Jacobs Solutions Inc. research snapshot
J AI stock analysis currently reads Jacobs Solutions as a high-quality professional services and engineering platform tied to infrastructure, advanced manufacturing, environmental work, data centers, life sciences, energy, and advisory services. At the August 2, 2026 data cutoff, J closed near $134.93 on July 31, 2026 with a verified market capitalization near $15.93 billion. The J AI stock forecast uses scenario ranges, not a single price prediction, because Jacobs has record backlog of about $27.0 billion, raised FY2026 adjusted EPS guidance, and just completed the PA Consulting acquisition, but GAAP earnings, integration costs, leverage, client budgets, and government or infrastructure funding cycles can materially change the outcome.
Current price
$134.93
Market cap
$15.93 billion verified market cap
AI score
68 / 100
Rating
Quality infrastructure and advanced facilities consultant with record backlog, a completed PA Consulting integration, and leverage to manage
Trend status
Short-term bullish setup above both the 50-day and 200-day moving averages after the July 31 close
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Jacobs sells high-skill consulting, design, engineering, program management, and technical services for infrastructure, advanced manufacturing, environmental, energy, technology, life sciences, and advisory clients. | High |
| Moat | The moat comes from technical talent, client trust, regulated project know-how, global delivery, PA Consulting advisory depth, and scale in complex programs, but most contracts still face procurement and execution discipline. | Medium-high |
| Management | CEO and chair Bob Pragada has led the portfolio shift toward higher-value consulting and advanced infrastructure work. The current test is PA Consulting integration, leverage reduction, margin delivery, and capital allocation after heavy buybacks. | Medium-high |
| Financial trend | FY2025 revenue was $12.03 billion and net earnings attributable to Jacobs were $289.3 million. Q2 FY2026 gross revenue rose 27% year over year to $3.695 billion, adjusted EPS was $1.75, and backlog reached $27.0 billion. | High |
| Valuation | At $134.93, audited math shows about 41.26x TTM EPS, 4.84x book value, 32.91x free cash flow per share, and a 1.07% dividend yield, with a forward PE near 17.60 on adjusted FY2026 earnings. | High |
| Technical trend | The stock closed at $134.93 on July 31, 2026, above both the 50-day moving average near $125.58 and the 200-day moving average near $133.97, with RSI near 58, which is a more constructive read than prior months. | Medium |
| Risk level | Main risks include PA Consulting integration, higher debt after the acquisition, adjusted versus GAAP earnings quality, project delays, government budget changes, client concentration by megaproject, litigation, and margin pressure. | Medium-high |
| AI confidence | Descriptive confidence is high because company filings and third-party statistics line up on key data. Return confidence is lower because the stock depends on execution, multiples, and adjusted EPS credibility. | High data confidence |
| Investment certainty | Jacobs has solid business quality, record backlog, and rising guidance, but the current price needs adjusted EPS delivery, PA integration progress, debt reduction, and confirmation above resistance to improve certainty. | Medium |
J AI stock forecast
The J AI stock forecast is scenario-based because Jacobs depends on backlog conversion, public and private infrastructure budgets, advanced manufacturing and data center demand, PA Consulting synergies, debt reduction, and the market multiple assigned to adjusted earnings. A GAAP EPS model using TTM EPS of $3.27 produces higher mechanical valuation, while a separate adjusted EPS model using the midpoint of company FY2026 adjusted EPS guidance near $7.22 supports a much lower forward multiple and wider upside if management converts backlog into cash earnings.
$180 to $205 before dividends
More likely if Jacobs compounds adjusted EPS near low double digits, keeps backlog above $27 billion, expands adjusted EBITDA margin toward the top of guidance, captures PA Consulting synergies, reduces leverage, and investors value the business in the low-20s adjusted earnings multiple, consistent with recent analyst targets of $171 to $181.
$145 to $160 before dividends
More likely if adjusted EPS lands near the $7.10 to $7.35 guidance midpoint, adjusted net revenue grows 8% to 10.5%, PA integration is orderly, and the market values Jacobs near a 20x forward adjusted earnings multiple, aligned with the $156.53 consensus price target.
$95 to $110 before dividends
More likely if project awards slow, GAAP adjustments persist, leverage stays elevated, PA Consulting synergies disappoint, public budgets tighten, or the market shifts toward a mid-teens multiple on lower adjusted earnings.
J AI technical analysis
J AI technical analysis turned more constructive as of the August 2, 2026 data cutoff. The stock closed at $134.93 on July 31, 2026, above the 50-day moving average of $125.58 and the 200-day moving average of $133.97, with RSI near 58.26. That combination shows the rebound extending above the prior overhead resistance.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $134.93 | StockAnalysis close reference from July 31, 2026, used for the August 2 market-cap and valuation verification. |
| Immediate support | $131 to $133 | This area covers the recent trading band and the July 31 day range, and it is the first zone where buyers need to defend the advance. |
| Deeper support | $125 to $126 | The 50-day moving average was $125.58, making this a key pullback reference for trend-following risk control. |
| Near resistance | $135 to $137 | A sustained close above the July 31 high near $135.49 would confirm the breakout and open the way toward higher analyst targets. |
| Upper resistance | $150 to $158 | This zone lines up with analyst price targets near $149 to $160 and the $156.53 consensus average target. |
| 52-week high | $168.44 | The 52-week high sits near $168.44, and a move there would represent a full recovery from the 2026 low. |
| Moving averages | Above 50-day and 200-day | Price holding above both averages is a bullish setup, though durability still depends on volume and earnings confirmation. |
| Momentum | RSI near 58 | Momentum is positive and not yet extreme, which supports the rebound read while still requiring confirmation above resistance. |
| Volume | Watch the 838,000 20-day average | Breakouts above $135 to $137 should be tested against volume, earnings, backlog, and PA integration commentary. |
| Volatility | Lower beta, project-cycle sensitivity | StockAnalysis lists beta near 0.67, but earnings releases, backlog updates, acquisition news, and guidance changes can still move the stock sharply. |
| Invalidation | Close below $125.58, then below $121 | A sustained break below the 50-day average weakens the bullish setup. A deeper break below $121 would challenge the recovery thesis. |
J AI trading strategy
The J AI trading strategy below is a rules-based research framework, not personal financial advice. It combines moving-average levels with backlog, adjusted net revenue growth, adjusted EPS guidance, debt, free cash flow, PA Consulting integration, and margin delivery.
Watch for J to hold the $131 to $133 support area and close above $135 to $137 with volume confirmation, improving backlog conversion, and management commentary that supports FY2026 adjusted EPS of $7.10 to $7.35.
A failed breakout followed by a close below the 50-day average should reduce trend confidence, especially if GAAP adjustments, debt, or working-capital pressure remain elevated.
If J pulls back toward support without a permanent earnings reset, compare the lower price with backlog quality, adjusted EBITDA margin, free cash flow margin, debt reduction, PA Consulting synergies, and client funding visibility.
Do not treat a lower price as automatically attractive if project awards slow, government budgets tighten, or the adjusted-to-GAAP earnings gap widens.
Track quarterly gross revenue, adjusted net revenue, adjusted EPS, backlog, book-to-bill, PA Consulting integration costs and synergies, debt, free cash flow margin, buybacks, and dividend coverage.
Position sizing should reflect that Jacobs can screen inexpensive on adjusted FY2026 EPS but expensive on GAAP TTM EPS, so the earnings quality assumption must be explicit.
Investment research summary
Customers pay Jacobs to solve complex infrastructure, advanced facilities, environmental, technology, energy, life sciences, and advisory problems where domain expertise, project execution, compliance, and trust matter more than low-cost labor.
The moat is strongest in technical talent, regulated project knowledge, long client relationships, ENR-recognized design scale, PA Consulting advisory capabilities, and global delivery. It is weaker in commoditized procurement where price dominates.
The thesis fails if PA Consulting integration misses targets, adjusted earnings overstate cash earnings, debt constrains capital allocation, public budgets tighten, large projects slip, litigation or claims increase, or competitors compress margins.
Bob Pragada is CEO and chair, and management has repositioned Jacobs toward higher-value consulting and technical solutions. The management test is whether buybacks, PA Consulting ownership, leverage, and margin targets produce durable per-share value.
Jacobs sits in long-cycle markets tied to infrastructure renewal, energy transition, water, environmental compliance, advanced manufacturing, data centers, AI infrastructure, and resilient supply chains. These trends are attractive but still depend on funding and execution.
At $134.93, J has a limited margin of safety on GAAP TTM EPS but a more reasonable setup on FY2026 adjusted EPS guidance. The key question is whether adjusted earnings convert into free cash flow while leverage moves lower.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| Current price reference | $134.93 close on July 31, 2026 | StockAnalysis J overview | August 2, 2026 |
| Market capitalization | $15.93 billion, verified from $134.93 x 118.08 million shares | Pineify financial_rigor.py and StockAnalysis J statistics | August 2, 2026 |
| Shares outstanding | 118.08 million shares outstanding | StockAnalysis J statistics | August 2, 2026 |
| FY2025 revenue and net earnings | $12.030 billion revenue and $289.3 million net earnings attributable to Jacobs | Jacobs FY2025 Form 10-K | August 2, 2026 |
| Q2 FY2026 operating snapshot | $3.695 billion gross revenue, $1.75 adjusted EPS, and $27.0 billion record backlog | Jacobs Q2 FY2026 earnings release | August 2, 2026 |
| FY2026 guidance | Adjusted EPS guidance of $7.10 to $7.35, adjusted net revenue growth of 8.0% to 10.5%, and adjusted EBITDA margin of 14.6% to 14.9% | Jacobs Q2 FY2026 earnings release | August 2, 2026 |
| Cash and debt | $1.372 billion cash and about $4.56 billion debt including operating lease liabilities | Jacobs Q2 FY2026 balance sheet and StockAnalysis statistics | August 2, 2026 |
| Valuation ratios | 41.26x TTM EPS, 4.84x book value, 32.91x FCF per share, and 1.07% dividend yield, with StockAnalysis listing PE near 39.33 | Pineify financial_rigor.py and StockAnalysis J statistics | August 2, 2026 |
| Technical references | 50-day moving average $125.58, 200-day moving average $133.97, RSI 58.26 | StockAnalysis J statistics | August 2, 2026 |
| Analyst consensus | Buy rating with an average 12-month price target of $156.53, range $131 to $181 across 16 analysts | StockAnalysis J forecast | August 2, 2026 |
| Management | Bob Pragada is chief executive officer and chair of Jacobs Solutions | Jacobs leadership profile | August 2, 2026 |
| Industry position | Jacobs ranked No. 1 on ENR 2026 Top 500 Design Firms list and No. 1 in Manufacturing | Jacobs ENR 2026 ranking announcement | August 2, 2026 |
| PA Consulting acquisition | Jacobs completed the acquisition of the remaining PA Consulting stake and raised the cost synergy estimate to at least $20 million per year within 24 months | Jacobs Q2 FY2026 earnings release | August 2, 2026 |
This J AI stock analysis is an informational research tool only and is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available public data as of August 2, 2026, and may be wrong if revenue growth, margins, backlog conversion, PA Consulting integration, debt, rates, client budgets, or market multiples change.
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