Comfort Systems USA drops as data center worries grow

By Reuters News

** Shares of heating, ventilation and air-conditioning contractor Comfort Systems USA FIX.N fall 8.3% to $1,173.80 in afternoon trading

** "Concerns around the durability of the data-center buildout are clearly front and center," D.A. Davidson says in a note

** Brokerage says the co's Q3 gross margin of 24.8%, down from 26.1% in the first half of 2026, may be viewed as slightly disappointing

** Still, FIX reported Q3 earnings of $13.91 per share, higher than estimates of $12.87 per share, according to data compiled by LSEG

** Eleven of 12 brokerages rate the stock "buy" or higher and one rates it "hold"; their median PT is $2,148.50

** Including the session's move, stock up about 26% YTD

Capital Com is an execution-only service provider. The present material must be regarded as marketing communication and should not be interpreted as investment research or investment advice. Any opinion that may be provided on this page does not constitute a recommendation by Capital Com or its agents. We do not make any representations or warranty on the accuracy or completeness of the information that is provided on this page. If you rely on the information on this page, then you do so entirely at your own risk