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Why Smart Money Is Piling Into This AI Infrastructure Stock

Source: Motley Fool

2026-03-02 11:50:00 ET

Few businesses are benefiting as much from the artificial intelligence (AI) infrastructure boom as Comfort Systems USA (NYSE: FIX) . The company ended 2025 with a backlog of $12 billion. For perspective, the backlog was at $6 billion at the end of 2024.

Comfort Systems provides critical contractor services for data centers, which is why its backlog is growing so fast. This is undoubtedly why Wall Street is increasingly looking at the stock.

Image source: Getty Images.

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Comfort Systems USA Inc.

NASDAQ: FIX

FIX Trading

3.96% G/L:

$1383.76 Last:

173,096 Volume:

$1384.99 Open:

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FIX Stock Data

$45,148,096,000
34,742,871
1.01%
488
N/A
Construction
Industrials
US
Houston

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