Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand
Jacobs Solutions is rated a buy, supported by a record $23.1B backlog and robust multi-year revenue growth visibility. J benefits from structural demand drivers like AI-powered data center buildouts, reshoring in pharma/semis, and expanding global infrastructure pipelines. Margin expansion is expected as higher-margin backlog converts, global delivery scales, and AI/digital tools enable premium pricing and operational efficiencies.
Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript
Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript
Here's Why Investors Should Hold Onto Jacobs Stock for Now
J rides record backlog, margin gains and global wins into fiscal 2026, even as seasonal pressures and cash flow headwinds weigh on early momentum.
Jacobs & Arcadis JV Wins New Rail Project From TMR in Australia
J lands a major Queensland rail upgrade, boosting its infrastructure portfolio and adding momentum to the recent stock gains.
Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed
Jacobs (J) is transitioning from a traditional engineering contractor to a high-value, solutions-oriented infrastructure and consulting partner, driving improved earnings quality. J's business model shift toward multi-year, higher-margin contracts in water, environmental, and advanced manufacturing sectors supports more stable, less cyclical growth. Despite a recent 20% valuation drop, J's fundamentals remain strong, with rising margins, a robust backlog, and attractive medium-term upside potential.
Here's Why Jacobs Solutions (J) is a Strong Growth Stock
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Jacobs Solutions: Record Backlog And Margin Expansion Behind A Mispriced Sell-Off
Jacobs Solutions experienced a sharp sell-off after disappointing GAAP results, but underlying business fundamentals remain strong with record backlog and double-digit EBITDA growth. J's adjusted EPS and revenue exceeded expectations, with critical infrastructure and life sciences driving growth, and management guiding for further margin and EPS expansion in FY26. A conservative DCF model supports a $150 fair value target, offering 16% upside; Buy rating is maintained despite market overreaction and premium valuation.
Here's Why Jacobs Solutions (J) is Poised for a Turnaround After Losing 19.3% in 4 Weeks
Jacobs Solutions (J) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Jacobs Solutions: Affordable Now, Attractive For The Next Contraction
Jacobs Solutions (J) fell over 10%, despite strong Q4 results, facing environmental sector challenges and a looming one-time tax event in 2026. J's backlog hit a record $23.1 billion, with growth in life sciences, advanced manufacturing, and critical infrastructure, but valuation remains elevated. J is well-diversified and positioned to benefit from AI, data center, and CapEx tailwinds, while its exposure to these sectors is still moderate.
Jacobs Solutions Inc. (J) Q4 2025 Earnings Call Transcript
Jacobs Solutions Inc. ( J ) Q4 2025 Earnings Call November 20, 2025 10:00 AM EST Company Participants Bert Subin - Senior Vice President of Investor Relations Robert Pragada - CEO & Chair of the Board Venkatesh Nathamuni - Executive VP & CFO Conference Call Participants Sangita Jain - KeyBanc Capital Markets Inc., Research Division Andrew J. Wittmann - Robert W.
Jacobs Q4 Earnings & Revenues Beat Estimates, Margins Expand Sharply
J posts strong Q4 results with EPS up 27.7% and margins expanding sharply, driven by broad market strength and solid execution.
Compared to Estimates, Jacobs Solutions (J) Q4 Earnings: A Look at Key Metrics
The headline numbers for Jacobs Solutions (J) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
