Jacobs Solutions Inc.

J · NYSE

Low target$126.00
Average target$150.88
High target$181.00

Analyst ratings

buy · 8 ratings

DateFirmActionRatingPrice target
July 2, 2026Truist SecuritiesMaintainsHold$149.00
May 19, 2026RBC CapitalReiteratesOutperform$169.00
May 7, 2026Wells FargoMaintainsEqual-Weight$131.00
May 6, 2026CitigroupMaintainsBuy$181.00
May 6, 2026RBC CapitalMaintainsOutperform$169.00
May 6, 2026KeybancMaintainsOverweight$150.00
April 13, 2026BairdMaintainsNeutral$126.00
January 23, 2026Wells FargoMaintainsEqual-Weight$137.00
November 21, 2025CitigroupMaintainsBuy$180.00
November 21, 2025Truist SecuritiesMaintainsHold$152.00
November 21, 2025Wells FargoMaintainsEqual-Weight$130.00
November 21, 2025RBC CapitalMaintainsOutperform$156.00
November 21, 2025B of A SecuritiesMaintainsNeutral$141.00
November 21, 2025BairdDowngradesNeutral$146.00
October 20, 2025CitigroupMaintainsBuy$185.00
October 20, 2025BarclaysMaintainsOverweight$160.00
October 20, 2025KeybancMaintainsOverweight$170.00
October 8, 2025Truist SecuritiesMaintainsHold$163.00

Margin growth potential following organizational restructuring

Bull case

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.

Bear case

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

Bull case

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.

Bear case

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

Bull case

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.

Bear case

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.