Jacobs Solutions Inc.
J · NYSE
Analyst ratings
buy · 8 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| July 2, 2026 | Truist Securities | Maintains | Hold | $149.00 |
| May 19, 2026 | RBC Capital | Reiterates | Outperform | $169.00 |
| May 7, 2026 | Wells Fargo | Maintains | Equal-Weight | $131.00 |
| May 6, 2026 | Citigroup | Maintains | Buy | $181.00 |
| May 6, 2026 | RBC Capital | Maintains | Outperform | $169.00 |
| May 6, 2026 | Keybanc | Maintains | Overweight | $150.00 |
| April 13, 2026 | Baird | Maintains | Neutral | $126.00 |
| January 23, 2026 | Wells Fargo | Maintains | Equal-Weight | $137.00 |
| November 21, 2025 | Citigroup | Maintains | Buy | $180.00 |
| November 21, 2025 | Truist Securities | Maintains | Hold | $152.00 |
| November 21, 2025 | Wells Fargo | Maintains | Equal-Weight | $130.00 |
| November 21, 2025 | RBC Capital | Maintains | Outperform | $156.00 |
| November 21, 2025 | B of A Securities | Maintains | Neutral | $141.00 |
| November 21, 2025 | Baird | Downgrades | Neutral | $146.00 |
| October 20, 2025 | Citigroup | Maintains | Buy | $185.00 |
| October 20, 2025 | Barclays | Maintains | Overweight | $160.00 |
| October 20, 2025 | Keybanc | Maintains | Overweight | $170.00 |
| October 8, 2025 | Truist Securities | Maintains | Hold | $163.00 |
Margin growth potential following organizational restructuring
Jacobs Solutions' multi-year restructuring and divestitures are expected to streamline operations and drive meaningful margin expansion. Earnings are forecast to grow at 24.3% per annum, with EPS projected to rise 26.4% annually, suggesting the transformation is translating into tangible financial improvement.
Despite ongoing organizational changes, margin growth remains elusive and unproven. Analysts continue to watch closely for evidence that restructuring efforts are delivering sustainable profitability improvements, with the stock currently scoring only 43/100 and rated a Sell by some forecasting models.
Stock valuation and near-term price trajectory
Analyst consensus sets an average price target of $159.50, representing a 20.46% upside from recent levels, with a high forecast of $181.00. Technical indicators, including short- and long-term moving averages, also point to buying pressure and a positive near-term price trend.
Short-term quantitative models project the stock declining to as low as $0.25–$0.26 over 4 to 13 weeks, and Jacobs Solutions has underperformed the Dow over the past year. The Financhill Stock Score of 43/100 — 14% below its historic median — signals above-normal risk.
Long-term growth sustainability and historical performance reliability
Based on 54 years of historical data, Jacobs Solutions stock has risen in 34 out of 54 years over a 52-week period, with an average historical gain of 18.4%. The 12-month price forecast of $156.70 reflects a meaningful upside supported by decades of performance data.
Jacobs Solutions stock is currently trading below its historic median Stock Score, placing it in a higher-risk percentile. While long-run averages appear favorable, near-term earnings estimates show a flat to declining trajectory next quarter, raising concerns about near-term growth consistency.