Jacobs Solutions Receives Upgrade to Overweight with $155 Target

Jacobs Solutions Inc (J) has been upgraded to Overweight with a $155 target by KeyBanc analyst Sangita Jain. The company's restructuring phase and focus on long-term objectives are highlighted as attractive. Analysts forecast an average target price of $143.95 with an upside of 7.65% from the current price of $133.72. The average brokerage recommendation is 2.2, indicating "Outperform" status. GF Value estimates a downside of 20.53% from the current price.

Jacobs Solutions Inc (J) has received a significant upgrade from KeyBanc analyst Sangita Jain, who has elevated the company's rating to Overweight with a price target of $155. This move underscores the analyst's confidence in Jacobs' restructuring phase and long-term strategic objectives. The upgrade comes amidst a backdrop of positive earnings reports and strong analyst consensus.

Analysts are forecasting an average target price of $143.95 for Jacobs, which represents an upside of 7.65% from the current price of $133.72. The consensus brokerage recommendation is 2.2, indicating an "Outperform" status. This positive sentiment is reflected in the average analyst rating of Moderate Buy, with an average target price of $151.38 [3].

Jacobs' recent earnings report for Q2 2025 highlighted several positive developments. The company reported an adjusted EPS of $1.43, which was up 22% year-over-year. The backlog grew by 20% to over $22 billion, setting a new record. Additionally, adjusted EBITDA improved by 8% year-over-year to $287 million. Despite these positive indicators, the company faced challenges such as a legal reserve impacting adjusted net revenue and operating profit, as well as extended procurement cycles [1].

Looking ahead, Jacobs expects full-year earnings in the range of $5.85 to $6.20 per share for fiscal 2025. Analysts are moderately bullish about the stock, with a "Moderate Buy" rating overall. Among the 15 analysts covering the stock, seven suggest a "Strong Buy," two suggest a "Moderate Buy," and six recommend a "Hold" [3].

Institutional investors have also shown interest in Jacobs, with Colonial Trust Co SC, Rossby Financial LCC, Whipplewood Advisors LLC, and Optiver Holding B.V. increasing their stakes in the company [3]. Jacobs' market capitalization stands at $16.07 billion, with a price-to-earnings ratio of 36.85 and a PEG ratio of 1.92. The company has a debt-to-equity ratio of 0.68 and a current ratio of 1.50, indicating a strong financial position [3].

Jacobs Solutions Inc provides consulting, technical, engineering, scientific, and project delivery services for various sectors, including government and private entities. Its operations span across the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa [3].

References:
[1] https://www.gurufocus.com/news/2979358/jacobs-j-receives-upgrade-to-overweight-with-155-target-j-stock-news
[2] https://finance.yahoo.com/news/jacobs-solutions-q2-2025-earnings-114555367.html
[3] https://www.marketbeat.com/instant-alerts/jacobs-solutions-nysej-upgraded-at-keycorp-2025-07-16/