Dallas, Texas-based Jacobs Options Inc. (J) is a consulting agency with a market cap of $16 billion. It delivers technical, design, and strategic advisory companies for infrastructure, superior amenities, and water to industrial and business shoppers.
This industrial firm has underperformed the broader market over the previous 52 weeks. Shares of J have gained 5.9% over this timeframe, whereas the broader S&P 500 Index ($SPX) has soared 11.9%. Nonetheless, on a YTD foundation, the inventory is up 3%, outpacing SPX’s marginal drop.
Narrowing the main target, J has additionally lagged behind the State Road Industrial Choose Sector SPDR ETF (XLI), which surged 27.3% over the previous 52 weeks and 12.9% on a YTD foundation.
J posted stronger-than-expected Q1 earnings outcomes on Feb. 3, and its shares soared 7.8% within the following buying and selling session. The robust efficiency was pushed by strong income development in each the Infrastructure & Superior Amenities (I&AF) and PA Consulting segments. The corporate’s whole income elevated 12.3% year-over-year to $3.3 billion, surpassing consensus estimates by 3.5%, whereas its adjusted EPS superior 15% from the identical interval final 12 months to $1.53, topping analyst expectations of $1.52.
For fiscal 2026, ending in September, analysts anticipate J’s EPS to develop 16.5% 12 months over 12 months to $7.13. The corporate’s earnings shock historical past is promising. It topped the consensus estimates in every of the final 4 quarters.
Among the many 16 analysts masking the inventory, the consensus ranking is a “Average Purchase,” which relies on eight “Robust Purchase,” two “Average Purchase,” and 6 “Maintain” rankings.
The configuration has remained pretty steady over the previous three months.
On Feb. 4, The Goldman Sachs Group, Inc. (GS) analyst Adam Bubes maintained a “Purchase” ranking on J and raised its value goal to $163, indicating a 19.4% potential upside from the present ranges.
The imply value goal of $159.50 suggests a 16.9% potential upside from the present ranges, whereas its Road-high value goal of $180 suggests a 31.9% potential upside from the present ranges.
On the date of publication, Neharika Jain didn’t have (both straight or not directly) positions in any of the securities talked about on this article. All info and information on this article is solely for informational functions. This text was initially printed on Barchart.com
