AI Stock Memo: J - Jacobs Solutions - RankAlpha

J

Rating buyAI Memo

Jacobs Solutions

As of 2026-02-06/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-02-06 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Q1 2026 earnings (assumed) • 2026-04-30

Expected move: +22%

Biggest risk

Execution setbacks, persistent cost inflation or delayed awards compress margins and backlog realization, moving results toward analyst lows near $130.

Invalidation

Break below $130 or thesis failure.

What would change my mind?

Jacobs converts backlog, achieves margin expansion from higher‑mix advisory work and sustains free-cash-flow improvement, supporting a re‑rating toward the analyst high (~$189).

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-06

Base target

$155

p=55%

Bull target

$189

p=25%

Bear target

$130

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Analyst revisions and estimates refresh
Backlog conversion & infrastructure tailwinds
Jacobs converts backlog, achieves margin expansion from higher‑mix advisory work and sustains free-cash-flow improvement, supporting a re‑rating toward the analyst high (~$189).

BearKey bullets

Large-project execution delays or cost overruns
Margin compression from sustained cost inflation
Reduced government/infrastructure spending or award timing shifts

WatchKey bullets

Q1 2026 earnings (assumed)

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $155 (p=55%)

Bull/Bear spread: +49% / +3%

Vs latest close: Bull +49% · Base +22% · Bear +3%

Scenario probabilities

Bull Target: $189 (p=25%)Base Target: $155 (p=55%)Bear Target: $130 (p=20%)

Commentary

Tone is cautiously constructive: analyst median (~$154.74) sits above the anchor, implying modest upside. Short-term sentiment will swing around earnings and contract announcements; coverage remains mixed but tilted toward buy on backlog visibility.

As of 2026-02-06 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Jacobs converts backlog, achieves margin expansion from higher‑mix advisory work and sustains free-cash-flow improvement, supporting a re‑rating toward the analyst high (~$189).

Bear Case

Execution setbacks, persistent cost inflation or delayed awards compress margins and backlog realization, moving results toward analyst lows near $130.

Drivers

Scannable catalysts and supporting factors

Analyst revisions and estimates refresh
Backlog conversion & infrastructure tailwinds

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-06Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$154.74

Range (USD)

$130.00 - $189.00

Count

Query: Jacobs Solutions Inc Common (J) analyst consensus price target high low average

Jacobs Solutions Inc. (J) Stock Price, News, Quote & History
Search result #1
Jacobs Solutions (J) Tops Q1 Earnings and Revenue Estimates. Zacks • 1d ago ... Analyst Price Targets. 137.00 Low. 157.53 Average. 143.78 Current. 180.00 High ...
Open source
Jacobs Solutions (J) Price Targets - Zacks Investment Research
Search result #2
The forecasts range from a low of $137.00 to a high of $180.00. The average price target represents an increase of 15.61% from the last closing price of $136. ...
Extracted: $137.00, $180.00, $136.00Open source
J / Jacobs Solutions Inc. (NYSE) - Forecast, Price Target, Estimates ...
Search result #3
The average one-year price target for Jacobs Solutions Inc. is $158.53. The forecasts range from a low of $131.30 to a high of $189.00. Read More.
Extracted: $158.53, $131.30, $189.00Open source
Jacobs Solutions Inc.: Target Price Consensus and Analysts ...
Search result #4
Evolution of the Average Target: Jacobs Solutions Inc. Evolution of the ... Low Price Target. 130.00USD. Spread / Lowest Target. -4.21%. Analyst Consensus ...
Extracted: $130.00Open source
Jacobs Solutions Analyst Ratings and Price Targets | NYSE:J
Search result #5
Jacobs Solutions Inc has a consensus price target of $154.74 based on the ratings of 21 analysts. The high is $180 issued by Citigroup on November 21, 2025.
Extracted: $154.74, $180.00Open source
J Stock Forecast 2026 - Jacobs Price Targets & Predictions
Search result #6
Based on our analysis of 22 Wall Street analysts, J has a bullish consensus with a median price target of $156.00 (ranging from $137.00 to $180.00). The overall ...
Extracted: $156.00, $137.00, $180.00Open source

Scenarios

Bull Target (Scenario probability)

$189 / p=25% prob

Base Target (Scenario probability)

$155 / p=55% prob

Bear Target (Scenario probability)

$130 / p=20% prob

Price $127 as of 2026-07-13

Nearest Scenario: Bear (∆ 3%)

Targets vs latest close: Bull +49% · Base +22% · Bear +3%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-04-30
Q1 2026 earnings (assumed)
Quarterly results and guidance versus consensus; likely re-rating on revenue, backlog or margin beats/misses. Date assumed due to no confirmed IR schedule.
Prob 75.00% • Move 6.00% • Priced-in 50.00%

Short-term Catalysts

Next few weeks

Analyst revisions and estimates refresh
2026-05-07
Consensus target range (low $130 — high $189; median ≈ $154.74) implies price moves from upgrades/downgrades within the near-term coverage window.
Prob 40% • Move 8% • Priced-in 60%

Long-term Catalysts

Months to a year

Backlog conversion & infrastructure tailwinds
2027-02-06
Multi-quarter realization of awards, better mix and cost control supporting margin expansion and multiple re-rating over a 12‑month horizon.
Prob 55% • Move 25% • Priced-in 30%

Risks

Large-project execution delays or cost overruns
Margin compression from sustained cost inflation
Reduced government/infrastructure spending or award timing shifts

Peers

Symbol	Summary
ACM	AECOM — global engineering and infrastructure peer with comparable project mix and government exposure.
FLR	Fluor — large EPC peer sensitive to project awards and execution risk similar to Jacobs.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Jacobs Solutions Inc Common (J) analyst consensus price target high low average
Analysis date: 2026-02-06