JBS Stock Analysis: Buy, Sell, or Hold?

JBS - JBS N.V.

Meat Packing Plants
$17.75
-0.37 (-2.04%) ▼
5d: +6.67%
30d: +8.7%
90d: +23.09%
HOLD
MODERATE Confidence
Analysis Updated: Apr 2, 2026 12:00 AM ET
Earnings: May 12, 2026

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Interactive Price Chart (1 Month)

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💡
Bottom Line:
📊 HOLD: JBS shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.

Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$23.74
Based on 6.1% avg growth
INTRINSIC VALUE TODAY
$14.74
Trading above fair value

How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 1.8x Exit PE.

In-depth Analysis How we analyze

Valuation Analysis: JBS is currently trading at $17.75, which is considered extended relative to its 30-day fair value range of $15.08 to $17.03. The stock's valuation (Forward PE: 1.8) is in line with its historical norms (1.8). At these levels, the market is pricing in 0.3% annual earnings growth.

Technical Outlook: Technically, JBS is in a strong uptrend. The price is approaching resistance at $18.20. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation.

Market Sentiment: The stock shows a mixed technical setup (45/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $21.08 (+18.8%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.

Quick Decision Summary

Current Position EXTENDED
Fair Price Range $15.08 - $17.03
Company Quality Score 59/100 (HOLD)
Volume Confirmation HIGH
Confidence Score 51.9%

All Signals

  • BEARISH: Price extended above range
  • NEUTRAL: Mixed technical signals (45/100)
  • BULLISH: High volume confirmation
  • BULLISH: Trading below Wall St target ($21.08)
  • BULLISH: Expecting earnings turnaround to 0.3% growth with 15.5% revenue growth

Fair Price Analysis

30-Day Fair Range $15.08 - $17.03
Current vs Fair Value EXTENDED

Support & Resistance Levels

Support Level $14.19
Resistance Level $18.21
Current Trend Strong Uptrend
Technical data as of Apr 2, 2026

Fundamental Context

Forward P/E (Next Year Est.) 1.80
Wall Street Target $21.08 (+18.8%)
Revenue Growth (YoY) 15.5%
Earnings Growth (YoY) -10.5%
Profit Margin 2.4%
Valuation Premium vs History +0.3% premium
PE vs Historical 1.8 vs 1.8 FAIR
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): +0.3% (market-implied from PE analysis)
1-Year Target $17.80 (+0%)
2-Year Target $17.86 (+1%)
3-Year Target $17.91 (+1%)
3-Yr Target (if PE normalizes) (PE: 2→2) PE COMPRESSION $17.87 (+1%)
Earnings growth offset by PE compression
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 20.6, Growth: 8.1%) $255.48 (+1339%)
Base: (SPY PE: 1.8, Growth: 8.1%) $22.41 (+26%)
Bear: (PE: 1.5, Growth: 8.1%) $19.05 (+7%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (14x PE), but valuation improves significantly next year (2x PE) as earnings recover.
Trailing PE: 13.84 | Current EPS (TTM): $1.03
Bull Case $31.35 (+108%)
Analyst growth 100.0%, PE expands to 15.2
Base Case $28.50 (+89%)
Market implied 100.0%, PE stable at 13.8
Bear Case $9.69 (-36%)
Severe decline -20.0%, PE contracts to 11.8
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
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Last updated: April 02, 2026 8:25 PM ET
Data refreshes hourly during market hours. Next update: 9:25 PM
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