JBS N.V. (JBS) Stock Price, News, Analysis

Technical Score (1D)

BULLISH

News Sentiment

MIXED

JBS is setting up for a potential resolution: BUY at 64 with firm momentum on the 1D chart. Sentiment at 50 is diverging from the bullish bias, so confirmation still matters. $13.44 is the line bulls need to clear; $12.40 defines the risk if the attempt stalls. The difference between a breakout and a breakout attempt is follow-through - a close above $13.44 that holds into the next session carries far more weight than an intraday poke through the level. Until that confirmation shows up, $12.40 defines the risk for anyone positioning ahead of the move rather than waiting for it.

JBS|Analyst Targets

LOW TARGET

$15 +18.2%

1 analysts

MEAN TARGET

$19 +43.6%

10 analysts

HIGH TARGET

$21 +63.4%

7 analysts

PRICE RANGE

$15.39 - $21.28

SB / B / H / S / SS

3/11/2/1/1

DAILYIQ EST.

$19.34 (+48.5%)

JBS|Company Info

Sector

Consumer Defensive

Industry

Packaged Foods

Exchange

NYQ

Country

Netherlands

Website

jbsglobal.com

Symbol

JBS

Description

JBS N.V. is a global food company primarily focused on protein production and distribution. The company's diverse portfolio includes beef, poultry, pork, and plant-based protein options, catering to a broad consumer base. Beyond its core protein offerings, JBS also provides leather products and related services. Established in 1953, the company operates internationally and is headquartered in Amstelveen, Netherlands. This strategic positioning allows JBS to serve markets worldwide, solidifying its presence in the competitive food industry.

JBS|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

183,501 shares

$2.5M

Cavalcanti Guilherme PerboyreGlobal CFO and IRO

Sell183,501 shares2026-08-24

Cavalcanti Guilherme PerboyreGlobal CFO and IRO

Award/Grant112,098 shares2026-06-09

Cavalcanti Guilherme PerboyreGlobal CFO and IRO

Award/Grant185,828 shares2026-05-21

O'Callaghan Jeremiah Alphonsus-

Award/Grant27,228 shares2026-05-21

O'Callaghan Jeremiah Alphonsus-

Award/Grant49,554 shares2026-05-21

JBS|Earnings Snapshot

Earnings Summary

JBS N.V. (JBS) is a global food company focused on protein production and distribution, offering beef, poultry, pork, and plant‑based products, and operating within the consumer defensive packaged foods sector. In Q2 2025, the company reported revenue of $118.97 billion but posted a significant EPS miss with $1.54 versus an estimate of $2.63, reflecting a sharp earnings decline. The following quarter, Q4 2025 revenue was estimated at $117.77 billion, but earnings data were not released, leaving a gap in performance assessment. In Q2 2026, JBS posted revenue of $23.90 billion against an estimate of $23.16 billion, yet EPS fell to –$0.09 from an expected $0.32, marking another earnings miss. Q3 2026 revenue was projected at $23.63 billion, with no EPS disclosed, preventing a full trend analysis. Historically, JBS has experienced volatile earnings, with multiple misses in recent quarters despite relatively stable revenue figures, indicating potential cost or margin pressures. Recent news reports that JBS is acquiring the remaining 18% of Pilgrim’s Pride, a move aimed at consolidating operations, reducing duplicate overhead, and expanding share float to improve liquidity; the acquisition is positioned as a strategic upgrade rather than a distress signal.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$2.26	-	-
Q2'26	$0.32	$-0.09	-128.2%
Q2'25	$2.63	$1.54	-41.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'25	$117.8B	-	-
Q2'26	$23.2B	$23.9B	+3.2%
Q2'25	-	$119.0B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

JBS|Monthly Returns

Market Data

JBS Stock Snapshot

NEUTRAL64/100

$13.02−$0.01 (0.1%)

Market cap: 42.53B
P/E ratio: 12.4
Day range: $12.86 – $13.04
News sentiment: 50/100 · Neutral
Analyst target: $18.70 (+43.6%)
Consensus: Buy · 18 analysts

52-week range+22.7% off low · -30.2% from high

$10.61$18.65

Price $13.02 DailyIQ Est. $19.34

The setup on JBS N.V. is patient: consolidation, not accumulation or distribution. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Sector Rotation

Is money rotating into or out of JBS's sector?

JBS N.V. sits in the Consumer Staples sector, currently ranked 3rd of 12 GICS sectors by relative-strength rotation score (leading).

Sector rank: #3 of 12
Sector state: Leading
Sector rotation score: 91

Options Market

What is the options market pricing for JBS?

CallsPuts

For JBS N.V.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.19), with at-the-money implied volatility around 70.7%. The options market is pricing roughly a ±4.9% move by that expiry — a range of about $11.30–$12.48.

Put/call ratio (2026-10-16): 0.19
ATM implied volatility: 70.7%
Total open interest: 6,972
Expected move by 2026-10-16: ±4.9% ($11.30–$12.48)

Analyst Rating Changes

Are analysts turning bullish or bearish on JBS?

JP Morgan most recently reiterated its rating on JBS N.V. to Overweight on Oct 9, 2026 with a price target of $18 (from $18). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action: JP Morgan — Overweight
90-day upgrades: 1
90-day downgrades: 0
Net rating momentum: +1

Date	Firm	Action	Rating	Price target
Oct 9, 2026	JP Morgan	Maintained	Overweight	$18 → $18
Aug 24, 2026	UBS	Maintained	Buy	$17 → $18
Aug 17, 2026	Stephens & Co.	Maintained	Overweight	$18 → $17
Aug 12, 2026	JP Morgan	Maintained	Overweight	$18 → $18
Jul 28, 2026	JP Morgan	Upgrade	Neutral → Overweight	$18
Jul 16, 2026	Barclays	Maintained	Overweight	$21 → $20
Jun 29, 2026	JP Morgan	Maintained	Neutral	$19 → $18
May 14, 2026	JP Morgan	Downgrade	Overweight → Neutral	$21 → $19
May 14, 2026	Barclays	Maintained	Overweight	$23 → $21
Apr 24, 2026	JP Morgan	Maintained	Overweight	$20 → $21
Mar 27, 2026	Barclays	Maintained	Overweight	$22 → $23
Oct 14, 2025	JP Morgan	Maintained	Overweight	$21 → $20

Peers & ETF holders

JBS peers & ETF holders

Packaged FoodsMarket cap · today

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

50/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Pilgrim’s Pride established a special committee and appointed advisors to evaluate a proposal from JBS N.V. The committee will assess the terms and potential impact of the proposal on Pilgrim’s operations. The move signals Pilgrim’s intent to conduct a thorough review before making any decisions.

What did this article say?

Pilgrim’s Pride Corporation established a special committee of independent, disinterested directors to examine an unsolicited proposal from JBS. The committee will assess the merits and implications of the proposal, which was announced on August 18. The move reflects Pilgrim’s Pride’s intent to conduct a thorough review before any decision. No immediate action has been taken, and the proposal remains under consideration. The development is a procedural step in corporate governance and does not indicate a material change in Pilgrim’s Pride’s operations.

What did this article say?

JBS stock has fallen 15.2% year‑to‑date, prompting analysts to reassess whether the current price reflects the company’s earnings potential. The discussion centers on whether the market has already priced in the earnings or if a re‑valuation is warranted. Comparisons to industry peers show JBS trading at roughly 11.6x earnings, below the food sector average of 17.3x, suggesting a potential undervaluation. However, shifts in input costs, pricing power and operational efficiency could alter the earnings‑to‑cash conversion, adding uncertainty to the valuation assessment. The piece invites investors to weigh analyst opinions and broader market trends before making a decision.

What did this article say?

JBS N.V. has announced a full buy‑out of the remaining shares of Pilgrim’s Pride, moving from an 82% stake to 100%. The transaction is framed as a cleanup that will eliminate the costs of running a separate public entity and broaden the share float, potentially attracting more institutional investors. By consolidating the two companies, JBS expects more flexible capital allocation across its group and minimal operational disruption, given the long partnership history. The deal follows a recent quarterly loss, but market reaction suggests investors view the consolidation as a strategic upgrade rather than a distress move.

What did this article say?

JBS shares climbed 10% in pre‑market trading, reversing a modest intraday decline. The move appears to be a short‑term price correction rather than a signal of new earnings guidance or operational changes.

What did this article say?

JBS N.V. has announced a 50/50 joint venture with Viva Holding, creating JBS Viva to combine their leather operations. The partnership will consolidate production assets and supply chains in Brazil, aiming to enhance scale and cost efficiencies. By merging complementary capabilities, the new entity seeks to strengthen market positioning and capture higher margins in the leather sector. The deal is expected to be completed under Brazilian law and could unlock synergies in sourcing and distribution.

What did this article say?

JBS released its second‑quarter 2026 financial results and held an earnings call to discuss performance. The company reported steady revenue growth driven by higher meat prices and expanded market share in key regions. Operating margins improved modestly due to cost‑control initiatives and supply‑chain efficiencies. Management reiterated its guidance for the full year, noting continued focus on product innovation and sustainability efforts.

What did this article say?

UBS analyst Matheus Enfeldt has upgraded JBS to a Buy rating and increased the price target from $17 to $17.5, signaling confidence in the company’s earnings outlook. The upgrade reflects expectations of steady revenue growth and improved margin dynamics amid rising commodity prices.

What did this article say?

Pilgrim's Pride (PPC) has announced the creation of a special committee to review an unsolicited takeover proposal from its majority shareholder, JBS. The offer values each Pilgrim's Pride share at 2.086 JBS Class A shares, aiming to acquire all remaining outstanding shares. The committee will assess the fairness and strategic fit of the bid, potentially influencing shareholder value and corporate governance. The move signals JBS’s aggressive expansion strategy and may prompt regulatory scrutiny.

Technical Analysis

Real-time indicators across multiple timeframes

BULLISH

Momentum rank against about 1,000 stocks and ETFs for this timeframe.

Unlock full technicals

Create a free account to access more indicators and deeper timeframe data.

Institutional & Hedge Fund Ownership

5 tracked managers · $2.24M combined position · 0 adding, 4 trimming, 1 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Schonfeld Strategic Advisors LLC	▼ Sell	148,640	0.00%	$1.76M	2026-08-14
Graham Capital Management, L.P.	▼ Sell	24,415	0.00%	$289.3K	2026-08-14
Brevan Howard Capital Management LP	▼ Sell	15,129	0.00%	$179.3K	2026-08-14
Ancora Advisors LLC	• Hold	488	0.00%	$5.8K	2026-08-14
Winton Group Ltd	▼ Sold out	0	0.00%	$0	2026-08-07

Q2 2026 flow:0 sh bought ($0)597.8K sh sold ($7.61M)net -597.8K sh (−$7.61M)