Investment
Features
FeesSafety
Academy
More
Pluang+

Jacobs Solutions rated Buy on strong AI data center demand and growing project backlog.

Analyst Insights
24 Sep 2026
Seeking Alpha
View Source
Bullish
Jacobs Solutions rated Buy on strong AI data center demand and growing project backlog.

Jacobs Solutions is rated Buy due to increasing demand for AI data centers and a broadening project scope that supports sustainable growth. The company's backlog reached $28.9 billion, up 27.3% year-over-year, with improved project economics and visibility extending into 2028. Adjusted EBITDA margins are expanding thanks to better utilization, global delivery, and a shift toward higher-margin fixed-price projects. Valuation is attractive at 17.33 times FY27 EPS, with expectations of double-digit earnings growth driven by strong demand beyond AI sectors.

Jacobs Solutions' outlook on AI-driven growth and margin improvement provides context for the Industrials sector's performance on Pluang. For readers following Industrials, here is Pluang's market snapshot as of Sep 24, 2026 14:21 WIB: Among 93 priced US Industrials stocks, 29 rose and 55 fell. Notable movers include Norfolk Southern Corporation (NSC) at USD 320.00 with a 1-day change of +1.91% and 100% buy order activity, Thomson Reuters Corp (TRI) at USD 97.48 with a +1.90% change, and Redwire Corporation (RDW) at USD 11.08 down -1.69% with 60% sell order activity.

More News

SpaceX can't join S&P 500 before June 2027 due to listing rules and ongoing losses.

SpaceX can't join S&P 500 before June 2027 due to listing rules and ongoing losses.

SpaceX is ineligible to join the S&P 500 index before June 2027 because of the index's listing rules, which include a minimum time as a public company. Additionally, SpaceX's current financial losses may delay its inclusion further. This means invest...

Market News
Neutral
3 hours ago
Binance liquidates $11.49M Ether long position at $2,628 in a major futures market exit

Binance liquidates $11.49M Ether long position at $2,628 in a major futures market exit

Binance executed a significant liquidation of an $11.49 million Ether (ETH) long position at a price of $2,628 on September 24. This forced exit from the exchange's perpetual futures market highlights the volatility and risk in ETH trading. The liqui...

Market News
Bearish
4 hours ago
US 10-year Treasury yield hits 5.11%, causing Bitcoin to fall amid risk-off market shift

US 10-year Treasury yield hits 5.11%, causing Bitcoin to fall amid risk-off market shift

The US 10-year Treasury yield rose to 5.11%, its highest since 2007, coinciding with a decline in Bitcoin prices. This rise signals a shift towards a risk-off market environment, where investors move away from high-risk assets like Bitcoin due to tig...

Market News
Bearish
4 hours ago
Ethereum price dips below $2,650, down 1.1% in early trading on Binance.

Ethereum price dips below $2,650, down 1.1% in early trading on Binance.

Ethereum (ETH) fell below the key $2,650 level to $2,646 on Binance spot trading as of early September 24, marking a 1.10% decline within an hour. This drop places ETH under a significant round-number price point, which traders closely watch for shor...

Market News
Bearish
4 hours ago
Ethereum pulls back near $2,670 after $2,800 resistance; $109M liquidated, BlackRock buys $1B ETH in 20 days

Ethereum pulls back near $2,670 after $2,800 resistance; $109M liquidated, BlackRock buys $1B ETH in 20 days

Ethereum's price stalled near $2,786, pulling back to around $2,670 after failing to break the $2,800 resistance level. This marks the first significant pullback since Ethereum's strong rally from below $2,400, where it gained about 14% in a week and...

Market News
Neutral
4 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App