On September 11, Comfort Systems USA rose 3.54% in regular trading, trading at $1,646.54/share, with turnover of $21.16 million. The stock was buoyed by a robust data center project pipeline and a significant Q2 earnings beat.

On the news front, Oppenheimer recently noted that the company's core data center clients have shown no signs of pausing, delaying, or reconsidering projects, with direct commitments secured for future data center construction. The current project pipeline is stronger than at the beginning of the year, with modular capacity expansion on track to reach 4 million square feet by year-end and 5 million square feet by next spring. The company's Q2 results significantly exceeded expectations, with EPS of $12.53 versus the consensus estimate of $10.21, representing a 22.7% beat, while revenue came in at $3.266 billion, up 50.7% year-over-year. Multiple investment banks have maintained buy ratings and raised price targets, with DA Davidson setting a $2,100 target and KeyBanc raising its target to $2,110. The broader Construction & Engineering sector also trended higher, with peers Sterling Construction up 4.74%, Quanta up 2.96%, and Dycom up 1.99%.

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