Baird has downgraded Jacobs Solutions Inc (J) to Neutral from Outperform, effective November 20, 2025. The stock is currently priced at $129.88.
This downgrade suggests increased caution regarding Jacobs Solutions' outlook, potentially reflecting concerns about competitive pressures, market conditions, or execution risks that could impact the company's performance. With a market capitalization of $15.4 billion and a trailing P/E ratio of 92.25, Jacobs Solutions operates within the professional services industry, providing technology-centric solutions through its Infrastructure and Advanced Facilities (I&AF) and PA Consulting segments.
The I&AF segment addresses complex challenges related to climate change, energy transition, and integrated water management, while the PA Consulting segment serves a diverse mix of clients, including major corporations like Unilever and Microsoft. Upcoming earnings reports are anticipated, with estimates for August 3, 2026, projecting an EPS of $1.88 and revenue of $2.4 billion.
Analyst ratings, such as this downgrade, serve as professional opinions based on research and financial models. They should be considered alongside other factors, including company fundamentals and industry trends, as they reflect assumptions that may not materialize as expected. Analyst views can change over time as new information becomes available, highlighting the importance of a comprehensive approach to investment decisions.