Jacobs Solutions IncNYSE: J
Industrials · Construction & Engineering
$128.68
-0.56%
Vol: 524K
Research Digest
Friday, May 1, 2026
Dividend raised to $0.36; Sydney Metro West joint venture; Flood IQ AI platform launched
Jacobs declared quarterly dividend of $0.36 per share (payable June 19), continuing shareholder returns. Company was appointed in joint venture with GHD and WSP to design five underground stations for Sydney Metro West. Jacobs launched Flood IQ, an AI-enabled platform for cities to manage flood events through forecasting and planning. Stock up 3.06% on operational momentum. Upcoming Q1 earnings on May 5 expected to show $1.64 EPS (14.7% YoY growth) on $12B annual revenue. Analyst consensus is Buy with $154.60 PT (19.59% upside).
Previous Market Intelligence
13 daysApr 30Jacobs Solutions guides Q1 earnings at $1.64 EPS as board director steps down ahead of PA Consulting acquisitionNeutral▶
Jacobs Solutions announced Diane Bryant's board resignation effective April 26. The company expects Q1 2026 EPS of $1.64, up 14.7% from $1.43 year-ago, surpassing Wall Street's consensus. An upcoming M&A transaction includes completing its full acquisition of PA Consulting. Stock gained 0.56% to $126.52 on April 28. Q1 earnings report expected May 5.
Apr 16Jacobs Solutions announced $1.64B acquisition of remaining PA Consulting stake and AI Data Center Digital Twin with NVIDIAPositive▶
Jacobs Solutions announced plans to acquire the remaining stake in PA Consulting for $1.64B, significantly boosting growth prospects in high-demand sectors. The company launched an AI Data Center Digital Twin initiative in collaboration with NVIDIA to enhance operational efficiency. Recent analyst activity: Robert W. Baird lowered target to $126 from $130 (April 16, 2026), while Wells Fargo raised target to $137 from $130. Analyst consensus is Buy with a 12-month target of $156.60 (24.39% upside).
Apr 15Jacobs announced $1.64B acquisition of remaining PA Consulting stake; strong backlog of $22.69B (+14.1% YoY).Positive▶
Jacobs Solutions announced acquisition of the remaining stake in PA Consulting for $1.64B, significantly boosting growth in high-demand sectors. FY2025 revenue reached $12.03B (+4.6% YoY) with backlog of $22.69B (+14.1% YoY). Jacobs launched a Data Center Digital Twin collaboration with NVIDIA, focusing on AI advancements. Consensus among 10 analysts is Buy with $156.6 average 12-month target.
Apr 14Jacobs Solutions wins multiple transportation infrastructure contracts in Illinois and Wisconsin; Baird lowers price target to $126.Positive▶
Jacobs Solutions was selected for Illinois DOT I-290 Eisenhower Expressway modernization projects (April 10) and secured Wisconsin DOT design contracts for I-39/90/94 corridor (April 1). Backlog increased 21% to all-time high. Baird lowered price target from $130 to $126 on April 13 while maintaining Neutral rating.
Apr 13Jacobs Solutions selected for Illinois I-290 Eisenhower Expressway modernization projects on April 10, 2026.Positive▶
Jacobs Solutions was selected by the Illinois Department of Transportation on April 10 for two projects to modernize the I-290 Eisenhower Expressway corridor. The company reported strong Q1 2026 results with 21% backlog increase to a new high and raised 2026 full-year guidance. Jacobs launched Data Center Digital Twin collaboration with NVIDIA.
Apr 10Jacobs Solutions rises 2.53% after announcing $1.64B acquisition of remaining PA Consulting stake with strong Q1 earnings.Positive▶
Jacobs Solutions posted stronger-than-expected Q1 2026 results and raised full-year guidance. The company announced plans to acquire the remaining stake in PA Consulting for $1.64 billion. The stock gained 2.53% during regular trading. Recent wins include multiple Wisconsin DOT contracts. The company is advancing AI with a Data Center Digital Twin collaboration with Nvidia.
Apr 9Jacobs Solutions acquires PA Consulting remaining stake, raises 2026 guidance after strong Q1Positive▶
Jacobs Solutions reported strong Q1 FY2026 with gross revenue of $3.3 billion (+12.3% YoY) and adjusted EPS of $1.53 (+15% YoY). Backlog reached $26.3 billion, up 20.6% YoY. Company announced acquisition of remaining PA Consulting stake for $1.64 billion, expected to generate $16-$20 million cost synergies in FY2026. Raised 2026 guidance to 6.5-10% adjusted net revenue growth and $6.95-$7.30 EPS, implying 16% midpoint growth. Major contract wins include $200M San José wastewater facility modernization. Analysts rate J as Buy with $156.60 price target (+24.39% upside).
Apr 8Jacobs Solutions Rises 2.53% on PA Consulting Acquisition Announcement; Data Center Growth Up 62%Positive▶
Jacobs announced plans to acquire remaining stake in PA Consulting for $1.64 billion. Data center business is up 62% in past year. Q1 fiscal 2025 revenue was $12.03B, up 4.6% YoY. Backlog grew to $22.69B from $19.86B YoY. Analyst consensus is Buy with average price target of $156.6, representing 24.39% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Jacobs acquiring remaining PA Consulting stake for $1.64B; stock +2.53%.Positive▶
Jacobs announced plans to acquire remaining PA Consulting equity for $1.64B, boosting consulting growth. Launching Data Center Digital Twin with NVIDIA. Secured Wisconsin DOT design contracts. FY2025 revenue $12.03B (+4.60%). Avg Buy rating PT $156.6.
Apr 3Jacobs Solutions raised 2026 guidance after beating Q1 earnings expectations and announced $1.64B acquisition of remaining PA Consulting stake.Positive▶
Jacobs Solutions posted stronger-than-expected fiscal Q1 2026 results and raised full-year 2026 guidance. The company announced plans to acquire the remaining stake in PA Consulting for $1.64 billion. Jacobs recently secured multiple Wisconsin DOT design contracts. The company is focusing on AI advancements with a Data Center Digital Twin collaboration with NVIDIA.
Apr 2Jacobs to acquire remaining PA Consulting stake for $1.64B; launches NVIDIA Omniverse digital twin for AI data centers.Positive▶
Jacobs announced $1.64B agreement to acquire full PA Consulting stake, significantly boosting growth prospects in consulting and technology sectors. Company secured $1.5B revolving and $1.2B term facilities to fund acquisition and refinance debt. Major technology partnership: launched Data Center Digital Twin in collaboration with NVIDIA for gigawatt-scale AI data center optimization. Backlog grew to $22.69B from $19.86B YoY.
Apr 1Jacobs Solutions announced $1.64B acquisition of remaining PA Consulting stake with record $23.1B backlog.Mixed▶
Jacobs reported strong Q1 fiscal 2026 results with gross revenue of $3.3B (up 12.3% YoY) and adjusted EPS of $1.53 (up 15% YoY). Announced acquisition of remaining 49% stake in PA Consulting for $1.64B. Maintained record backlog of $23.1B.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PWRQUANTA | $739.87 | +1.66% | +31.3% | 47.3x | 1.11 | $109.2B |
| FIXCOMFORT | $1,868.94 | +1.56% | +28.3% | 36.1x | 1.60 | $64.8B |
| EMEEMCOR | $902.10 | +1.17% | +17.7% | 27.4x | — | $39.7B |
| JJACOBS | $128.68 | -0.56% | +1.1% | 16.1x | 0.75 | $15.2B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
Key Fundamentals
RSI (14-Day)
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Moving Averages
Price below 200d MA — bearish structure.