JBS NV (JBS) Stock Forecast & Price Target

JBS NV has demonstrated notable financial growth, as evidenced by the expansion of its median EBITDA margin from 5.1% during the years 2008–2012 to 9.5% in recent years. The company has experienced significant brand growth, particularly with Just Bare, which has emerged as the fastest-growing brand in its category, expanding its presence in both prepared and fresh product segments. Additionally, brands such as Alamesa, Del Día, and Pilgrim’s have recorded substantial volume increases, with Alamesa tripling its volumes, Del Día growing by 31%, and Pilgrim’s demonstrating an impressive eightfold increase from 2016 to 2024.

JBS NV faces significant operational risks stemming from potential outbreaks of livestock diseases, which can severely disrupt its supply chain and negatively affect demand for its protein products. Additionally, the company's performance is highly susceptible to fluctuations in commodity prices and the availability of essential raw materials, such as feed grains and livestock, which can further strain profitability. The inherent currency and global trade risks also add another layer of uncertainty to JBS's financial outlook, impacting its overall stability in an increasingly volatile market.