Nvidia (NVDA) Falls 2% as AMD Gains on Arista Deployment Update
Nvidia (NVDA) shares dropped 2% ahead of its earnings report, while rival AMD climbed following remarks from Arista Networks' CEO about a shift in customer deployments towards AMD-based solutions. This indicates a broader pivot in AI investing from focusing on training dominance to the "Second Wave of AI," where inference efficiency and cost control are prioritizing. AMD is positioning itself as a value challenger in AI inference, benefiting from enterprises seeking cost-effective solutions as AI workloads mature.
NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
This article compares NVIDIA (NVDA) and Super Micro Computer (SMCI) as AI hardware stock investments. While both companies are benefiting from the AI infrastructure boom, NVIDIA is presented as the stronger buy due to its significantly higher profitability margins and lower financial risk compared to Supermicro's margin pressures and higher debt.
Himax Technologies (HIMX) Margin Compression Challenges Bullish Earnings Growth Narrative
Himax Technologies (HIMX) recently closed FY 2025 with Q4 revenue of US$203.1 million and basic EPS of US$0.07, revealing a net profit margin of 5.3%, down from 8.8% a year prior. This margin compression and a five-year decline in trailing EPS challenge the bullish forecast of 47.6% annual earnings growth. The stock trades at a lower P/E than industry averages but disconnects from a DCF fair value of US$2.28 compared to its current price of US$7.72.
Insider Selling: Advanced Micro Devices (NASDAQ:AMD) CEO Sells 125,000 Shares of Stock
Advanced Micro Devices (NASDAQ:AMD) CEO Lisa Su sold 125,000 shares of the company's stock for approximately $26.8 million, reducing her stake by 3.81%. This insider selling occurred despite strong quarterly results where AMD beat both EPS and revenue expectations. Analysts generally maintain a "Moderate Buy" rating, but the CEO's sale, along with another EVP's sale, could create short-term sentiment headwinds for the stock.
NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
This article compares NVIDIA (NVDA) and Super Micro Computer (SMCI) as AI hardware stock investments. While SMCI shows strong revenue growth due to the AI boom, NVIDIA is presented as the better buy due to its superior profitability, higher gross margins, stronger return on equity, and lower financial risk. The analysis highlights SMCI's margin pressures from its intermediary role and commoditized market, contrasting it with NVIDIA's robust financial performance and improving trade relations.
NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
This article compares NVIDIA (NVDA) and Super Micro Computer, Inc. (SMCI) as AI hardware stock investments. While both companies benefit from the AI infrastructure boom, NVIDIA is presented as the stronger buy due to its robust profitability, higher gross margins, and lower financial risk compared to Supermicro, which faces margin pressure despite strong revenue growth. NVIDIA holds a Zacks Rank #2 (Buy), while Supermicro has a Zacks Rank #3 (Hold).
Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat Stocks Trade Up, What You Need To Know
Stocks for Jacobs Solutions, Planet Labs, NetApp, TaskUs, and Viasat all traded up following a softer-than-anticipated Consumer Price Index (CPI) report. This fueled investor optimism for interest rate cuts by the Federal Reserve, as prices rose a lower-than-forecast 0.2% from December to January. The news prompted a rally in stocks and Treasuries, particularly impacting the Russell 2000 index and several individual companies.
NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
This article compares NVIDIA (NVDA) and Super Micro Computer (SMCI) as AI hardware investments. While both benefit from the AI boom, NVIDIA is presented as the better buy due due to its stronger profitability, higher gross margins, and lower financial risk compared to Supermicro, which faces margin pressure despite rapid revenue growth.
Why GlobalFoundries (GFS) Is Up 13.5% After Q4 Profit Return And New $500 Million Buyback
GlobalFoundries (GFS) shares rose 13.5% after reporting its Q4 2025 results, which showed a return to net profit despite flat quarterly sales, alongside new Q1 2026 revenue guidance. The company also announced a new $500 million share repurchase program and is expanding its focus into higher-value areas like AI data centers and communications infrastructure. This move towards profitability and strategic investments aims to strengthen its position in the semiconductor market.
Arteris (NASDAQ:AIP) Releases Earnings Results, Beats Expectations By $0.03 EPS
Arteris (NASDAQ:AIP) announced its Q4 earnings, reporting an EPS of ($0.05) and revenue of $20.14 million, surpassing analyst expectations by $0.03 EPS and $1.59 million in revenue. The company demonstrated strong commercial momentum with 30% YoY Q4 revenue growth and provided a bullish 2026 outlook, including an expectation of non-GAAP operating profitability by Q4 2026, though recent insider selling and GAAP unprofitability remain points of investor concern. Despite a 2.7% stock dip following the announcement, analysts maintain a "Hold" rating with an average price target of $20.17.
Looking Into Advanced Micro Devices Inc's Recent Short Interest
Advanced Micro Devices Inc (NASDAQ: AMD) has seen a 3.51% increase in its short interest, with 38.16 million shares sold short, representing 2.36% of its float. While this indicates a potential bearish sentiment, AMD's short interest is still lower than the average of its peer group, which stands at 5.06%. It would take traders approximately 1.05 days to cover their short positions.
Riot Platforms’ Stock Lifts After AMD Deal and Land Acquisition
Riot Platforms' stock has risen significantly due to a new deal with AMD for a 25 MW IT load capacity data center lease, projected to generate $1 billion in revenue. The company also acquired 200 acres in Rockdale, TX for further data center development, funded by selling 1,080 Bitcoin. These strategic moves, along with strong financial performance and analyst price target upgrades, have bolstered investor confidence in Riot's growth trajectory as a leading HPC infrastructure provider.
Riot Platforms snags incentives for Milam County data center expansion
Riot Platforms, a cryptocurrency mining and data center company, has secured a 10-year property tax abatement from Milam County Commissioners Court for its data center expansion. This approval follows the announcement of Advanced Micro Devices Inc. as its first data center tenant. The site is located near a former Alcoa aluminum factory in Rockdale, about 60 miles northeast of Austin.
Compass Therapeutics stock rises after Craig-Hallum initiates coverage with Buy
Compass Therapeutics' stock increased by 3.1% after Craig-Hallum initiated coverage with a Buy rating and a $15.00 price target. The firm expressed confidence in the company's bispecific antibody approach for cancer therapies, highlighting its lead asset, tovecimig, and promising early-stage pipeline candidates. Despite an 84% rally over the past year, Craig-Hallum anticipates further upside as the company moves towards commercialization and its assets gain clinical validation.
Former AMD President Victor Peng Joins Rambus Board of Directors
Victor Peng, former President of AMD, has been appointed to the Rambus Board of Directors. His extensive background in semiconductor leadership and his technical, operational, and strategic expertise are expected to significantly contribute to Rambus's market advancement in AI and data centers. Peng expressed his enthusiasm for joining Rambus, highlighting the company's central role in the AI-driven transformation of hardware infrastructure.
DA Davidson Initiates Coverage of Advanced Micro Devices (AMD) with Neutral Recommendation
DA Davidson has initiated coverage of Advanced Micro Devices (AMD) with a Neutral recommendation. Despite the neutral rating, the average one-year price target of $284.17 suggests a 37.98% upside from the current price. The article also details institutional ownership and fund sentiment for AMD.
Arteris, Inc. (NASDAQ:AIP) Q4 2025 Earnings Call Transcript
Arteris, Inc. (NASDAQ:AIP) reported strong Q4 and full-year 2025 earnings, beating expectations with record annual contract value and royalty growth. The company highlighted increased adoption of its AI-driven semiconductor technologies, including FlexNoC and Ncore, across various markets and announced the strategic acquisition of Cycuity, a semiconductor cybersecurity assurance provider, which is expected to significantly expand its product portfolio and market reach. Arteris also provided an optimistic outlook for 2026, forecasting continued growth and a path to non-GAAP operating profitability.
Arista Networks, Inc. (NYSE:ANET) Q4 2025 Earnings Call Transcript
Arista Networks (NYSE:ANET) reported a strong Q4 and full year 2025, exceeding revenue guidance with significant growth driven by generative AI and cloud and enterprise sectors, achieving $9 billion in revenue. The company raised its 2026 fiscal year revenue outlook to $11.25 billion, projecting 25% annual growth, and increased its AI centers goal to $3.25 billion. Despite challenges like supply chain constraints and rising memory costs, Arista maintains a positive outlook, emphasizing its leadership in high-performance networking and strategic investments in AI and cognitive campus solutions.
Longbow Finance SA Sells 16,245 Shares of Advanced Micro Devices, Inc. $AMD
Longbow Finance SA reduced its stake in Advanced Micro Devices (NASDAQ:AMD) by 26.2% during the third quarter, selling 16,245 shares. Despite this, other institutional investors like Vanguard Group Inc. and State Street Corp. increased their holdings in the semiconductor manufacturer. The article also notes recent insider selling by AMD executives and provides an overview of analyst ratings and the company's recent financial performance.
Analysts Offer Insights on Technology Companies: Confluent (CFLT) and Marvell (MRVL)
This article provides analyst ratings for two technology companies: Confluent (CFLT) and Marvell (MRVL). William Blair analyst Jason Ader maintained a Hold rating on Confluent, while Roth MKM analyst Sujeeva De Silva reiterated a Buy rating on Marvell with a price target of $135.00. The consensus among analysts for Confluent is a Hold, and for Marvell, it is a Moderate Buy with a significant upside potential.
Rhumbline Advisers Lowers Stock Holdings in Comfort Systems USA, Inc. $FIX
Rhumbline Advisers recently decreased its stake in Comfort Systems USA, selling 1,732 shares and now owning 96,663 shares valued at approximately $79.76 million. Despite this, other institutional investors have slightly increased their holdings in the construction company. The article also notes recent insider selling by two executives and provides an overview of Wall Street analyst ratings, which currently average a "Moderate Buy" for Comfort Systems USA.
The Zacks Analyst NVIDIA, Intel, Advanced Micro Devices and Alibaba Group Holding
This article from Zacks Investment Research compares Bitcoin and NVIDIA as long-term investments, concluding that NVIDIA is a stronger choice due to its solid fundamentals and prospects in the AI market, despite competition. Bitcoin is portrayed as a volatile asset experiencing a "crypto winter," while NVIDIA's revenues soar due to demand for its AI chips and easing trade tensions with China. The article highlights NVIDIA's impressive quarterly results and projected growth in data center spending.
Freemont Management S.A. Sells 8,500 Shares of Advanced Micro Devices, Inc. $AMD
Freemont Management S.A. reduced its stake in Advanced Micro Devices (AMD) by 64.9% in the third quarter, selling 8,500 shares. Other institutional investors, such as Koesten Hirschmann & Crabtree INC., ORG Wealth Partners LLC, Pinney & Scofield Inc., Avion Wealth, and Signature Resources Capital Management LLC, increased their holdings in AMD. Meanwhile, Advanced Micro Devices insiders, including SVP Ava Hahn and EVP Forrest Eugene Norrod, sold a significant number of shares, totaling over $31.9 million in the last 90 days.
Applied Materials stock rating upgraded to Buy by Summit Insights
Summit Insights upgraded Applied Materials (NASDAQ: AMAT) from Hold to Buy, citing expectations for increased logic/foundry and DRAM spending driven by advancements in AI, smartphones, PCs, and IoT in 2026. The firm anticipates strong AI-related wafer fabrication equipment (WFE) spending to continue into the first half of 2027, positioning Applied Materials and the semiconductor capital equipment sector to outperform their peers. This outlook follows a strong Q1 fiscal year 2026 earnings report for Applied Materials, which exceeded EPS expectations.
Pinnacle West Capital Corp stock hits 52-week high at 96.75 USD
Pinnacle West Capital Corp (PNW) has reached a new 52-week high of 96.75 USD, currently trading at 96.95 USD, reflecting strong investor confidence and a 12.23% return over the past year. The company boasts a 3.79% dividend yield and a P/E ratio of 19.42, having maintained dividend payments for 34 consecutive years. Despite recent positive performance and a declared quarterly dividend of $0.91 per share, KeyBanc downgraded the stock from Overweight to Sector Weight due to anticipated delays in realizing benefits from regulatory changes until 2028.
Ameritas Advisory Services LLC Has $2.89 Million Stock Position in Advanced Micro Devices, Inc. $AMD
Ameritas Advisory Services LLC reduced its stake in Advanced Micro Devices (AMD) by 24.1% during the third quarter, bringing its total holdings to 17,846 shares valued at $2.89 million. While Ameritas trimmed its position, other hedge funds increased their holdings, and institutional investors collectively own 71.34% of AMD's stock. The article also details recent insider selling, AMD's financial performance including exceeding earnings estimates, and a mix of positive, neutral, and negative analyst sentiments and news influencing the stock's performance.
LG Display Boosts Market Share with Affordable OLEDs
LG Display is expanding its market share by introducing more affordable OLED panels, known as OLED Special Edition (SE), to address the rising cost pressures in the TV industry caused by "chipflation." These new panels are 30-40% cheaper than conventional OLEDs while retaining key quality advantages, though with reduced brightness. This strategy has helped LG Display achieve an operating profit, driven by the increased demand for budget OLEDs.
3 Reasons to Avoid HLIO and 1 Stock to Buy Instead
This article recommends avoiding Helios Technologies (HLIO) despite its recent stock performance. The author highlights three key reasons: declining organic revenue in its core business, stalled EPS growth over the last five years, and a decrease in Return on Invested Capital (ROIC). Instead, the article suggests looking into other market-beating stocks, specifically mentioning "the Amazon and PayPal of Latin America" and a curated list of high-quality stocks.
Stock Market Today: SPY, QQQ Tumble on AI Disruption Fears ahead of Key Inflation Data
The S&P 500 ETF (SPY) and Nasdaq 100 ETF (QQQ) both closed down due to lingering fears about AI disruption and increased spending, impacting major tech stocks like Cisco, Apple, and AMD. Concerns are also rising from the labor market after jobless claims data, while investors anticipate the release of the Consumer Price Index (CPI) report on Friday, which will likely influence expectations for a Federal Reserve rate cut. The article notes that the odds for a March rate cut have already significantly declined.
Earnings call transcript: Arteris Q4 2025 beats expectations, stock rises By Investing.com
Arteris Inc. reported strong Q4 2025 results, with revenue of $20.1 million and an EPS of -$0.05, significantly exceeding analyst expectations. The company also announced the acquisition of Cycuity, a semiconductor cybersecurity assurance provider, and projects substantial revenue growth for 2026, aiming for profitability by Q4 2026. The stock rose 2.65% in aftermarket trading following the positive announcements.
Applied Materials jumps on earnings strength and bullish forecast tied to AI chip boom
Applied Materials Inc. stock soared over 12% in after-hours trading following a strong fiscal first-quarter report that surpassed analyst expectations for both earnings and revenue. The semiconductor equipment maker's positive outlook for the coming quarter, driven by the increasing demand for AI chips, also contributed to the bullish sentiment. CEO Gary Dickerson anticipates over 20% growth in their semiconductor equipment business this calendar year, focusing on high-performance and energy-efficient chips.
Arista (ANET) Q4 2025 Earnings Call Transcript
Arista Networks (ANET) reported record Q4 2025 and full-year 2025 revenues, driven by strong growth in AI and cloud networking. The company raised its 2026 full-year revenue guidance to $11.25 billion and increased its AI networking revenue target to $3.25 billion. Despite ongoing supply chain cost pressures, particularly for memory and silicon, Arista is expanding its product offerings, increasing capital returns, and strengthening its position in the evolving AI and networking landscape.
Form 424B7 AMKOR TECHNOLOGY, INC.
Amkor Technology, Inc. has filed a Form 424B7 registration statement for the offering of 10,000,000 shares of common stock by a selling stockholder, 915 Investments, LP. The company will not receive any proceeds from this sale, and key shareholders, the Kim family, will continue to hold a significant voting stake. The document outlines the terms of the offering, risk factors, and detailed financial results for the three months and full year ended December 31, 2025.
Arteris Network-on-Chip Technology Achieves Deployment Milestone of 4 Billion Chips and Chiplets
Arteris Inc. has announced that its network-on-chip (NoC) technology has been deployed in over 4 billion chips and chiplets, marking a significant milestone in the AI era. This growth is largely driven by increased adoption in AI-enabled systems, where Arteris's technology addresses the rising demands for compute density, energy efficiency, and chiplet integration. The company's NoC IP is crucial for complex semiconductor designs and is seeing accelerating adoption across various industries, contributing to its variable royalty revenue stream.
Nvidia price target boosted on positive earnings setup ahead of GTC event
UBS analysts have raised their price target for Nvidia to $245 from $235, maintaining a 'Buy' rating due to a positive earnings outlook and bullish supply chain signals. They anticipate Nvidia's fiscal fourth-quarter revenue to exceed guidance and expect strong performance in the coming quarters, despite some valuation concerns. The firm projects strong gross margins and increased GPU production for calendar year 2026.
Health Catalyst and F5 Stocks Trade Down, What You Need To Know
Health Catalyst (HCAT) and F5 (FFIV) stocks fell significantly, 6.8% and 6.7% respectively, during an afternoon session as investors grew more selective in the AI boom and reevaluated interest rate cut expectations. A stronger-than-expected U.S. jobs report pushed back anticipated Federal Reserve rate cuts to July, creating headwinds for growth-oriented sectors like software. Health Catalyst shares have been highly volatile, experiencing a significant decline since the start of the year and trading well below its 52-week high.
Is It Time To Reassess Himax Technologies (HIMX) After Its Recent Share Price Move?
This article reassesses Himax Technologies (HIMX) after a recent 9.3% share price move. While a Discounted Cash Flow (DCF) analysis suggests the stock is significantly overvalued at $8.25, trading at 338.6% above its intrinsic value of $1.88, a Price-to-Earnings (P/E) comparison indicates it might be undervalued. The analysis explores both bullish and bearish narratives for Himax, with fair value estimates ranging from $7.00 to $10.00, highlighting different perspectives on its growth drivers and risks in the semiconductor industry.
PDF Solutions in the spotlight as chip analytics earnings loom By Investing.com
PDF Solutions is set to release its fourth-quarter earnings, with analysts expecting $0.23 EPS on $62.35 million revenue. Investors will be observing the company's ability to convert its growing backlog into sustained revenue, manage customer concentration risks, and the adoption progress of its Exensio platform and Design for Inspection solution. The company's stock has risen significantly due to increased demand for yield optimization tools in the semiconductor industry.
Can Advanced Micro Devices (AMD) Gain Ground in the AI Chip Race?
Advanced Micro Devices (AMD) is facing increased scrutiny in the AI chip race, with its Q4 2025 results and Q1 2026 guidance falling short of elevated analyst expectations despite strong growth. While investors were initially disappointed by the stock's 17% decline post-earnings, the company expects significant growth in the latter half of 2026 with the release of new powerful AI accelerators like the MI450. Analysts remain largely bullish on AMD, with a consensus price target suggesting a 41% upside.
GraniteShares Announces Weekly Distributions for its YieldBOOST ETFs: COYY, TSYY, NVYY, XBTY, AMYY, TQQY, AZYY, YSPY, MTYY, PLYY, HOYY, SMYY, BBYY, FBYY, IOYY, MAAY, NUGY, SEMY, QBY, RGYY, HMYY and RTYY
GraniteShares has announced the weekly distributions for its lineup of YieldBOOST ETFs, including COYY, TSYY, NVYY, and many others. The announcement details the distribution per share, distribution rate, and 30-day SEC yield for each ETF, with ex-date and payment dates set for February 13, 2026, and February 18, 2026, respectively. The company also provides important disclaimers regarding distribution guarantees, performance, and the risks associated with these income-generating funds.
AMD rockets past 35% market share in desktop PC market as Intel's share loss accelerates — AMD also hits 25% in laptops and nears 30% in crucial server market
AMD closed 2025 with significant gains across all major x86 CPU segments, achieving a record 29.2% unit share and 35.4% revenue share. The company increased its market share in desktop, laptop, and server CPU markets, primarily by capturing higher-margin segments and leveraging its strong product mix. Intel, conversely, experienced declines in market share and struggled with competitive offerings and supply constraints.
Varma Mutual Pension Insurance Co Sells 54,200 Shares of Advanced Micro Devices, Inc. $AMD
Varma Mutual Pension Insurance Co reduced its stake in Advanced Micro Devices (AMD) by 22.7%, selling 54,200 shares and retaining 184,117 shares valued at $29.8 million. This comes as AMD beat Q4 earnings estimates but saw its stock drop due to modest Q1 guidance. Market sentiment for AMD is mixed, with some analysts bullish on its long-term AI growth potential, while others highlight valuation risks and recent insider selling.
Nvidia price target boosted on positive earnings setup ahead of GTC event
UBS analysts have increased their price target for Nvidia Corp to $245 from $235, maintaining a 'Buy' rating due to a positive earnings backdrop and supply chain trends. They anticipate strong fiscal fourth-quarter results, exceeding company guidance, and foresee robust performance leading up to Nvidia's GTC event next month. Despite potential valuation concerns, the firm remains confident in Nvidia's gross margin outlook and long-term production growth.
SOXQ Holds $1 Billion in AI Chip Stocks as Hyperscaler Capex Dictates What Happen Next
The Invesco PHLX Semiconductor ETF (SOXQ) has amassed $1 billion in assets, largely driven by the AI boom, with significant holdings in NVIDIA, AMD, and Broadcom. The fund's performance is heavily influenced by the capital expenditure cycles of hyperscalers like Microsoft, Amazon, and Google, which dictate demand for AI chips. SOXQ exhibits concentration risk, with its top ten holdings accounting for 59% of assets, making it highly sensitive to the performance of a few key AI accelerator leaders.
Cisco Systems, Inc. (NASDAQ:CSCO) Q2 2026 Earnings Call Transcript
Cisco Systems, Inc. (NASDAQ:CSCO) reported strong Q2 2026 earnings, exceeding guidance with double-digit revenue and EPS growth, driven by robust demand for AI infrastructure and Campus networking solutions. The company announced a dividend increase and raised its FY 2026 AI infrastructure revenue target to over $3 billion, with orders expected to exceed $5 billion, highlighting its strategic positioning in the AI era despite challenges like rising memory prices. Cisco also detailed advancements in its AI and security portfolios and discussed multi-year growth opportunities in campus refresh and across various customer segments.
Synopsys Inc.: The Silent Superpower Behind the Chip Design Revolution
Synopsys Inc. is a critical, yet often unseen, force in the semiconductor industry, providing essential Electronic Design Automation (EDA) tools, Intellectual Property (IP), and AI-driven platforms that enable the design, verification, and security of complex chips. The company's comprehensive offerings, including AI-native EDA through Synopsys.ai, integrated digital design flows, extensive verification solutions, diversified semiconductor IP, and software integrity tools, position it as a foundational layer for advancements in AI, automotive, and cloud computing. This strategic market position, coupled with recurring revenue, exposure to secular growth trends, high margins, and strong foundry partnerships, underpins the robust valuation of Synopsys Inc. Aktie.
Advanced Micro Devices, Inc. $AMD Shares Sold by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. reduced its holdings in Advanced Micro Devices (NASDAQ:AMD) by 8.2% in the third quarter, selling 4,582 shares and retaining 51,622 shares valued at $8.35 million. This institutional activity comes amidst insider selling by CEO Lisa T. Su and EVP Forrest Eugene Norrod, totaling over $36 million in the last quarter, though hedge funds and other institutions collectively own about 71.34% of the stock. Advanced Micro Devices reported strong Q4 results, beating EPS and revenue estimates, leading several analysts to raise price targets and maintaining a "Moderate Buy" consensus rating.
Midwest Trust Co Sells 4,023 Shares of Advanced Micro Devices, Inc. $AMD
Midwest Trust Co has reduced its stake in Advanced Micro Devices (AMD) by 36.4%, selling 4,023 shares and retaining 7,038 shares valued at $1.139 million. This aligns with notable insider selling, where executives like Forrest Norrod and Ava Hahn have offloaded significant shares. Despite this, AMD reported strong Q4 earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating with an average price target of $290.11.
Lattie Semiconductor (LSCC) Hits All-Time High on Strong Revenues, Double-Digit Growth Outlook
Lattice Semiconductor (NASDAQ:LSCC) reached a new all-time high after strong revenue performance in the previous year and targets for double-digit growth in 2026. The company reported a 2.7% revenue increase to $523 million in the last year, with an outlook of 31% to 43% revenue growth for the first quarter of the current year. Despite a significant drop in net income last year and a net loss in Q4, investors reacted positively to the growth projections.
2,954 Shares in Comfort Systems USA, Inc. $FIX Acquired by Krilogy Financial LLC
Krilogy Financial LLC has acquired a new stake of 2,954 shares, valued at approximately $2.44 million, in Comfort Systems USA (NYSE:FIX) during the third quarter, increasing institutional ownership to about 96.51%. While insiders sold 12,528 shares worth nearly $11.97 million in the last quarter, analysts maintain a "Moderate Buy" rating with a target price of $1,064.50, as the stock trades near its 52-week high with a $47.1 billion market cap.
