97/100BComfort Systems USA stock forecast 2026–2030What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Comfort Systems USA is 1,935.33, 74.1% above the current price of 1,111.40. Their targets range from 1,808.00 to 2,200.00.
Of the 5 firms that rated Comfort Systems USA in the past 12 months, 5 rate it buy or strong buy, 0 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 1,808.00 to 2,200.00, with an average of 1,935.33.
| Buy | 5 | |
| Hold | 0 | |
| Sell | 0 |
12-month price target
| Highest target | 2,200.00 |
| Average target | 1,935.33 |
| Lowest target | 1,808.00 |
| Current price | 1,111.40 |
Comfort Systems USA price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Comfort Systems USA price target and rating?
How analysts rate Comfort Systems USA, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
5 of 5 firms rate it buy now, against 3 of 3 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Comfort Systems USA analyst upgrades, downgrades and price targets
The latest rating change came on 24 April 2026, when KeyBanc upgraded Comfort Systems USA from Sector Weight to Overweight. Its price target is 2,004.00. The most recent new target came from Stifel Nicolaus on 26 October 2026: 1,808.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 26 Oct 2026 | Stifel Nicolaus Brian Brophy | — | 1,910.00 → 1,808.00 | -5.3% | 1,244.19 |
| 26 Oct 2026 | D.A. Davidson Kurt Yinger | — | 1,800.00 → 1,850.00 | +2.8% | 1,252.74 |
| 26 Oct 2026 | KeyBanc | Reiterated · Overweight | 2,125.00 → 1,979.00 | -6.9% | 1,160.86 |
| 26 Oct 2026 | UBS Joshua Chan | Reiterated · Buy | 2,100.00 → 1,900.00 | -9.5% | 1,160.86 |
| 20 Oct 2026 | Goldman Sachs | — | 2,159.00 → 1,875.00 | -13.2% | 1,464.07 |
| 15 Oct 2026 | KeyBanc Sangita Jain | Reiterated · Overweight | 2,110.00 → 2,125.00 | +0.7% | 1,541.68 |
| 20 Aug 2026 | UBS | — | 2,225.00 → 2,100.00 | -5.6% | 1,672.94 |
| 27 Jul 2026 | Stifel Nicolaus Brian Brophy | — | 1,819.00 → 1,910.00 | +5.0% | 1,730.11 |
| 27 Jul 2026 | UBS | Reiterated · Buy | 2,125.00 → 2,225.00 | +4.7% | 1,728.20 |
| 27 Jul 2026 | KeyBanc | Reiterated · Overweight | 2,004.00 → 2,110.00 | +5.3% | 1,733.60 |
| 9 Jul 2026 | Goldman Sachs | — | 2,159.00 | — | 1,684.94 |
| 8 Jun 2026 | UBS | Reiterated · Buy | 1,992.00 → 2,125.00 | +6.7% | 1,838.11 |
| 28 May 2026 | Oppenheimer | — | 2,200.00 | — | 1,868.18 |
| 27 Apr 2026 | UBS | Reiterated · Buy | 1,310.00 → 1,992.00 | +52.1% | 1,753.47 |
| 24 Apr 2026 | KeyBanc | Upgraded · Sector Weight → Overweight | 2,004.00 | — | 1,740.33 |
| 20 Apr 2026 | GLJ Research | — | 2,001.00 | — | 1,682.15 |
| 16 Apr 2026 | Stifel Nicolaus | — | 1,611.00 → 1,819.00 | +12.9% | 1,611.00 |
| 23 Feb 2026 | Stifel Nicolaus | — | 1,196.00 → 1,611.00 | +34.7% | 1,408.10 |
| 23 Feb 2026 | D.A. Davidson Brent Thielman | — | 1,200.00 → 1,800.00 | +50.0% | 1,411.00 |
| 2 Feb 2026 | UBS | — | 1,140.00 → 1,310.00 | +14.9% | 1,162.26 |
| 26 Jan 2026 | Stifel Nicolaus | Reiterated · Buy | 1,069.00 → 1,196.00 | +11.9% | 1,121.44 |
| 19 Dec 2025 | D.A. Davidson Brent Thielman | — | 810.00 → 1,200.00 | +48.1% | 935.00 |
Comfort Systems USA EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Analysts expect Comfort Systems USA's EPS to grow 40.7% a year until 2028, slower than over the last 5 years (47.8% a year) and the last 3 years (61.8%).
Analysts expect Comfort Systems USA's revenue to grow 30.8% a year until 2028. Over the last 5 years it grew 26.1% a year, and over the last 3 years 30.0%.
Revenue
EPS
Does Comfort Systems USA beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 25.1% off the result, either way, and their revenue estimate 8.6%, over the last 12 quarters.
- EPS beats
- 69 / 108
- Revenue beats
- 70 / 108
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +25.1%
- Since
- October 1997
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 22 Oct 2026 | 12.85 | 13.91 | +8.2% | 3.40B | 3.77B | +10.7% |
| Q2 FY2026 | 23 Jul 2026 | 10.45 | 12.53 | +19.9% | 2.99B | 3.27B | +9.2% |
| Q1 FY2026 | 23 Apr 2026 | 6.81 | 10.51 | +54.3% | 2.39B | 2.87B | +19.7% |
| Q4 FY2025 | 19 Feb 2026 | 6.75 | 9.37 | +38.8% | 2.34B | 2.65B | +13.2% |
| Q3 FY2025 | 23 Oct 2025 | 6.29 | 8.25 | +31.2% | 2.16B | 2.45B | +13.6% |
| Q2 FY2025 | 24 Jul 2025 | 4.84 | 6.53 | +34.9% | 1.97B | 2.17B | +10.3% |
| Q1 FY2025 | 24 Apr 2025 | 3.66 | 4.75 | +29.8% | 1.77B | 1.83B | +3.7% |
| Q4 FY2024 | 20 Feb 2025 | 3.63 | 4.09 | +12.7% | 1.77B | 1.87B | +5.6% |
| Q3 FY2024 | 24 Oct 2024 | 3.97 | 4.09 | +3.0% | 1.75B | 1.81B | +3.4% |
| Q2 FY2024 | 25 Jul 2024 | 3.14 | 3.74 | +19.1% | 1.69B | 1.81B | +7.3% |
| Q1 FY2024 | 25 Apr 2024 | 2.01 | 2.69 | +33.8% | 1.48B | 1.54B | +3.8% |
| Q4 FY2023 | 22 Feb 2024 | 2.20 | 2.55 | +15.9% | 1.33B | 1.36B | +2.1% |
Comfort Systems USA stock price 2026–2030: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
If Comfort Systems USA's earnings grow at the 40.7% a year analysts expect to FY2028, then 15.0% a year, it would earn about 106.44 a share in FY2030. At the P/E it has traded at over the last five years (16.8 to 32.3) that is 1,790.86 to 3,433.89 a share, or 2,658.30 at its average P/E of 25.0. This is arithmetic on the analysts' estimates, not a prediction.
| Fiscal year | EPS | Bear | Base | Bull |
|---|---|---|---|---|
| FY2026 | 50.93 | 856.87 | 1,271.92 | 1,643.01 |
| FY2027 | 66.91 | 1,125.67 | 1,670.92 | 2,158.43 |
| FY2028 | 80.49 | 1,354.15 | 2,010.05 | 2,596.51 |
| FY2029 (extrapolated) | 92.56 | 1,557.27 | 2,311.56 | 2,985.99 |
| FY2030 (extrapolated) | 106.44 | 1,790.86 | 2,658.30 | 3,433.89 |
Each year's EPS is the analysts' consensus to FY2028; the years after grow 15.0% a year (the analysts' growth, at most 15%). Bear, base and bull apply the lowest, average and highest P/E of today and the last five fiscal year ends, leaving out any above 60, the mark of a year of collapsed earnings (16.8, 25.0, 32.3).
Is Comfort Systems USA stock undervalued or overvalued?How does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
Comfort Systems USA's P/E of 24.0 is below the middle of its 5-year range (13.4 to 59.6, median 27.4). Analysts do not expect slower growth than in recent years, so it is cheaper than its usual level. Buyers pay about the usual price for each point of growth: a PEG of 0.6 on expected growth against 0.6 on its median P/E and past five years' growth. At its usual P/E (44.0 × EPS of 46.37), Comfort Systems USA's fair value is 2,039.29; the price, 1,111.40, is 45.5% below it. Its forward P/E, on the consensus for FY2026, is 21.8.
Fair value is the usual (median) P/E of the last five years times the earnings per share of the last twelve months; the ends of the bar are the same earnings at its lowest and highest P/E of those years (20.8 and 59.6). The price against its P/E range
- Price to earnings ratio (TTM)What is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 23.97
- Five-year median P/EWhat is the P/E ratio? The P/E ratio divides a share's price by its earnings per share over the last year: what you pay for each dollar of profit.
- 27.45
- Five-year P/E range
- 13.4 – 59.6
- Forward P/E (FY2026)What is the forward P/E ratio? Forward P/E divides a share's price by the earnings per share analysts expect in the coming year, rather than last year's actual earnings.
- 21.82
- PEG ratioWhat is the PEG ratio? The PEG ratio divides the P/E by the yearly earnings growth analysts expect, to show how much you pay for each point of growth.
- 0.59
- To the average targetWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
- +74.1%
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.760 | 71.4258Price 35.76193 | +99.7% | |
| 29.080 | 56.2434Price 29.0896 | +93.4% | |
| 240.360 | 464.26205Price 240.36627 | +93.2% | |
| 202.040 | 384.58163Price 202.042,644 | +90.3% | |
| 161.340 | 305.52160Price 161.34396 | +89.4% | |
| 125.395 | 237.44178Price 125.40297 | +89.4% | |
| 159.580 | 300.48225Price 159.58376 | +88.3% |
Furthest below the fair value on each stock's page, updated every day.