This summary was created by AI, based on 2 opinions in the last 12 months.
The experts agree that Comfort Systems USA (FIX-N) is in a good position due to the rising demand for air conditioning products, especially in data centers and industrial applications. They highlight the potential for increased growth as more AI computing leads to higher demand for cooling systems. The company's focus on the 'picks and shovels' theme aligns with the long-term trajectory of the industry, making it an attractive investment opportunity.
Air conditioning products continue to rise in demand with data center (industrial applications) use rising. More A.I. computing will result in increased demand for cooling systems.
Extremely boring. A/C, heating, ventilation, factory systems. Very good earnings, which should grow faster than the market thinks. Popped on earnings, but still room to run based on the reindustrialization of America. PE is 22x. Yield is 0.48%.
(Analysts’ price target is $163.33)Comfort Systems USA is a American stock, trading under the symbol FIX-N on the New York Stock Exchange (FIX). It is usually referred to as NYSE:FIX or FIX-N
In the last year, 1 stock analyst published opinions about FIX-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Comfort Systems USA.
Comfort Systems USA was recommended as a Top Pick by on . Read the latest stock experts ratings for Comfort Systems USA.
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.
1 stock analyst on Stockchase covered Comfort Systems USA In the last year. It is a trending stock that is worth watching.
On 2024-03-28, Comfort Systems USA (FIX-N) stock closed at a price of $317.71.
Picks and shovels theme. Data centres, especially, will need more and more air conditioning.