Comfort Systems USA, Inc. FIX is focusing on data center construction for growth, with technology projects accounting for 42% of revenues. Demand for data centers is driven by AI, cloud computing, and big data. Competitors like STRL and PWR are also expanding in this space. FIX stock has surged 105.6% in the past six months.

Earnings estimates for FIX in 2026 show a 16.4% growth. The stock is trading at a premium with a forward P/E ratio of 36.63. Comfort Systems’ backlog is at a record $9.4 billion, with strong bookings in the technology sector. The company’s exposure to data center construction is seen as a sustainable growth engine.

Read more at Nasdaq: Comfort Systems’ Data Center Exposure: A New Growth Engine?