JBS trades 67.3% below Wall Street's consensus target of $18.17.
Last 12 months price action with 12-month analyst target path
The base valuation assumes JBS achieves its forward estimates and maintains a stable P/E multiple of 2.9x. This scenario reflects the blended consensus of 4 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of October 3, 2026, Jbs N.V. (JBS) has a Wall Street consensus price target of $18.17, based on estimates from 4 covering analysts. With the stock currently trading at $10.86, this represents a potential upside of +67.3%. The company has a market capitalization of $24.09B.
Analyst price targets range from a low of $17.00 to a high of $20.00, representing a 17% spread in expectations. The median target of $17.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 4 analysts rating the stock as a Buy or Strong Buy,0 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, JBS trades at a trailing P/E of 5.4x and forward P/E of 2.9x. The forward PEG ratio of 0.07 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow -39.6% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $37.43, with bear and bull scenarios of $23.58 and $49.32 respectively. Model confidence stands at 42/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 TSNTyson Foods, Inc. | $17.9B | $50.47 | $67.40 | +33.5% | Buy | 14.0x | 30 |
 HRLHormel Foods Corporation | $11.0B | $19.96 | $24.67 | +23.6% | Hold | 13.4x | 30 |
 PPCPilgrim's Pride Corporation | $6.0B | $25.20 | $36.67 | +45.5% | Hold | 10.6x | 22 |
 WHWyndham Hotels & Resorts, Inc. | $5.3B | $71.49 | $96.71 | +35.3% | Buy | 14.9x | 22 |
 SFDSmithfield Foods, Inc. | $7.3B | $18.58 | $30.50 | +64.2% | Buy | 8.4x | 4 |
 NOMDNomad Foods Limited | $1.5B | $10.81 | $12.50 | +15.6% | Buy | 7.5x | 13 |
 ADMArcher-Daniels-Midland Company | $38.3B | $79.52 | $88.00 | +10.7% | Hold | 14.8x | 36 |
 BGBunge Global S.A. | $20.5B | $106.61 | $151.67 | +42.3% | Buy | 11.2x | 25 |
 INGRIngredion Incorporated | $6.0B | $94.91 | $116.00 | +22.2% | Hold | 9.0x | 21 |
 AGCOAGCO Corporation | $8.1B | $111.81 | $131.00 | +17.2% | Buy | 19.9x | 29 |
Quick answers to the most common questions about buying JBS stock.
The consensus Wall Street price target for JBS is $18.17, representing 67.3% upside from the current price of $10.86. With 4 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
JBS has a consensus rating of "Buy" based on 4 Wall Street analysts. The rating breakdown is predominantly bullish, with 4 Buy/Strong Buy ratings. The consensus 12-month price target of $18.17 implies 67.3% upside from current levels.
With a forward P/E of 2.865x, JBS trades at a relatively low valuation. The consensus target of $18.17 implies 67.3% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $20 for JBS, while the most conservative target is $17. The consensus of $18.17 represents the median expectation. Our quantitative valuation model projects a bull case target of $49 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
JBS is lightly followed, with 4 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 4 have Buy ratings, 0 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month JBS stock forecast based on 4 Wall Street analysts shows a consensus price target of $18.17, with estimates ranging from $17 (bear case) to $20 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $37, with bear/bull scenarios of $24/$49.
Our quantitative valuation model calculates JBS's fair value at $37 (base case), with a bear case of $24 and bull case of $49. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 42/100.
JBS trades at a forward P/E ratio of 2.9x based on next-twelve-months earnings estimates compared to a trailing P/E of 5.4x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on JBS, with a "Buy" consensus rating and $18.17 price target (67.3% upside). 4 of 4 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
JBS analyst price targets range from $17 to $20, a 17% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $18.17 consensus represents the middle ground. Our model's $24-$49 range provides an independent fundamental perspective.
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