Jacobs Solutions stock falls 1.24 percent after AI infrastructure deal
Jacobs Solutions stock fell 1.24 percent to USD 138.06 after the company announced a three-year software-as-a-service agreement with NVIDIA for a data center digital twin. This deal adds a new growth avenue in AI infrastructure to Jacobs' traditional services. Despite the stock dip, analysts maintain a "Moderate Buy" consensus with an average target price 11.3 percent above the current stock price, and the company reported strong Q3 results with a backlog of USD 28.9 billion.
Jacobs Solutions Inc. (NYSE:J) Stock Has Consensus Price Target of $153.70
Jacobs Solutions Inc. (NYSE:J) has a consensus "Moderate Buy" rating from twelve analysts, with an average 12-month price target of $153.70. The company recently exceeded quarterly earnings expectations with an EPS of $1.84 and revenue of $2.42 billion, also declaring a quarterly dividend of $0.36 per share. Institutional investors hold a significant portion of the stock, while a company president recently sold a notable number of shares.
Jacobs shifts strategy chief to adviser while Jacobs Solutions stock trades above EUR 124.50
Jacobs Solutions' strategy chief, Shannon Miller, is transitioning to a special adviser role before leaving the company, a move that comes as the company reports strong financial performance. The firm saw a 34.50 percent increase in gross revenue for the fiscal third quarter, reaching USD 4.10 billion, and has raised its fiscal 2026 earnings outlook for the third consecutive quarter. With a record backlog of USD 28.90 billion and growing involvement in AI infrastructure, Jacobs Solutions shows robust growth prospects, reflected in its stock trading above EUR 124.50.
Why Jacobs Solutions (J) Stock Is Up Today
Shares of Jacobs Solutions (J) rose 3.3% after the company announced a three-year SaaS agreement with NVIDIA to deploy its Data Center Digital Twin platform at a major U.S. R&D facility. This collaboration aims to optimize energy demand, monitor operations, and balance power loads, linking Jacobs' engineering expertise with hyperscale AI infrastructure development. Despite today's gains, the stock is still trading 15% below its 52-week high, though it has seen a 3.3% increase year-to-date.
JACOBS SOLUTIONS INC. R (Z0Y.MU) Q3 FY2025 earnings call transcript
Jacobs Solutions (Z0Y.MU) reported strong Q3 FY2025 results, with adjusted EPS increasing 25% year-over-year to $1.62 and net revenue growth of 7%. The company achieved a record backlog of $22.7 billion, up 14%, driven by demand in water, data centers, and life sciences. Management raised its full-year adjusted EPS guidance to $6.00–$6.10 and anticipates stronger revenue growth and margin expansion in FY2026.
Form 8K Jacobs Solutions Inc For: 1 October By Investing.com
This article announces that Jacobs Solutions Inc. filed a Form 8K on October 1st. It provides the title and publication details of this regulatory filing without offering further content or analysis. The article primarily serves as a notification of the filing.
Form 8K Jacobs Solutions Inc For: 1 October By Investing.com
This article announces the filing of a Form 8K by Jacobs Solutions Inc. for October 1st. It's a brief financial news item from Investing.com, providing basic details without further commentary or financial specifics.
Will Jacobs' Digital Twin Strengthen NVIDIA's AI Infrastructure Reach?
Jacobs Solutions Inc. has signed a three-year agreement with NVIDIA Corporation to deploy its Data Center Digital Twin at a major U.S. research and development facility. This initiative will use NVIDIA Omniverse libraries to improve operational planning and facility performance, focusing on dynamic power load balancing, energy forecasting, and predictive maintenance for AI workloads. The project further expands Jacobs' role in managing advanced computing infrastructures and is expected to boost its stock performance, which has already outperformed its industry.
Will Jacobs' Digital Twin Strengthen NVIDIA's AI Infrastructure Reach?
Jacobs Solutions Inc. is expanding its digital infrastructure work through a three-year agreement with NVIDIA Corporation to deploy its Data Center Digital Twin at a major U.S. AI R&D facility. This platform, utilizing NVIDIA Omniverse libraries, will improve operational planning and facility performance by enabling real-time testing of scenarios and integrated views of infrastructure. Jacobs is extending its digital twin capabilities beyond visualization to include AI agents for autonomous optimization, further solidifying its role in advanced computing infrastructure.
NVIDIA’s AI research site will get a virtual model for power and cooling.
Jacobs has secured a three-year software-as-a-service agreement with NVIDIA to deploy its Data Center Digital Twin for a large-scale R&D facility in the United States. This digital twin environment, built on NVIDIA Omniverse libraries, will enhance operational planning, optimize facility performance, and manage energy demands for NVIDIA's advanced AI research. The solution will support various predictive and simulation-driven use cases, including dynamic power load balancing and predictive maintenance, evolving into an intelligent operating system for AI factories.
Jacobs Deploys Data Center Digital Twin For NVIDIA?s R&D Facility
Jacobs has been selected by NVIDIA to deploy its Data Center Digital Twin for a large-scale R&D facility in the United States. This three-year software-as-a-service agreement will see Jacobs implement a real-time digital twin environment built on NVIDIA Omniverse libraries. The platform will enhance operational planning and facility performance by integrating engineering models and live data, supporting predictive use cases like dynamic power load balancing and predictive maintenance.
AECOM, Jacobs JV Appointed Program Delivery Partner for Dublin’s MetroLink
A joint venture between AECOM and Jacobs has been selected by Transport Infrastructure Ireland (TII) to be the Program Delivery Partner for MetroLink, a major transportation initiative in Dublin. This project will create a high-capacity rail link connecting North County Dublin, Dublin Airport, and the city center, aiming to reduce congestion and improve mobility. The joint venture will oversee the procurement and delivery of the metro system, leveraging their expertise in program management for this significant infrastructure investment.
Jacobs Solutions Reports Q3 2026 Results: Full Earnings Call Transcript
Jacobs Solutions reported robust Q3 2026 results, with adjusted EPS increasing by 14% to $1.84 and backlog surging 27% to $29 billion. The company raised its fiscal year 2026 guidance for the third time, projecting adjusted net revenue growth of 9.5% to 10% and adjusted EPS between $7.20 and $7.30. Key growth drivers included significant awards in water, environmental, and AI data center projects, with AI infrastructure now accounting for 11% of adjusted net revenue, highlighting strong momentum in advanced manufacturing and critical infrastructure sectors.
QRG Capital Management Inc. Lowers Stake in Jacobs Solutions Inc. $J
QRG Capital Management Inc. significantly reduced its stake in Jacobs Solutions Inc. by 85.7% in the second quarter of 2026, selling 45,904 shares but still retaining 7,661 shares valued at approximately $965,000. Despite this, institutional investors collectively own 85.65% of the company, and analysts maintain a positive outlook with a "Moderate Buy" consensus rating. Jacobs Solutions also reported strong quarterly earnings and revenue, exceeding estimates, and declared a quarterly dividend of $0.36 per share.
MMSD picks Jacobs for wastewater contract, but Veolia lawsuit continues
The Milwaukee Metropolitan Sewerage District (MMSD) Commission has selected Jacobs Solutions for its next wastewater operator contract, a decision complicated by a lawsuit from current operator Veolia North America. Veolia alleges a flawed selection process, despite Jacobs' bid being $54 million lower over the 10-year contract. The legal dispute will delay the signing of the contract, with a court ruling expected by late January.
MMSD picks Jacobs for wastewater contract as Veolia lawsuit continues
The Milwaukee Metropolitan Sewerage District (MMSD) has selected Dallas-based Jacobs Solutions as its next wastewater operator, despite an ongoing lawsuit filed by the current operator, Veolia North America. Veolia alleges a flawed selection process and bias, leading to the decision being in limbo as the court resolves the case. Jacobs won with a lower bid and the recommendation of an ad hoc committee, though both companies faced scrutiny regarding their past practices.
Jacobs Solutions stock at USD 138.37 on September 25, 2026, up 2.25 percent
Jacobs Solutions (ISIN US4698141098) stock was last traded at USD 138.37 on September 25, 2026, marking a 2.25 percent increase. The company recently announced an extended role in thyssenkrupp Steel's direct reduction plant in Germany and an expanded role in National Grid’s Asset Health Intervention Programme in the U.K. These projects highlight Jacobs' ongoing involvement in significant infrastructure and industrial developments.
National Grid Balances Grid Modernization Push Against US Regulatory Pushback
National Grid is simultaneously advancing grid modernization in the UK, including a new transmission line and expanded asset monitoring, while facing regulatory pushback in the US over a gas infrastructure proposal in New York. The company is investing in digital tools and AI for grid management but is encountering opposition from consumer advocates regarding potential cost burdens on consumers.
National Grid plc : Bernstein maintains a Buy rating
Bernstein has reiterated its "Buy" rating for National Grid plc, maintaining a target price of GBX 1310. The article also provides a company profile, financial data, and recent news related to National Grid plc, including its specialization in electricity and gas networks in the UK and US.
Jacobs Solutions stock last at USD 138.03, up 2.00 percent in New York trading
Jacobs Solutions stock closed at USD 138.03, up 2.00% in New York trading on September 25, 2026, outperforming S&P 500 futures. The stock's performance was supported by strong demand from AI data centers and an expanding project backlog of USD 28.9 billion. Analysts maintain a Moderate Buy consensus with a mean price target of USD 164.33.
Form 8K Jacobs Engineering Group For: 23 September By Investing.com
This article announces the filing of a Form 8K by Jacobs Engineering Group for September 23. The brief piece, published on Investing.com, indicates a minor stock performance drop for J.
TIC Solutions (TIC) Reaffirms Guidance After Three Deals As Fair Value Comes Back Into View
TIC Solutions (TIC) has reaffirmed its full-year 2026 revenue guidance after completing three acquisitions, despite a 35.85% decline in its 1-year total shareholder return. The company is currently assessed as 24% undervalued with a fair value of $11.79 compared to its recent $8.93 close. While the stock has seen a short-term rebound, potential risks include the integration of NV5 and elevated debt levels.
Jacobs Solutions Inc. stock underperforms Thursday when compared to competitors
Jacobs Solutions Inc. (J) shares fell 4.10% on Thursday, closing at $135.33, underperforming the broader market. This marks the third consecutive day of losses for the stock, despite a relatively flat trading session for the S&P 500 and a modest decline for the Dow Jones Industrial Average.
Jacobs Solutions Inc. (J) latest stock news and headlines – Yahoo Finance
This Yahoo Finance page provides the latest stock news and headlines for Jacobs Solutions Inc. (J), including its current stock price, recent performance, and a compilation of news articles. The articles highlight Jacobs' involvement in various infrastructure and energy projects, both domestically and internationally, such as German hydrogen plants, the Konrad Repository, and National Grid's asset health program. The stock's performance is compared against the S&P 500, showing a year-to-date return of +3.01% for J versus +12.54% for the S&P 500.
Jacobs to Provide Advisory Services for Germany's Konrad Repository
Jacobs Solutions Inc. has secured a contract from Germany's Bundesgesellschaft für Endlagerung mbH (BGE) to provide project support services for the Konrad Repository. This project involves converting an existing mine into Germany's first final repository for low- and intermediate-level radioactive waste. Jacobs will assess construction progress, validate planning assumptions, and optimize project delivery, leveraging its nuclear waste management expertise and established presence in Germany.
J 8-K Filings - Jacobs Solutions Inc. SEC 8-K
This article compiles the recent 8-K filings for Jacobs Solutions Inc. (J), detailing material events reported to the SEC. It includes updates on executive changes, such as Shannon Miller's transition to CEO advisor and subsequent departure, strong financial results for Q2 and Q3 2026 with raised outlooks, and significant financing activities for the acquisition of PA Consulting. The filings also cover board changes, dividend increases, and shareholder approvals.
A German steel plant is expected to make about 2.5 million metric tons of iron yearly; Jacobs extends its role.
Jacobs (NYSE: J) has extended its contract with thyssenkrupp Steel for a direct reduction plant in Duisburg, Germany, continuing to provide project management, construction management, and assembly management services. The hydrogen-capable facility aims to produce approximately 2.5 million metric tons of direct reduced iron (DRI) annually, replacing coal-powered blast furnaces with a climate-neutral, hydrogen-based process. This extension highlights the successful collaboration between Jacobs and thyssenkrupp, supporting the shift towards sustainable steelmaking.
Jacobs: Increased Scope Of AI Work And Margin Improvement Should Help Deliver Good Upside
Jacobs Solutions (J) is rated Buy, driven by its expanding role in AI data center development and a strong backlog of $28.9B, up 27.3% YoY. The company is poised for robust earnings growth through 2028, supported by increasing adjusted EBITDA margins due to improved utilization and a shift to higher-margin projects. With an attractive valuation at 17.33x FY27 EPS and strong demand in both AI and non-AI markets, Jacobs offers significant upside potential.
Jacobs Solutions stock heads into the open after a market drop
Jacobs Solutions (NYSE: J) stock closed lower on September 23, 2026, mirroring a broader market decline with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all falling. This dip occurred despite an announcement that Jacobs was reappointed to and expanded its role in National Grid's Asset Health Intervention Programme, a five-year contract valued over $13 million. US trading is set to resume on September 24, 2026, with the 10-year Treasury yield at 5.11% and the S&P 500 having gained 0.7% for the week prior.
Form 8K Jacobs Engineering Group For: 23 September
This article announces that Jacobs Engineering Group filed a Form 8K on September 23. The filing is a standard disclosure document used by public companies to notify investors of unscheduled material events or corporate changes. The article itself provides no further details on the content of the 8K filing.
Jacobs Solutions Wins Contract to Help Develop Radioactive Waste Repository in Germany
Jacobs Solutions has secured a new contract to support the development of a radioactive waste repository in Germany. The contract, awarded by the Federal Company for Radioactive Waste Disposal (BGE), involves providing specialist engineering and consulting services for site selection and safety case development. This initiative is critical for Germany's long-term nuclear waste management strategy.
TIC Solutions (TIC): Is This High-Flying Technical Services Platform a Buy?
TIC Solutions (NYSE: TIC) is undergoing a significant transformation from a regional testing provider to a global infrastructure platform, marked by recent strategic acquisitions that expanded its revenue and capabilities. While the company boasts a record consulting and engineering backlog of $1.18 billion and strong adjusted EBITDA growth, it faces challenges including a widening net loss, substantial debt of $1.6 billion, and a high valuation multiple of 48.78 times earnings. Investors are presented with a dual narrative of growth potential driven by secular tailwinds versus execution and leverage risks.
Jacobs wins role on BGE’s Konrad Repository project in Germany
Jacobs has secured a contract with Bundesgesellschaft für Endlagerung (BGE) to provide project support services for Germany's Konrad Repository. This project involves transforming a former iron ore mine in Salzgitter into the country's first licensed storage facility for low and intermediate-level radioactive waste, with completion expected in the early 2030s. Jacobs will offer consultancy services focusing on construction monitoring, planning validation, and project delivery optimization, including analyzing methods, revising schedules, and improving efficiency for this critical national infrastructure project.
Jacobs expands role on National Grid's Asset Health Intervention Programme – Company Announcement
Jacobs (NYSE: J) has been reappointed to National Grid’s Asset Health Intervention Programme, expanding its role to include the Southeast and Southwest regions in addition to the Central region. This five-year program, valued at over $13 million, focuses on modernizing the U.K.'s critical infrastructure by replacing and refurbishing aging substation assets across more than 800 transmission assets. The goal is to enhance efficiency, reduce costs, and support a resilient electricity network as the U.K. moves towards net-zero emissions and increased reliance on electricity.
Jacobs Solutions stock gains on German infrastructure contract
Jacobs Solutions' stock gained after the company secured a contract with Germany's Bundesgesellschaft fuer Endlagerung for project support services on the Konrad Repository project. This contract provides a concrete infrastructure reference point in Germany, adding to the company's project visibility. The company's latest quarterly EPS and revenue also beat estimates, and analysts maintain a "Moderate Buy" rating with a target price above the current stock price.
Jacobs Solutions stock gains a new German infrastructure project
Jacobs Solutions secured a new contract with Germany's Bundesgesellschaft fuer Endlagerung for project support services on the Konrad Repository project. This adds a specific infrastructure reference point for the engineering group, though contract value was not disclosed. The company recently exceeded Q2 earnings and revenue estimates, reporting $1.84 EPS and $2.42 billion in revenue, but its stock remains below its yearly high, with valuation dependent on continued execution.
Nykredit A S Makes New $4.83 Million Investment in Jacobs Solutions Inc. $J
Nykredit A/S recently invested $4.83 million in Jacobs Solutions Inc., acquiring 38,344 shares. Other institutional investors have also adjusted their holdings in the company, which saw adjusted EPS of $1.84 and revenue of $2.42 billion, surpassing expectations. Jacobs Solutions maintains a "Moderate Buy" consensus rating with an average price target of $153.70 and offers a quarterly dividend of $0.36 per share.
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This article provides a detailed financial overview of Quanta Services Inc. (PWR), including its latest stock performance, key financial metrics, volatility, and various performance indicators. It covers market capitalization, income, sales, EPS, insider and institutional ownership, and growth rates, offering a comprehensive snapshot for potential investors.
Jacobs wins advisory contract for Germany’s Konrad radioactive waste repository
Jacobs Solutions Inc. has been awarded a contract by Germany's federal radioactive waste disposal company, Bundesgesellschaft für Endlagerung mbH. The contract involves providing advisory and project support services for the Konrad Repository, which is Germany's first final repository for low- and intermediate-level radioactive waste, located in Salzgitter.
Jacobs Solutions stock heads into the open after a modest pullback
Jacobs Solutions stock experienced a modest pullback on September 21, 2026, underperforming the Dow Jones index, which saw gains. The stock closed slightly down from the previous day, fluctuating within a narrow range with average trading volume. As of September 22, 2026, there are no specific company-scheduled catalysts, meaning the stock's performance will likely be driven by broader industrial sentiment and macroeconomic factors like interest rates and commodity trends.
Jacobs : PA Consulting and Cosine collaborate to advance sovereign AI for critical sectors
PA Consulting, a Jacobs company, is collaborating with London-based AI lab Cosine to co-design Lumen Sovereign, the UK's first fully sovereign frontier AI model for highly regulated sectors. The initiative focuses on developing a nuclear-trained large language model to address challenges like skill gaps and knowledge retention in the UK's civil and defense nuclear sectors. This strategic partnership aims to support the adoption of sovereign AI applications across various critical national infrastructure sectors, enhancing national security and economic resilience.
Jacobs Solutions Stock: Is J Underperforming the Industrial Sector?
Jacobs Solutions Inc. (J) is underperforming the industrial sector, with its shares declining 18.5% over the past three months compared to the State Street Industrial Select Sector SPDR Fund's (XLI) 6.2% dip. The company has also shown weak top-line and earnings growth over recent years, and its 8.2% return on invested capital suggests modest returns. Despite this, Wall Street analysts maintain a "Moderate Buy" rating, expecting a potential upside of 14.6%.
Enterprise value to EBITDA forward of Jacobs Solutions Inc. – BX:J
This page from TradingView provides financial data for Jacobs Solutions Inc. (BX:J), specifically focusing on its Enterprise Value to EBITDA forward metric. The content indicates market status and provides navigation to other financial and community features related to the company.
Jacobs Solutions Inc. $J Shares Bought by Corient Private Wealth LP
Corient Private Wealth LP significantly increased its stake in Jacobs Solutions Inc. (NYSE:J) during the second quarter, now holding 41,459 shares valued at $5.2 million. Institutional investors collectively own 85.65% of the company, which maintains a "Moderate Buy" consensus rating and an average price target of $153.70. Jacobs Solutions also reported strong quarterly earnings and revenue growth, along with a consistent quarterly dividend of $0.36 per share.
Pentair Appoints Louis Pinkham to Board of Directors
Pentair plc (NYSE: PNR) announced the appointment of Louis Pinkham to its board of directors, effective September 17, 2026. Pinkham, who previously served as CEO of Regal Rexnord Corporation, brings extensive experience in industrial manufacturing, portfolio transformation, and operational improvement. He will serve on Pentair's Audit and Finance Committee, contributing his expertise to the company's strategic growth and long-term value creation for shareholders.
Granite Construction (GVA) Wins $23.7 Million Road Contract. Can Repeat Work Lift Margins?
Granite Construction (GVA) secured a $23.7 million contract for road rehabilitation in Glacier National Park, marking its fourth federal project in the region in three years. This repeat business could enhance execution and efficiency, potentially boosting margins, though project-specific financial details remain undisclosed. The company's ability to control costs and manage cash flow will be crucial for the project's profitability and contribution to shareholder returns.
Bank of America Corp DE Acquires New Position in Jacobs Solutions Inc. $J
Bank of America Corp DE has acquired a new significant position in Jacobs Solutions Inc. (NYSE:J), purchasing 1.65 million shares valued at approximately $208.3 million during the second quarter. Other institutional investors like BlackRock Inc. and Primecap Management Co. CA also increased their stakes. The company reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $0.36 per share.
AECOM (ACM) Lands Ireland’s Biggest Rail Contract Amid A Costly Charge
AECOM (ACM) has secured a significant contract as the program delivery partner for MetroLink, Ireland's largest rail project, in a joint venture with Jacobs. This win adds to AECOM's record-high backlog and demonstrates strong international growth. However, the achievement is tempered by a substantial $337 million charge related to a legacy Construction Management project, which erased third-quarter profits and highlights the risks of older contracts.
MMSD nears decision on $700M wastewater contract as lawsuit awaits ruling
The Milwaukee Metropolitan Sewerage District (MMSD) is close to awarding a 10-year, $700 million wastewater operations contract amidst a lawsuit filed by the incumbent operator, Veolia North America. A judge has allowed the bidding process to continue but prevented MMSD from signing a final agreement until the lawsuit is resolved. The decision process has been complicated by accusations against Veolia and questions surrounding the challenger, Jacobs Solutions, particularly regarding its past ties to Palantir and union relations.
What Is Drawing Attention To Jacobs Solutions (J)?
Jacobs Solutions (J) has recently secured significant contracts in rail, water, and energy sectors, leading to a 13.64% share price increase over 90 days, despite a 2.30% drop over the past year. Simply Wall St's analysis suggests the stock is 12% undervalued, with a fair value of $161.80 against its current $141.85, supported by record-high backlog growth. However, its high P/E ratio of 46x, compared to the industry average of 22x, presents a mixed valuation picture.
