J · NYSE · STOCK
Jacobs Solutions (J) Stock Analysis
$139.30
52W $105.68 – $168.44
56/100
$16.43B
48.5
0.70
Is J Bullish or Bearish?
Mixed.
Innellis AI committee rates Jacobs Solutions (J) Watch with a composite score of 56/100
, based on 5 analysts with 60% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +3.67 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -16.33 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 60.2% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 48.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Revenue growing 60.2% YoY -- genuine top-line momentum — Growth
- EPS growing 103.6% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
- News sentiment is positive (+0.23 across 13 articles, 14d) — News
Bear Case
- P/E of 48.1 is expensive by classic value standards — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
56/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 58%
of 227 Industrials peers
Value Analyst
bearish
25
/ 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 48.1 is expensive by classic value standards
Growth Analyst
bullish
68
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 60.2% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
65
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.23 across 13 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 54.3 to 56.3.
- New bearish signals: 1 appeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 2 signal(s) disappeared.
Analyst-level changes:
- Technical Analyst: score 48->58 (+10); +1 bullish signal(s).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
50.9
Neutral
MACD Histogram
0.012
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$126.64
Resistance
$152.38
Bollinger %B
0.44
Inside Bands
Price vs Moving Averages
EMA 9
$138.55
Above
EMA 21
$139.91
Below
EMA 50
$139.98
Below
EMA 200
$136.09
Above
Fundamental Analysis
Valuation
48
Growth
53
Profitability
21
Financial Health
52
Cash Flow
70
Valuation
P/E Ratio
48.5×
P/B Ratio
5.06×
PEG Ratio
-1.69
Dividend Yield
1.01%
52W High
$168.44
52W Low
$105.68
Quality & Growth
ROE
797.2%
ROA
257.9%
Gross Margin
2206.7%
Operating Margin
456.9%
Revenue Growth YoY
—
Debt / Equity
1.24
AI Fundamental Assessment
P/E ratio of 48.5 (rich relative to a 15-40x range); Price-to-book of 5.1x; PEG ratio of -1.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 8.0%; Return on assets of 2.6%; Net margin of 2.4%; Gross margin of 22.1%; Current ratio of 1.29 (tight short-term liquidity); Debt-to-equity of 1.24; Free cash flow per share is positive (5.43); Most recent quarter missed estimates by 1.5%; EPS growth decelerating (+14.4% -> +5.1% QoQ); Average YoY EPS growth of 13.6%; Analyst estimates rising over recent quarters
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