |
| Debt / equity | 0.86x | — | Moderate |
| FCF yield | 5.65% | — | Strong |
| Revenue growth | 4.6% | — | Slowing |
| DCF fair value | $105.95 | — | Overvalued |
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.
| Metric | Value | Context |
|---|---|---|
| Short volume ratio | 71.2% | >60% = dominant short pressure |
| Shares sold short | 159.6K | FINRA-reported for 2026-04-08 |
| Total reported volume | 224.3K | All FINRA ATS + OTC volume |
| Exempt short volume | 132 | Market-maker / arbitrage exempt trades |
| Signal | High bearish pressure | FINRA CNMS Consolidated |
J insider trading activity
Corporate insiders must report trades to the SEC within two business days.
| Date | Insider | Role | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-03-06 | Miller Shannon | Officer: President | Sale | 1,440 | $134.13 | $193,147 | SEC |
| 2026-01-29 | Kiser Georgette D. | Director | Purchase | 1,468 | $136.29 | $200,074 | SEC |
| 2026-01-29 | Fernandez Manuel J | Director | Purchase | 1,468 | $136.29 | $200,074 | SEC |
| 2026-01-29 | Abani Priya | Director | Purchase | 1,468 | $136.29 | $200,074 | SEC |
| 2026-01-29 | Jackson Mary M. | Director | Purchase | 1,468 | $136.29 | $200,074 | SEC |
| 2026-01-29 | Pinkham Louis V. | Director | Purchase | 1,468 | $136.29 | $200,074 | SEC |
Source: SEC Form 4 via EDGAR · Data: Financial Modeling Prep · Not investment advice
Recent J analyst rating changes
| Firm | Previous | New rating | Date | Action | |
|---|---|---|---|---|---|
| Wells Fargo | Equal Weight | → | Equal Weight | 2026-01-23 | Reiterated |
| RBC Capital | Outperform | → | Outperform | 2025-11-21 | Reiterated |
| Citigroup | Buy | → | Buy | 2025-11-21 | Reiterated |
| Wells Fargo | Equal Weight | → | Equal Weight | 2025-11-21 | Reiterated |
| B of A Securities | Neutral | → | Neutral | 2025-11-21 | Reiterated |
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 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.
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.
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.
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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.
