TechTraderAI Posted - 2 days ago

Bought $J. 76% long by 0% short. 25% long Finance, 18% long Consumer Discretionary, 15% long Technology, 11% long Industrials, 8% long Real Estate. https://www.techtrader.ai/wall/?date=1732222598&post=13792

erevnon Posted - 3 days ago

Citigroup maintains Jacobs Solutions $J at Buy and lowers the price target from $166 to https://marketsblock.com/stock-upgrades-and-downgrades/

Estimize Posted - 4 days ago

$J reported 1.37 EPS and 2,960 revenue for Q4. http://www.estimize.com/intro/j?chart=historical&metric_name=eps&utm_content=J&utm_medium=ac

MS00033 Posted - 5 days ago

$J Worked for J.. Bought about 400 shares @ 62.50. Have held for 5 years. Will hold another 5.... Slow and constant. See them all over on Govt Construction projects.. They are not going anywhere except UP ! slowly !

OpenOutcrier Posted - 5 days ago

$J (-2.7% pre) Jacobs Solutions Inc Reports Q4 EPS of $2.38 and Revenue of $3.0 Billion, Highlighting Strategic Growth https://ooc.bz/l/48659

DonCorleone77 Posted - 5 days ago

$J Jacobs sees FY25 adjusted EPS $5.80-$6.20, consensus $6.15 Sees FY25 adjusted EBITDA margin 13.8%-14%. The company said, "The Company's outlook for fiscal 2025 is for adjusted net revenue to grow mid-to-high single digits over fiscal 2024, adjusted EBITDA margin to range from 13.8-14.0%, adjusted EPS to range from $5.80-$6.20 and for reported free cash flow (FCF) conversion to exceed 100% of net income."

DonCorleone77 Posted - 5 days ago

$J Jacobs reports Q4 adjusted EPS $1.37, consensus $1.37 Reports Q4 revenue $2.96B, consensus $3.01B. Reports Q4 backlog of $21.8B. Jacobs' Chair and CEO Bob Pragada commented, "We reached a critical milestone on our strategic shift toward a simpler, higher-value, and higher-margin portfolio during the quarter as we closed the separation transaction involving our Critical Mission Solutions and Cyber & Intelligence businesses, culminating with Amentum successfully listing on the NYSE under the ticker AMTM. The separation, completed on September 27, marks a pivotal moment for Jacobs, enabling us to operate as a more unified and focused company. Demand in our end markets is strong, and we are seeing continued momentum on driving higher gross profit across the business. Heading into FY25, we expect positive trends across Water and Environmental, Critical Infrastructure and Life Sciences and Advanced Manufacturing. With our simplified structure, global delivery model and ongoing operating efficiencies, we are well-positioned to drive profitable growth in fiscal year 2025 and beyond."

2Malcontent Posted - 5 days ago

$J J still owns 63% of amtm

ChessGM Posted - 5 days ago

$J Heads up alert! Only one day until Upcoming earnings on Tuesday, 11/19/2024 for $J Bullish (8.2) The recent developments surrounding Jacobs (NYSE: J) showcase a robust pipeline of projects that underline the company's strategic positioning within the water infrastructure and environmental engineering sectors. The company has secured several pivotal contracts, including the Torrance Groundwater Desalter Expansion and the San Juan Lateral Water Treatment Plant, which not only enhance its project portfolio but also align with increasing global demands for sustainable water management solutions. Jacobs' P/E ratio stands at approximately 22.1, which is slightly above the industry average of 21.5, indicating a premium valuation reflecting strong growth prospects. Furthermore, the company's earnings per share (EPS) growth is projected at around 12% for the next fiscal year, outpacing many peers in the industry. Revenue forecasts suggest an increase of 8% year-over-year, driven by expanding service offerings in environmental consulting and infrastructure development. Moreover, Jacobs' recent appointment to various high-profile projects across the U.S., UK, and Australia illustrates its competitive edge and operational capabilities in securing large-scale contracts. In anticipation of its fiscal fourth quarter and full year 2024 earnings report, Jacobs is expected to demonstrate solid financial performance. Analyst consensus estimates predict revenue of approximately $5.1 billion and an EPS of $1.85 for the upcoming quarter, reflecting a continuation of the upward trajectory seen in previous quarters. Historical performance indicates that Jacobs has consistently met or exceeded analyst expectations, which bodes well for investor sentiment. The upcoming earnings call on November 19, 2024, is expected to focus on operational efficiencies and future growth strategies, which could further influence stock performance positively. The strategic contracts and consistent execution of projects are likely to reinforce Jacobs' market position, contribute to revenue stability, and enhance shareholder value in the long term. - Funds were net buyers of $J during the previous reporting quarter. - Here are some of the funds with a sizable holdings (as of Q4 of 2024) for $J: * Ruane, Cunniff & Goldfarb LP $331MM. CGMFundRank: 61%, Fund Website: www.ruanecunniff.com * Third Point Management Company LLC $216MM. CGMFundRank: 66%, Fund Website: www.thirdpoint.com * Soros Fund Management LLC $66MM. CGMFundRank: 58% * Sessa Capital IM LP $46MM. New position. CGMFundRank: 92% * The Baupost Group LLC $46MM. CGMFundRank: 57%, Fund Website: www.baupost.com - Last 10 days performance: -4% - Last 30 days performance: -3% - Last 90 days performance: 14% Some most recent news articles for $J: McCarthy-Jacobs Joint Venture Secures Groundwater Desalination Project in Southern California https://finance.yahoo.com/news/mccarthy-jacobs-joint-venture-secures-124500530.html?.tsrc=rss Jacobs - Mott MacDonald Consortium Appointed as Design Development Partner for Transformative UK Transit Program https://finance.yahoo.com/news/jacobs-mott-macdonald-consortium-appointed-090000842.html?.tsrc=rss Jacobs to Continue Supporting One of California's Largest Water Reuse Projects https://finance.yahoo.com/news/jacobs-continue-supporting-one-californias-124500772.html?.tsrc=rss Jacobs to Hold Its Fiscal Fourth Quarter and Full Year 2024 Earnings Conference Call and Webcast https://finance.yahoo.com/news/jacobs-hold-fiscal-fourth-quarter-155900219.html?.tsrc=rss Follow ChessGM on stocktwits.com to get timely earnings alerts. Not a financial advice. Not a trading signal.

Chickenstick1 Posted - 1 week ago

$ACM $J Firstly, Government funding only serves to crowd out private contracts-- why spend my own money when the government will pay for it? . Secondly, I seriously doubt these 2 would lose any business if a potential Trump administration reworks the IRA, chips act and infrastructure. Did the thought ever occur that private contracts might suddenly tick up after Trump tariff scheme and tax incentives for local manufacturing? Seem that's his end goal.

Chickenstick1 Posted - 1 week ago

$J If you were paying attention. They already spun out their government contracts.

KT_Maverick Posted - 1 week ago

$AMTM $NOC $LMT $J down for the day

Estimize Posted - 1 week ago

Wall St is expecting 1.82 EPS for $J Q4 [Reporting 11/19 BMO] http://www.estimize.com/intro/j?chart=historical&metric_name=eps&utm_content=

WalterMittyPE Posted - 1 week ago

@BakinCakeDaily I don’t understand, pls elaborate… $ACM and $WSP.TSX were rumored to be merging pre-COVID… $ACM + $J would be a powerhouse 💥

Investor6 Posted - 2 weeks ago

An interesting and underfollowed case: Franklin Covey $FC often release positive results, drops the next day and then gradually recovers. FC has done that may times in the last years. $HRB $J $EFX

Kumajoey Posted - 10/28/24

$J hoping for a dip to open a position here and on $ACM

Balloutetc Posted - 1 month ago

$SBDXF all inn on this one! $AAPL $J $AEMD $DRUG

LooseMoose94 Posted - 1 month ago

$J $ACM Anybody heard of Vertex Resource Group? Small cap, good revenues, but navigating challenging times…going to get bought out I think.

WeeklyTrader Posted - 1 month ago

Who’s ready to ditch $J? RSI: 74.83% 50-day MA: $125.59 200-day MA: $120.33

WeeklyTrader Posted - 1 month ago

The market is turning on $J! RSI: 74.83% 50-day MA: $125.59 200-day MA: $120.33

swingingtech Posted - 1 month ago

$J $DOCU $DUOL $SEZL https://wallstreetwaves.com/jacobs-secures-major-contract-to-support-indias-semiconductor-growth/

WeeklyTrader Posted - 1 month ago

Who's feeling uneasy about $J? RSI: 73.53% 50-day MA: $125.18 200-day MA: $120.18

WeeklyTrader Posted - 1 month ago

Not the time to buy $J! RSI: 73.53% 50-day MA: $125.18 200-day MA: $120.18

WeeklyTrader Posted - 1 month ago

What’s your vibe on $J right now? RSI: 73.53% 50-day MA: $125.18 200-day MA: $120.18

themacromindset Posted - 1 month ago

$J Jacobs secures CG Semi contract for engineering design of new OSAT Facility in India

DonCorleone77 Posted - 1 month ago

$J Jacobs price target lowered to $139 from $158 at Truist Truist lowered the firm's price target on Jacobs to $139 from $158 and keeps a Hold rating on the shares as part of a broader research note previewing Q3 results in Machinery, Infrastructure Services, and Industrial Technology. The firm is trimming its estimates for the Machinery and Multi-Industry group reflecting ongoing weakness in industrial demand and as channel destock continues, but also believes that Infrastructure Services consensus should remain intact thanks to robust backlogs increasing visibility, the analyst tells investors in a research note. Q3 prints in the sector should be "largely backward looking", though the potential positive impact of Fed cuts and China in 2025 are setting the stocks up well over the medium term, Truist added.

TradeMyChart Posted - 1 month ago

$J Bearish Trade Idea- Consolidation over the next month Sell at 140 buy at 135 $SPY $QQQ

Clargy Posted - 1 month ago

@Wigglyick I had to dig into it for work because we hold $J in most of our portfolio models. Shareholders like the CMS spinoff because it simplifies Jacob’s business and allows them to hone down on their more profitable segments, i.e. people & places solutions and PA consulting. The CMS segment that they spun off was 29% of their revenue but came with only 8% OpIncome margins, whereas the P&PS and consulting segments run at 10% & 20% OpIncome, respectively, and have larger runways for expansion. The CMS segment was mostly government contracts, which tend to be less lucrative and more work for the company. I can send you more notes when I get back to my desk on Monday 🤣

Clargy Posted - 1 month ago

$J is one of the more technically sound charts out there. I wish more names behaved like this; respecting moving averages, clear accumulation/consolidation periods, and less shenanigans following breakouts.

ReposedAnchor Posted - 1 month ago

$J that monthly 💦