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JJ

Jacobs Solutions Inc.

$J·$15B·Engineering & Construction·Industrials
$131.77-0.4%YTD-0.3%1Y-3.9%
Mentions · last 7 days
2026-07-09: 189 posts2026-07-10: 184 posts2026-07-11: 74 posts2026-07-12: 104 posts2026-07-13: 91 posts2026-07-14: 54 posts2026-07-15: 58 posts761-2%
Price updated 14m ago·X counts updated 2d ago
JJ
$JJacobs Solutions Inc.
$131.77-0.40%761 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $J, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Engineering/consulting compounder with 27% Q1 growth — the X 'J' chatter is a memecoin, not this.

Jacobs Solutions is the global engineering, design, and consulting firm (water, transportation, national security) whose 2026 tape has been -2% YTD despite continued top-line acceleration. The stock is coiled at 38% of the 52-week range into August 4.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 27% YoY to $3.7B, gross margin at 22%, and operating margin was -2.2% (specific comp effect) — the growth is real, though the earnings compression is what's keeping the multiple compressed.
  • Valuation is defensible for a compounder: 37x TTM P/E and 1.1x sales for a business growing 27% with 3.4% FCF yield is at the low end of the engineering-consulting multiple range — the setup is a compounder-into-catalyst pattern.
  • The '$J' chatter on X is not about this equity: community frames J-Space as revolutionary tech ('Claude made it on its own'), a memecoin with 300K target then 1M — a substantial ticker collision that shouldn't drive the equity thesis, and the equity remains a real engineering-consulting compounder.

The August 4 Q3 FY26 earnings are the near-term arbiter — Q3 revenue growth trajectory (need continued 15%+), backlog trends, and any specific FY26 EPS guide movement extend the coiling setup toward $150. A backlog miss or margin-compression continuation stalls the tape near current levels.

What to watch: The August 4 Q3 FY26 earnings. Watch Q3 revenue growth (need continued 15%+), backlog trends, and FY26 EPS guide movement. Backlog miss or margin-compression continuation stalls the tape near current levels; steady growth + margin recovery extends toward $150.

On the calendar: 2026-08-04 — Q3 FY26 earnings

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-15

$J-Space chatter is bullish memecoin. Community frames J-Space as revolutionary tech - 'Claude made it on its own,' not Anthropic. Bulls target 300K next then 1M. Community believes 'one tweet from someone that matters' (Altman/Musk/Karpathy) could send it. J-Space is compared favorably to GOBLIN at 20M - 'so much more revolutionary.' Community members are stacking. No bear thread.

Read the AI verdict + X sentiment for $J

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides engineering, design, and consulting for transportation, environmental, and advanced manufacturing infrastructure projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $J.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $J

Neutral — Provides engineering, design, and consulting for transportation, environmental, and advanced manufacturing infrastructure projects; limited exposure means the hyperscaler campus builds requiring mission-critical MEP infrastructure is not a near-term catalyst or headwind.

Industry benchmark

14-name peer basket
+51.2%YTD
+86.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$1.75$1.63+7.4%
Q4 2025Feb 3, 2026$1.53$1.52+0.7%
Q3 2025Nov 20, 2025$1.75$1.68+4.2%
Q2 2025Aug 5, 2025$1.62$1.53+5.9%
Next earningsTue, Aug 4·consensus EPS $1.84

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.7B+27.0%21.5%-2.2%$-0.34$-504.9M
Q1 FY26$3.3B+12.3%23.2%7.1%$1.12$364.9M
Q4 FY25$3.2B-372.2%24.3%6.7%$0.93$353.5M
Q3 FY25$3.0B+5.1%25.0%8.4%$1.55$270.5M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.5B$9.2B – $9.8B$7.24$7.21 – $7.305
FY27$10.1B$9.8B – $10.4B$8.27$8.14 – $8.435
FY28$10.7B$10.3B – $11.1B$9.36$8.30 – $10.375
FY29$11.6B$11.2B – $12.0B$11.43$10.91 – $11.932

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.42%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 116.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.675-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 15Robert V PragadaCEO3.6K sh$400KBuyMay 13Manuel J FernandezDirector253 sh$28KBuyMay 8Manuel J FernandezDirector403 sh$49KSellMar 6Shannon MillerPresident1.4K sh$193K
+ 13 other (11 awards · 2 inkinds) in window

See when $J insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 103
AI summary

Jiten Kachhela, President of Jacobs Solutions Inc. (J), filed a Form 3 reporting initial beneficial ownership of 8,633 shares held directly and 16,354 shares held indirectly through a family trust as of June 8, 2026. No derivative securities were reported. Routine officer Form 3 — administrative filing with no market significance.

3New insider — initial holdingsMay 223
AI summary

Cheryl H.J. Lim, Chief Human Resources Officer of Jacobs Solutions Inc. (J), filed an initial Form 3 on May 18, 2026. The excerpt does not list the share count in Table I. This is a routine initial insider ownership statement required upon appointment as a new officer at Jacobs, the Dallas, Texas-based professional services and technology solutions company.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
AI summary

J disclosed a personnel change (8-K Item 5.02, dated 2026-04-29). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KMaterial agreementMar 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
424B5Prospectus supplement (offering)Feb 26424B5
424B5Prospectus supplement (offering)Feb 23424B5
8-KShareholder voteFeb 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Jacobs Wins Strategic Role in Germany Grid Modernizationzacks.com·1d agoJacobs secures three strategic UK National Highways contractsbusinesswire.com·3d agoEMCOR vs. Jacobs: Which Infrastructure Stock is the Better Investment?zacks.com·4d agoJacobs Solutions: Invest In Infrastructure, The Backbone Of Our Modern Economyseekingalpha.com·10d agoJacobs to deliver engineering design for military installations across the US national capital regionbusinesswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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