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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.
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 (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 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.
J posts strong Q4 results with EPS up 27.7% and margins expanding sharply, driven by broad market strength and solid execution.
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.
Jacobs Solutions (J) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.37 per share a year ago.
J's Q4 results are likely to reflect gains from record backlog and strong demand across key sectors.
Jacobs Solutions (J) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
J wins major NYSDOT project to modernize New York's highways and bridges.
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