JBSConsumer Defensive · Packaged FoodsThe 15 Wall Street analysts covering JBS NV hold a median 12-month price target of $17 — +32.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 4 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores JBS NV 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
Value (90): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Revisions (31): Analysts have, on balance, been cutting their forecasts.
Size (12): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on JBS, 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 +32.5% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | JP Morgan | Maintains | Overweight | $18 → $18 |
| 9 Oct 2026 | JP Morgan | Maintains | Overweight | $18 → $18 |
| 9 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 24 Aug 2026 | UBS | Maintains | Buy | $17 → $18 |
| 24 Aug 2026 | UBS | Maintains | Buy | — |
| 17 Aug 2026 | Stephens & Co. | Maintains | Overweight | $18 → $17 |
| 17 Aug 2026 | Stephens & Co. | Maintains | Overweight | — |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 28 July 2026 | JP Morgan | Upgrade | Overweight | — |
| 16 July 2026 | Barclays | Maintains | Overweight | — |
| 29 June 2026 | JP Morgan | Maintains | Neutral | — |
| 14 May 2026 | Barclays | Maintains | Overweight | — |
| 14 May 2026 | JP Morgan | Downgrade | Neutral | — |
| 24 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 27 Mar 2026 | Barclays | Maintains | Overweight | — |
| 14 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 3 Sept 2025 | JP Morgan | Maintains | Overweight | — |
| 15 Aug 2025 | Stephens & Co. | Reiterates | Overweight | — |
| 26 June 2025 | BMO Capital | Initiates | Outperform | — |
| 26 June 2025 | Stephens & Co. | Reiterates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
JBS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, JBS NV returned +4.0% against +14.8% 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 54% of US stocks
Cheaper than 93% of US stocks
Cheaper than 50% of US stocks
Cheaper than 49% of US stocks
Higher than 61% of US stocks
Higher than 49% of US stocks
Higher than 10% of US stocks
Higher than 50% of US stocks
Higher than 50% of US stocks
Higher than 71% of US stocks
Higher than 76% of US stocks
Higher than 96% 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.
JBS NV has a market value of $13.9B and an enterprise value of $36.9B.
Revenue in the twelve months to 30 June 2026: $91.2B. The latest quarter grew 13.8% year on year.
Net income over the same four quarters: $1.2B, a 1.3% net margin.
Diluted earnings per share, trailing twelve months: $1.01.
Free cash flow in the twelve months to 30 June 2026: $462.0M.
JBS NV spent $1.0B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 12.1×; forward P/E: 9.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 7.72%, paying out 93% of earnings.
JBS NV employs 283,000 people — $322K 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 JBS NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research says JBS N.V. lacks the combination of two key ingredients it considers supportive of a likely earnings beat in the upcoming report. The item outlines key expectations to watch for.
Why it matters — JBS watchers may want to note the article’s assessment of the company’s prospects for an earnings beat ahead of its report.
JBS N.V. said it will release its third-quarter 2026 financial results after U.S. markets close on November 9, 2026. Executives will discuss the results on a conference call and webcast on November 10 at 9:00 a.m. Eastern Time, followed by a question-and-answer session.
Why it matters — The announcement provides JBS watchers with the timing and format for the company's next quarterly results review.
JBS N.V., JBS USA Foods Group Holdings, Inc., and JBS USA Food Company Holdings commenced registered exchange offers. The excerpt does not specify the securities or terms involved.
Why it matters — The offers are a corporate financing-related development that JBS watchers may monitor; the excerpt provides no further details.
The 15 Wall Street analysts covering JBS NV have a median 12-month price target of $17, with estimates ranging from $14 to $20. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering JBS NV, 13 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks JBS NV 36 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, JBS NV ranks 36 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 Value (90 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +32.5% from the last close, and Ticker Nerd's factor model ranks JBS NV 36 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering JBS NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for JBS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $14 to $20 over the next 12 months.
JBS NV returned +4.0% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
JBS N.V. Class A Common Stock represents ownership in JBS N.V., a global food company focused on protein processing and related food products.
The most recent item we track (Zacks Investment Research, 2 Nov 2026): "Analysts Estimate JBS N.V. (JBS) to Report a Decline in Earnings: What to Look Out for". Zacks Investment Research says JBS N.V. lacks the combination of two key ingredients it considers supportive of a likely earnings beat in the upcoming report. The item outlines key expectations to watch for.
JBS N.V. Class A Common Stock represents ownership in JBS N.V., a global food company focused on protein processing and related food products. The company produces and markets beef, pork, lamb, poultry, fish, and prepared foods for retail, foodservice, and industrial customers. Its portfolio also extends into complementary businesses such as leather, collagen, hygiene and beauty products, metal packaging, biodiesel, and other protein-linked operations. JBS serves a broad international customer base through multiple brands and a diversified supply chain that supports large-scale food distribution. As a publicly traded class A share, the stock provides market exposure to a multinational business active across consumer staples and protein supply markets.
CEO Mr. Gilberto Tomazoni · 283,000 employees · Netherlands · https://jbsglobal.com
