JBS Earnings
Tuesday, May 12 2026
EPS Estimate
$1.19
$0.51 – $1.68
Revenue Estimate
$109.9B
Current Price
$16.62
Our Position
bullishUBS initiates Buy with 23% upside on U.S. listing play
structured data
est. revisions falling
(-38.1pp / 30d)
The UBS initiation signals institutional recognition of JBS as a post-listing re-rating candidate. The Oman deal isn't earnings-accretive near-term, but it proves management can execute on the $1 billion annual capex thesis the analyst flagged. If index inclusion materializes within 24 months, passive fund flows could unlock the trapped value in that expansion spend.
Watch: Watch for the U.S. listing date and any S&P or MSCI index inclusion announcements. Index inclusion could trigger forced buying from passive trackers and validate UBS's re-rating thesis.
Data Signal Summary
1 bullish
2 bearish
Estimates down -31%
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Price Trend
downtrend
From 52w High
-9.8%
P/E Ratio
9.3
Est. Revisions (30d)
-31.0% 1up/4dn
Analyst Target (mean)
$21 $18–$27 +29%
Options P/C Ratio
0.49
Est. Dispersion
98% 6 analysts
Fund Convergence
moderate Citadel, Two Sigma
Recent Activity
analyst ratings
1 rating
JP Morgan
→Overweight
3d ago
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