Comfort 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]

Train Technologies is reaching milestones with its stock price soaring to all-time highs and the company reaching a market cap of more than 94 billion dollars. It's the latest focus of our new series, The Y behind the high, where we're taking a look at companies whose stock is at or near record highs. Train is among them with its business focused on sustainable solutions for commercial climate and HVAC systems.Train Technologies chairman and CEO Dave Ragnary joins us now. Dave, it's great to see you again. ...