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Investor Insights

This summary was created by AI, based on 7 opinions in the last 12 months.

Carrier Global Corporation (CARR-N) appears to be navigating a mixed landscape, influenced by concerns surrounding data center demands and tariffs, particularly from China. Despite a challenging environment, experts note that the company's core heating and air conditioning business is showing resilience, with a year-to-date growth of 25% and impressive order growth from data centers. The firm has maintained a commitment to shareholder returns through excellent dividend growth and stock buybacks. Analysts suggest that the stock is not cheap at a 25x PE ratio, but the potential for lower interest rates and high margins may enhance future profits. With a strong focus on cooling solutions needed for growing data center demands, and under the leadership of a well-regarded CEO, the consensus leans towards holding or buying this stock despite some valuation concerns.

Consensus
Buy
Valuation
Fair Value
BUY

Any stock related to building data centres has been hammered including this. Recent quarter have been very mixed, partially from data centre worries and now tariff fears. Trades under 22x 2025's estimates. People misunderstand their story.

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COMMENT

Reports Tuesday. They will talk about tariffs in China, not Mexico.

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TOP PICK

Not massive top line growth - however - excellent dividend growth and stock buybacks. High margins will increase profits on the bottom line. 

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TOP PICK

Buy this for the demand from data centres which need massive cooling. Places like the southern US need AC or else mold takes over a space.

(Analysts’ price target is $77.30)
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BUY

It is in a classic up-trend. He doesn't see any resistance that will stop it so stay with it.

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PARTIAL BUY

Their core heating and AC business has been more durable than many expected. Is up 25% this year so far, chasing more business from data centres and run by an excellent CEO. Their reported an okay quarter at the end of July with a mixed forecast, dragged down by an acquisition. but shares rallied on news of 30% organic orders growth, with 40-45% HVAC order growth from both residences and businesses. Data centres run hot and need cooling. Selling at 25x PE now, so not cheap. Will benefit from lower interest rates.

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HOLD

The CEO is doing such a great job, so don't sell it.

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DON'T BUY

It hasn't grown much and there are better opportunities in the space. He owns A O Smith (AOS) for a building infrastructure play. It is good for growth in water filtration field and there is also growth in the India market.

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BUY

It reports Tuesday. Trane just reported a positive surprise and he expects CARR to do the same.

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PARTIAL BUY

Disagrees with some about their German acquisition, which he feels is solid. Buy some shares now and more at $45.

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BUY

A fine infrastructure play. Buy some at $53, and more at $49

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BUY ON WEAKNESS

It is in the HVAC business and heat pumps are the European answer to energy costs. The market likes its acquisition. It looks a little rich but is good for a 3 to 5 year hold.

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HOLD

Demand for air-conditioning not going away.
Stable business model.
Likes sector due to defensive attributes.
"Picks & shovels" style business - correlated to housing market. 

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HOLD

Leader in heating and ventilation business.
Global warming will be good for business.
Cyclical business. 
Would buy if markets start to recover. 
Recent M&A good for business.

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COMMENT
Honeywell vs. Carrier for HVAC investment HVAC is recurring, so kind of defensive. She owns neither, but Carrier offers direct exposure to HVACs. She likes Honeywell, a more diversified industrial. Are well-managed. She likes their aerospace exposure as international travel resumes. Overall, she prefers Honeywell.
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Showing 1 to 15 of 18 entries

Carrier Global Corporation (CARR-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 5

Stockchase rating for Carrier Global Corporation is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Carrier Global Corporation (CARR-N) Frequently Asked Questions

What is Carrier Global Corporation stock symbol?

Carrier Global Corporation is a American stock, trading under the symbol CARR-N on the New York Stock Exchange (CARR). It is usually referred to as NYSE:CARR or CARR-N

Is Carrier Global Corporation a buy or a sell?

In the last year, 5 stock analysts published opinions about CARR-N. 1 analyst recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Carrier Global Corporation .

Is Carrier Global Corporation a good investment or a top pick?

Carrier Global Corporation was recommended as a Top Pick by on . Read the latest stock experts ratings for Carrier Global Corporation .

Why is Carrier Global Corporation stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Carrier Global Corporation worth watching?

5 stock analysts on Stockchase covered Carrier Global Corporation In the last year. It is a trending stock that is worth watching.

What is Carrier Global Corporation stock price?

On 2025-03-31, Carrier Global Corporation (CARR-N) stock closed at a price of $63.4.