Comfort Systems USA

Goldman Sachs initiated coverage on Comfort Systems USA with a Buy rating and a $2,159 price target, citing the company's role in building AI data centers. The mechanical contractor's technology secto…

Comfort Systems USA, an HVAC contractor, reported Q1 2026 revenue of $2.87 billion, up 56.8% year-over-year, driven by AI data center construction. The company expanded prefabrication capacity by 30% …