J

Jacobs Solutions Inc.

IndustrialsEngineering & ConstructionNASDAQ

$119.86

+$6.12 (5.10%)today

Conviction

7/ 10

Fair Value$157.53

Upside+31.43%

Signal22

Market Cap$14.9B

52W Range$113.14–$168.44

Next EarningsMay 5

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$123.76

Current Price$125.89

Upside / Down-1.7%

P(Undervalued)47.1%

P(20%+ Up)15.2%

P(15%+ Down)23.3%

Fair Value Distribution — percentile bands

47.1% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

4.2%/yr

±4.5% · revenue growth to justify current price

FCF-Based Reverse DCF

13.5%/yr

±3.3% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

Jacobs Engineering critical infrastructure projects backlog; PFAS remediation multi-year tailwind.

Bear Case

Government contract delays; margin compression on fixed-price infrastructure bids.

Research Feed

analysisMar 11

Conviction: unchanged

Jacobs Solutions: Pure-Play Consulting Emergence — PA Consulting Full Buyout the Defining Catalyst

Jacobs has completed its transformation: CMS/cyber sold to Amentum (received $70M + AMTM shares), full PA Consulting acquisition announced Jan 2026 at £1.2B/$1.6B. Result: a pure-play professional ser...

sec_10qMar 3

Conviction: unchanged

Q1 FY2026: Separation Win + PA Consulting Accretion — Transformation Play

J executing transformation from conglomerate to pure-play consulting firm. Q1 revenue +12% (+16% PA, +12% I&AF). Gross margin compressed to 23.2% (project mix). Separation complete; PA Consulting acqu...