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JBSJBS N.V.Sell5.3·$11.90+2.45%
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JBS N.V. (JBS) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Defensive · Packaged Foods

Sell if holding. Engine safety override at $11.90: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 5.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 4.49; Below-average business quality.

JBS N.V., together with its subsidiaries, engages in the processing of animal proteins, encompassing activities related to beef, pork, lamb, and poultry worldwide. The company is involved in the production and marketing of prepared foods and other related products, as well as... Read more

$11.90+42.5% A.UpsideScore 5.3/10#14 of 26 Packaged Foods
QualityF-score6 / 9FCF yield3.29%
IncomeYield11.55%(5y avg 6.76%)Payout21.14%sustainable
Stop $11.15Target $16.98(analyst − 10%)A.R:R 5.0:1
Analyst target$18.87+58.6%15 analysts
$16.98our TP
$11.90price
$18.87mean
$21

Sell if holding. Engine safety override at $11.90: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 5.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 4.49; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.3/10, moderate confidence.

Passes 7/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 62d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 10, 202662d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.7 < 4.0)

Key Metrics

P/E (TTM)7.2
P/E (Fwd)7.2
Mkt Cap$12.4B
EV/EBITDA5.8
Profit Mgn2.0%
ROE22.1%
Rev Growth10.7%
Beta
Dividend11.55%
Rating analysts16

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C4.49bearish
IV66%elevated
Max Pain$23+89.1% vs spot

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

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

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

Earnings Growth
0.0
Revenue Growth
5.2

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

Gross Margin
0.0
Operating Margin
0.9
Net Margin
1.0
Fcf Quality
1.9
Roa
3.7
Current Ratio
5.5
Moat
6.0
Piotroski F
6.7
Roe
7.4
Earnings quality RED FLAG: 23% FCF/NI
GatesMomentum 4.1<4.5A.R:R 5.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 62d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
43 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $11.49Resistance $14.75

Price Targets

$11
$17
A.Upside+42.7%
A.R:R5.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.7 < 4.0)
! momentum at 4.1 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-10 (62d)

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 JBS stock a buy right now?

Sell if holding. Engine safety override at $11.90: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 5.0:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 10%; Elevated put/call ratio: 4.49; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $11.15. Score 5.3/10, moderate confidence.

What is the JBS stock price target?

Take-profit target: $16.98 (+42.5% upside). Prior stop was $11.15. Stop-loss: $11.15.

What are the risks of investing in JBS?

Quality below floor (3.7 < 4.0).

Is JBS overvalued or undervalued?

JBS N.V. trades at a P/E of 7.2 (forward 7.2). TrendMatrix value score: 9.3/10. Verdict: Sell.

What do analysts say about JBS?

16 analysts cover JBS with a consensus score of 4.1/5. Average price target: $19.

What does JBS N.V. do?JBS N.V., together with its subsidiaries, engages in the processing of animal proteins, encompassing activities related...

JBS N.V., together with its subsidiaries, engages in the processing of animal proteins, encompassing activities related to beef, pork, lamb, and poultry worldwide. The company is involved in the production and marketing of prepared foods and other related products, as well as operations in leather, collagen, hygiene and beauty products, metal packaging, biodiesel, and other related businesses. It offers its products under the Seara, Doriana, Pilgrim's, Moy Park, Primo, Friboi, Maturatta, Swift, Ozo, Adaptable Meals, and other brand names. The company was founded in 1953 and is based in Amstelveen, the Netherlands.

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