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
NYSE: JBS
JBS (JBS) Stock Analysis & Forecast
$11.96−0.10 (−0.8%)
Close on Sep 18, 2026. Page updated Sep 19, 9:16 pm ET.
Gekko Brief
AI summaryJBS closes at $11.96, down 0.8%, sitting below both its 50-day average of $13.06 and its 200-day average of $14.42, with the 50-day itself below the 200-day. The stock is off 13% over the past month and 23.3% over the past year, though it is roughly flat over three months at 0.3%. The GekkoIndex reads 72.3, placing it in the Buying zone, while Gekko Fair Value stands at $21.61, leaving a gap of -44.7% versus the current price.
Recent coverage centers on analyst positioning and institutional ownership shifts. One report notes an average "Moderate Buy" rating across eight analysts, with a price target set at $18.42, alongside a breakdown of five buy ratings, one hold, and one sell. Separately, Engineers Gate Manager LP disclosed trimming its JBS stake by 31.7% during the second quarter, selling 117,055 shares to leave it with 252,312 shares valued at $2.99 million.
Looking ahead, JBS's next earnings report is scheduled for 9 November, 50 days out and beyond a typical 20-trading-day holding window. The prior quarter, reported 12 May, showed a reaction of -5.8%, with the company having beaten estimates in 3 of the last 6 quarters and an average absolute reaction of 3%. Analyst consensus reflects 7 buy ratings against 1 hold across 8 firms, with a consensus target of $18.26 implying 52.7% upside. One billionaire holder is noted, though insider, Congress, and options activity show nothing in their respective windows.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $11.96200-day averageGekko Fair Value $21.61
Key stats
- Market cap
- $26.53B
- P/E ratio
- 11.4
- Forward P/E
- 3.9
- EPS, TTM
- $1.06
- Revenue, TTM
- $91.17B
- Profit margin
- 1.2%
- Dividend yield
- 8.18%
- Beta
- —
- Volume
- 6.72M avg 4.94M
- 1-year return
- −23.3%
- Typical daily move
- ±3.1%
- Typical 20-day move
- ±7.5%
- 50-day average
- $13.06
- 200-day average
- $14.42
- Next earnings
- Nov 9
- Shares outstanding
- 776.1M
JBS swing-trade checklist
JBS scores 3 supportive, 0 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.
3 supportive0 mixed1 headwind
- Trendheadwind
Below 50 and 200-day
Close $11.96 is below the 50-day ($13.06) and 200-day ($14.42) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
72.3, Buying
Reading 72.3 is in the Buying zone.
See the GekkoIndex - Fair valuesupportive
44.7% below
Price is 44.7% 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 risksupportive
Reports in 50 days
Next report Nov 9, 2026, 50 days away — outside 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 $11.96 on Sep 18, 2026, −23.3% over the past year, inside a 52-week range of $11.49 to $18.65.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −13.0%
- 3 months
- +0.3%
- 6 months
- −20.4%
- 1 year
- −23.3%
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.
Track JBS in GekkoFree for 7 days. No credit card required.
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 72.3, in the Buying zone, up 5.5 points over five sessions.
72.3Buying
Up 5.5 points over five sessions, from the Accumulation zone.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying (current zone) | 26 | −0.2% | +0.4% | ||
| Accumulation | 104 | −0.1% | +3.2% | ||
| Neutral | 154 | +0.1% | −1.0% | ||
| Distribution | 24 | −0.2% | −3.0% | ||
| Selling | 0 | Not available | |||
Average JBS share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Buying readings averaged +3.2% over 20 days. Past behaviour doesn’t guarantee future results.
Buying zone: Smart money likely accumulating heavily. 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 44.7% below Gekko Fair Value of $21.61, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what JBS shares are worth, recalculated every trading day.
$21.61
Gekko Fair Value, Sep 19, 2026
44.7% Undervalued
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.
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
- 7.29%
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 (50 days away), and beat the EPS estimate in 3 of its last 6 reports.
Next earnings report
Nov 9, 2026
50 days away
- EPS estimate
- $0.35
- Revenue estimate
- $23.64B
3 of 6reports beat the EPS estimate
±3%average move across the report
1 of 4reports followed by a gain
Share-price move across each report
Last earnings call, May 12, 2026 AI summary
- What they said
- JBS' Q1 2026 earnings call described a mixed quarter: record first-quarter net sales (~$21–22 billion) but pressured profitability and cash generation. Adjusted EBITDA was about $1.1 billion (IFRS) / $960 million (U.S. GAAP) with margins compressing; net income was roughly $221–222 million and free cash flow was negative ~$1.5 billion driven by seasonal cash needs, higher expansion CapEx, and working capital movements (notably deferred livestock payments). Management highlighted operational disruption in U.S. beef (negative EBITDA), restructuring actions to improve coordination and efficiency, strong performance in Seara (Brazil) and Australia, and continued investment in prepared/value-added foods. Management emphasized cost discipline, operational excellence and disciplined capital allocation, gave a breakeven cash-flow EBITDA estimate and reaffirmed a net-debt/EBITDA target range, while warning that 2026 is likely to be more challenging than 2025.
- Guidance
- Breakeven cash-flow EBITDA: estimated $5.7 billion to $6.0 billion. Net debt / EBITDA long-term target: 2.0x–3.0x (management expects to finish 2026 within this range). Expectation: Q2 likely better than Q1; management reiterated that 2026 will be a more challenging year than 2025. No formal revenue or EPS guidance provided beyond these items and commentary that strong free cash flow is seasonal (second half typically stronger).
- Risks flagged
- Key risks mentioned: constrained cattle supply (U.S. herd rebuild delayed by drought and structural factors); ongoing market volatility and FX impacts (A$ and other currencies); trade and sanitary barriers (China quota timing, EU clarification process); higher CapEx and working capital strain (deferred livestock payments); leverage/interest-rate and liquidity risk given negative Q1 free cash flow; potential policy/regulatory uncertainties (tariffs, Mexico border reopening timing).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| May 12, 2026 | $0.00 est $1.13 | $21.61B est $21.66B | −5.8% |
| Feb 11, 2026 | $3.07 est $2.25 | $23.06B est $119.5B | −2.0% |
| Nov 13, 2025 | $0.52 est $0.51 | $22.60B est $21.96B | +0.8% |
| Aug 13, 2025 | $0.53 est $0.51 | $21.90B est $21.96B | −3.4% |
| May 15, 2025 | $0.23 est $0.47 | $19.54B est $21.43B | — |
| May 13, 2025 | $1.32 | $19.54B est $21.43B | — |
| Mar 25, 2025 | $0.19 | — | — |
| Dec 31, 2024 | $0.18 est $0.23 | $18.82B est $19.37B | — |
“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 $18.26, +52.7% from the last close, from 8 firms rating the stock in the last 90 days.
$18.26consensus 12-month target, +52.7% from the last close
Now $11.96Avg $18.26
Low $15.20High $20
Each firm’s latest rating in the last 90 days: 8 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 9 | Barclays | $20 | +67.2% |
| Aug 24 | UBS | $17.50 | +46.3% |
| Aug 19 | Morgan Stanley | $19 | +58.9% |
| Aug 19 | Morgan Stanley | $19 | +58.9% |
| Aug 18 | Bank of America Securities | $19 | +58.9% |
+0.4%average 20-day move after past Buying readings
±3.1%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 $26.53B, with a P/E ratio of 11.4 and revenue of $91.17B over the last twelve months.
Valuation
- Market cap
- $26.53B
- P/E ratio
- 11.4
- Forward P/E
- 3.9
- EPS, TTM
- $1.06
- Gekko Fair Value
- $21.61
Trading
- Volume
- 6.72M
- Avg volume, 20 days
- 4.94M
- 52-week high
- $18.65
- 52-week low
- $11.49
- 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
- ±3.1%
- Typical 20-day move
- ±7.5%
- Dividend yield
- 8.18%
JBS stock news this week
2 headlines about JBS from the past week, newest first, each linking to the publisher.
- Analysts Set Jbs N.V. (NYSE:JBS) Price Target at $18.42Defense World, Sep 16
- Engineers Gate Manager LP Has $2.99 Million Stake in Jbs N.V. $JBSDefense World, Sep 14
JBS peers
JBS’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| TSNTyson Foods | Accumulation | 20.5% below |
| MICCMagnum Ice Cream | Accumulation | 33.2% below |
| HRLHormel Foods | Accumulation | 20.8% below |
| SFDSmithfield Foods | Buying | 47.8% below |
| MAMAMama's Creations | Accumulation | 20.0% below |
| LWAYLifeway Foods | Buying | 30.4% below |
A peer links to its own page where one exists.
JBS stock FAQ
What is JBS’s market cap?
JBS’s market cap is $26.53B at the Sep 18, 2026 close of $11.96, with 776.1M shares outstanding. The shares trade on a P/E ratio of 11.4.
What is the JBS stock forecast?
The consensus analyst 12-month price target for JBS is $18.26, +52.7% from the last close. Of the 8 firms that rated the stock in the last 90 days, 7 rate it a buy, 1 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 Sep 18, 2026 close of $11.96 is 44.7% below Gekko Fair Value of $21.61. 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 (50 days away). Analysts expect earnings of $0.35 per share on revenue of $23.64B. JBS beat the earnings estimate in 3 of its last 6 reports, moving 3% 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 $11.49; it closed at $11.96 on Sep 18, 2026, −23.3% 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, 3 of the 4 items with data read as supportive (gekkoindex, fair value and earnings risk) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every 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 JBS 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 1,349 other traders using Gekko
Start Your FREE 7 Day Trial → Every feature unlocked. No credit card required.