Target
$1,325.15 → $1,218.61
Current stock research snapshot · 8/6/26 22 days old
FIXComfort Systems USA Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$1,218.61Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/6/26
Market cap$60.94BSnapshot value · 8/6/26
Research history
See all FIX changes ↗What changed
Target
$1,325.96 → $1,325.15
Mechanical/electrical contracting for AI data centers — GS initiated Buy Q2 2026. Physical buildout of cooling, power, and HVAC for DC infrastructure. Mid-cap, profitable.
Q2 2026 earnings ~Aug 6; $8B+ record backlog driven by AI data center buildout; GS initiated Buy $2,159 PT citing 23% organic rev CAGR 2025-2028; hyperscaler capex tailwinds
needs primary source validation
needs primary source validation
Snapshot · 8/6/26🔴 Caution · ins-$77.6M · 13F 11+/14-×0.5 · short↓0.22
Snapshot · 8/6/26