$J

JACOBS SOLUTIONS INC.

alphai earnings readFiscal Q3 2026 · AUG 4Jacobs Reports Strong Fiscal Third Quarter 2026 ResultsVerdict: strong

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Baird Adjusts Jacobs Solutions Price Target to $154 From $153

Baird raised its price target for Jacobs Solutions from $153 to $154. The stock is currently trading at $151.52, up 0.43% over 5 days and 2.82% year-to-date. The adjustment is based on various composite ratings, including valuation and EPS revisions.

Jacobs Solutions Stock Outlook: Is Wall Street Bullish or Bearish?

Jacobs Solutions (J) reported Q3 2026 earnings with adjusted EPS of $1.84, beating estimates, and revenue up 34.5% to $4.08B. Analysts expect FY2026 EPS to grow 18.6% YoY. The stock has underperformed the S&P 500 over 52 weeks but is up 14.5% YTD. Analysts rate it a 'Moderate Buy' with a mean price target of $164.20.

MMSD committee recommends Jacobs Solutions receive new contract

Milwaukee Metropolitan Sewerage District’s ad hoc committee recommended Dallas-based Jacobs Solutions for a proposed 10-year contract to run the water treatment system starting in 2028, replacing Veolia North America. The committee said Jacobs’ bid scored 96.8 vs Veolia’s 84.9 and was $54 million lower over the contract life. MMSD’s full commission will decide in September.

J sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning J (JACOBS SOLUTIONS INC.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.

Recent J coverage spans financial news, earnings and sector analysis.

In the last 30 days, J insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($2.5M). The most active reporter was Hill Patrick, PRESIDENT, with 2 filings.

What's driving J

alphai scores every news story that mentions J with an AI model for sentiment and relevance, and aggregates insider trades from JACOBS SOLUTIONS INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $J

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$JMedAI 8/10

Jacobs Solutions Stock Outlook: Is Wall Street Bullish or Bearish?

Jacobs Solutions (J) reported Q3 2026 earnings with adjusted EPS of $1.84, beating estimates, and revenue up 34.5% to $4.08B. Analysts expect FY2026 EPS to grow 18.6% YoY. The stock has underperformed the S&P 500 over 52 weeks but is up 14.5% YTD. Analysts rate it a 'Moderate Buy' with a mean price target of $164.20.

$JMed

MMSD committee recommends Jacobs Solutions receive new contract

Milwaukee Metropolitan Sewerage District’s ad hoc committee recommended Dallas-based Jacobs Solutions for a proposed 10-year contract to run the water treatment system starting in 2028, replacing Veolia North America. The committee said Jacobs’ bid scored 96.8 vs Veolia’s 84.9 and was $54 million lower over the contract life. MMSD’s full commission will decide in September.

$JMed

MMSD committee recommends competitor to Veolia for next contract

A Milwaukee Metropolitan Sewerage District committee recommended Jacobs Solutions to operate and maintain MMSD wastewater treatment facilities for the next decade, selecting it over longtime operator Veolia North America. The recommendation will go to the full MMSD Commission for a September decision on a contract covering 2028 to 2038.

The AI productivity payoff is coming. Here are 20 stocks primed to capture the gains as adoption spreads.

Goldman Sachs says investors have focused on AI infrastructure more than AI productivity beneficiaries. It reports Q2 S&P 500 EPS growth of 31% YoY, with infrastructure about half. Only 11% of S&P 500 firms quantified AI productivity impacts. Goldman estimates AI inference is <0.5% of S&P 500 revenues and has screened 20 stocks, including EBAY and CS GP.

$JLow

JACOBS SOLUTIONS INC. (J): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

JACOBS SOLUTIONS INC. (J) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On August 10, 2026, Shannon Miller transitioned from her role as President, Strategy, Growth & Digital of Jacobs Solutions I

$JMedAI 8/10

Jacobs Solutions (J) Q3 2026 Earnings Call Transcript

Jacobs Solutions held its Q3 2026 earnings call. The company reported gross revenue up more than 34% YoY, adjusted net revenue up over 8% excluding pass-through, adjusted EBITDA of $367 million (+17%), and adjusted EPS up 14%. Consolidated backlog rose 27% to a record $29 billion, with book-to-bill at 1.4x. Jacobs also cited multiple project awards, including U.S. Navy environmental restoration work and an AI data center EPCM contract for Hut 8.

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