NYSE: JBS

JBS (JBS) Stock Analysis & Forecast

Nov 4 close

$12.96+0.76 (+6.2%)

Gekko Brief

AI summaryNov 4 close

JBS drew attention this week from analysts flagging a likely decline in earnings ahead of its upcoming report, noting the company may lack the combination of factors typically associated with an earnings beat.

The stock closed at $12.96, up 6.2% on the day, sitting between its 50-day average of $12.44 and its 200-day average of $14.07. The GekkoIndex reads 54.5, placing JBS in the Neutral zone, down from a five-day change of -11.5. Price remains 36.5% below the Gekko Fair Value of $20.42.

JBS reports next on 9 November 2026, four days away and within a typical 20-trading-day holding window. Its last report missed estimates, with EPS of $0.20 against expectations of $0.31, and shares reacted -8.5% at the time, compared with an average absolute reaction of 4.1% over recent quarters. The company has beaten estimates in 5 of its last 8 quarters. No insider, Congress, or unusual options activity appears in their respective windows, though one billionaire holder is recorded. Among the 8 covering firms, all 8 rate the stock a buy, with a consensus target of $17.16, implying a 32.4% upside from current levels.

Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.

JBS price vs fair value

$20.42$12.96Nov ’25May ’26Nov ’26
Close $12.96200-day averageGekko Fair Value $20.42

JBS quick facts

Market cap
$28.75B
P/E ratio
11.6
Forward P/E
3.9
EPS, TTM
$1.07
Revenue, TTM
$91.17B
Profit margin
1.2%
Dividend yield
8.01%
Beta
—
Volume
6.15M avg 6.41M
1-year return
−3.5%
Typical daily move
±3.5%
Typical 20-day move
±7.5%
50-day average
$12.44
200-day average
$14.07
Next earnings
Nov 9
Shares outstanding
776.1M
52-week range
$10.61$18.65

JBS swing-trade checklist

JBS scores 1 supportive, 2 mixed and 1 headwind across the 4 checklist items with data.

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

1 supportive2 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $12.96 sits between the 50-day ($12.44) and 200-day ($14.07) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    54.5, Neutral

    Reading 54.5 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    36.5% below

    Price is 36.5% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

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

    See smart money
  • Earnings riskheadwind

    Reports in 4 days

    Reports on Nov 9, 2026, 4 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalityno data

    No data

    Not enough years of history for a seasonal read.

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

JBS stock chart and price history

JBS closed at $12.96 on Nov 4, 2026, −3.5% over the past year, inside a 52-week range of $10.61 to $18.65.

Close50-day average200-day averageVolume
JBS share price, past year, with 50-day and 200-day moving averages and volume$12$14$16$18DecJan 2026FebMarAprMayJunJulAugSepOct12.96

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

Performance Breakdown

1 month
+7.8%
3 months
−5.3%
6 months
−22.3%
1 year
−3.5%
The full JBS chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open JBS in Gekko

Follow JBS through every session

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

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About JBS

JBS produces meat for sale to consumers and businesses, covering beef, pork, lamb and poultry. Its products reach the market through grocery chains, club-style retailers and other retail outlets, as well as through foodservice operators that supply restaurants and similar establishments. The company is recognized for this broad line of meat products spanning multiple animal categories.

Rather than focusing on a single type of meat, JBS sells across several categories to a mix of retail and foodservice buyers, positioning it to serve both everyday grocery shoppers and commercial food operations through its various distribution channels.

JBS traces its founding to October 9, 2019, and its headquarters sit in Amstelveen, the Netherlands. Shares of the company are listed on the NYSE under the ticker JBS.

Listed
NYSE
Sector
Consumer non-durables
Industry
Food: meat/fish/dairy
Website
jbsglobal.com

JBS GekkoIndex: the smart money zone

JBS’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 54.5, in the Neutral zone, down 11.5 points over five sessions.

010054.5Neutral

Down 11.5 points over five sessions, from the Accumulation zone.

Reading for Nov 4, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying37+0.1%+1.8%+2.5%+7.7%
Accumulation115−0.1%+0.4%+3.0%+1.2%
Neutral (current zone)1670.0%−0.6%−2.2%−1.6%
Distribution24−0.2%−1.1%−3.0%−11.9%
Selling0Not available

Average JBS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.0% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

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

Is JBS stock overvalued? Gekko Fair Value

JBS trades 36.5% below Gekko Fair Value of $20.42, so the shares are undervalued on Gekko’s estimate.

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

$20.42

Gekko Fair Value, Nov 4, 2026

36.5% Undervalued

At the end of Aug 2026 the price was 17.2% below the estimate.

Gekko Fair ValueShare price, month end
$20$12Aug 2026SepOctNov 2026

How Gekko Fair Value works →

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

JBS insider and Congress trading

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

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

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

Congress trades last 90 days

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

From congressional disclosures, which report amounts as ranges.

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

Buybacks

JBS has been buying back its own shares.

Bought back, quarter ended Sep 30, 2025
$1.93B
As a share of market cap
6.73%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds JBS.

1added0opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

JBS earnings: next date and track record

JBS reports on Nov 9, 2026 (4 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±4.1%average move across the report
1 of 5reports followed by a gain

Share-price move across each report

−3.4%Aug ’25+0.8%Nov ’25−2.0%Feb ’26−5.8%May ’26−8.5%Aug ’26

Last earnings call, Aug 10, 2026 AI summary

What they said
JBS reported Q2 2026 adjusted EBITDA of $1.43B (IFRS, 6% margin) and $1.3B (US GAAP, 5.3% margin), with adjusted net income of $218M. Brazil beef delivered record Q2 EBITDA of $269M (5.9% margin) driven by export demand. JBS announced a $2.5B strategic equity partnership with an unnamed investment firm for a 25% stake in Australia/New Zealand operations, unlocking up to $5B for growth in Southeast Asia. U.S. beef remains challenged but operational restructuring is underway.
Guidance
Management is targeting Southeast Asia expansion using up to $5B in funding capacity from the Australia/New Zealand joint venture. Australia operations showed further improvement with strong export demand. U.S. beef challenges persist but management expressed confidence in restructuring outcomes.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 10, 2026$0.20
est $0.31
−35.0%$23.90B
est $23.04B
+3.7%−8.5%
May 12, 2026$0.00
est $1.13
−100.0%$21.61B
est $21.66B
−0.2%−5.8%
Feb 11, 2026$3.07
est $2.25
+36.4%$23.06B
est $119.5B
−80.7%−2.0%
Nov 13, 2025$0.52
est $0.51
+2.6%$22.60B
est $21.96B
+2.9%+0.8%
Aug 13, 2025$0.53
est $0.51
+4.5%$21.90B
est $21.96B
−0.2%−3.4%
May 13, 2025$0.50
est $0.23
+111.8%$20.45B
est $19.37B
+5.6%—
Mar 25, 2025$0.19
est $0.28
−33.2%$20.55B
est $20.02B
+2.6%—
Nov 13, 2024$0.30
est $0.30
+0.8%$19.14B
est $19.14B
0.0%—

“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.

JBS stock forecast and analyst price targets

Analysts’ average 12-month price target for JBS is $17.16, +32.4% from the last close, from 8 firms rating the stock in the last 90 days.

$17.16consensus 12-month target, +32.4% from the last close
Low $17High $20
Buy8
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 8 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 28Bank of America SecuritiesBuy, maintained——
Oct 22J.P. MorganBuy, maintained$17.50+35.0%
Oct 21Goldman SachsBuy, reiterated$17+31.2%
Oct 14BarclaysBuy, maintained$20+54.3%
Oct 9J.P. MorganBuy, maintained$18+38.9%
−2.2%average 20-day move after past Neutral readings
±3.5%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.

JBS market cap and key statistics

JBS’s market cap is $28.75B, with a P/E ratio of 11.6 and revenue of $91.17B over the last twelve months.

Valuation

Market cap
$28.75B
P/E ratio
11.6
Forward P/E
3.9
EPS, TTM
$1.07
Gekko Fair Value
$20.42

Trading

Volume
6.15M
Avg volume, 20 days
6.41M
52-week high
$18.65
52-week low
$10.61
Shares outstanding
776.1M

Financials

Revenue, TTM
$91.17B
Profit margin
1.2%
Return on equity
13.4%
Quarterly earnings growth, YoY
−57.2%

Risk and income

Typical daily move
±3.5%
Typical 20-day move
±7.5%
Dividend yield
8.01%

JBS stock news this week

1 headline about JBS from the past week, newest first, each linking to the publisher.

JBS peers

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

StockTodayGekkoIndex zonevs Fair Value
TSNTyson Foods+3.8%Distribution16.6% below
HRLHormel Foods+4.9%Distribution11.3% below
MICCMagnum Ice Cream+1.3%Neutral30.2% below
SFDSmithfield Foods+5.3%Neutral40.8% below
MAMAMama's Creations+1.6%Neutral12.7% below
LWAYLifeway Foods−1.1%Accumulation31.4% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

JBS stock FAQ

What is JBS’s market cap?

JBS’s market cap is $28.75B at the Nov 4, 2026 close of $12.96, with 776.1M shares outstanding. The shares trade on a P/E ratio of 11.6.

What is the JBS stock forecast?

The consensus analyst 12-month price target for JBS is $17.16, +32.4% from the last close. Of the 8 firms that rated the stock in the last 90 days, 8 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is JBS stock overvalued or undervalued?

On Gekko’s estimate JBS is undervalued: the Nov 4, 2026 close of $12.96 is 36.5% below Gekko Fair Value of $20.42. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does JBS report earnings next?

JBS is expected to report on Nov 9, 2026 (4 days away). Analysts expect earnings of $0.22 per share on revenue of $22.89B. JBS beat the earnings estimate in 5 of its last 8 reports, moving 4.1% on average across the report.

What is JBS’s 52-week high and low?

JBS’s 52-week high is $18.65 and its 52-week low is $10.61; it closed at $12.96 on Nov 4, 2026, −3.5% over the past year.

Is JBS stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 4 items with data read as supportive (fair value), 2 as mixed (trend and gekkoindex) and 1 as a headwind (earnings risk). 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 →

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