JBTM

JBT MarelA

NYSE / Capital Goods

At close

2026-08-04

Current thesis

Strong orders, record backlog, continued demand in Prepared Food and Beverage Solutions, planned integration savings, and leverage below 2.5x support a constructive medium-term case. [#SEC-8K-2026-08-03]

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite.

What can break

Inflationary costs and pricing execution may limit adjusted EBITDA margin expansion. [#SEC-8K-2026-08-03]

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $145.00 · Bull $174.00 · Bear $120.00

Data freshness

Prices

As of 2026-08-04

Fundamentals

As of 2026-08-04 • Vendor: Data Vendor v1

Scores

As of 2026-08-04 • Model: HYBRID_IC_RP

AI Memo

As of 2026-08-04 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-08-04

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $171.20

Why

Momentum61 · Δ7d +14.9

Value58 · Δ7d +1.9

Sentiment70 · Δ7d -

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

10% active weight

Current posture

7d trendImproving

Δ7d

+14.9

Δ21d

-10.3

Value

40% active weight

Current posture

7d trendImproving

Δ7d

+1.9

Δ21d

+1.1

Sentiment

49% active weight

Current posture

7d trendTrend unavailable

Trend unavailable

Δ7d

Δ21d

Why this grade

Composite grade A. Momentum 61.4 / Value 57.6 / Sentiment 70.1

Fundamentals (TTM)

As of 2026-08-04

Market Cap

$6.9B

Beta

1.01

Shares Out

52.07M

P/E (TTM) · Derived

-136.4

P/S (TTM)

2.44

P/FCF (TTM)

31.24

Rev YoY

+10.3%

EPS YoY

-125.7%

Gross Margin

+35.5%

Op Margin

+4.1%

Net Debt

$1.78B

Current Ratio

1.01

As of 2026-08-04 • Updated nightlySource: Internal modelMethodology