$FIX 0.51 Developing

Notable posts

• @amitisinvesting bullish 1779 eng

  Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027… 1. $NVDA 2. $AMD 3. $GEV 4. $TXN 5. $RKLB 6. $RDDT 7. $GOOGL 8. $FIX 9. $AAPL 10. $GLXY 11. $SNDK 12. $BE Am I cooked?

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• @cevikfinance bullish 501 eng

  Böyle sert düşen günler sağlam şirketlere uzun vadeli eklemeler yapmak için harika fırsatlar. İşte bu sağlam şirketlere bazı örnekler: $MU $AMD $TSM $GEV $CRDO $ALAB $MRVL $ASML $AVGO $CEG $VST $ANET $VRT $TER $FIX $PWR $CLS $LLY $PLTR $NBIS $SOFI $HOOD $APP $COHR $RKLB $GLW $LRCX $BE $DELL Yatırım tavsiyesi değildir, her zaman kendi araştırmanızı yapınız!

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• @WOLF_Financial bullish 159 eng

  Here are the best performing S&P 500 stocks over the last decade Nvidia $NVDA +16,602%🟢 $AMD +10,113%🟢 Micron $MU +7,704%🟢 Comfort Systems $FIX +5,263%🟢 Lam Research $LRCX +4,135%🟢 Arista Networks $ANET +3,921%🟢 Seagate $STX +3,313%🟢 KLA Corp $KLAC +3,149%🟢 Lumentum $LITE +2,980%🟢 Quanta Systems $PWR +2,784%🟢 Tesla $TSLA +2,626%🟢 Marvell $MRVL +2,474%🟢

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• @WOLF_Financial bullish 89 eng

  Here is every stock in the S&P 500 that has more than doubled so far in 2026 Sandisk $SNDK +734%🟢 Micron $MU +244%🟢 Seagate $STX +238%🟢 Intel $INTC +238%🟢 Western Digital $WDC +227%🟢 $DELL +214%🟢 Lumentum $LITE +150%🟢 $AMD +139%🟢 Applied Materials $AMAT +121%🟢 On Semi $ON +116%🟢 Lam Research $LRCX +114%🟢 KLA Corp $KLAC +109%🟢 Coherent $COHR +109%🟢 Teradyne $TER +108%🟢 Corning $GLW +105%🟢 Comfort Systems $FIX +101%🟢 Hewlett Packard $HPE +101%🟢

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• @Venu_7_ bullish 353 eng

  Elon says 15GW of AI compute produced in 2027 may not be able to come online that same year. The constraint isn’t just power generation. Transformers, switchgear, grid interconnections, wiring and cooling all need to scale. Companies positioned across that buildout: Generation: $GEV $BE $VST $CEG Electrical/Grid: $ETN $POWL $HUBB $FPS Build: $PWR $FIX $EME Cooling/Power: $VRT $NVT $MOD AI infrastructure is expanding beyond chips into the physical infrastructure required to power them.

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• @wallstengine neutral 74 eng

  Today's Key Events (All EST) — 07/23/2026 08:30: US Initial Jobless Claims 08:30: Chicago National Activity Index 13:00: US 10-Year TIPS Auction Before Open 👇 06:00: Thermo Fisher $TMO 06:00: Honeywell $HON 06:00: Cleveland-Cliffs $CLF 06:00: PG&E $PCG 06:30: Lockheed Martin $LMT 06:30: Ameriprise $AMP 06:30: Lazard $LAZ 06:45: Quest Diagnostics $DGX 06:55: RTX $RTX 06:55: Tractor Supply $TSCO 06:55: Dover $DOV 06:55: Roper Technologies $ROP 07:00: American Airlines $AAL 07:00: Comcast $CMCSA 07:00: Nasdaq $NDAQ 07:00: Harley-Davidson $HOG 07:00: Pool $POOL 07:15: Mobileye $MBLY 07:30: Albertsons $ACI 07:30: IMAX $IMAX 07:35: T-Mobile $TMUS 07:45: Union Pacific $UNP 08:00: Freeport-McMoRan $FCX 08:00: Norfolk Southern $NSC 09:30: Infosys $INFY Before Open: Blackstone $BX Before Open: RELX $RELX After Hours 👇 16:00: Intel $INTC 16:05: Comfort Systems USA $FIX 16:05: Deckers Brands $DECK 16:05: Newmont $NEM 16:05: Boyd Gaming $BYD 16:05: RingCentral $RNG 16:05: Digital Realty $DLR 16:05: Robert Half $RHI 16:05: Hartford Financial $HIG 16:05: SS&C Technologies $SSNC 16:05: VeriSign $VRSN 16:10: Kinsale Capital $KNSL 16:15: Edwards Lifesciences $EW 16:15: Boston Beer $SAM 16:30: Sallie Mae $SLM 17:00: Ovintiv $OVV Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine bullish 70 eng

  COMFORT SYSTEMS USA $FIX Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.27B (Est. $3.01B) 🟢; +50% YoY 🔹 EPS: $12.53 (Est. $10.61) 🟢; +92% YoY 🔹 Operating Cash Flow: $1.14B (Est. $390M) 🟢; +351% YoY 🔹 Backlog: $14.06B; +73% YoY Other Q2 Metrics: 🔹 Gross Margin: 25.9% (Est. 25.4%) 🟢 🔹 Operating Margin: 17.1% (Est. 16.2%) 🟢 🔹 Operating Income: $558.0M (Est. $485M) 🟢 🔹 Adjusted EBITDA: $600.5M (Est. $517M) 🟢 🔹 Net Income: $441.6M (Est. $372M) 🟢 🔹 Free Cash Flow: $999.3M (Est. $240M) 🟢 Comments: 🔸 “As compared to the same quarter last year, Comfort Systems USA is reporting a 50% increase in revenue, a 92% increase in per share earnings, and remarkable and completely unprecedented quarterly cash flow of more than $1 billion.” 🔸 “Strong ongoing demand together with our capabilities and reputation produced solid sequential and year over year backlog growth. … Our excellent workforce, combined with our strong pipelines make us optimistic about our results for the remainder of 2026 and well into 2027.”

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• @wallstengine bullish 42 eng

  Goldman Sachs Initiates Coverage on $FIX with Buy Rating, PT $2,159 Analyst comments: "Comfort Systems USA is a leading mechanical and electrical contractor with significant leverage to the AI infrastructure build-out, with data centers and semiconductors representing 56% of sales. We forecast a 23% organic growth CAGR from 2025–2028E, as leading indicators point to strong data center demand growth in the medium term, with FIX’s overweight exposure to Texas positioning it to outgrow the market. Our work suggests data center projects carry meaningfully higher margins, and we expect continued margin expansion, driven by rising data center mix. While we think data center capex will eventually moderate, the timing of any such moderation remains uncertain, and in the interim there is visibility into another year of double-digit hyperscaler capex growth in 2027. To date, FIX's stock has acted as a relatively pure-play beneficiary of rising hyperscaler data center capex. Our EBITDA estimates are 9% above FactSet consensus for 2026/2027, driven by our higher revenue estimates. While we see limited scope for further multiple expansion, we expect valuation to remain elevated near current levels so long as FIX's medium-term organic growth outlook remains robust and margins continue to expand." Analyst: Adam Bubes

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