Summary
- JBS N.V. (JBS) remains a compelling, undervalued global protein leader, despite inherent volatility and sector challenges.
- 4Q25 results confirm robust revenue growth, strong omniprotein model execution, and continued expansion in EMEA and legacy markets.
- JBS maintains a solid balance sheet with $8.2B in cash, reduced net debt, and ample liquidity to support ongoing CapEx and strategic initiatives.
- I reiterate a ‘BUY’ rating with an $18.2/share price target, citing attractive risk/reward and significant upside versus peers like NSRGY and TSN.
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As I said in my last article on JBS N.V (JBS), investors in this company must tolerate volatility. This goes beyond the company simply being a Brazilian global business; it goes to the end markets for
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Source: JBS: Attractive Risk/Reward Opportunity – Read full article at Seeking Alpha