UBS Cuts Comfort Systems USA (FIX) Price Target to $1,900

On October 26, 2026, UBS lowered its price target for Comfort Systems USA, Inc. (FIX) to $1,900 from $2,225 while keeping a Buy rating. This change was noted in the firm's research note on the same day as the stock's closing price of $1,248.39.

FIX Comfort Systems USA, Inc.

$1,160.86 ▲ +15.83% year to date

1M 3M YTD

Daily close · Oct 23, 2026

UBS's Call on Comfort Systems USA

UBS's new price target represents a significant cut from its previous target. The firm maintains its Buy rating, indicating a positive outlook despite the lower target. This adjustment comes amid a broader trend of analysts reassessing their expectations for the company's stock.

Other Institutional Activity in Comfort Systems USA

Several other institutional investors have made noteworthy moves recently. Beese Fulmer Investment Management reduced its position in Comfort Systems USA by 446 shares, bringing its total to 371 shares valued at about $613,667. Meanwhile, AQR Capital Management, LLC decreased its holdings by 57,265 shares, resulting in a total of 1,059,017 shares worth approximately $1.32 billion.

Comfort Systems USA, Inc. Stock Down 2.0%

The stock closed at $1,248.39 on October 26, 2026. It was recently trading around $1,253.31, which is about 0.4% above its closing price. However, it remains significantly below its 50-day and 200-day moving averages, which are $1,608.17 and $1,599.12, respectively. The stock is also about 39.6% below its 52-week high of $2,073.99, but 48.9% above its 52-week low of $841.66.

Recent Earnings

Comfort Systems USA reported trailing twelve-month revenue of approximately $12.54 billion, with an EPS of $46.3. The next earnings report is scheduled for February 18, 2027.

Insider Buying and Selling at Comfort Systems USA, Inc.

Recent insider transactions included several sales by executives. Franklin Myers, a Director, sold 6,700 shares at an average price of $1,954.47 on June 24, 2026, totaling about $13.09 million. Another sale by Myers involved 7,500 shares on August 11, 2026, valued at approximately $12.69 million. CFO Williamiii George sold 2,554 shares at $1,881.18 on August 17, 2026, worth about $4.80 million, and CEO Brian E. Lane sold 16,024 shares at $1,608.21 on August 26, 2026, totaling around $25.77 million.

Analysts Set New Price Targets

On October 26, 2026, UBS maintained a Buy rating for Comfort Systems USA and set a new price target at $1,900, down from $2,225. Oppenheimer also adjusted its price target from $2,400 to $2,000 while keeping an Outperform rating. Keybanc lowered its target from $2,125 to $1,979 but maintained an Overweight rating. The consensus price target among analysts is $2,163.38, based on eight opinions, indicating that analysts still see potential upside from the current price.

About Comfort Systems USA, Inc.

Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, and repair services across the United States. The company operates through two segments: Mechanical and Electrical, offering services such as HVAC systems, plumbing, and electrical work.

Bottom Line

Investors should watch how Comfort Systems USA responds to these analyst changes and the upcoming earnings report on February 18, 2027. The adjustments in price targets and ratings from multiple firms suggest a cautious approach in the current market environment.