.png)
German (DE) 
English (US) 
Spanish (ES) 
French (FR) 
Hindi (IN) 
Italian (IT) 
Russian (RU) Thu, Aug 14, 2025, 1:42 PM 2 min read
In this article:
We recently published 10 Stocks Jim Cramer Discussed As He Warned About Samsung’s Phones. Jacobs Engineering Group Inc. (NYSE:J) is one of the stocks Jim Cramer recently discussed.
Jacobs Engineering Group Inc. (NYSE:J) is an engineering and construction consulting company. The firm’s shares have gained 12.5% year-to-date and are up by 5.7% after its fiscal third quarter earnings release. Like peer firm Aecom, Jacobs Engineering Group Inc. (NYSE:J)’s earnings report also saw the firm beat analyst earnings estimates but miss the revenue estimates. Cramer believes that the firm is in a strong position to benefit from the expected growth in construction activity in America due to manufacturing re-shoring. He outlined that Jacobs Engineering Group Inc. (NYSE:J) is leading in getting the contracts related to on-shoring:
“. . .people are looking for ways to be able to play the re-shoring. The best ways are Aecom and then the letter J, Jacobs. Those are the two that are getting the contracts. . .But Aecom and Jacobs go. . .”
L1 Capital International Fund mentioned Jacobs Engineering Group Inc. (NYSE:J) in its Q2 2025 investor letter. Here is what the fund said:
“Jacobs Solutions Inc. (NYSE:J) (Jacobs) was founded in 1947 by Joseph Jacobs as a one-man chemical engineering consulting business. Over the next nearly 80 years the business has grown through international expansion and strategic acquisitions to become one of the largest engineering design firms globally with over 45,000 employees.
racorn/123rf.com
Management and their capital allocation decisions are central tenets to how we assess Quality businesses. Many management teams are focused on growth. Fewer management teams are willing to divest their way to greatness. Over the past decade, initially under the leadership of Steve Demetriou and subsequently by current Chairman and CEO Bob Pragada, Jacobs has undergone a drastic strategic shift in business profile, pivoting from its historically more cyclical and lower margin businesses…”
While we acknowledge the potential of J as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
Comments