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
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most 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
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-07
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+78.7
Score
AI commentary
News tone is positive following the strong Q3 report, record backlog, cash generation, and raised FY2026 guidance. The available Aug. 6 anchor price was $144.03, but the packet does not provide the prior close or reliable attribution of the post-print price reaction. Analyst revisions and social coverage are unavailable, so follow-through remains a monitoring item rather than confirmed evidence.
RankAlpha Sentiment Codex - 2026-08-07
Open post-earnings memoEvidence flagged
high-coverage report lacks a dated company-specific catalyst beyond generic cadence; peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-04eventQ3 FY2026 strong print and guidance raiseMedium impact
Jacobs reported Q3 adjusted EPS of $1.84, up 13.6% year over year, adjusted net revenue growth of 8.3%, and record backlog of $28.9 billion. FY2026 adjusted EPS guidance was raised to $7.20-$7.30 and adjusted net revenue growth guidance to 9.5%-10.0% for the third consecutive increase. [#SEC-8K-2026-08-04]
2027-08-07catalystRecord backlog and diversified infrastructure demandHigh impact
Backlog increased 27.3% year over year to $28.9 billion, with a 1.4x trailing-twelve-month book-to-bill ratio. Management cited broad-based demand across data centers, semiconductors, energy and power, transportation, water, life sciences, and advanced manufacturing. [#SEC-8K-2026-08-04]
2027-08-07catalystPA Consulting growth and synergy realizationHigh impact
PA Consulting delivered double-digit growth in the prior quarter, while Jacobs raised its expected annual cost synergies from the acquisition to at least $20 million within 24 months of closing. [#SEC-8K-2026-05-05]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-07 • Updated nightlySource: Internal modelMethodology