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Meet the Under-the-Radar Stock Quietly Powering the AI Data Center Boom

The Motley Fool·
Meet the Under-the-Radar Stock Quietly Powering the AI Data Center Boom

Comfort Systems USA (FIX), an engineering and construction contractor specializing in plumbing, HVAC, and electrical work, is benefiting significantly from the AI data center boom. With nearly 60% of its business from the technology sector and a backlog growing from $12.45B to $14.06B, the company has seen its stock surge over 140% in the past year and 2,000% over five years. Trading at 30x forward earnings with analyst consensus price target of $2,217.63, the stock represents a potential opportunity in AI infrastructure.

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