JBS trades 67.6% below Wall Street's consensus target of $20.00.
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 1.6x. This scenario reflects the blended consensus of 3 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 22, 2026, JBS N.V. (JBS) has a Wall Street consensus price target of $20.00, based on estimates from 3 covering analysts. With the stock currently trading at $11.93, this represents a potential upside of +67.6%. The company has a market capitalization of $26.46B.
Analyst price targets range from a low of $17.00 to a high of $23.00, representing a 30% spread in expectations. The median target of $20.00 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 2 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, JBS trades at a trailing P/E of 5.9x and forward P/E of 1.6x. The forward PEG ratio of 0.04 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow -17.4% 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. | $19.7B | $55.46 | $74.50 | +34.3% | Buy | 13.7x | 30 |
HRLHormel Foods Corporation | $13.3B | $24.16 | $23.50 | -2.7% | Hold | 16.3x | 29 |
PPCPilgrim's Pride Corporation | $6.5B | $27.32 | $37.33 | +36.6% | Hold | 8.1x | 21 |
WHWyndham Hotels & Resorts, Inc. | $6.3B | $84.20 | $97.50 | +15.8% | Buy | 17.6x | 22 |
SFDSmithfield Foods, Inc. | $9.8B | $24.94 | $32.00 | +28.3% | Buy | 9.4x | 4 |
NOMDNomad Foods Limited | $1.4B | $10.02 | $13.50 | +34.7% | Buy | 6.6x | 13 |
ADMArcher-Daniels-Midland Company | $36.2B | $75.10 | $75.25 | +0.2% | Hold | 16.2x | 36 |
BGBunge Global S.A. | $21.8B | $112.58 | $133.67 | +18.7% | Buy | 12.1x | 25 |
INGRIngredion Incorporated | $6.2B | $97.93 | $117.00 | +19.5% | Hold | 9.1x | 21 |
AGCOAGCO Corporation | $8.2B | $113.66 | $124.63 | +9.7% | Buy | 19.0x | 29 |
Quick answers to the most common questions about buying JBS stock.
The consensus Wall Street price target for JBS is $20, representing 67.6% upside from the current price of $11.93. With 3 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 3 Wall Street analysts. The rating breakdown is predominantly bullish, with 2 Buy/Strong Buy ratings. The consensus 12-month price target of $20 implies 67.6% upside from current levels.
With a forward P/E of 1.631x, JBS trades at a relatively low valuation. The consensus target of $20 implies 67.6% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $23 for JBS, while the most conservative target is $17. The consensus of $20 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 3 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 2 have Buy ratings, 1 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 3 Wall Street analysts shows a consensus price target of $20, with estimates ranging from $17 (bear case) to $23 (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 1.6x based on next-twelve-months earnings estimates compared to a trailing P/E of 5.9x. 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 $20 price target (67.6% upside). 2 of 3 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 $23, a 30% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $20 consensus represents the middle ground. Our model's $24-$49 range provides an independent fundamental perspective.
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