
3 Stocks With Upgraded Broker Ratings to Buy Amid AI-Related Headwinds
Broker upgrades make J, NVST and TPR top picks amid an AI-driven sell-off as markets demand clearer AI monetization and disciplined spending.

Broker upgrades make J, NVST and TPR top picks amid an AI-driven sell-off as markets demand clearer AI monetization and disciplined spending.

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Contract supports scalable, software-enabled systems DALLAS, Feb. 10, 2026 /PRNewswire/ -- Jacobs (NYSE: J) has been awarded a contract under the U.S. Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity contract, which has a ceiling value of $151 billion. The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities with increased speed and agility.

Jacobs Solutions (J) could produce exceptional returns because of its solid growth attributes.

Investors interested in Building Products - Miscellaneous stocks are likely familiar with Jacobs Solutions (J) and Advanced Drainage Systems (WMS). But which of these two stocks offers value investors a better bang for their buck right now?

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J wins the design role for Texas' massive Bolivar Roads storm surge barrier, a cornerstone coastal resiliency project, boosting its infrastructure backlog.

Enhancing rail capacity and reducing congestion along a key US rail corridor DALLAS, Feb. 5, 2026 /PRNewswire/ -- Jacobs (NYSE:J) has been selected by the San Diego Association of Governments to manage construction of the San Dieguito Lagoon Double Track and Special Events Platform project. This critical investment will enhance capacity and reliability along the Los Angeles–San Diego–San Luis Obispo (LOSSAN) Corridor — Southern California's sole rail link and one of the nation's busiest, carrying more than 150 daily passenger trains.

Jacobs Solutions Inc. reported great growth in Q1. Growth accelerated in every end market. Tailwinds in AI infrastructure and other end markets helps Jacobs' growth outlook. The company's sharp backlog increase reflects the fact. The AI tailwind has gone unnoticed by the market as J stock has stagnated. I estimate 31% upside to $174.7.

Jacobs Solutions Inc. J reported stellar first-quarter fiscal 2026 (ended Dec. 26, 2025) results, with adjusted earnings and revenues beating the Zacks Consensus Estimate and growing year over year. The quarterly results reflect strong contributions from both the reportable segments, Infrastructure & Advanced Facilities and PA Consulting.

Storm surge barrier to safeguard critical energy corridor and regional assets DALLAS, Feb. 4, 2026 /PRNewswire/ -- Jacobs (NYSE: J) has been selected by the Gulf Coast Protection District (GCPD) to lead engineering design for a coastal storm surge barrier along the Texas Gulf Coast — The Gate (known as the Bolivar Roads Gate System), which is a central element of the Coastal Texas Project. The system is expected to be among the largest coastal storm surge barrier gate systems in the world.

Jacobs Solutions Inc. (J) Q1 2026 Earnings Call Transcript

Jacobs Solutions (J) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.33 per share a year ago.

Strong Q1 Gross Revenue and Adj. Net Revenue Growth of 12.3% and 8.2% y/y, Respectively Robust Backlog Growth of 21% y/y with TTM Book-to-Bill Ratio of 1.4x Unlocking Full Value of Asset Lifecycle Strategy through Transaction for Remaining Stake in PA Consulting Strategically Repurchased $252 Million of Jacobs Shares in Q1, Announced 12.5% Dividend Increase Increasing FY 2026 Adj.

J's fiscal first-quarter results are likely to reflect gains from healthy infrastructure demand, record backlog visibility and improving operational efficiency.

Jacobs Solutions (NYSE: J) held its 2026 Annual Meeting of Shareholders in a hybrid format, with investors attending both in person and online. Chief Executive Officer and Chair Bob Pragada presided over the meeting, which included director elections and votes on executive compensation and auditor ratification, followed by a brief business update covering fiscal year 2025.

DALLAS, Jan. 29, 2026 /PRNewswire/ -- The Board of Directors of Jacobs (NYSE:J) has declared a quarterly cash dividend payable to shareholders in the amount of $0.36 per share of Jacobs common stock, an increase of 12.5% from its previous quarterly dividend of $0.32. This dividend will be paid on March 20, 2026, to shareholders of record as of the close of business on Feb. 20, 2026.

The U.S. infrastructure and public-sector spending environment continues to support steady demand for engineering and technical consulting services, driven by grid modernization, energy transition initiatives and long-term government programs. Within this backdrop, Willdan Group, Inc. WLDN and Jacobs Solutions Inc. J have emerged as comparable engineering stocks benefiting from policy-backed investment trends and program-based work tied to public clients.

Upgraded San José facility will continue to transform waste into renewable energy DALLAS, Jan. 21, 2026 /PRNewswire/ -- Jacobs (NYSE: J) has been selected as the progressive design-build contractor for upgrades to the San José–Santa Clara Regional Wastewater Facility (RWF) in California. This $200 million project will modernize the city's biosolids treatment infrastructure, delivering long-term reliability at the second largest advanced wastewater treatment plant in the western United States.