JACOBS SOLUTIONS INC.
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No SEC Form 4 filings for $J in the last 30 days.
See all $J insider activity →Jacobs Solutions (J) and Comfort Systems USA (FIX) serve AI-related projects. Comfort reported Q3 2026 revenue of $3.77B, up 53.7%, and a backlog of $17.8B. Jacobs raised its fiscal 2026 EPS forecast to $7.25 and has a backlog of $29B. Jacobs has a broader market presence, while Comfort focuses on tech customers.
Jacobs surveyed 600 energy leaders, finding 71% see available capital but only 29% find enough investable projects. Key barriers include permitting, regulation, and infrastructure dependencies. Over 75% expect project delays or cost overruns in the next three years. Regional challenges vary, with the U.S. highlighting permitting issues and the U.K. focusing on grid readiness.
SAIC (NYSE:ULS) reported Q2 revenue of $1.88B, up 6.3% YoY, beating estimates. Amentum (NYSE:AMTM) reported $3.49B, down 2% YoY, missing estimates. Maximus (NYSE:MMS) reported $1.28B, down 5.1% YoY, missing estimates. Jacobs Solutions (NYSE:J) reported $2.42B, up 8.3% YoY, slightly beating estimates. Stocks reacted accordingly to the results.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning J (JACOBS SOLUTIONS INC.). Coverage has skewed bearish: 1 bullish, 0 neutral, and 2 bearish.
Recent J coverage spans financial news, earnings and sector analysis.
Guidance lift suggests modest earnings upside.
The survey suggests near‑term pressure on energy‑infrastructure projects, which may weigh on contractors and service providers.
Mixed earnings lead to slight negative sentiment.
If the award is paused or overturned, Jacobs faces execution and revenue timing risk on a large public-private water contract.
Jacobs secures a large municipal contract, boosting its order backlog.
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.
Jacobs Solutions (J) and Comfort Systems USA (FIX) serve AI-related projects. Comfort reported Q3 2026 revenue of $3.77B, up 53.7%, and a backlog of $17.8B. Jacobs raised its fiscal 2026 EPS forecast to $7.25 and has a backlog of $29B. Jacobs has a broader market presence, while Comfort focuses on tech customers.
3 min readJacobs surveyed 600 energy leaders, finding 71% see available capital but only 29% find enough investable projects. Key barriers include permitting, regulation, and infrastructure dependencies. Over 75% expect project delays or cost overruns in the next three years. Regional challenges vary, with the U.S. highlighting permitting issues and the U.K. focusing on grid readiness.
2 min readSAIC (NYSE:ULS) reported Q2 revenue of $1.88B, up 6.3% YoY, beating estimates. Amentum (NYSE:AMTM) reported $3.49B, down 2% YoY, missing estimates. Maximus (NYSE:MMS) reported $1.28B, down 5.1% YoY, missing estimates. Jacobs Solutions (NYSE:J) reported $2.42B, up 8.3% YoY, slightly beating estimates. Stocks reacted accordingly to the results.
2 min readVeolia sued the Milwaukee Sewerage District over a $700M contract awarded to Jacobs, alleging unfair procurement process. Veolia claims the district's RFP was manipulated, while the district denies wrongdoing. Jacobs' bid was $54M lower. A judge paused the contract finalization. The district serves 29 communities in Wisconsin.
6 min readVeolia Water Milwaukee sued MMSD, alleging unfair contracting practices in a $700M contract award to Jacobs Solutions. MMSD denies wrongdoing but acknowledges Common Ground's influence. The dispute involves allegations of mismanagement and bid discrepancies, with Veolia's bid being significantly higher than Jacobs'.
2 min readSAIC (NYSE:SAIC) beat analyst estimates but traded sideways at $125.64. Maximus (NYSE:MMS) reported a 5.1% revenue decline, missing expectations, and fell 13.3% to $54.74. UL Solutions (NYSE:ULS) posted 5.2% revenue growth, in line with expectations, but dropped 24.9% to $68.37. Jacobs Solutions (NYSE:J) saw 8.3% revenue growth, exceeding expectations, and declined 2.4% to $139.26.
2 min readJacobs Solutions (J) stock rose 3.3% after being selected by NVIDIA for a three-year SaaS agreement to deploy its Data Center Digital Twin platform. The company will optimize energy and monitor operations at a U.S. AI facility. Shares closed at $139.76, 15% below their 52-week high. The stock has had limited volatility, with only 7 moves greater than 5% in the past year.
2 min readNvidia (NVDA) shares traded flat, on track for a third straight monthly gain, after announcing a data-center software deal with Jacobs (J) and reports of early discussions to shift AI infrastructure financing risk to insurers. NVDA is up 3% in September, near its record high. J stock also rose slightly. Retail sentiment for NVDA is bearish, citing technical signals.
2 min readJacobs (J) secured a 3-year contract with Nvidia to implement its Data Center Digital Twin platform at Nvidia's U.S. R&D facility. The platform integrates engineering models and live data for energy management and predictive maintenance. Jacobs aims to develop it into an intelligent operating system for AI facilities. The company reported $12B in annual revenue. NVDA is mentioned but not the subject.
2 min readMMSD selected Jacobs Solutions to operate Milwaukee’s wastewater facilities, replacing Veolia North America. Jacobs' bid scored higher, offering a $54M lower cost over 10 years. The contract will start in 2028, pending legal resolution. The decision followed a two-year process and public review.
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