JBS N.V. (JBS) Up More Than 9.59% Since Q3 Results, Here’s What You Need to Know

Core Insights - JBS N.V. (NYSE:JBS) is identified as an undervalued stock with significant upside potential, having gained over 9.59% since its fiscal Q3 2025 earnings release on November 13, with analysts projecting a 38.89% upside from current levels [1]. Financial Performance - In fiscal Q3 2025, JBS N.V. reported a revenue increase of 21.91% year-over-year, reaching $23.24 billion, which exceeded estimates by $1.08 billion [3]. - The earnings per share (EPS) for the quarter was $0.54, surpassing estimates by $0.03 [3]. - The net income for Q3 was $581 million, with a return on equity of 23.7% [3]. Analyst Ratings - On December 11, Guilherme Palhares from Banco Santander upgraded JBS from Hold to Buy, setting a price target of $17 [2]. - Benjamin Theurer from Barclays reiterated a Buy rating on December 8, with a price target of $22 [2]. Operational Developments - JBS N.V. announced the permanent closure of its Swift Beef Company facility in Riverside due to tight cattle supply, expected to close by February 2, resulting in the loss of 374 jobs [4]. - The closure is described as a strategic initiative to optimize value-added and case-ready business operations, rather than a direct result of cattle shortages [4].