Jacobs Solutions (NYSE:J) Stock Price Expected to Rise, Citigroup Analyst Says

Jacobs Solutions (NYSE:J) had its price target raised by Citigroup from $180.00 to $181.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Citigroup’s price objective points to a potential upside of 43.81% from the company’s current price.

Several other equities analysts have also recently weighed in on the company. Royal Bank Of Canada increased their price target on Jacobs Solutions from $160.00 to $169.00 and gave the company an “outperform” rating in a report on Wednesday. Wall Street Zen cut Jacobs Solutions from a “strong-buy” rating to a “buy” rating in a report on Saturday, April 18th. Wells Fargo & Company increased their price target on Jacobs Solutions from $130.00 to $137.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. Robert W. Baird lowered their price target on Jacobs Solutions from $130.00 to $126.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. Finally, Zacks Research raised Jacobs Solutions from a “strong sell” rating to a “hold” rating in a report on Thursday, February 5th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Jacobs Solutions presently has an average rating of “Moderate Buy” and an average price target of $154.00.

Jacobs Solutions Stock Down 7.8%

J stock traded down $10.69 during midday trading on Wednesday, hitting $125.86. The company’s stock had a trading volume of 2,485,264 shares, compared to its average volume of 933,164. The company has a market cap of $14.78 billion, a PE ratio of 34.43, a P/E/G ratio of 1.35 and a beta of 0.73. Jacobs Solutions has a 12 month low of $118.04 and a 12 month high of $168.44. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average is $129.98 and its 200-day moving average is $137.90.

Jacobs Solutions (NYSE:J) last released its quarterly earnings data on Tuesday, May 5th. The company reported $1.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.64 by $0.11. The business had revenue of $2.33 billion for the quarter, compared to analysts’ expectations of $2.28 billion. Jacobs Solutions had a return on equity of 20.59% and a net margin of 3.49%.The firm’s quarterly revenue was up 8.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.43 EPS. Jacobs Solutions has set its FY 2026 guidance at 7.100-7.350 EPS. On average, equities research analysts forecast that Jacobs Solutions will post 7.13 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, President Shannon Miller sold 1,440 shares of Jacobs Solutions stock in a transaction on Friday, March 6th. The stock was sold at an average price of $134.13, for a total transaction of $193,147.20. Following the transaction, the president directly owned 25,344 shares in the company, valued at approximately $3,399,390.72. The trade was a 5.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.48% of the company’s stock.

Hedge Funds Weigh In On Jacobs Solutions

Several institutional investors and hedge funds have recently bought and sold shares of J. Forum Financial Management LP increased its stake in Jacobs Solutions by 2.0% in the 3rd quarter. Forum Financial Management LP now owns 3,186 shares of the company’s stock worth $477,000 after buying an additional 63 shares in the last quarter. Harfst & Associates Inc. increased its stake in Jacobs Solutions by 0.5% in the 3rd quarter. Harfst & Associates Inc. now owns 12,616 shares of the company’s stock worth $1,891,000 after buying an additional 64 shares in the last quarter. B. Riley Wealth Advisors Inc. increased its stake in Jacobs Solutions by 3.0% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 2,247 shares of the company’s stock worth $337,000 after buying an additional 66 shares in the last quarter. TD Private Client Wealth LLC increased its stake in Jacobs Solutions by 1.0% in the 3rd quarter. TD Private Client Wealth LLC now owns 7,421 shares of the company’s stock worth $1,112,000 after buying an additional 73 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB increased its stake in Jacobs Solutions by 26.0% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 364 shares of the company’s stock worth $55,000 after buying an additional 75 shares in the last quarter. 85.65% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Jacobs Solutions

Here are the key news stories impacting Jacobs Solutions this week:

• Positive Sentiment: Q2 results beat expectations: adjusted EPS $1.75 vs. $1.64 est., and adjusted revenue of $2.33B topped estimates; adjusted EBITDA rose and adjusted net revenue grew ~8.8% year-over-year. Read More.
• Positive Sentiment: Record backlog (~$27B) and strong demand for data‑center/AI infrastructure supported management raising its profit outlook for FY26. That reinforces secular growth drivers in higher-margin data-center work. Read More.
• Positive Sentiment: Several analysts remain constructive: Royal Bank of Canada raised its price target to $169 (outperform), signaling upside versus recent levels. Read More.
• Neutral Sentiment: Consensus sentiment remains skewed positive overall (average analyst rating ~“Moderate Buy”), reflecting mixed views on near-term noise versus long‑term demand. Read More.
• Negative Sentiment: Revenue guidance came in below Street expectations: FY26 revenue guided to ~$13.0B vs. consensus nearer $13.3B — investors punished the stock for the revenue shortfall despite EPS guidance roughly in line with consensus. Read More.
• Negative Sentiment: GAAP results included a ~$43M net loss and negative GAAP EPS, driven by transaction costs from the PA acquisition; such one‑time charges can create headline risk and volatility. Read More.
• Negative Sentiment: Other sell‑side moves were mixed: KeyCorp trimmed its price target to $150 (still overweight), reflecting caution around near-term top‑line execution. Read More.

About Jacobs Solutions

Jacobs Solutions Inc, commonly known as Jacobs, is a global professional services firm that provides technical, engineering, scientific and project delivery expertise across a broad range of industries. Founded in 1947 by Joseph J. Jacobs in Pasadena, California, the company evolved from a regional engineering consultancy into a diversified provider of design, program and construction management, operations and maintenance, and scientific services for complex infrastructure and industrial programs.