Goldman Sachs starts Comfort Systems USA at buy, sets $2,159 target

According to CNBC, Goldman Sachs initiated coverage of Comfort Systems USA with a buy rating and set a $2,159 price target, implying 28% upside from Wednesday’s close. Analyst Adam Bubes said the firm sees Comfort Systems (FIX) as a leading mechanical and electrical contractor with leverage to AI-related data center build-outs, and expects margin expansion as data center work carries higher margins. Shares of Comfort Systems have jumped nearly 81% in 2026, and LSEG data shows nine of 10 analysts rate the stock buy or strong buy.