JBS (NYSE:JBS – Get Free Report) had its price target cut by equities researchers at Barclays from $23.00 to $21.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective suggests a potential upside of 55.46% from the company’s previous close.
Several other equities analysts also recently issued reports on JBS. JPMorgan Chase & Co. downgraded shares of JBS from an “overweight” rating to a “neutral” rating and decreased their price objective for the company from $20.50 to $18.50 in a report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of JBS in a report on Monday, May 4th. Zacks Research lowered shares of JBS from a “hold” rating to a “strong sell” rating in a report on Tuesday, April 14th. Mizuho upgraded shares of JBS to a “strong-buy” rating in a research report on Friday, April 10th. Finally, UBS Group upgraded shares of JBS to a “strong-buy” rating in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $19.42.
View Our Latest Research Report on JBS
JBS Stock Performance
JBS (NYSE:JBS – Get Free Report) last posted its quarterly earnings data on Tuesday, May 12th. The company reported $0.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.28 by ($0.08). The company had revenue of $21.61 billion for the quarter. JBS had a net margin of 1.98% and a return on equity of 19.28%. The company’s quarterly revenue was up 10.7% compared to the same quarter last year. Equities analysts anticipate that JBS will post 1.93 earnings per share for the current fiscal year.
Institutional Investors Weigh In On JBS
Hedge funds and other institutional investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC acquired a new stake in JBS during the second quarter worth about $29,000. Los Angeles Capital Management LLC acquired a new stake in JBS during the fourth quarter worth about $31,000. Global Trust Asset Management LLC acquired a new stake in JBS during the first quarter worth about $34,000. Quarry LP acquired a new stake in JBS during the third quarter worth about $34,000. Finally, Jones Financial Companies Lllp increased its position in JBS by 489.1% during the third quarter. Jones Financial Companies Lllp now owns 2,657 shares of the company’s stock worth $39,000 after purchasing an additional 2,206 shares during the last quarter.
Key Headlines Impacting JBS
Here are the key news stories impacting JBS this week:
- Positive Sentiment: Zacks Research upgraded JBS from strong sell to hold, suggesting the sell-off may have gone too far and that downside sentiment could be easing.
- Positive Sentiment: Barclays kept an overweight rating on JBS and assigned a new $21.00 price target, indicating meaningful upside from current levels despite trimming its prior target.
- Neutral Sentiment: JBS reported its Q1 2026 earnings call and related coverage highlighted valuation questions after recent share weakness, keeping investor focus on whether the stock is undervalued after the pullback. JBS N.V. (JBS) Q1 2026 Earnings Call Transcript
- Neutral Sentiment: Coverage from industry and market outlets pointed to tight cattle supply and broader North American headwinds weighing on results, reinforcing concerns about near-term earnings pressure. Tight cattle supply weighs on JBS earnings
- Neutral Sentiment: Valuation-focused commentary noted the recent share-price weakness, with investors reassessing whether JBS’s lower multiple reflects temporary turbulence or a deeper slowdown. Assessing JBS (NYSE:JBS) Valuation After Recent Share Price Weakness
- Negative Sentiment: JPMorgan Chase & Co. downgraded JBS to neutral from overweight, signaling less confidence in near-term upside.
- Negative Sentiment: Barclays also cut its price target from $23.00 to $21.00, showing analysts are still positive but more cautious about the earnings outlook.
- Negative Sentiment: JBS posted a 56% drop in Q1 net profit amid challenges in North American operations, a key reason investors have been selling the shares. JBS posts 56% drop in Q1 net profit amid challenges in North American operations
- Negative Sentiment: Further reporting said North American headwinds whacked profits, reinforcing concerns that operating conditions may remain difficult in the near term. JBS slips after headwinds in North America whack profits
About JBS
JBS SA is a global leader in the production and processing of meat products, with a focus on beef, pork and poultry. Headquartered in São Paulo, Brazil, the company operates through an extensive network of owned facilities and partnerships that span the Americas, Europe and the Asia-Pacific region. JBS supplies fresh, frozen and value-added protein solutions for retail, foodservice and industrial customers, and is active across the entire supply chain—from livestock procurement and feed production to slaughtering, processing, packaging and distribution.
Founded in 1953 by José Batista Sobrinho in Anápolis, Goiás, JBS began as a small slaughterhouse and expanded rapidly through strategic acquisitions and organic growth.
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