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Comfort Systems Q4 EPS $9.37 Beats $6.75 Estimate → DA Davidson Raises PT to $1,800 Buy

Comfort Systems USA reported a dramatic Q4 2025 EPS beat of $9.37 versus the $6.75 consensus estimate, driven by explosive data center HVAC and mechanical installation demand across its building systems segment. DA Davidson raised its price target to $1,800 and maintained a Buy rating, reflecting the company's backlog strength and positioning in high-growth data center construction. Risks include potential normalization of data center construction spending, skilled labor shortages in the mechanical trades, and margin pressure as the large backlog converts to revenue.