Jacobs Solutions stock fell 1.24 percent as target stands at USD 153.70
Published on 10/05/2026 at 15:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jacobs Solutions stock (ISIN US46982L1089) closed at USD 138.06 on the NYSE on October 2, 2026, down 1.24 percent from the prior close. According to MarketBeat on October 3, twelve analysts gave the company a Moderate Buy consensus and an average 12-month price target of USD 153.70.
Analysts see room above USD 138.06
The average target stands USD 15.64 above the October 2 closing price, putting the target 11.3 percent above the stock. The consensus is evenly split between six Buy ratings and six Hold ratings, so the average masks a divided view rather than a unanimous call.
MarketBeat also reported that UBS raised its price objective from USD 156.00 to USD 167.00 on August 10, 2026, while retaining a Buy rating. That target is higher than the published consensus and gives the stock a separate, more optimistic reference point.
Fiscal Q3 delivered a measured beat
Jacobs reported fiscal Q3 results for the period ended June 26, 2026, with adjusted EPS of USD 1.84 versus USD 1.83 consensus and adjusted net revenue of USD 2.42 billion versus USD 2.40 billion expected, according to MarketBeat. Adjusted net revenue increased 8.3 percent from the prior-year quarter, while adjusted EPS exceeded consensus by USD 0.01.
A separate filing summary reported gross revenue of USD 4.1 billion, adjusted EBITDA of USD 366.8 million and a record backlog of USD 28.9 billion for fiscal Q3. The same summary said backlog increased 27.3 percent year over year and operating cash flow reached USD 456 million, linking the order book with stronger cash generation.
Backlog supports raised guidance
Management set fiscal 2026 adjusted EPS guidance at USD 7.20-7.30, with adjusted net revenue growth of 9.5-10.0 percent and an adjusted EBITDA margin target of 14.7-14.8 percent, according to StockTitan. The guidance range gives investors a clearer earnings yardstick than the single-point analyst forecast of USD 7.25 for fiscal 2026.
Jacobs also announced a three-year software-as-a-service agreement to deploy its Data Center Digital Twin at an NVIDIA research and development facility on September 30, 2026. The company said the platform will support power-load balancing, energy forecasting, cooling-leak monitoring and predictive maintenance, according to Jacobs.
Stock remains below its yearly high
The October 2 closing price of USD 138.06 was USD 30.38 below the 52-week high of USD 168.44 and USD 32.38 above the 52-week low of USD 105.68. Jacobs had a market capitalization of USD 16.3 billion as of October 2, 2026, placing the consensus target in the context of a stock trading well inside its annual range.
Jacobs Solutions stock facts
- Company: Jacobs Solutions Inc.
- ISIN: US46982L1089
- Ticker: J
- Trading venue: NYSE
- Price (as of October 2, 2026, 4:00 p.m. ET): Closing price USD 138.06
- Market capitalization: USD 16.3 billion (as of October 2, 2026)
- 52-week range: USD 105.68-168.44 (as of October 2, 2026)
- Sector / Industry: Industrials / Engineering and Construction
