Rubrik, Comfort Systems USA, and Xometry: Long-Term Growth Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy FIX?
Source: Fool
- Cybersecurity Growth: Rubrik achieved $350 million in revenue for Q3 2025, marking a 48% year-over-year increase, showcasing its strong growth potential in the rapidly evolving cybersecurity sector, with annual recurring revenue reaching $1.35 billion, indicating significant future expansion opportunities.
- Surge in Data Center Demand: Comfort Systems USA's backlog hit $9.4 billion in Q3 2025, more than double that of 2022, reflecting a surge in demand driven by artificial intelligence for data centers, which is expected to continue fueling the company's growth over the next decade.
- Manufacturing Transformation Opportunities: Xometry's revenue grew 28% in Q3 2025 to $181 million, with active buyers increasing by 21% to 78,000, indicating strong market demand amid the reshuffling of the global manufacturing supply chain.
- Profitability Enhancement: Rubrik, Comfort Systems, and Xometry all reported positive cash flow and profit growth, underscoring their competitive advantages and long-term investment value in their respective sectors, making them suitable for buy-and-hold strategies.
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Analyst Views on FIX
Wall Street analysts forecast FIX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FIX is 1163 USD with a low forecast of 1140 USD and a high forecast of 1200 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 1230.260
Low
1140
Averages
1163
High
1200
Current: 1230.260
Low
1140
Averages
1163
High
1200
About FIX
Comfort Systems USA, Inc. is a provider of commercial, industrial and institutional heating, ventilation, air conditioning (HVAC) and electrical contracting services. The Company operates through two segments: Mechanical and Electrical. The Mechanical segment includes HVAC, plumbing, piping, and controls, as well as off-site construction, monitoring and fire protection. It also installs connecting and distribution elements, such as piping and ducting. The Electrical segment includes installation and servicing of electrical systems. It builds, installs, maintains, repairs and replaces mechanical, electrical and plumbing (MEP) systems throughout its 47 operating units with 178 locations in 136 cities across the nation. It is engaged in offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power and industrial sectors. It also provides mechanical construction services to the commercial and industrial sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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