B+
Bull case
25%
Probability
Target price
$180.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
J
Jacobs SolutionsANYSE / Commercial & Professional Services
Last Price
Quote time unavailable
Current thesis
Strong Q3 execution, record backlog, positive book-to-bill, diversified infrastructure demand, robust cash generation, and a third consecutive FY2026 guidance increase support continued positive earnings momentum. The company also stated it remains on track to reach or exceed FY2029 targets.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +8.8.
What can break
Demand and project execution could weaken if AI infrastructure, data-center, private-sector, utility, or public-sector capital spending slows.
Momentum
79
Value
47
Sentiment
79
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $163.00 · Bull $180.00 · Bear $125.00Analysis 2026-08-07; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-07 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $166.17
Why
Momentum79 · Δ7d +2.7
Value47 · Δ7d -0.3
Sentiment79 · Δ7d +8.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +8.8.
Contradictions & invalidation
- • Demand and project execution could weaken if AI infrastructure, data-center, private-sector, utility, or public-sector capital spending slows.
- • GAAP EPS fell year over year because of the temporarily higher PA-acquisition-related tax rate. [#SEC-8K-2026-08-04]
- • The reported adjusted EPS of $1.84 matched the pre-earnings Zacks consensus cited in the packet rather than demonstrating a documented EPS beat.
Catalyst clock
2026-08-04
Q3 FY2026 strong print and guidance raise
Lead driver: Sentiment · See AI snapshot
Momentum
79
9% active weight
Current posture
7d trendFlat
Δ7d
+2.7
Δ21d
+3.7
Value
47
28% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-2.2
Sentiment
79
62% active weight
Current posture
7d trendImproving
Δ7d
+8.8
Δ21d
+0.6
Why this grade
Composite grade A. Momentum 79.2 / Value 47.4 / Sentiment 79.1
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-07. Scenario method
Most likely
B
Base case
55%
Probability
Target price
$163.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$125.00
Analysis reference price unavailable
Analysis 2026-08-07 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$16.81B
Beta
0.80
Shares Out
117.04M
P/E (TTM)
53.1
P/S (TTM)
1.37
P/FCF (TTM)
36.28
Rev YoY
+34.5%
EPS YoY
-25.7%
Gross Margin
+22.0%
Op Margin
+4.9%
Net Debt
$1.47B
Current Ratio
1.29
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data