Jacobs Solutions

J: Future Infrastructure Contracts And Digital Transformation Will Guide Measured Long-Term Opportunity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

18 Nov 25

Views

136

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-0.9%

7D

-1.1%

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1Y

-0.9%

7D

-1.1%

You can edit this narrative until Nov 19 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$159.6916.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 18 Nov 25

Fair value Increased 0.015%

J: Recent Wins And Adjusted Outlook Will Shape Balanced Performance Ahead

Analysts have modestly increased their price target for Jacobs Solutions from $159.66 to $159.69, citing adjusted expectations for revenue growth and profit margins. What's in the News Jacobs has been named as a supplier on the United Kingdom's Crown Commercial Service’s Management Consultancy Framework Four.

Shared on 01 Nov 25

Fair value Increased 1.27%

Analysts have raised their price target for Jacobs Solutions by $2, citing modest improvements in fair value estimates and a slightly lower discount rate. What's in the News Jacobs has been selected by EirGrid for a five-year framework to provide planning, design, and project management services supporting Ireland's renewable electricity transmission goals.

Shared on 17 Oct 25

Fair value Increased 1.23%

Analysts have raised their price target for Jacobs Solutions from $155.74 to $157.66 per share. This update reflects marginal adjustments in fair value and a slightly lower discount rate based on updated financial projections.

Shared on 04 Sep 25

With both the discount rate and consensus revenue growth forecasts holding steady, the analyst price target for Jacobs Solutions remained unchanged at $155.74. What's in the News Jacobs secured a 15-year contract renewal to provide vital public works and digital infrastructure services for Centennial, Colorado, supporting strategic initiatives and smart city advancements.

Shared on 07 May 25

Fair value Decreased 0.15%

Shared on 30 Apr 25

Fair value Increased 5.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$159.69

16.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.81%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.47%

Calculation

US$897.83m

Earnings '28

x

24.26x

PE Ratio '28

=

US$21.78b

Market Cap '28

US$21.78b

Market Cap '28

/

110.95m

No. shares '28

=

US$196.33

Share Price '28

US$196.33 Share Price '28

Discounted to 2025 @ 7.44% p.a.

=

US$158.32

Fair Value '25