Professional
Added to YB: 2026-04-02
Pitch date: 2026-01-22
J [bullish]
Jacobs Solutions Inc.
-8.13%
current return
Author Info
No bio for this author
Company Info
Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.
Market Cap
$14.9B
Pitch Price
$139.78
Price Target
N/A
Dividend
1.13%
EV/EBITDA
12.46
P/E
33.46
EV/Sales
1.41
Sector
Professional Services
Category
growth
Platinum International Fund Portfolio Holding: Jacobs Solutions Inc.
J (increased position): Global engineering services leader. Competitor claimed AI disruption risk, causing unwarranted share price weakness. Mgmt actively investing in AI for efficiencies + benefits from AI infrastructure build-out. Positioned as net AI beneficiary. Moderately increased position on weakness. Post-quarter acquired PA Consulting minority stake at modestly below expected price, strategic positive.
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