Jacobs: Multi-Year Growth Driven By Strong Backlog And Increasing AI Infrastructure Demand

Jacobs Solutions is rated a buy, supported by a record $23.1B backlog and robust multi-year revenue growth visibility. J benefits from structural demand drivers like AI-powered data center buildouts, reshoring in pharma/semis, and expanding global infrastructure pipelines. Margin expansion is expected as higher-margin backlog converts, global delivery scales, and AI/digital tools enable premium pricing and operational efficiencies.

Seeking Alpha • Dec 5, 2025

Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript

Jacobs Solutions Inc. (J) Presents at UBS Global Industrials and Transportation Conference Transcript

Seeking Alpha • Dec 2, 2025

Here's Why Investors Should Hold Onto Jacobs Stock for Now

J rides record backlog, margin gains and global wins into fiscal 2026, even as seasonal pressures and cash flow headwinds weigh on early momentum.

Zacks Investment Research • Dec 1, 2025

Jacobs & Arcadis JV Wins New Rail Project From TMR in Australia

J lands a major Queensland rail upgrade, boosting its infrastructure portfolio and adding momentum to the recent stock gains.

Zacks Investment Research • Nov 27, 2025

Jacobs Selected for Transformational Logan and Gold Coast Faster Rail Project in Australia

Strategic Queensland project to address high growth travel demand and support the 2032 Olympic and Paralympic Games DALLAS , Nov. 26, 2025 /PRNewswire/ -- Jacobs (NYSE: J), in a joint venture with Arcadis (AJJV), was selected by the Department of Transport and Main Roads Queensland (TMR) for the Logan and Gold Coast Faster Rail Project. The project will transform South East Queensland's rail network, expanding capacity and enhancing the passenger experience between Brisbane and the Gold Coast, Australia's third and sixth largest cities.

PRNewsWire • Nov 26, 2025

Here's Why Jacobs Solutions (J) is a Strong Growth Stock

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Zacks Investment Research • Nov 26, 2025

Jacobs Is Changing Fast, The Valuation Just Hasn't Noticed

Jacobs (J) is transitioning from a traditional engineering contractor to a high-value, solutions-oriented infrastructure and consulting partner, driving improved earnings quality. J's business model shift toward multi-year, higher-margin contracts in water, environmental, and advanced manufacturing sectors supports more stable, less cyclical growth. Despite a recent 20% valuation drop, J's fundamentals remain strong, with rising margins, a robust backlog, and attractive medium-term upside potential.

Seeking Alpha • Nov 26, 2025

Jacobs to Manage Infrastructure Development Program to Support Regional Growth in El Paso, Texas

Advancing water systems to support economic growth and resiliency DALLAS , Nov. 25, 2025 /PRNewswire/ -- Jacobs (NYSE: J) has been selected by El Paso Water to provide program management and owner's representative services for its Utility Infrastructure Development Program near El Paso International Airport and Fort Bliss, one of the largest military installations in the U.S. Jacobs will lead program planning and delivery of water, wastewater and stormwater infrastructure improvements to serve new development on approximately 4500 acres of land to meet growing demand in the City of El Paso. The multi-phase initiative will upgrade water, wastewater, and stormwater systems and is projected to cost approximately $200 million.

PRNewsWire • Nov 25, 2025

Here's Why Jacobs Solutions (J) is Poised for a Turnaround After Losing 19.3% in 4 Weeks

Jacobs Solutions (J) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Zacks Investment Research • Nov 24, 2025

Jacobs Solutions: Record Backlog And Margin Expansion Behind A Mispriced Sell-Off

Jacobs Solutions experienced a sharp sell-off after disappointing GAAP results, but underlying business fundamentals remain strong with record backlog and double-digit EBITDA growth. J's adjusted EPS and revenue exceeded expectations, with critical infrastructure and life sciences driving growth, and management guiding for further margin and EPS expansion in FY26. A conservative DCF model supports a $150 fair value target, offering 16% upside; Buy rating is maintained despite market overreaction and premium valuation.

Seeking Alpha • Nov 24, 2025