Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed [Seeking Alpha]
Jacobs Engineering Group Inc. (J)
Last jacobs engineering group inc. earnings: 2/4 06:40 am
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Source: Seeking Alpha
J's business model shift toward multi-year, higher-margin contracts in water, environmental, and advanced manufacturing sectors supports more stable, less cyclical growth. Despite a recent 20% valuation drop, J's fundamentals remain strong, with rising margins, a robust backlog, and attractive medium-term upside potential. I rate J a Buy, as sentiment-driven weakness presents an opportunity; risk-reward is favorable given structural improvements and compounding potential. Oselote/iStock via Getty Images Investment Thesis Jacobs Solutions, Inc. ( J ) has experienced a major drop in valuation versus historical valuations (approx. 20% from late-October highs ) despite having decent FY25 exit numbers and an intact medium-term trajectory. This, in my opinion, seems to be driven more This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within t
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J
News
- Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand [Seeking Alpha]Seeking Alpha
- Is Jacobs Solutions an Opportunity After Its Latest Infrastructure Acquisition and 13.5% Drop? [Yahoo! Finance]Yahoo! Finance
- How Investors Are Reacting To Jacobs Solutions (J) Winning Major Infrastructure and Quantum Technology Projects [Yahoo! Finance]Yahoo! Finance
- Jacobs Solutions (NYSE:J) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Jim Cramer on Jacobs Solutions: “I Would Buy This Thing at $132” [Yahoo! Finance]Yahoo! Finance
J
Earnings
- 11/20/25 - Beat
J
Sec Filings
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- 12/3/25 - Form 4
- J's page on the SEC website