Comfort Systems USA sees strong growth from AI data centers and US manufacturing reshoring.

Comfort Systems USA is experiencing rapid growth driven by high demand for AI data center construction and the reshoring of US manufacturing. The company reported a 29.5% revenue increase in 2025 and a 56% jump in Q1 2026, with technology clients making up 56% of recent revenues. UBS upgraded its rating to "Buy" and raised the price target to $2,125, supported by a record $12.5 billion project backlog and positive long-term AI infrastructure trends. Analysts see continued double-digit revenue growth and favorable stock valuation, making it an attractive investment opportunity.