AAON, Inc. logo AAON - AAON, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
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| PRICE TARGET: $119.00 DETAILS
HIGH: $120.00
LOW: $118.00
MEDIAN: $119.00
CONSENSUS: $119.00
UPSIDE: 4.24%

Stock News

AAON: The AI Cooling Compounder Is Still Early

AAON: The AI Cooling Compounder Is Still Early

AAON is transitioning from a niche HVAC manufacturer to a critical AI data center thermal infrastructure supplier, driven by its BASX acquisition. BASX-branded backlog surged 160% year-over-year to $1.62B, positioning AAON for rapid revenue growth and a new long-term earnings base. Management raised 2026 revenue growth guidance to 40%-45% and gross margin to 27%-28%, despite near-term margin pressure from capacity expansion.

Jun 19, 2026 01:15 AM seekingalpha.com
Can Comfort Systems' $12.45B Backlog Sustain Its Growth Momentum?

Can Comfort Systems' $12.45B Backlog Sustain Its Growth Momentum?

Comfort Systems USA, Inc. FIX entered 2026 with extraordinary momentum, but investors are now asking whether its record-breaking backlog can continue fueling its rapid expansion. After posting another stellar quarter, the mechanical and electrical contracting leader ended the first quarter of 2026 with backlog reaching an all-time high of $12.45 billion, up 80.8% year over year from $6.89 billion.

May 20, 2026 07:35 AM zacks.com

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