Jbs NV

JBS · NYSE

$12.42+$0.05 (+0.40%)TodayMarket closed · Oct 23, 7:30 PM ET

Prev close $12.37

JBS analyst rating

BuyConsensus of 4 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy4
Hold0
Underperform0
Sell0

12-month price target · 14 analysts

Average $18.89 (+52.1% upside)

Low: $15.15
Now: $12.42
High: $22.05

Upgrades and downgrades

The latest rating actions, newest first

JBS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 22, 2026	Maintains	Overweight	$18.00 → $17.50	32%
JP Morgan	Oct 9, 2026	Maintains	Overweight	$17.50 → $18.00	32%
UBS	Aug 24, 2026	Maintains	Buy	$17.00 → $17.50	57%
Stephens & Co.	Aug 17, 2026	Maintains	Overweight	$18.00 → $17.00	71%
JP Morgan	Aug 12, 2026	Maintains	Overweight	$18.00 → $17.50	32%
JP Morgan	Jul 28, 2026	Upgrade	Neutral → Overweight	$18.00	32%
Barclays	Jul 16, 2026	Maintains	Overweight	$21.00 → $20.00	48%
JP Morgan	Jun 29, 2026	Maintains	Neutral	$18.50 → $18.00	32%
JP Morgan	May 14, 2026	Downgrade	Overweight → Neutral	$20.50 → $18.50	32%
Barclays	May 14, 2026	Maintains	Overweight	$23.00 → $21.00	48%

The case for and against

Updated Dec 15, 2025

Bull case

JBS NV has demonstrated significant financial strength, evidenced by the expansion of its median EBITDA margin from 5.1% during the 2008-2012 period to 9.5% in recent years, indicating improved operational efficiency. Additionally, the company's brands, particularly Just Bare, Alamesa, Del Día, and Pilgrim's, have shown impressive volume growth, with Just Bare emerging as the fastest-growing brand, Alamesa tripling its volumes, and Pilgrim’s experiencing an eightfold increase since 2016. This strong brand performance alongside improved profitability metrics collectively supports a positive outlook for JBS's stock.

Bear case

JBS NV faces significant operational risks due to the frequent outbreaks of livestock disease, which can severely disrupt its supply chain and affect overall demand for its protein products. Additionally, the company's performance is susceptible to fluctuations in commodity prices and the availability of essential raw materials, including feed grains and livestock, which can lead to increased costs and reduced profitability. Moreover, the exposure to currency and global trade risks further complicates the company's financial stability in an increasingly volatile market environment.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.