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Tech industry
from24/7 Wall St.
22 hours ago

Here's Where CoreWeave Proves the Doubters Wrong Once and For All

CoreWeave's recent contract wins and significant backlog growth challenge previous criticisms of its financial stability.
from24/7 Wall St.
1 week ago

Comfort Systems USA (FIX) Q1 2026 Earnings Preview: What Wall Street Expects Tonight

Comfort Systems USA is expected to report Q1 2026 results with estimated revenue of $2.393 billion and EPS of $6.81, following a strong performance in 2025.
Boston
from24/7 Wall St.
1 month ago

Centuri's Backlog Is Booming, But Its Debt and Valuation Still Loom Large

Centuri ended 2025 with a $5.9 billion backlog, up 59% from the prior year, 82% of which was MSA work. For 2026, the company already has approximately $1.1 billion in year-to-date bookings, covering over 85% of the midpoint of its 2026 base revenue guidance.
Business
Business intelligence
from24/7 Wall St.
1 month ago

3 Under-the-Radar Defense Stocks Quietly Beating the Market

Three defense and aerospace companies outperform the S&P 500 in 2026 through strong backlog growth, AI capabilities, and government contracts despite near-term revenue pressures.
from24/7 Wall St.
1 month ago

Jim Cramer: I like GE Vernova very much, they should split it

Electrification generated about $5 billion in revenue in '22, and we now expect that number to be $13.5 billion to $14 billion in '26, and we are just getting started. Total backlog hit a record $150 billion at year-end 2025. That's not a quarterly number, that's a multi-year revenue runway already locked in.
Silicon Valley
Business
from24/7 Wall St.
2 months ago

Live: Comfort Systems Reports Earnings Tonight After 65% Rally

Comfort Systems must deliver earnings well above $6.75 to justify recent share gains and sustain momentum driven by data center and industrial demand.
Business
from24/7 Wall St.
2 months ago

Comfort Systems is One of the S&P 500's Top Performers in 2026

Comfort Systems' rapid transformation into an AI-infrastructure HVAC provider, driven by data-center demand and record backlog, has propelled its stock to elevated valuations.
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