Actualités

EME is gaining share across AI data centers, healthcare and infrastructure, with a record backlog and broad demand supporting continued growth.

STRL's E-Infrastructure revenues surged 174% y/y in Q1 as data center demand, acquisitions and a record pipeline fuel mission-critical growth.

Comfort Systems (FIX) closed the most recent trading day at $1, moving 1.37% from the previous trading session.

The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

Both stocks have crushed the S&P 500 and look poised to continue on their winning streaks.

Goldman Sachs just issued four high-conviction calls in a single day, and one of them slaps a price target on a contracting stock that has already tripled in a year. The reasoning behind each move reveals a very specific view of where the economy is heading next.

Can FIX's modular capacity expansion and automation investments support larger project volumes?

The average brokerage recommendation (ABR) for Comfort Systems (FIX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Index changes and what they mean for Comfort Systems USA Comfort Systems USA (FIX) has drawn renewed attention after strong organic revenue growth, exceptional cash flow, and earnings outperformance versus peers, alongside fresh analyst coverage tied to data center and semiconductor demand. These developments follow earlier index changes, including Comfort Systems USA being dropped from several Russell benchmarks, and have become a key focus for investors assessing how the stock’s...

In late June 2026, Comfort Systems USA (NYSE:FIX) was removed from several Russell growth and defensive indexes, even as it continues to post strong cash flow and revenue growth with analysts largely positive on its outlook. Despite these index removals, Comfort Systems USA is increasingly being framed as a key beneficiary of AI-related data center and semiconductor infrastructure spending, supported by robust free cash flow generation and a growing service and modular construction...

FIX's 81% YTD surge reflects AI infrastructure demand, record backlog and margin gains, but its premium valuation makes new buying less clear.

Goldman Sachs began coverage of the electrical contracting giant Comfort Systems USA. The stock jumped as much as 9% on Thursday.

Tractor Supply downgrade, Five Below upgraded: Wall Street's top analyst calls

PWR sees technology-related revenues rising more than 110% by 2030 as AI data centers and advanced manufacturing reshape its growth path.

EME's record backlog, raised 2026 guidance and diverse demand in data centers, healthcare and infrastructure could help it outgrow the market again.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

NVIDIA (NASDAQ:NVDA) CEO Jensen Huang has a way of turning things to gold. He has spent much of 2026 explaining that the AI buildout needs hands, not just chips. On a recent The Shawn Ryan Show podcast, the host put trade guru Mike Rowe on the spot: “Jensen Huang keeps saying the tradesman is going ... Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.

Comfort Systems, Mueller Industries, and Steel Dynamics show strong cash flow and liquidity, backed by revenue growth, healthy balance sheets, and largely positive analyst ratings.

Industrials ETFs XLI, VIS, PRN, and PSCI have posted strong 2026 returns amid AI infrastructure spending and defense demand, though they differ in cost, holdings, and liquidity.

A number of stocks fell in the afternoon session after Iran's missile attack on commercial tankers near the Strait of Hormuz pushed oil prices higher and revived inflation fears, a double blow for the industrial sector squeezed simultaneously by rising fuel costs and rising borrowing costs.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Comfort Systems (NYSE:FIX) and the best and worst performers in the construction and maintenance services industry.

PWR stock's 79% rally and record backlog highlight strong infrastructure demand, but its premium valuation leaves little room for execution missteps.

In the latest trading session, Comfort Systems (FIX) closed at $1, marking a +2.97% move from the previous day.

Comfort Systems USA, Inc. (NYSE:FIX) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, William Blair analysts added Comfort Systems USA, Inc. (NYSE:FIX) to the firm’s Analyst Conviction List as part of its monthly update. On June 23, Comfort Systems USA, Inc. (NYSE:FIX) […]

EME's electrical construction momentum is backed by record revenues, AI data-center demand and a $15.62B backlog across key markets.

SPX Technologies' HVAC backlog surge, capacity expansion and data center cooling demand could support growth well into 2028.

Comfort Systems USA has delivered an extremely strong multi year return, yet the Discounted Cash Flow (DCF) intrinsic value estimate still points to the stock trading at a sizeable discount to that estimate. This leaves investors weighing that upside signal against a recent pullback and a mixed overall valuation score. Over the past 5 years, Comfort Systems USA has returned roughly 22x, which puts the current valuation in the spotlight for anyone considering fresh capital. A large project...

Comfort Systems USA appointed Craig Sasser as Chief Operating Officer, effective July 1, 2026. The company also named Briston Blair as Chief Strategy & Innovation Officer, effective the same date. Both roles are designed to sharpen execution and focus on new growth areas, including data center and AI infrastructure projects. Comfort Systems USA (NYSE:FIX) is backing up its rapid share price gains with a refreshed leadership team. The stock trades at about $1,741.30 and has delivered very...

With short percentage of shares outstanding at 2.34%, Comfort Systems USA, Inc. (NYSE:FIX) is among the 7 Best HVAC Stocks to Buy for AI Server Heat Mitigation. On May 28, Oppenheimer initiated coverage of Comfort Systems USA, Inc. (NYSE:FIX) with an Outperform rating and a $2,200 price target, citing the company’s strong positioning to capitalize on growing […]