Sidoti upgrades Comfort Systems USA on ‘compelling entry point’ after pullback

As previously reported, Sidoti upgraded Comfort Systems USA (FIX) to Buy from Neutral with a price target of $552, up from $533. The recent share pullback driven by AI-related data center construction spending uncertainty has created “a unique entry point to become constructive on a best-in-class company with stellar cash flow and a widening economic moat of skilled labor,” the analyst tells investors. Shares have pulled back 34% from a 52-week high on January 22, the analyst noted.