Jim Cramer Highlights Jacobs Solutions’ Growth Driver from Data Center Exposure

Jacobs Solutions Inc. (NYSE:J) is one of the stocks Jim Cramer weighed in on. Cramer called the company a winner of the AI data center boom. He commented:

“One thing I love about the AI data center boom is that it just keeps creating winners in unexpected places. Take Jacobs Solutions. It’s the engineering construction firm that went through a complicated merger breakup deal last year that was very successful, but is now cleaning up, thanks in large part to its data center exposure, which has become a major growth driver for the company.”

Jacobs Solutions Inc. (NYSE:J) provides consulting, design, engineering, and infrastructure delivery services, including project and construction management and facility operations. L1 Capital stated the following regarding Jacobs Solutions Inc. (NYSE:J) in its second quarter 2025 investor letter:

“Jacobs Solutions Inc. (NYSE:J) (Jacobs) was founded in 1947 by Joseph Jacobs as a one-man chemical engineering consulting business. Over the next nearly 80 years the business has grown through international expansion and strategic acquisitions to become one of the largest engineering design firms globally with over 45,000 employees.

Management and their capital allocation decisions are central tenets to how we assess Quality businesses. Many management teams are focused on growth. Fewer management teams are willing to divest their way to greatness. Over the past decade, initially under the leadership of Steve Demetriou and subsequently by current Chairman and CEO Bob Pragada, Jacobs has undergone a drastic strategic shift in business profile, pivoting from its historically more cyclical and lower margin businesses…” (Click here to read the full text)

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Disclosure: None. This article is originally published at Insider Monkey.