Jacobs expands NVIDIA digital twin work and Barclays keeps Buy for Jacobs Solutions stock
Published on 10/06/2026 at 11:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jacobs Solutions (ISIN US46982L1089) was trading at EUR 123.00 at Lang & Schwarz on October 6, 2026, while its latest contract expands the company's role in artificial intelligence infrastructure. On October 1, 2026, Yahoo Finance reported that Jacobs would deploy its Data Center Digital Twin under a three-year agreement at an NVIDIA research and development facility in the United States. Markets Insider also reported on September 24, 2026, that Barclays maintained a Buy rating and set a USD 160.00 price target.
Digital twin links Jacobs to AI demand
The NVIDIA agreement gives Jacobs a software-enabled role inside a large computing facility rather than limiting the company to traditional design and construction work. The platform is intended to support operational planning, energy forecasting, power-load balancing, cooling analysis, predictive maintenance and operator training, according to Yahoo Finance.
That contract sits alongside Jacobs' exposure to data centers, semiconductors, energy and power, transportation and water. The company said on its website that it has 47,000 people and operates in 40 countries, while describing annual revenue of USD 12.0 billion.
Revenue growth outpaces adjusted net revenue
For the third quarter of fiscal 2026, ended June 26, 2026, Zacks reported adjusted earnings of USD 1.84 per share, up 13.60 percent from USD 1.62 a year earlier. Gross revenue rose 34.50 percent to USD 4.08 billion and exceeded the USD 3.54 billion consensus estimate by 15.10 percent, but adjusted net revenue increased 8.30 percent to USD 2.42 billion after excluding pass-through revenue.
The distinction matters because backlog climbed 27.30 percent year over year to USD 28.89 billion, while adjusted operating profit rose 10.80 percent to USD 341.8 million. Management lifted its fiscal 2026 adjusted earnings outlook to USD 7.20-7.30 per share from USD 7.10-7.35 and raised its adjusted net revenue growth outlook to 9.50-10.00 percent from 8.00-10.50 percent, according to Zacks.
Jacobs stock stays below its yearly high
Jacobs Solutions stock was trading at EUR 123.00 at Lang & Schwarz on October 6, 2026, at 11:10 a.m. CEST, down 0.40 percent versus the EUR 123.50 prior close dated October 5, 2026. The primary listing is on the NYSE, where the finance quote showed USD 138.67 on October 5, 2026, with a USD 105.68 to USD 168.44 52-week range and a USD 16.4 billion market capitalization.
The further course of trading is shown by the continuously updated real-time quote of Jacobs Solutions stock.
Jacobs Solutions stock facts
- Company: Jacobs Solutions Inc.
- ISIN: US46982L1089
- Ticker: J
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 6, 2026, 11:10 a.m. CEST: EUR 123.00
- Change versus prior close: minus 0.40 percent
- Prior close Lang & Schwarz October 5, 2026: EUR 123.50
- Market capitalization: USD 16.4 billion as of October 5, 2026
- 52-week range: USD 105.68-168.44 as of October 5, 2026
- Sector / Industry: Industrials / Engineering and Construction
