Jacobs Secures $1B Contract with SSEN Transmission
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 04 2026
0mins
Jacobs has been selected by SSEN Transmission for multiple strategic frameworks supporting the modernization and security of the north of Scotland's electricity transmission network. With a combined potential value exceeding $1B, this work will span operational technology cybersecurity, substation design and digital services strengthening grid resilience and enabling greater renewable integration to support the U.K.'s energy security priorities. The frameworks span both operational technology cybersecurity and digital services, addressing critical needs across SSEN's evolving, increasingly digital network. Jacobs, including PA Consulting, was awarded a position on the SSEN Digital and OT Cyber Security Frameworks.
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Analyst Views on J
Wall Street analysts forecast J stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 126.310
Low
137.00
Averages
157.40
High
180.00
Current: 126.310
Low
137.00
Averages
157.40
High
180.00
About J
Jacobs Solutions Inc. provides end-to-end services in advanced manufacturing, cities and places, energy, environmental, life sciences, transportation and water. The Company’s segments include Infrastructure and Advanced Facilities (I&AF) and PA Consulting. The I&AF segment provides end-to-end solutions for its client’s complex challenges related to climate change, energy transition, connected mobility, buildings and infrastructure, integrated water management and biopharmaceutical manufacturing. It uses data science and technology-enabled expertise to deliver outcomes for its clients and communities. Its clients include national, state and local governments in Europe, the Middle East, and others. The PA Consulting segment has a diverse mix of private and public sector clients. Private sector clients include global household names like Unilever, Microsoft, and Pret A Manger, and start-ups like PulPac, which converts plant fibers into sustainable packaging to reduce single-use plastic.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Scope of Services: The initiative will provide end-to-end engineering and advisory services, including system design, treatment plant development, water resource assessments, and environmental analysis, ensuring infrastructure adaptability under climate and population pressures.
- Social Responsibility: The program will also incorporate social procurement initiatives, partnerships with Indigenous-owned businesses, and local workforce development, aiming to deliver broader community and economic benefits, enhancing the project's social value.
- Market Outlook: Stantec's strong presence in water infrastructure positions it as a promising mid-cap stock investment, with analysts generally optimistic about its future growth potential, although some AI stocks are viewed as having greater upside potential.
See More
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- Accelerated Digital Transformation: As the U.K. water sector enters Asset Management Period 8 (AMP8), water companies are increasing investments in digital and AI capabilities to meet stricter regulatory requirements, thereby strengthening resilience and managing affordability pressures.
- Collaborative Solution Development: Under this framework, Jacobs will work collaboratively with Yorkshire Water to co-develop scalable digital products and solutions aimed at enhancing decision-making, asset performance, and operational efficiency, driving the company's digital transformation in the water sector.
- Global Service Network: Jacobs supports water utilities globally with integrated digital, data, and engineering services that address resilience, regulatory, and affordability challenges while improving outcomes for customers and communities.
See More
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- Environmental Assessment Partnership: Jacobs has been selected by Great British Energy - Nuclear to provide environmental services for the Oldbury site, aiming to support potential nuclear development in the UK by establishing environmental baseline data that will inform future planning and design decisions.
- Multidisciplinary Team Collaboration: Jacobs will collaborate with subconsultants AtkinsRéalis and AECOM to form a multidisciplinary team conducting environmental surveys and impact assessments, ensuring project compliance with regulatory requirements, thereby enhancing feasibility and compliance.
- Energy Security Strategy: Jacobs' Executive Vice President Richard Sanderson emphasized that advancing civil nuclear development is crucial for enhancing the UK's energy security, and the company's extensive experience will lay the groundwork for the success of the Oldbury project, supporting long-term growth.
- Industry Leadership Position: With over 60 years of experience in global civil nuclear solutions, Jacobs continues to play a leading role in major projects like Sizewell C and Hinkley Point C, driving sustainable development and innovation while meeting global energy demands.
See More
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- AI-Driven Business: CEO Robert Pragada emphasized that the AI infrastructure buildout is driving business momentum, with data center revenues growing over 100% year-over-year, showcasing the company's advantageous position in the rapidly evolving tech sector.
- Acquisition Impact: The acquisition of PA Consulting was noted as a positive contributor, although increased transaction costs and a widening gap between GAAP and non-GAAP earnings prompted cautious commentary from leadership, highlighting challenges in the integration process.
- Future Outlook: Management expressed optimism about project visibility extending through 2028, particularly in AI infrastructure and digital capabilities, indicating a long-term strategic positioning in the market.
See More
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- China ETF Weakness: The iShares China Large-Cap ETF (FXI) has declined 11% from its October peak, although it gained 3% in the past month, indicating a lack of investor confidence in China's economic recovery, which may affect overall market sentiment.
- Alibaba's Stock Decline: Alibaba's shares have fallen 15% over the past three months and are down 30% from their October high, reflecting market concerns about its future growth prospects, potentially leading investors to reassess its position in the Chinese internet sector.
- Cisco Systems Strong Recovery: Cisco's stock has surged 32% in the last three months, hitting a new high on Tuesday, with a 21% increase in the past month, demonstrating robust demand in the networking equipment market, which may attract more investor interest.
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See More
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- CDW Stock Decline: CDW shares dropped 19% after reporting disappointing operating income in Q1, with adjusted EPS of $2.28 matching consensus, yet the company reaffirmed its 2026 outlook, raising concerns about future performance.
- Aurora Innovation Partnership: Aurora Innovation's stock rose 9% following a deal to provide driverless technology to Berkshire Hathaway's McLane, which is expected to enhance its competitive edge in the long-haul trucking market.
See More
