Johnson Controls Stock Outlook: Is Wall Street Bullish or Bearish?

Core Insights - Johnson Controls International plc (JCI) has demonstrated strong performance in 2025, significantly outperforming the broader market and the S&P 500 Index [2][3]. Financial Performance - JCI's Q3 results exceeded expectations, with a 2.6% year-over-year revenue growth to $6.1 billion, surpassing analyst estimates by 1.1% [4]. - The adjusted EPS for Q3 rose 10.5% year-over-year to $1.05, exceeding consensus estimates by 5% [4]. - For fiscal 2025, analysts project an adjusted EPS of $3.70, slightly down from $3.71 in 2024, but JCI has a history of surpassing earnings estimates [5]. Market Position - JCI's systems and services backlog increased by 11% organically to $14.6 billion, which has positively influenced investor confidence [4]. - The stock has a consensus "Moderate Buy" rating, with 12 "Strong Buy" and nine "Hold" recommendations from analysts [5]. Analyst Ratings and Price Targets - JP Morgan analyst Stephen Tusa has reiterated an "Overweight" rating on JCI, raising the price target from $105 to $125, indicating a potential upside [7]. - The mean price target for JCI is $118.61, suggesting a modest 3.9% upside, while the highest target of $133 represents a 16.5% premium [7].