JBS: A Break In The Thesis In 2H26, Retaining 'BUY'

JBS (JBS) is rated Buy with a reiterated $18.2/share price target, despite a recent 20% stock decline driven by US beef segment weakness. US cattle cycle downturn has been more severe and prolonged than expected, significantly impacting near-term earnings and market sentiment. JBS remains fundamentally strong, with $6B+ cash, diversified protein portfolio, and the ability to sustain its $1/share dividend even in a downcycle.

Seeking Alpha • 37 minutes ago

5 High-Yield Stocks With Analyst Support and Room to Run

High-yield stocks are attractive for easy-to-understand reasons. When they outpace the S&P 500's average yield and inflation, they can provide substantial income.

MarketBeat • Jun 16, 2026

JBS to Close Beef Plant in Pennsylvania

The world's largest meatpacker, is preparing to close a beef-processing plant in Pennsylvania, the latest facility to close as a cattle shortage in the U.S. squeezes meatpacking companies.

WSJ • Jun 12, 2026

JBS USA Announces Network Changes to Strengthen Operations

GREELEY, Colo., June 12, 2026 (GLOBE NEWSWIRE) -- JBS USA today announced the planned closure of two facilities in Pennsylvania and Tennessee. The company emphasized its commitment to supporting those affected as it makes targeted changes to strengthen operations for the future.

GlobeNewsWire • Jun 12, 2026

Cattle Prices Are a Problem for Tyson and JBS. Could New World Screwworm Make Things Worse?

The parasitic fly has been detected in the U.S. for the first time in 60 years, putting pressure on an already shrinking cattle population.

Barrons • Jun 4, 2026

JBS Q1 Earnings Call Highlights

JBS NYSE: JBS reported record first-quarter sales but lower profitability as executives said the global protein company faced difficult market conditions in U.S. beef, seasonal pressures, operational adjustments and shifting trade flows.

MarketBeat • May 14, 2026

JBS N.V. (JBS) Q1 2026 Earnings Call Transcript

JBS N.V. (JBS) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 14, 2026

JBS Profit Slides Amid Rising Cattle Costs

The Brazilian meatpacking conglomerate posted a first-quarter profit of $220.6 million, down from $500.2 million a year earlier.

WSJ • May 12, 2026

JBS Reports US$221 Million Net Income in the First Quarter of 2026

Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2% Operations in Brazil and Seara helped offset an extremely challenging environment in the United States; Beef North America margin was -3.2%

GlobeNewsWire • May 12, 2026

Beef prices are near record levels. The DOJ wants to know if something shady is afoot.

The summer grilling season, smaller cattle herds, droughts, wildfires, processing-plant closures and other supply disruptions have helped push meat prices to record highs this year. Now, the U.S. government is investigating whether corporate consolidation is also at play.

Market Watch • May 4, 2026