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Jacobs Solutions Inc. (J) Stock Analysis

Recovery setup

SellModerate Confidence

Industrials · Engineering & Construction

Earnings in 4 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. At $129.28, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.7%; Earnings in 4 days (event risk).

Jacobs Solutions is a global professional services and engineering firm with ~43,000 employees in 40+ countries, offering advisory, consulting, planning, design, and program delivery across water, infrastructure, life sciences, energy, and advanced manufacturing. Revenue is ~68%... Read more

$129.28+8.7% A.UpsideScore 5.4/10#14 of 30 Engineering & Construction
Stop $123.71Target $140.28(analyst − 10%)A.R:R 1.3:1
Analyst target$155.87+20.6%15 analysts
$140.28our TP
$129.28price
$155.87mean
$180

Sell if holding. At $129.28, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.7%; Earnings in 4 days (event risk). Chart setup: Death cross but MACD improving, RSI 62. Score 5.4/10, moderate confidence.

Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 4d<=7d. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Thin upside margin: 8.7%
Earnings in 4 days (event risk)
Below 200-day MA

Key Metrics

P/E (TTM)34.1
P/E (Fwd)16.1
Mkt Cap$15.2B
EV/EBITDA13.8
Profit Mgn3.5%
ROE9.7%
Rev Growth12.3%
Beta0.75
Dividend1.11%
Rating analysts24

Quality Signals

Piotroski F7/9

Options Flow

P/C1.14bearish
IV50%elevated

Concentration Risks(10-K Item 1A)

  • LOWCustomerU.S. federal government8.0%
    10-K Item 1A: 'The U.S. federal government represented approximately 8% of our total revenue in fiscal 2025.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.7
Growth Rank
3.3
Value Rank
7.0

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
2.6
Support Resistance
2.7
52w Position
5.4
GatesA.R:R 1.3 < 1.5@spotEARNINGS PROXIMITY 4d<=7dDeath cross (50MA < 200MA)Momentum 5.7>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
62 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $120.73Resistance $132.24

Price Targets

$124
$140
A.Upside+8.5%
A.R:R1.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Reward/Risk 1.3:1 at current price — below 1.5:1 minimum
! EARNINGS_PROXIMITY:4d<=7d

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-05-05 (4d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is J stock a buy right now?

Sell if holding. At $129.28, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 8.7%; Earnings in 4 days (event risk). Chart setup: Death cross but MACD improving, RSI 62. Prior stop was $123.71. Score 5.4/10, moderate confidence.

What is the J stock price target?

Take-profit target: $140.28 (+8.7% upside). Prior stop was $123.71. Stop-loss: $123.71.

What are the risks of investing in J?

Thin upside margin: 8.7%; Earnings in 4 days (event risk); Below 200-day MA.

Is J overvalued or undervalued?

Jacobs Solutions Inc. trades at a P/E of 34.1 (forward 16.1). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about J?

24 analysts cover J with a consensus score of 3.9/5. Average price target: $156.

What does Jacobs Solutions Inc. do?Jacobs Solutions is a global professional services and engineering firm with ~43,000 employees in 40+ countries,...

Jacobs Solutions is a global professional services and engineering firm with ~43,000 employees in 40+ countries, offering advisory, consulting, planning, design, and program delivery across water, infrastructure, life sciences, energy, and advanced manufacturing. Revenue is ~68% cost-reimbursable contracts with a $23.1B backlog as of fiscal 2025.

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