1. Comfort Systems USA, Inc. (NYSE:FIX)
Percentage Change as of June 26: 94.14%
Number of Hedge Fund Holders: 80
Effective Date: December 22, 2025
Comfort Systems USA, Inc. (NYSE:FIX) has skyrocketed since joining the S&P 500 index, making it one of the best stocks on our list of stocks that were added to the S&P 500 index recently.
Comfort Systems USA, Inc. (NYSE:FIX) is making headlines as a major beneficiary of the growing data center and AI infrastructure build-out across the U.S. The company operates across 197 locations and serves commercial, industrial, and institutional clients, giving Comfort Systems the advantage of gaining from the ongoing expansion of hyperscale data centers and mission-critical facilities.
On June 5, TheFly reported that Erste Group initiated coverage on Comfort Systems with a Buy rating. The firm sees growth potential in Comfort Systems amid the robust demand from the technology sector and expects sales growth to reach the mid-to-high 20% range for 2026. The gross margin is also expected to stay at a high level following the recent developments.
In Q1 2026, the company’s organic revenue soared 51% from a year ago, driven by its ability to meet underlying demand and execute strongly at scale. The company’s backlog is at its highest, reported at around $12.45 billion as of March 31, 2026. Analysts are bullish on FIX, estimating earnings per share to grow from $35.10 to $43 on a consensus basis. This implies a 49% earnings growth compared to 2025 levels.
On June 8, UBS lifted the price target on Comfort Systems USA, Inc. (NYSE:FIX) from $1,992 to $2,125, keeping its Buy rating on the stock. The bullish sentiment around Comfort Systems is based on its strong backdrop, driven by data centers and its potential in markets such as semiconductors, healthcare, and education, according to the analyst firm.
Comfort Systems USA Inc. (NYSE:FIX) provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services across the U.S.
While we acknowledge the potential of FIX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FIX and that has 100x upside potential, check out our report about the cheapest AI stock.
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