Zacks Investment Research·2025-11-12 15:08Comfort Systems USA (FIX) Analysis - Comfort Systems USA is a strong buy, ranked number one by Zach's rank system [7] - The company's backlog has reached over $9 billion, a 34% increase from the beginning of the year [6] - Comfort Systems USA reported third-quarter earnings of $825 per share, a 3306% beat versus the Zach's consensus estimate [9] - Fourth-quarter estimates have increased by 2004% in the past 60 days, with a consensus estimate of $677 per share, reflecting potential growth of over 65% relative to the year-ago period [10] - Revenues in the fourth quarter are projected to climb more than 22% to $228 billion [10] - The stock is up more than 200% off the April lows [11] Ino Data (INOD) Analysis - Ino Data is a small-cap AI company with a Zach's number one rank of strong buy [13][14] - The company confirmed its full-year revenue outlook, which is up 45% [17][18] - Analysts are raising earnings estimates for 2025 and 2026 [21] - The company entered into another $68 million worth of contracts and is launching Innovata Federal with a $25 million contract [23] - The forward PE is at 81 times, and the price to sales is at nine times [20][28]