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, and advisory services. At the July 8, 2026 data cutoff, J traded near $130.29 with a verified market capitalization near $15.38 billion. The J AI stock forecast uses scenario ranges, not a single price prediction, because Jacobs has strong backlog growth and FY2026 adjusted EPS guidance, but GAAP earnings, PA Consulting integration, leverage, client budgets, and government or infrastructure funding cycles can materially change the outcome.
Current price
$130.29
Market cap
$15.38 billion verified market cap
AI score
67 / 100
Rating
Quality infrastructure and advanced facilities consultant with backlog growth, leverage, and integration risk
Trend status
Short-term rebound above the 50-day average, still below the 200-day average
Data cutoff (updated weekly)
July 8, 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 to $3.69 billion, adjusted EPS was $1.75, and backlog reached $27.0 billion. | High |
| Valuation | At $130.29, audited math shows about 39.84x TTM EPS, 4.68x book value, 31.78x free cash flow per share, and a 1.11% dividend yield. On FY2026 adjusted EPS guidance, the forward multiple is much lower. | High |
| Technical trend | The stock has recovered above the 50-day moving average near $121.97 but remains below the 200-day moving average near $135.77, keeping the technical read mixed rather than fully bullish. | Medium |
| Risk level | Main risks include PA Consulting integration, higher debt, 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 and visible backlog, but the current price needs adjusted EPS delivery, integration progress, and a break back above the 200-day average 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 lower mechanical values, while a separate adjusted EPS model using the midpoint of company FY2026 adjusted EPS guidance gives wider upside if management converts backlog into cash earnings.
$210 to $230 before dividends
More likely if Jacobs compounds adjusted EPS near low double digits, keeps backlog above $27 billion, expands adjusted EBITDA margin, captures PA Consulting synergies, reduces leverage, and investors value the business near the low-20s adjusted earnings multiple.
$150 to $165 before dividends
More likely if adjusted EPS grows around high single digits, infrastructure and advanced facilities demand stays healthy, PA integration is orderly, and the market values Jacobs near a high-teens adjusted earnings multiple.
$90 to $100 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 is mixed as of the July 8, 2026 data cutoff. The stock closed at $130.29 on July 7, 2026, above the 50-day moving average of $121.97 but below the 200-day moving average of $135.77, with RSI near 62.19. That combination shows a rebound with overhead resistance still in place.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $130.29 | StockAnalysis close reference from July 7, 2026, used for July 8 market-cap and valuation verification. |
| Immediate support | $124 to $128 | This area covers the early July trading band and is the first zone where buyers need to defend the rebound. |
| Deeper support | $121 to $122 | The 50-day moving average was $121.97, making this a key pullback reference for trend-following risk control. |
| Near resistance | $135 to $136 | The 200-day moving average was $135.77, so a close above this area would improve the medium-term trend read. |
| Upper resistance | $150 to $158 | This zone lines up with the area where investors may reassess the stock against analyst targets and prior recovery attempts. |
| Moving averages | Above 50-day, below 200-day | The current setup is improving but not confirmed as a durable uptrend until price can reclaim the 200-day average. |
| Momentum | RSI near 62 | Momentum is positive but not extreme, which supports a rebound read while still requiring confirmation above resistance. |
| Volume | Watch the 1.3 million 20-day average | Breakouts above the 200-day average 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 $121, then below $115 | A sustained break below the 50-day average weakens the rebound. A deeper break below $115 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 $121 to $128 support area and close above $135 to $136 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 $130.29, J has 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 | $130.29 close on July 7, 2026 | StockAnalysis J overview | July 8, 2026 |
| Market capitalization | $15.38 billion, verified from $130.29 x 118.08 million shares | Pineify financial_rigor.py and StockAnalysis J statistics | July 8, 2026 |
| Shares outstanding | 118.08 million shares outstanding | StockAnalysis J statistics | July 8, 2026 |
| FY2025 revenue and net earnings | $12.030 billion revenue and $289.3 million net earnings attributable to Jacobs | Jacobs FY2025 Form 10-K | July 8, 2026 |
| Q2 FY2026 operating snapshot | $3.695 billion gross revenue, $1.75 adjusted EPS, and $27.0 billion backlog | Jacobs Q2 FY2026 earnings release | July 8, 2026 |
| FY2026 guidance | Adjusted EPS guidance of $7.10 to $7.35 and adjusted net revenue growth of 8.0% to 10.5% | Jacobs Q2 FY2026 earnings release | July 8, 2026 |
| Cash and debt | $1.372 billion cash and about $4.558 billion debt including operating lease liabilities | Jacobs Q2 FY2026 balance sheet and StockAnalysis statistics | July 8, 2026 |
| Valuation ratios | 39.84x TTM EPS, 4.68x book value, 31.78x FCF per share, and 1.11% dividend yield | Pineify financial_rigor.py and StockAnalysis J statistics | July 8, 2026 |
| Technical references | 50-day moving average $121.97, 200-day moving average $135.77, RSI 62.19 | StockAnalysis J statistics | July 8, 2026 |
| Management | Bob Pragada is chief executive officer and chair of Jacobs Solutions | Jacobs leadership profile | July 8, 2026 |
| Industry position | Jacobs ranked No. 1 on ENR 2026 Top 500 Design Firms list | Jacobs ENR 2026 ranking announcement | July 8, 2026 |
| PA Consulting acquisition | Jacobs completed acquisition of remaining PA Consulting stake for about $1.6 billion upfront consideration | Jacobs PA Consulting acquisition release | July 8, 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 July 8, 2026, and may be wrong if revenue growth, margins, backlog conversion, PA Consulting integration, debt, rates, client budgets, or market multiples change.
