DA Davidson Forecasts Strong Price Appreciation for Comfort Systems USA (NYSE:FIX) Stock

Key Points

• DA Davidson has raised the price target for Comfort Systems USA (NYSE:FIX) from $630.00 to $810.00, indicating a potential upside of 17.92% from its current price.
• Comfort Systems USA reported a strong quarterly earnings result of $6.53 EPS, exceeding analysts' expectations and achieving a revenue of $2.17 billion, marking a year-over-year growth of 20.1%.
• The stock currently holds a consensus rating of "Moderate Buy", with five analysts rating it as a buy and one as a hold.

Comfort Systems USA (NYSE:FIX - Get Free Report) had its target price increased by research analysts at DA Davidson from $630.00 to $810.00 in a research note issued on Monday,Benzinga reports. The brokerage presently has a "buy" rating on the construction company's stock. DA Davidson's price objective suggests a potential upside of 16.34% from the company's current price. DA Davidson also issued estimates for Comfort Systems USA's Q3 2025 earnings at $5.29 EPS and FY2026 earnings at $26.65 EPS.

A number of other research firms have also recently commented on FIX. UBS Group upped their price target on shares of Comfort Systems USA from $545.00 to $710.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Wall Street Zen upgraded shares of Comfort Systems USA from a "hold" rating to a "buy" rating in a report on Saturday, July 26th. Northcoast Research lowered shares of Comfort Systems USA from a "buy" rating to a "neutral" rating in a report on Monday. Finally, Stifel Nicolaus lifted their price target on shares of Comfort Systems USA from $512.00 to $581.00 and gave the company a "buy" rating in a research note on Friday, July 11th. One research analyst has rated the stock with a hold rating and five have assigned a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $635.60.

Comfort Systems USA Trading Down 1.0%

Shares of Comfort Systems USA stock traded down $7.06 on Monday, reaching $696.24. The company had a trading volume of 552,387 shares, compared to its average volume of 479,551. The firm has a market cap of $24.56 billion, a price-to-earnings ratio of 35.78 and a beta of 1.51. The company has a debt-to-equity ratio of 0.03, a current ratio of 1.13 and a quick ratio of 1.10. The firm's 50-day moving average price is $532.98 and its two-hundred day moving average price is $442.84. Comfort Systems USA has a 1 year low of $272.92 and a 1 year high of $718.40.

Comfort Systems USA (NYSE:FIX - Get Free Report) last posted its quarterly earnings data on Thursday, July 24th. The construction company reported $6.53 earnings per share for the quarter, beating analysts' consensus estimates of $4.84 by $1.69. The business had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $1.97 billion. Comfort Systems USA had a net margin of 9.01% and a return on equity of 39.33%. The business's revenue was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.74 earnings per share. As a group, research analysts predict that Comfort Systems USA will post 16.85 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Brian E. Lane sold 15,000 shares of the firm's stock in a transaction dated Wednesday, May 7th. The stock was sold at an average price of $431.66, for a total transaction of $6,474,900.00. Following the sale, the insider owned 198,046 shares of the company's stock, valued at $85,488,536.36. This trade represents a 7.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Pablo G. Mercado sold 1,800 shares of the business's stock in a transaction dated Monday, May 5th. The stock was sold at an average price of $436.10, for a total transaction of $784,980.00. Following the completion of the transaction, the director owned 7,236 shares of the company's stock, valued at $3,155,619.60. This represents a 19.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 44,700 shares of company stock valued at $21,638,967 over the last ninety days. Company insiders own 1.59% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of FIX. MassMutual Private Wealth & Trust FSB increased its position in shares of Comfort Systems USA by 12.4% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 199 shares of the construction company's stock valued at $107,000 after buying an additional 22 shares in the last quarter. Optimum Investment Advisors increased its holdings in Comfort Systems USA by 0.8% in the 2nd quarter. Optimum Investment Advisors now owns 2,988 shares of the construction company's stock worth $1,602,000 after acquiring an additional 25 shares in the last quarter. Tradewinds Capital Management LLC raised its position in Comfort Systems USA by 49.1% during the first quarter. Tradewinds Capital Management LLC now owns 82 shares of the construction company's stock worth $26,000 after acquiring an additional 27 shares during the period. Fifth Third Bancorp lifted its holdings in Comfort Systems USA by 2.0% during the second quarter. Fifth Third Bancorp now owns 1,739 shares of the construction company's stock valued at $932,000 after purchasing an additional 34 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its position in shares of Comfort Systems USA by 54.4% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 105 shares of the construction company's stock valued at $34,000 after purchasing an additional 37 shares during the period. Institutional investors own 96.51% of the company's stock.

About Comfort Systems USA

Comfort Systems USA, Inc, together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. It operates through two segments, Mechanical and Electrical. The company offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection.