Jacobs Solutions Inc. (J) | Rumor.io

Jacobs Solutions

Attention (50-day avg)0%

Attention rank (50-day avg)#1,384

Bullish sentiment (50-day avg)100%

Price to earnings ratio45.8

Market capitalization16.3B

Earnings per share3.02

Dividend yield (TTM)1.04%

Revenue (annual)12B

Net income (annual)304M

Social

What share of all stock conversation is about J?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0.01	0% +0	0% 0

May 15

Jacobs Engineering Group Inc. (J) is seen as a bet on Brad Jacobs' execution skills, rather than a value play.
The company's success will depend on Jacobs' ability to avoid overpaying for acquisitions and replicating the margin expansion seen in its logistics business.
The stock's performance is being closely watched for signs of whether Jacobs can successfully transition the company to a new growth phase.

Generated by AI

Sentiment

Of the messages about J that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100%	100% +72.73	99.49% +3.85
Bearish	0% 0	0%	0% -72.73	0.51% -3.85

Jan 6

Jacobs Engineering's acquisition of PA Consulting is expected to improve margins and unlock synergies, leading to a potential margin upgrade story.
The company has a strong track record of growth, with a high level of confidence in CEO Brad Jacobs, who has never disappointed investors.
The stock is expected to continue its upward trend, potentially reaching $30 and $40+ by the end of the year, driven by tailwinds from the housing and interest rate markets.

Generated by AI

Topics

Of the messages about J that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	11.07%	11.22%	4.07%
Macro	—	25.95%	26%	42.95%
Analysts	—	37.02%	37%	48.87%
Earnings	—	25.95%	25.78%	3.53%
Controversies	—	0%	0%	0.1%
Technical Analysis	—	0%	0%	0.49%

Earnings· Nov 20

Jacobs Solutions reported Q4 FY25 results with adj. EPS of $1.75, beating estimates, and revenue of $3.15B, exceeding expectations with a 6.6% YoY growth.
The company delivered a solid Q4 with beats on revenue and adjusted EPS, alongside strong margin expansion and record backlog, positioning Jacobs for profitable growth in FY26.
Jacobs' FY26 guidance is strong, with adj. EPS expected to be $6.90-$7.30 and adj. sales expected to be $9.217B-$9.564B, exceeding estimates.

Analysts· Nov 24

Jacobs Engineering Group's price target has been raised by several analysts, with Citigroup setting a new target of $170.00 and Credit Suisse raising its target to $162.00.
Analysts at Citigroup and Credit Suisse have maintained a "buy" and "outperform" rating, respectively, for Jacobs Engineering Group, citing potential growth opportunities.
Robert W. Baird has also raised its price target for Jacobs Engineering Group to $161.00, although it maintains a more neutral rating.

Announcements· Jan 9

Jacobs Engineering Group Inc. (J) is executing a roll-up strategy in building products distribution, targeting a large and under-digitized industry.
The company is led by Brad Jacobs, a proven industrial consolidator with a history of value creation through disciplined M&A and operational improvement.
The investment case for J is focused on long-term compounding and growth through strategic acquisitions and operational efficiency, rather than short-term housing cycles.

Macro· Apr 8

Jacobs Engineering Group Inc. may benefit from increased manufacturing facilities in the USA if tariffs are successful.
The company's success is linked to the outcome of tariffs, which could impact its business.
Jacobs Solutions and Rockwell Automation may experience growth opportunities if manufacturing facilities are constructed in the USA.

Generated by AI

Community

Of the messages about J, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0.56%	27.17%
Newcomers	100%	100%	99.44%	72.83%

Regulars· Nov 20

Jacobs Engineering reported strong Q4 and FY25 earnings, beating top-line and bottom-line estimates, with a 6.6% increase in gross revenue and a 27.74% YoY increase in adjusted EPS.
The company initiated FY26 guidance, with adjusted EPS expected to be between $6.90 and $7.30 and adjusted sales expected to be between $9.217B and $9.564B.
Jacobs Solutions returned a record $1.1B to shareholders in FY25 and has a strong Q4 backlog of $23.1B, positioning the company for profitable growth in FY26.

Newcomers· Nov 20

Jacobs Engineering Group Inc. reported strong Q4 results with adjusted EPS of $1.75, revenue of $3.15B, and a record backlog of $23.1B.
The company's FY26 EPS growth outlook is promising, with estimates ranging from $6.90 to $7.30.
Jacobs Solutions has a record backlog and returned $1.1B to shareholders in FY25, positioning the company for profitable growth in FY26.

Generated by AI

News

Jacobs Solutions Inc. stock outperforms competitors on strong trading day

4d agoMarketWatch

Jacobs Solutions Inc. stock underperforms Thursday when compared to competitors

5d agomarketwatch.com

Jacobs: Increased Scope Of AI Work And Margin Improvement Should Help Deliver Good Upside

6d agoSeeking Alpha

Jacobs Solutions Inc. stock underperforms Wednesday when compared to competitors

6d agoMarketWatch

Jacobs to Provide Advisory Services for Germany's Konrad Repository

J is set to advise Germany's Konrad Repository, assessing construction, schedules and costs as the mine is converted for radioactive waste disposal.

6d agoYahoo Finance

Jacobs Reappointed to $13 Million UK Grid Asset Health Intervention Program

Jacobs (J) will again be a part of the UK National Grid's Asset Health Intervention Program, securin

7d agoYahoo Finance

Also Discussed

Investors talking about J also mention

#	Name	Attention
1	Martin Marietta Materials, Inc.MLM	0%+0
2	Amentum Holdings, Inc.AMTM	0%-0.01
3	Rockwell Automation Inc.ROK	0%0
4	Tetra Tech Inc.TTEK	0%new
5	TopBuild CorpBLD	0%new
6	Dominion Energy, Inc.D	0%0
7	Loews CorporationL	0%0
8	Genpact LimitedG	0.02%new
9	Ryder System Inc.R	0%new
10	K - Kellanova	——

Jacobs Solutions Inc.

Industrials
Engineering & Construction

Jacobs Solutions Inc. is a global professional services firm that provides technology-enabled consulting, engineering, and project delivery solutions. The company focuses on complex, mission-critical needs for government, infrastructure, and commercial clients. Through its Critical Mission Solutions business, Jacobs Solutions supports areas such as national security, defense, space exploration, digital modernization, clean energy transition, and nuclear decommissioning. Its People and Places Solutions segment delivers integrated services across transportation, water, environmental resilience, energy transition, and advanced manufacturing, including biopharmaceutical facilities. The Divergent Solutions segment develops and deploys cloud, cyber, data, and digital technologies that underpin many of its offerings, while PA Consulting adds strategy, innovation, and management consulting capabilities. Headquartered in Dallas, Texas and founded in 1947, Jacobs Solutions Inc. plays a significant role in large-scale infrastructure, sustainability, and digital transformation projects across global public and private markets.

Website

Location

1999 Bryan Street

Dallas, TX, 75201

United States

Social

What share of all stock conversation is about J?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0.01	0% +0	0% 0

May 15

Jacobs Engineering Group Inc. (J) is seen as a bet on Brad Jacobs' execution skills, rather than a value play.
The company's success will depend on Jacobs' ability to avoid overpaying for acquisitions and replicating the margin expansion seen in its logistics business.
The stock's performance is being closely watched for signs of whether Jacobs can successfully transition the company to a new growth phase.

Generated by AI

Sentiment

Of the messages about J that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100%	100% +72.73	99.49% +3.85
Bearish	0% 0	0%	0% -72.73	0.51% -3.85

Jan 6

Jacobs Engineering's acquisition of PA Consulting is expected to improve margins and unlock synergies, leading to a potential margin upgrade story.
The company has a strong track record of growth, with a high level of confidence in CEO Brad Jacobs, who has never disappointed investors.
The stock is expected to continue its upward trend, potentially reaching $30 and $40+ by the end of the year, driven by tailwinds from the housing and interest rate markets.

Generated by AI

Topics

Of the messages about J that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	11.07%	11.22%	4.07%
Macro	—	25.95%	26%	42.95%
Analysts	—	37.02%	37%	48.87%
Earnings	—	25.95%	25.78%	3.53%
Controversies	—	0%	0%	0.1%
Technical Analysis	—	0%	0%	0.49%

Earnings· Nov 20

Jacobs Solutions reported Q4 FY25 results with adj. EPS of $1.75, beating estimates, and revenue of $3.15B, exceeding expectations with a 6.6% YoY growth.
The company delivered a solid Q4 with beats on revenue and adjusted EPS, alongside strong margin expansion and record backlog, positioning Jacobs for profitable growth in FY26.
Jacobs' FY26 guidance is strong, with adj. EPS expected to be $6.90-$7.30 and adj. sales expected to be $9.217B-$9.564B, exceeding estimates.

Analysts· Nov 24

Jacobs Engineering Group's price target has been raised by several analysts, with Citigroup setting a new target of $170.00 and Credit Suisse raising its target to $162.00.
Analysts at Citigroup and Credit Suisse have maintained a "buy" and "outperform" rating, respectively, for Jacobs Engineering Group, citing potential growth opportunities.
Robert W. Baird has also raised its price target for Jacobs Engineering Group to $161.00, although it maintains a more neutral rating.

Announcements· Jan 9

Jacobs Engineering Group Inc. (J) is executing a roll-up strategy in building products distribution, targeting a large and under-digitized industry.
The company is led by Brad Jacobs, a proven industrial consolidator with a history of value creation through disciplined M&A and operational improvement.
The investment case for J is focused on long-term compounding and growth through strategic acquisitions and operational efficiency, rather than short-term housing cycles.

Macro· Apr 8

Jacobs Engineering Group Inc. may benefit from increased manufacturing facilities in the USA if tariffs are successful.
The company's success is linked to the outcome of tariffs, which could impact its business.
Jacobs Solutions and Rockwell Automation may experience growth opportunities if manufacturing facilities are constructed in the USA.

Generated by AI

Community

Of the messages about J, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	0.56%	27.17%
Newcomers	100%	100%	99.44%	72.83%

Regulars· Nov 20

Jacobs Engineering reported strong Q4 and FY25 earnings, beating top-line and bottom-line estimates, with a 6.6% increase in gross revenue and a 27.74% YoY increase in adjusted EPS.
The company initiated FY26 guidance, with adjusted EPS expected to be between $6.90 and $7.30 and adjusted sales expected to be between $9.217B and $9.564B.
Jacobs Solutions returned a record $1.1B to shareholders in FY25 and has a strong Q4 backlog of $23.1B, positioning the company for profitable growth in FY26.

Newcomers· Nov 20

Jacobs Engineering Group Inc. reported strong Q4 results with adjusted EPS of $1.75, revenue of $3.15B, and a record backlog of $23.1B.
The company's FY26 EPS growth outlook is promising, with estimates ranging from $6.90 to $7.30.
Jacobs Solutions has a record backlog and returned $1.1B to shareholders in FY25, positioning the company for profitable growth in FY26.

Generated by AI

Jacobs Solutions

Social

May 15

Jan 6

Earnings· Nov 20

Analysts· Nov 24

Announcements· Jan 9

Macro· Apr 8

Regulars· Nov 20

Newcomers· Nov 20

Jacobs Solutions Inc. stock outperforms competitors on strong trading day

Jacobs Solutions Inc. stock underperforms Thursday when compared to competitors

Jacobs: Increased Scope Of AI Work And Margin Improvement Should Help Deliver Good Upside

Jacobs Solutions Inc. stock underperforms Wednesday when compared to competitors

Jacobs to Provide Advisory Services for Germany's Konrad Repository

Jacobs Reappointed to $13 Million UK Grid Asset Health Intervention Program

Also Discussed

Jacobs Solutions Inc.

Company Information

Location

Jacobs Solutions Inc. stock outperforms competitors on strong trading day

Jacobs Solutions Inc. stock underperforms Thursday when compared to competitors

Jacobs: Increased Scope Of AI Work And Margin Improvement Should Help Deliver Good Upside

Jacobs Solutions Inc. stock underperforms Wednesday when compared to competitors

Jacobs to Provide Advisory Services for Germany's Konrad Repository

Jacobs Reappointed to $13 Million UK Grid Asset Health Intervention Program

Also Discussed

Social

May 15

Jan 6

Earnings· Nov 20

Analysts· Nov 24

Announcements· Jan 9

Macro· Apr 8

Regulars· Nov 20

Newcomers· Nov 20