NYSE: J

Jacobs Solutions (J) Stock Analysis & Forecast

Sep 28 close

$138.370.00 (0.0%)

Gekko Brief

AI summary

Jacobs this week picked up new contract wins, including selection by the Milwaukee Metropolitan Sewerage District for its next wastewater operator role, a decision that comes alongside a continuing lawsuit from current operator Veolia North America. The company also secured a project support contract for Germany's Konrad Repository, converting a former mine into the country's first repository for low- and intermediate-level radioactive waste, and has an extended role in thyssenkrupp Steel's direct reduction plant along with an expanded role in National Grid's Asset Health Intervention Programme. Coverage also pointed to demand tied to AI data centers supporting a project backlog cited at $28.9 billion.

The stock closed at $138.37, sitting between its 50-day average of $142.66 and 200-day average of $133.08, with a one-month return of -8.1% against a three-month gain of 11.8%. The GekkoIndex reads 65, placing the stock in the Accumulation zone, while price sits 6.2% above the Gekko Fair Value of $130.31.

The next earnings date falls on 19 November, outside the coming 20-trading-day window, following a prior quarter where adjusted EPS of $1.84 matched estimates and produced a 4.3% reaction. No insider, Congress or unusual options activity appears in the recent windows. Seasonally, the next 20 trading days have averaged a 3.5% return over five years, rising in three of them, a pattern worth noting alongside the current gap to fair value.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Jacobs Solutions price vs fair value

$138.37$130.31Sep ’25Mar ’26Sep ’26
Close $138.37200-day averageGekko Fair Value $130.31

Jacobs Solutions quick facts

Market cap
$16.34B
P/E ratio
47
Forward P/E
17
EPS, TTM
$2.88
Revenue, TTM
$14.22B
Profit margin
2.4%
Dividend yield
0.96%
Beta
0.68
Volume
975,178 avg 802,524
1-year return
−5.4%
Typical daily move
±2.5%
Typical 20-day move
±4.2%
50-day average
$142.66
200-day average
$133.08
Next earnings
Nov 19
Shares outstanding
117.0M
52-week range
$105.68$168.44

Jacobs Solutions swing-trade checklist

Jacobs Solutions scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $138.37 sits between the 50-day ($142.66) and 200-day ($133.08) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    65, Accumulation

    Reading 65 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valueheadwind

    6.2% above

    Price is 6.2% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 51 days

    Next report Nov 19, 2026, 51 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +3.5% on average

    From this point in the calendar, the next 20 trading days averaged +3.5% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Jacobs Solutions stock chart and price history

Jacobs Solutions closed at $138.37 on Sep 28, 2026, −5.4% over the past year, inside a 52-week range of $105.68 to $168.44.

Close50-day average200-day averageVolume
Jacobs Solutions share price, past year, with 50-day and 200-day moving averages and volume$120$160NovDecJan 2026FebMarAprMayJunJulAugSep138.37

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−8.1%
3 months
+11.8%
6 months
+9.9%
1 year
−5.4%
The full J chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open J in Gekko

Follow Jacobs Solutions through every session

Put J on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

Track J in GekkoFree for 7 days. No credit card required.

Jacobs Solutions GekkoIndex: the smart money zone

Jacobs Solutions’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65, in the Accumulation zone, up 5.4 points over five sessions.

010065Accumulation

Up 5.4 points over five sessions, from the Neutral zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying24+1.7%+2.2%+2.8%+8.7%
Accumulation (current zone)213+0.5%+0.4%+0.2%+0.8%
Neutral394−0.1%+0.1%+0.9%+2.2%
Distribution36+1.5%+2.8%+3.4%+1.9%
Selling5Too few readings yet

Average J share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the J price, zone by zone.Track J in Gekko

Is Jacobs Solutions stock overvalued? Gekko Fair Value

Jacobs Solutions trades 6.2% above Gekko Fair Value of $130.31, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Jacobs Solutions shares are worth, recalculated every trading day.

$130.31

Gekko Fair Value, Sep 26, 2026

6.2% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open J in Gekko

Jacobs Solutions insider and Congress trading

No open-market insider purchases were filed for Jacobs Solutions, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for J in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every J insider filing, plotted on the chart in Gekko.Open J in Gekko

Congress trades last 90 days

No trades in J were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for J, plotted on the chart in Gekko.Open J in Gekko

Buybacks

Jacobs Solutions has been buying back its own shares.

Bought back, quarter ended Jun 26, 2026
$142.2M
As a share of market cap
0.87%
Trailing four quarters
$714.9M

From company filings.

Hedge funds and billionaires quarter ended Dec 31

1of the funds Gekko tracks holds J.

0added1opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Jacobs Solutions earnings: next date and track record

Jacobs Solutions reports on Nov 19, 2026 (51 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±5.6%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−5.6%Nov ’24−4.7%Feb ’25−5.8%May ’25+5.0%Aug ’25−11.2%Nov ’25+4.7%Feb ’26−3.2%May ’26+4.3%Aug ’26

Last earnings call, Aug 4, 2026 AI summary

What they said
Jacobs reported a strong Q3 FY2026 with broad-based organic growth, margin expansion and record backlog. Adjusted EPS grew ~14% to $1.84 supported by >8% adjusted net revenue growth (all organic) and >100 bps of year-on-year margin expansion. Infrastructure & Advanced Facilities (I&AF) had a record quarter with nearly $2.1B net revenue (up 10% YoY). Consolidated backlog rose 27% to $29B with a trailing 12-month book-to-bill of 1.4x (gross) and 1.2x (net). Management highlighted strong awards across life sciences, advanced manufacturing, environmental and transportation, and noted continued momentum in data centers, semiconductors and AI-related work. Management raised the midpoint of FY'26 adjusted EPS guidance for the third consecutive time and provided Q4 targets (14% reported net revenue growth including an extra week; normalized ~8%) and Q4 adjusted EBITDA margin guidance of ~16%. Management emphasized operating leverage, disciplined SG&A growth, global delivery benefits and integration synergies with PA Consulting as drivers of margin expansion and cash generation. During Q&A, management was confident and reiterated selective approach to speculative data center work, noted temporary softness in portions of the Middle East, and discussed visibility into FY'27 while deferring specific long-term algorithm details to future calls.
Guidance
Q4 FY'26: Net revenue growth guidance of ~14% (includes an extra week; normalized ~8%) and adjusted EBITDA margin guidance of ~16%. Management raised the midpoint of full-year FY'26 adjusted EPS for the third consecutive time. They expect continued strong bookings in Q4 and improved visibility into FY'27 growth but deferred specific FY'27 algorithm and quantified targets to the next call. Free cash flow to be reported without adjustments in Q4.
Risks flagged
Temporary pause/softness in parts of the Middle East; some backlog/bookings lumpiness in gross revenue due to large program wins; speculative/uncertain nature of some data center projects requiring selectivity; GAAP vs non-GAAP EPS/tax treatment variances related to PA acquisition and its compensation adjustments; dependency on continued funding flows (e.g., IIJA timing); integration risk and realization of revenue/cost synergies from the PA Consulting acquisition.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 4, 2026$1.84
est $1.84
0.0%$2.42B
est $2.40B
+0.5%+4.3%
May 5, 2026$1.75
est $1.68
+4.2%$2.33B
est $2.28B
+2.2%−3.2%
Feb 3, 2026$1.53
est $1.52
+0.7%$2.25B
est $3.09B
−27.1%+4.7%
Nov 20, 2025$1.75
est $1.67
+4.8%$3.15B
est $3.15B
+0.3%−11.2%
Aug 5, 2025$1.62
est $1.53
+5.9%$3.03B
est $3.07B
−1.3%+5.0%
May 6, 2025$1.43
est $1.37
+4.4%$2.91B
est $3.00B
−3.0%−5.8%
Feb 4, 2025$1.33
est $1.26
+5.6%$2.93B
est $3.00B
−2.2%−4.7%
Nov 19, 2024$1.37
est $1.37
0.0%$1.16B
est $4.50B
−74.2%−5.6%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Jacobs Solutions stock forecast and analyst price targets

Analysts’ average 12-month price target for Jacobs Solutions is $162.53, +17.5% from the last close, from 10 firms rating the stock in the last 90 days.

$162.53consensus 12-month target, +17.5% from the last close
Low $146High $181
Buy7
Hold3
Sell0

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 24BarclaysBuy, maintained$160+15.6%
Sep 24BernsteinBuy, maintained$163+17.8%
Sep 21BernsteinBuy, maintained$163+17.8%
Sep 8KeyBancBuy, maintained$168+21.4%
Sep 3BernsteinBuy, maintained$163+17.8%
+0.2%average 20-day move after past Accumulation readings
+3.5%average move over the next 20 trading days in the last 5 years
±2.5%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Jacobs Solutions seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Jacobs Solutions averaged +3.5% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−0.3%2021+4.9%2022−3.9%2023+7.9%2024+8.4%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+2.9%4 of 5
Next 10 trading days+2.4%4 of 5
Next 15 trading days+4.2%3 of 5
Next 20 trading days+3.5%3 of 5
Next 30 trading days+7.4%4 of 5

For scale, J’s typical 20-trading-day move in either direction is about 4.2%.

Jacobs Solutions market cap and key statistics

Jacobs Solutions’s market cap is $16.34B, with a P/E ratio of 47 and revenue of $14.22B over the last twelve months.

Valuation

Market cap
$16.34B
P/E ratio
47
Forward P/E
17
EPS, TTM
$2.88
Gekko Fair Value
$130.31

Trading

Volume
975,178
Avg volume, 20 days
802,524
52-week high
$168.44
52-week low
$105.68
Shares outstanding
117.0M

Financials

Revenue, TTM
$14.22B
Profit margin
2.4%
Return on equity
8%
Quarterly earnings growth, YoY
−25.4%

Risk and income

Beta
0.68
Typical daily move
±2.5%
Typical 20-day move
±4.2%
Dividend yield
0.96%

Jacobs Solutions stock news this week

Coverage of Jacobs Solutions this week reads positive: 15 positive, 4 neutral and 3 negative headlines.

News sentiment positive

Jacobs Solutions peers

Jacobs Solutions’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
PAYXPaychex−0.8%Buying24.5% below
VRSKVerisk Analytics−0.6%Accumulation27.1% below
AKAMAkamai Technologies−3.4%Neutral15.4% below
IRENIREN−3.8%Neutral24.3% below
TYLTyler Technologies+1.0%Accumulation15.0% below
GDDYGoDaddy−2.4%Accumulation20.9% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Jacobs Solutions stock FAQ

What is Jacobs Solutions’s market cap?

Jacobs Solutions’s market cap is $16.34B at the Sep 28, 2026 close of $138.37, with 117.0M shares outstanding. The shares trade on a P/E ratio of 47.

What is the Jacobs Solutions stock forecast?

The consensus analyst 12-month price target for Jacobs Solutions is $162.53, +17.5% from the last close. Of the 10 firms that rated the stock in the last 90 days, 7 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Jacobs Solutions stock overvalued or undervalued?

On Gekko’s estimate Jacobs Solutions is overvalued: the Sep 28, 2026 close of $138.37 is 6.2% above Gekko Fair Value of $130.31. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Jacobs Solutions report earnings next?

Jacobs Solutions is expected to report on Nov 19, 2026 (51 days away). Analysts expect earnings of $2.15 per share on revenue of $2.56B. Jacobs Solutions beat the earnings estimate in 6 of its last 8 reports, moving 5.6% on average across the report.

What is Jacobs Solutions’s 52-week high and low?

Jacobs Solutions’s 52-week high is $168.44 and its 52-week low is $105.68; it closed at $138.37 on Sep 28, 2026, −5.4% over the past year.

Is Jacobs Solutions stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, earnings risk and seasonality), 1 as mixed (trend) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

See Jacobs Solutions the way Gekko members do

Every GekkoIndex reading, insider trade, options bet and Congress disclosure plotted on the chart, plus the 5,800-name screener and trade planning tools.

Join 1,380 other traders using Gekko

Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.