Jacobs Solutions Inc. Monthly Stock Report - December 2025

Publication Date: December 19, 2025

Company Overview

Jacobs Solutions Inc. (NYSE: J), headquartered in Dallas, Texas, is a prominent player in the Engineering & Construction industry within the broader Industrials sector. Founded in 1947, Jacobs provides a diverse range of services encompassing consulting, planning, architecture, design, engineering, and infrastructure delivery. With a global footprint extending across the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa, the company specializes in various sectors, including consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport.

Jacobs Solutions operates within an industry that currently boasts a total revenue of approximately $12.03 billion, demonstrating the vital role that engineering and construction services play in economic development. The company's substantial market presence and comprehensive service offerings position it well to capitalize on ongoing infrastructure and technological advancement trends.

52-Week Price Performance Analysis

52-Week Price Performance Chart

The stock performance of Jacobs Solutions over the past 52 weeks reveals a compelling narrative of volatility and resilience. Currently trading at $131.83, the stock has seen a significant range, with a 52-week high of $168.44 and a low of $105.18. As depicted in the price charts, the stock initially faced a downturn from December 2024 to April 2025, dipping as low as $110 before embarking on a robust recovery culminating in a peak around October 2025.

Chart Insights

• Recent Price Trends: The stock witnessed a strong uptrend from May to October 2025, showcasing an impressive 50% increase from its earlier lows. Since hitting its peak, the stock has undergone a correction, reinforcing a dynamic trading environment.
• Support and Resistance Levels: The key support level has emerged around $130, while resistance has been established near $165. The stock's ability to reclaim momentum will be pivotal, especially as it attempts to maintain levels above $130, indicated as crucial for potential upside.
• Moving Average Analysis: The 50-day moving average currently stands at $148.07, suggesting weakening momentum as it slopes downward. An inability for the stock to break above this moving average could indicate continued bearish sentiment in the near term, while a recovery above could ignite bullish momentum.

Financial Performance and Metrics

Jacobs Solutions' financial performance remains robust, characterized by solid revenue generation and effective cost management strategies:

• Total Revenue: Approximately $12.03 billion, representing consistent revenue streams across its diverse service offerings.
• EBITDA: Estimated at $1.27 billion, reflecting a healthy profitability margin and operational efficiency that could instill further confidence in investors.
• Earnings Per Share (EPS): Adjusted EPS for the fiscal year 2025 was reported at $1.75, exceeding analyst expectations of $1.67. For fiscal 2026, guidance suggests EPS between $6.90 and $7.30, indicative of sustained growth potential.

Additionally, with a market capitalization of roughly $15.4 billion, Jacobs maintains a total of 119,536,469 outstanding shares, with a float of 117,172,173 shares and short interest accounting for approximately 2.66% of the float. This relatively low level of shorted shares suggests that market sentiment leans towards stability and optimism about Jacobs' prospects.

Recent News and Developments

The latest financial updates for Jacobs Solutions, particularly from the fiscal fourth quarter of 2025, have been promising:

• Revenue Growth: Gross revenue surged by 6.6% year-over-year to $3.2 billion, aided by an increase in adjusted net revenue, which climbed by 5.8% to $2.2 billion.
• Record Backlog: The company reported a record backlog of $23.1 billion, underscoring a solid foundation for future growth.
• Recent Dividend: On December 19, 2025, Jacobs approved a quarterly dividend of $0.32 per share, a signal of its commitment to returning value to shareholders.
• Investment Activity: Notably, Caldwell Trust Co recently invested about $1.27 million in Jacobs Solutions, reflecting confidence in the company's future.

These recent developments signify Jacobs Solutions' commitment to maintaining a strong growth trajectory and its ability to navigate market challenges effectively.

Market Sentiment and Analyst Recommendations

Market sentiment surrounding Jacobs Solutions is characterized by mixed opinions from analysts:

• Analyst Consensus: The consensus recommendation across various analysts generally hovers around a "hold" rating, with some upgrades noted, such as Wall Street Zen moving from "hold" to "buy."
• Price Targets: The average forecasted price target is approximately $155.10, with high estimates reaching $180.00 and lower projections around $130.00.
• Investor Sentiment: Current stock trading indicates a performance shift, having recently opened at $128.87 with fluctuations pointing towards both risk and opportunity.

Opportunities and Risks

Potential opportunities are abundant, particularly due to Jacobs' strong revenue growth, substantial backlog, and positive earnings guidance. However, investors should be wary of the stock's current trading levels, particularly in light of the recent correction, as well as the impending market pressures that could arise if support levels fail.

In conclusion, Jacobs Solutions Inc. presents a compelling investment case rooted in its strong fundamentals, with solid financial performance and robust future growth potential bolstered by recent developments and strategic market positioning. Given the mixed analyst sentiments and significant price levels to watch, investors should approach the stock with a keen eye on supporting trends while being prepared for potential market volatility.