ALTSTATION.IO
Jacobs Solutions Inc. (J) Stock Analysis
By Nova Skye | AltStation.io | Updated October 27, 2026
Company Overview
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 provides consulting, planning, architecture, design, engineering, and infrastruct
Key Financials
Market Cap
$17.30B
Revenue
$14.22B
EBITDA
$1.06B
Gross Margin
22.1%
Profit Margin
2.4%
Revenue Growth
34.5%
Total Cash
$1.18B
Total Debt
$4.05B
Free Cash Flow
$645.68M
52-Week Price Performance Analysis
Price Statistics
P/E Ratio
48.66
Forward P/E
17.78
Beta
0.70
52-Week High
$161.75
52-Week Low
$105.68
EPS
$3.01
50-Day Avg
$143.16
200-Day Avg
$133.53
Price/Book
5.26
Technical Analysis
J trades at $146.48, 78% of the way from its technical 52-week low of $105.09 to its high of $159.31. The stock is 7.64% below that high and 40.01% above the low. Price sits 4.83% above the 20-day moving average of $140.36, backed by gains of 6.36% over five trading days and 6.34% over 20 trading days. Near-term support is $135.27, while resistance sits just above the current price at $147.14. The trend is strong, but J must clear $147.14 to extend the move.
Recent News and Developments
Jacobs launches global energy infrastructure report
Jacobs published The Energy Readiness Equation after surveying 600 energy-sector decision makers across five countries. While 71% said sufficient capital is available, just 29% saw enough investable projects, and more than three-quarters expected at least 25% of major projects to risk delays or cost overruns. Source: Jacobs
Jacobs sets November 23 earnings date
Jacobs will release fiscal fourth-quarter and full-year 2026 results after the market closes on November 23. Management will hold its earnings call at 4:30 p.m. ET. Source: Jacobs
Citi raises Jacobs target to $188
Citi analyst Andrew Kaplowitz raised his Jacobs price target from $181 to $188 and maintained a Buy rating. Citi pointed to robust engineering and construction backlogs despite concern about AI infrastructure investment growth. Source: TipRanks
Market Sentiment and Analyst Recommendations
Bull Case
Revenue grew 34.5% to $14.22 billion, giving the bull case real operating momentum. Jacobs also has a $17.30 billion market cap, putting its valuation at roughly the same scale as annual revenue. The analyst consensus is buy across 15 analysts. Their average target of $162.80 represents $16.32 of upside from the current $146.48 price. Citi raised its target from $181 to $188 while maintaining a Buy rating, pointing to robust engineering and construction backlogs. Jacobs’ energy research also identified a large execution gap: 71% of surveyed leaders said capital was available, but only 29% saw enough investable projects. Jacobs sells the expertise needed to close that gap, and that is the clearest reason to own the stock here.
Bear Case
The biggest problem is valuation: J trades at 48.66 times earnings. That multiple leaves little room for weaker growth or poor execution. Total debt of $4.05 billion is more than three times the company’s $1.18 billion in cash. The average analyst target of $162.80 offers upside, but the low target of $144 is below the current $146.48 price. The stock is already 40.01% above its technical 52-week low and sits 78% of the way through the range, so buyers are not entering at a depressed level. Jacobs’ own research found that more than three-quarters of energy leaders expect at least 25% of major projects to face delays or cost overruns. Those conditions can support demand for Jacobs’ expertise, but they also create execution risk across the projects it serves.
What to Watch
Jacobs will report fiscal fourth-quarter and full-year 2026 results after the market closes on November 23, followed by a 4:30 p.m. ET earnings call. Revenue growth is the first test: the current benchmark is 34.5%. Investors should also watch whether earnings support the stock’s 48.66 P/E ratio. On the balance sheet, the key numbers are $1.18 billion in cash and $4.05 billion in debt. Technically, a move above the 30-day high of $147.14 would clear near-term resistance, while a drop below the $140.36 moving average would weaken momentum. The stronger downside warning is a break below the $135.27 30-day low. The thesis improves if results support growth and the stock clears $147.14; it weakens if growth disappoints while the valuation remains elevated.
Analyst Consensus
BUY
Based on 15 analyst opinions
Low Target
$144.00
Mean Target
$162.80
High Target
$188.00
Earnings and Financial Data
Sector
Industrials
Industry
Engineering & Construction
Employees
47,000
Earnings & Dividends
Next Earnings
Nov 23, 2026
EPS (Trailing)
$3.01
Dividend Yield
99.0%
Payout Ratio
45.2%
Frequently Asked Questions
Is J a good stock to buy?
The recommendation is buy based on 15 analysts, and revenue growth is 34.5%. The clear takeaway is that analysts favor J, but its 48.66 P/E makes the entry price demanding.
What is J’s price target?
The average analyst target is $162.80, with estimates ranging from $144.00 to $188.00. The takeaway is that the consensus target is above the current $146.48 price, although the low estimate is below it.
Is J stock near its 52-week high?
J is priced at $146.48, which is 7.64% below the technical 52-week high of $159.31. The takeaway is that J is close to the upper end of its range but has not reached its high.
What are the support and resistance levels for J?
Near-term support is the 30-day low of $135.27, and near-term resistance is the 30-day high of $147.14. The takeaway is that J is trading just below resistance at its current $146.48 price.
Does J pay a dividend?
The provided data does not include dividend information. The takeaway is that investors should not assume a dividend from these figures.
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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated October 27, 2026.