JIndustrials · Engineering & ConstructionThe 16 Wall Street analysts covering Jacobs Solutions, Inc. hold a median 12-month price target of $163 — +12.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 23 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Jacobs Solutions, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (94): The share price has been relatively steady.
Issuance (50): The company has been issuing shares or taking on financing, diluting existing holders.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on J, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +12.4% from it.
Of the 20 most recent actions, 4 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Keybanc | Maintains | Overweight | $168 → $166 |
| 5 Oct 2026 | Truist Securities | Maintains | Hold | $161 → $160 |
| 5 Oct 2026 | Truist Securities | Maintains | Hold | — |
| 10 Aug 2026 | UBS | Maintains | Buy | $156 → $167 |
| 10 Aug 2026 | UBS | Maintains | Buy | — |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 5 Aug 2026 | RBC Capital | Maintains | Outperform | $171 → $174 |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 5 Aug 2026 | Truist Securities | Maintains | Hold | $149 → $161 |
| 22 July 2026 | RBC Capital | Maintains | Outperform | $169 → $171 |
| 22 July 2026 | RBC Capital | Maintains | Outperform | — |
| 2 July 2026 | Truist Securities | Maintains | Hold | — |
| 2 July 2026 | Truist Securities | Maintains | Hold | $150 → $149 |
| 19 May 2026 | RBC Capital | Reiterates | Outperform | — |
| 7 May 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 6 May 2026 | Citigroup | Maintains | Buy | — |
| 6 May 2026 | Keybanc | Maintains | Overweight | — |
| 6 May 2026 | RBC Capital | Maintains | Outperform | — |
| 6 May 2026 | Truist Securities | Maintains | Hold | — |
| 13 Apr 2026 | Baird | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
J appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Jacobs Solutions, Inc. returned −8.8% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 15% of US stocks
Cheaper than 64% of US stocks
Cheaper than 18% of US stocks
Cheaper than 16% of US stocks
Higher than 80% of US stocks
Higher than 19% of US stocks
Higher than 21% of US stocks
Higher than 59% of US stocks
Higher than 53% of US stocks
Higher than 59% of US stocks
Higher than 74% of US stocks
Higher than 70% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Jacobs Solutions, Inc. has a market value of $17.1B and an enterprise value of $20.0B.
Revenue in the twelve months to 30 June 2026: $14.2B. The latest quarter grew 34.5% year on year.
Net income over the same four quarters: $300.6M, a 2.1% net margin.
Diluted earnings per share, trailing twelve months: $2.85.
Free cash flow in the twelve months to 30 June 2026: $644.5M.
Jacobs Solutions, Inc. spent $714.9M on share buybacks and $161.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 48.4×; forward P/E: 17.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.99%, paying out 45% of earnings.
Jacobs Solutions, Inc. employs 47,000 people — $303K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Jacobs Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research compares Jacobs Solutions (J) and Argan (AGX) for investors considering potentially undervalued stocks in the Building Products - Miscellaneous category.
Why it matters — The item frames J alongside AGX in a comparison of valuation for investors tracking Jacobs Solutions.
Johnson & Johnson shares fell 5.8% after Q3 results, despite an earnings beat and raised guidance. MedTech weakness, drug sales shortfalls and acquisition costs weighed on results.
Why it matters — The report highlights operating factors that offset J&J’s earnings beat and higher guidance.
Jacobs Solutions has signed a three-year agreement with NVIDIA to deploy its Data Center Digital Twin at a major U.S. research and development facility. This expands Jacobs' digital infrastructure work in partnership with NVIDIA.
Why it matters — This multi-year collaboration with NVIDIA could broaden Jacobs' digital infrastructure offerings and strengthen its position in the growing AI infrastructure market.
Jacobs has been selected to provide advisory services for Germany's Konrad Repository, where it will assess construction, schedules, and costs as the mine is converted for radioactive waste disposal.
Why it matters — This expands Jacobs' advisory work into a significant international infrastructure and environmental project, adding to its portfolio of large-scale assignments.
Zacks Investment Research highlights Jacobs Solutions as a top growth stock for the long term, referencing its Zacks Style Scores as a tool for identifying strong stocks. The piece frames Jacobs as well-positioned among value, growth, or momentum investors.
Why it matters — A Zacks feature positioning Jacobs as a standout long-term growth stock signals positive analyst attention for investors tracking the company.
The 16 Wall Street analysts covering Jacobs Solutions, Inc. have a median 12-month price target of $163, with estimates ranging from $144 to $181. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Jacobs Solutions, Inc., 10 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Jacobs Solutions, Inc. 76 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Jacobs Solutions, Inc. ranks 76 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (94 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +12.4% from the last close, and Ticker Nerd's factor model ranks Jacobs Solutions, Inc. 76 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Jacobs Solutions, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for J are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $144 to $181 over the next 12 months.
Jacobs Solutions, Inc. returned -8.8% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Jacobs Solutions Inc. is a global professional services company that delivers consulting, engineering, design, and project delivery services for complex infrastructure and advanced facilities.
The most recent item we track (Zacks Investment Research, 19 Oct 2026): "J or AGX: Which Is the Better Value Stock Right Now?". Zacks Investment Research compares Jacobs Solutions (J) and Argan (AGX) for investors considering potentially undervalued stocks in the Building Products - Miscellaneous category.
Jacobs Solutions Inc. is a global professional services company that delivers consulting, engineering, design, and project delivery services for complex infrastructure and advanced facilities. Jacobs Solutions focuses on helping public and private clients plan, build, and manage assets across transportation, water, energy, environmental services, life sciences, advanced manufacturing, and technology-related sectors. The company also provides program management, lifecycle support, and digital and data-enabled solutions, including cybersecurity and technology consulting through its PA Consulting business. Its work is centered on serving large-scale projects and mission-critical systems that support cities, industries, and government operations worldwide. Headquartered in Dallas, Texas, Jacobs Solutions plays a significant role in the global market for infrastructure, technical services, and specialized consulting.
CEO Mr. Robert V. Pragada · 47,000 employees · United States · https://www.jacobs.com
