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Jacobs Solutions Inc.

J · NYSE

Market open$131.80$-0.515000 (-0.39%)

Key statistics

Previous close$132.31
Open$131.36
Day high$135.16
Day low$130.90
52-week high$168.44
52-week low$105.68
Market cap15.56B
Volume672.87K
Average volume1.29M
P/E ratio19.82
Forward P/E14.93
EPS6.65
Dividend yield+1.03%

Market context

Why it moved

Jacobs Solutions (J) shares rose as the company benefited from a broadly positive earnings environment and investor rotation into non-chip sectors, even as broader markets faced selling pressure concentrated in semiconductor and AI-related stocks.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Jacobs Solutions is edging lower amid a broader risk-off session, as markets digest renewed U.S.-Iran military exchanges and a deteriorating AI sentiment narrative that is weighing on the industrials sector. Investors are looking ahead to the company's fiscal Q3 2026 earnings call scheduled for August 4, while recent contract wins — including a U.K. National Highways road framework covering at least 15 schemes and a seven-year grid expansion framework with Germany's TransnetBW — reinforce the company's strong infrastructure pipeline. Institutional activity is mixed, with Fifth Third Bancorp dramatically boosting its stake while Allspring Global trimmed its position by 30.7%, and the stock carries a Moderate Buy consensus with an average price target of $153.10 — well above current levels.

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July 17, 2026Jacobs Solutions rose over 2% as the company announced a seven-year multidisciplinary framework agreement with TransnetBW, one of Germany's four transmission system operators, to support critical grid expansion and renewable energy integration — adding to a U.K. National Highways contract win announced the prior day covering at least 15 infrastructure schemes. The contract wins reinforce Jacobs' growing position in global energy transition infrastructure, a key theme for the industrials sector, as investors eye the company's fiscal Q3 earnings call scheduled for August 4. The broader industrials sector (XLI) also closed higher on the day, supporting the move.

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July 16, 2026Jacobs Solutions closed modestly higher, outperforming the broader industrials sector (XLI essentially flat in after-hours), as the company announced three new strategic contracts with UK National Highways — including viaduct design commissions and a multi-disciplinary project management role covering at least 15 schemes over five years. The contract wins reinforce Jacobs' growing international infrastructure pipeline and complement its strong Q2 momentum, where the company beat earnings estimates ($1.75 vs. $1.64 EPS) and raised FY2026 guidance to $7.10–$7.35 EPS. With fiscal Q3 results scheduled for August 4 and an average analyst price target of $153.10 — well above current levels — investor attention is building ahead of the next earnings catalyst.

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July 15, 2026Jacobs Solutions shares rose over 2%, outperforming the broader industrials sector (XLI held relatively flat), as investors focused on upcoming fiscal Q3 earnings scheduled for August 4 and continued accumulation by institutional investors — including Canal Insurance and Ameriprise Financial, which boosted its stake by over 828%. The move builds on the company's strong Q2 print (EPS of $1.75 vs. $1.64 expected, revenue of $2.33B vs. $2.28B est.) and raised FY2026 guidance of $7.10–$7.35 EPS, with analysts holding a consensus "Moderate Buy" target of $153.10 — well above current levels. A record $27B backlog (+22% YoY) and 100%+ YoY growth in its data center business, driven by AI infrastructure demand, are reinforcing investor confidence ahead of the next earnings catalyst.

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July 14, 2026Jacobs Solutions edged higher, outperforming the broader industrials sector (XLI closed modestly lower) and the S&P 500, which declined amid renewed U.S.-Iran military tensions and a chip stock selloff. Investor sentiment toward Jacobs remains constructive, supported by a strong Q2 earnings beat ($1.75 EPS vs. $1.64 expected, revenue of $2.33B vs. $2.28B) and raised FY2026 guidance of $7.10–$7.35 EPS. Analyst consensus sits at 'Moderate Buy' with an average price target of $153.10—roughly 21% above current levels—while Citigroup holds a $181 Buy target. Notable insider buying by CEO Robert Pragada and a director in May, alongside multiple institutional accumulations, underscore continued confidence in the engineering firm's infrastructure-driven growth thesis.

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July 11, 2026Jacobs Solutions closed essentially unchanged, trading flat relative to the broader industrials sector (XLI), as investors weigh a constructive fundamental backdrop against mixed analyst sentiment. A new NAVFAC Washington IDIQ contract to deliver architectural and engineering services for Navy and Marine Corps installations in the D.C. region signals continued defense infrastructure momentum, while a Seeking Alpha analysis highlighted Q2 revenue growth of 27% and a $27B backlog as bullish catalysts. Analyst consensus remains a Moderate Buy with a $153.10 average price target, though recent downgrades from Wells Fargo and Truist reflect valuation caution, with CEO and director insider buying in May offering a partial offsetting signal. Shares are slipping about 1% in after-hours trading.

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July 10, 2026Jacobs Solutions fell nearly 3% as escalating US-Iran tensions and renewed geopolitical uncertainty pressured the broader industrials sector, with the XLI ETF also closing lower while crude oil surged after President Trump declared the Iran ceasefire 'over.' The pullback comes despite constructive company-specific developments, including a new NAVFAC multiyear contract to deliver architectural and engineering services for Navy and Marine Corps installations in the D.C. area, a Seeking Alpha analysis highlighting Q2 revenue jumping 27% with backlog reaching $27B, and ongoing analyst support with a consensus Moderate Buy rating and average price target of $153.10—representing significant upside from current levels.

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July 9, 2026Jacobs Solutions closed modestly lower, edging down alongside a broader risk-off session triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil prices surging and weighed on industrials. Against this macro backdrop, Jacobs announced a new multiyear IDIQ contract with NAVFAC Washington to deliver architectural and engineering design services for Navy and Marine Corps installations across the D.C. region, reinforcing its defense infrastructure exposure. Analyst consensus remains a Moderate Buy with a $153.10 average price target, well above current levels, supported by recent insider purchases by the CEO and a director, a Q2 earnings beat (EPS $1.75 vs. $1.64 est.), and a Seeking Alpha report citing 27% revenue growth and a $27B backlog.

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The Futurum Group · July 17, 2026Jacobs Takes a Strategic Step in Germany’s Energy TransitionMarketBeat · July 17, 2026Fifth Third Bancorp Grows Position in Jacobs Solutions Inc. $JMarketBeat · July 17, 2026Hillsdale Investment Management Inc. Invests $1.10 Million in Jacobs Solutions Inc. $JSimply Wall Street · July 16, 2026Jacobs Solutions (J) Lands Infrastructure Wins As Its Undervalued Narrative Stays In FocusTradingView · July 16, 2026Jacobs Wins Strategic Role in Germany Grid ModernizationMoomoo · July 16, 2026Jacobs Solutions Wins Seven-Year Framework Agreement With German Grid Operator TransnetBWGuruFocus · July 15, 2026Jacobs Solutions (J) Secures New Commissions from U.K. National HighwaysBusiness Wire · July 15, 2026Jacobs secures three strategic UK National Highways contracts
Mt Newswire · July 16, 2026Jacobs Solutions Wins Seven-Year Framework Agreement With German Grid Operator TransnetBW
Benzinga · July 15, 2026Trump Wants To Guard Hormuz. The UAE Wants To Bypass It.
Mt Newswire · July 15, 2026Jacobs Solutions Wins 3 New Contracts From UK's National Highways
Mt Newswire · July 7, 2026Jacobs Awarded Capital Region Military Infrastructure Design Contract
Benzinga · July 7, 2026Jacobs Selected By Naval Facilities Engineering Systems Command Washington To Deliver Architectural And Engineering Services For Military Installations Under IDIQ Single-Award Task Order Contract
Mt Newswire · July 2, 2026Jacobs Solutions Selected by Tilt Renewables for Australian Wind Project
Benzinga · July 2, 2026Jacobs Selected By Tilt Renewables As Owner’s Engineer For 288-MW Palmer Wind Farm Near Adelaide, South Australia
Mt Newswire · June 30, 2026Jacobs Solutions Selected for 2 Highway Improvement Projects in California

Peers

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