Comfort Systems USA is quietly powering the AI data center boom, with last quarter's top line of $3.27 million up 50% year over year. Nearly 60% of the company's business comes from the technology sector, with the lion's share from construction of new AI data centers. Its backlog grew from $12.45 billion at the end of March to $14.06 billion as of the end of June. The stock is up over 140% for the past year and more than 2,000% higher for the past five years, trading at roughly 30 times next year's expected per-share profit of $60.04. Most analysts rate the stock a strong buy with a consensus price target of $2,217.63, more than 27% above the current price.
