[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-comfort-systems-rebounds-9-as-ubs-keybanc-oppenheimer-back-record-7-4-billion-bookings-quarter-IT":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":191,"suggestedPosts":270},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":175,"relatedPosts":181,"seo":182},145613,"Comfort Systems Rimbalza del 9% mentre UBS, KeyBanc e Oppenheimer Sostengono il Trimestre Record di Ordini da 7,4 Miliardi di Dollari","2026-10-26T17:48:50","\u003Cp>Wall Street non si preoccupa del mix dei margini, e nemmeno io\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Le azioni di Comfort Systems sono salite del 9% oggi dopo che UBS, KeyBanc e Oppenheimer hanno mantenuto le loro raccomandazioni equivalenti a \"acquista\" a seguito del calo del 9% di venerdì dopo i risultati.\u003C\u002Fli>\n\n\n\n\u003Cli>La preoccupazione sui margini di venerdì sembra esagerata: il margine lordo del terzo trimestre si è mantenuto al 24,8%, lo stesso di un anno fa.\u003C\u002Fli>\n\n\n\n\u003Cli>Il portafoglio ordini ha raggiunto un record di 17,81 miliardi di dollari al 30 settembre, in aumento rispetto ai 9,38 miliardi di dollari di un anno prima.\u003C\u002Fli>\n\n\n\n\u003Cli>Sulla base delle attuali stime degli utili, i target da 1.900 a 2.000 dollari delle tre società implicano multipli superiori alla media quinquennale del titolo. Stime più alte ridurrebbero l'espansione del multiplo necessaria per raggiungerli.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Le azioni di Comfort Systems USA (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=100935&tid=2601539\">FIX\u003C\u002Fa>)\u003C\u002Fstrong> sono salite di circa il 9% oggi (negoziate vicino a 1.265 dollari) dopo che UBS, KeyBanc e Oppenheimer hanno mantenuto la loro fiducia sul titolo a seguito del selloff di venerdì dopo i risultati.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ciò recupera quasi tutto il calo del 9% di venerdì, che è seguito a un trimestre che ha superato le attese sia per i ricavi che per gli utili.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Tre Broker Mantengono la Posizione\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Tutte e tre le società hanno ridotto i loro target price prima dell'apertura e hanno mantenuto le loro raccomandazioni:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>UBS: Acquista, 1.900 dollari da 2.225 dollari\u003C\u002Fli>\n\n\n\n\u003Cli>KeyBanc: Overweight, 1.979 dollari da 2.125 dollari\u003C\u002Fli>\n\n\n\n\u003Cli>Oppenheimer: Outperform, 2.000 dollari da 2.400 dollari\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Anche dopo i tagli, quei target si collocano dal 50% al 58% sopra il prezzo del titolo. UBS ha sottolineato un record di 7,4 miliardi di dollari di nuovi ordini nel terzo trimestre.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">La Paura per i Margini Sembra Eccessiva\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Comfort Systems \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001035983\u002F000110465926118156\u002Ffix-ex99d1.htm\">ha riportato\u003C\u002Fa> ricavi per 3,77 miliardi di dollari, in aumento del 54%, e utili per azione di 13,91 dollari. Il margine lordo è stato il motivo di preoccupazione. È sceso al 24,8% dal 26,1% del primo semestre, cosa che il management ha attribuito a una maggiore componente di attrezzature nel mix dei costi, 12 milioni di dollari di costi aggiuntivi per acquisizioni contabilizzati, e grandi lavori ancora in una fase iniziale. Il pensionamento del CFO Bill George, annunciato insieme ai risultati, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcomfort-systems-sinks-11-as-cfo-retirement-overshadows-record-backlog-and-relentless-demand\">ha pesato anche sul titolo\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Ma quel margine parte da un livello elevato, dopo anni di espansione...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA\" alt=\"Grafico a linee da TIKR del margine lordo (%) di Comfort Systems USA, anni fiscali 2021–2025.\" class=\"wp-post-145613 wp-image-145609\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793023744\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793023744\u002Fimages\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025\u002FFIX-2026-10-26_FIX_gross_margin_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">FIX Margine Lordo: 2021-2025 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il 24,8% del terzo trimestre ha eguagliato quello di un anno fa e ha superato ogni anno intero nel grafico.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-10-analysts-on-comfort-systems-usa-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR Monitora 10 Analisti su Comfort Systems USA. Quanti Dicono \"Acquista\"?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa delle raccomandazioni Acquista, Mantieni e Vendi su Comfort Systems USA, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori utilizzano TIKR per ricercare titoli come questo. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Vedi le Raccomandazioni degli Analisti su Comfort Systems USA\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Il Portafoglio Ordini Parla da Sé\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il portafoglio ordini ha raggiunto un record di 17,81 miliardi di dollari al 30 settembre, in aumento rispetto ai 9,38 miliardi di dollari di un anno prima e quasi il doppio dei ricavi del 2025. Gli analisti si aspettano che le vendite più che raddoppino entro il 2028...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA\" alt=\"Grafico a barre da TIKR dei ricavi di Comfort Systems USA, effettivi e stime di consenso, in miliardi di dollari, anni fiscali 2023–2028.\" class=\"wp-post-145613 wp-image-145611\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793023742\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793023742\u002Fimages\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028\u002FFIX-2026-10-26_FIX_revenue_estimates_2023-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">FIX Ricavi, Effettivi e Stime di Consenso: 2023-2028 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il limite è la manodopera, non la domanda. \"Il fattore limitante non è la domanda, il fattore limitante è davvero solo la manodopera\", ha detto il Presidente Trent McKenna nella \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=100935&tid=2601539&e=2026758946&ts=3833094&ref=q2enxr\">conference call sugli utili del terzo trimestre di venerdì\u003C\u002Fa>. Il CFO Bill George si aspetta che i ricavi delle attività esistenti crescano a un tasso medio del 20% nel 2027.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Il Titolo Comfort Systems Negozia Ancora Sotto la Sua Media\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Anche dopo il balzo di oggi, Comfort Systems negozia a circa 23x gli utili forward. Questo è al di sotto della sua media quinquennale di 26x e meno della metà dei 47x di aprile...\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA\" alt=\"Grafico a linee da TIKR del P\u002FE forward (NTM) di Comfort Systems USA, ultimi 5 anni.\" class=\"wp-post-145613 wp-image-145612\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793023739\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793023739\u002Fimages\u002FFIX-2026-10-26_FIX_ntm_pe_5y\u002FFIX-2026-10-26_FIX_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">FIX Titolo P\u002FE NTM: 2021-2026 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Raggiungere 1.900 o 2.000 dollari sulle stime di oggi richiederebbe un multiplo di circa 34x a 36x, quindi le stime degli utili devono aumentare. Con un portafoglio ordini quasi il doppio delle vendite dell'anno scorso, mi aspetto che lo faranno. Venerdì ha valutato un trimestre con margini più deboli come una crepa nel business. A 23x, è un acquisto. I risultati del quarto trimestre all'inizio del prossimo anno porteranno la prossima lettura sui margini.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-comfort-systems-stock-actually-worth\" class=\"wp-block-heading\">Quindi, qual è il valore effettivo del titolo Comfort Systems?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR ti permette di prevedere il prezzo futuro di qualsiasi titolo in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbe valere Comfort Systems. Parti dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valuta Comfort Systems gratuitamente\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono servire come consigli di investimento o finanziari da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere alcun titolo. Creiamo i nostri contenuti sulla base dei dati di investimento del TIKR Terminal e delle stime degli analisti. La nostra analisi potrebbe non includere notizie recenti della società o aggiornamenti importanti. TIKR non ha posizioni in nessuno dei titoli menzionati. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>",678,"it","\u002Fblog\u002Fcomfort-systems-rebounds-9-as-ubs-keybanc-oppenheimer-back-record-7-4-billion-bookings-quarter","comfort-systems-rebounds-9-as-ubs-keybanc-oppenheimer-back-record-7-4-billion-bookings-quarter","images\u002FAVEX-stock-Dean-Drobot-via-Canva\u002FAVEX-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699641\u002Fimages\u002FAVEX-stock-Dean-Drobot-via-Canva\u002FAVEX-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":164,"imageCredit":165},"Comfort Systems Rebounds 9% as UBS, KeyBanc, Oppenheimer Back Record $7.4 Billion Bookings Quarter","Dean Drobot via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":167,"slug":168,"role":173,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":183,"opengraphDescription":183,"twitterTitle":164,"twitterDescription":183},"Wall Street isn’t sweating the margin mix, and neither am I",{"title":164,"description":185,"twitterTitle":164,"twitterDescription":185,"author":167,"articlePublisher":186,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":187,"twitterData1":188,"ogTitle":164,"ogDescription":185,"ogUrl":159,"ogImage":162,"ogImageWidth":189,"ogImageHeight":190,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Wall Street isn’t sweating the margin mix, and neither am I","TIKR.com","Tempo di lettura stimato","6 minutes",1200,630,[192,209,226,241,256],{"id":180,"title":193,"date":194,"excerpt":195,"wordCount":196,"uri":197,"slug":198,"cloudinaryAssetId":199,"featuredImageOriginalUrl":200,"featuredImageMetadata":201,"author":202,"categories":206,"relatedPosts":208},"Oruka Therapeutics Balza del 12% mentre il Farmaco per la Psoriasi Ripulisce la Pelle nel 61% dei Pazienti con Dosaggio Elevato: \"Un Cambiamento di Paradigma\"","2026-10-26 17:45:27","Ora dicembre deve fare la sua parte",758,"\u002Fblog\u002Foruka-therapeutics-soars-12-as-psoriasis-drug-clears-skin-in-61-of-high-dose-patients-a-paradigm-shift","oruka-therapeutics-soars-12-as-psoriasis-drug-clears-skin-in-61-of-high-dose-patients-a-paradigm-shift","images\u002Fgrinning-man-with-stubble-fireworks-over-a-city\u002Fgrinning-man-with-stubble-fireworks-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793031595\u002Fimages\u002Fgrinning-man-with-stubble-fireworks-over-a-city\u002Fgrinning-man-with-stubble-fireworks-over-a-city.png?_i=AA",{"altText":193},{"name":203,"slug":204,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":205},"Michael Douglass","michaeldouglass",[],[207],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":223,"relatedPosts":225},"Microsoft, Amazon e Google \"Supereranno le Previsioni\" Mentre si Accumula un Backlog Cloud da 2 Trilioni di Dollari","2026-10-26 17:45:24","Si scopre che la carenza di capacità è il caso rialzista",1037,"\u002Fblog\u002Fmicrosoft-amazon-and-google-will-beat-their-numbers-as-a-2-trillion-cloud-backlog-builds","microsoft-amazon-and-google-will-beat-their-numbers-as-a-2-trillion-cloud-backlog-builds","images\u002Fsmiling-man-arms-crossed-data-center-servers\u002Fsmiling-man-arms-crossed-data-center-servers","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026755\u002Fimages\u002Fsmiling-man-arms-crossed-data-center-servers\u002Fsmiling-man-arms-crossed-data-center-servers.png?_i=AA",{"altText":210},{"name":220,"slug":221,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":222},"Roxanna Maglangit","roxtikr",[],[224],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":238,"relatedPosts":240},"Chamath: Il debito di SpaceX da 40 miliardi di dollari è \"migliore della maggior parte del debito sovrano\". Neoclouds non potrà prendere in prestito a tassi così bassi","2026-10-26 17:43:30","Quel divario vale miliardi all'anno",1031,"\u002Fblog\u002Fchamath-spacexs-40-billion-debt-is-better-than-most-sovereign-debt-neoclouds-wont-borrow-that-cheap","chamath-spacexs-40-billion-debt-is-better-than-most-sovereign-debt-neoclouds-wont-borrow-that-cheap","images\u002Felon-musk-spacex-falcon-9-launch\u002Felon-musk-spacex-falcon-9-launch","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793027310\u002Fimages\u002Felon-musk-spacex-falcon-9-launch\u002Felon-musk-spacex-falcon-9-launch.png?_i=AA",{"altText":227},{"name":220,"slug":221,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":237},[],[239],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":242,"date":243,"excerpt":244,"wordCount":245,"uri":246,"slug":247,"cloudinaryAssetId":248,"featuredImageOriginalUrl":249,"featuredImageMetadata":250,"author":251,"categories":253,"relatedPosts":255},"Apple Raggiunge \"il Livello di Valutazione Più Alto nella Storia dell'Azienda\" Rimanendo Fuori dalla Corsa agli Investimenti in AI","2026-10-26 17:43:00","A volte la mossa migliore è restare fermi",913,"\u002Fblog\u002Fapple-hits-the-highest-valuation-level-in-company-history-by-sitting-out-the-ai-capex-race","apple-hits-the-highest-valuation-level-in-company-history-by-sitting-out-the-ai-capex-race","images\u002FApple-Stock_144501592ea\u002FApple-Stock_144501592ea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792784638\u002Fimages\u002FApple-Stock_144501592ea\u002FApple-Stock_144501592ea.png?_i=AA",{"altText":242},{"name":220,"slug":221,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":252},[],[254],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":263,"featuredImageMetadata":264,"author":265,"categories":267,"relatedPosts":269},"Musk: Terafab Si Posizionerà tra le \"Prime 20\" Economie per PIL Partendo da un Singolo Edificio","2026-10-26 17:41:55","Ambizioso, anche per gli standard di Elon Musk",1052,"\u002Fblog\u002Fmusk-terafab-will-rank-in-top-20-gdp-from-a-single-building","musk-terafab-will-rank-in-top-20-gdp-from-a-single-building","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FSpaceX-Stock-1-600x400.png",{"altText":257},{"name":220,"slug":221,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":266},[],[268],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],[271,291,306,320,335,355,370,385,400],{"id":180,"title":272,"date":273,"excerpt":274,"wordCount":275,"uri":276,"slug":277,"cloudinaryAssetId":278,"featuredImageOriginalUrl":279,"featuredImageMetadata":280,"author":281,"categories":285,"relatedPosts":290},"In rialzo del 13% negli ultimi 12 mesi, le azioni di Arista Networks possono offrire rendimenti migliori nel 2026?","2026-10-26 12:57:00","Il titolo di Arista è salito del 10% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di ANET, con un prezzo obiettivo di $275 entro dicembre 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":272},{"name":282,"slug":283,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":284},"Aditya Raghunath","adityatikr",[],[286],{"name":287,"slug":288,"uri":289,"description":170,"postsCount":180},"Valutazione","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":180,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"In calo del 48% negli ultimi 12 mesi, le azioni SoFi possono offrire risultati migliori nel 2026?","2026-10-26 12:45:00","Il titolo SoFi è sceso del 51% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di SOFI, con un prezzo obiettivo di $22 entro dicembre 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":292},{"name":282,"slug":283,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":170,"postsCount":180},[],{"id":180,"title":307,"date":293,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Aumentando Solo del 9% negli Ultimi 12 Mesi, le Azioni Palantir Possono Offrire Rendimenti Migliori nel 2026?","Il titolo Palantir è salito solo del 4% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di PLTR, con un obiettivo di $529 entro dicembre 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":307},{"name":282,"slug":283,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":316},[],[318],{"name":287,"slug":288,"uri":289,"description":170,"postsCount":180},[],{"id":180,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"Sceso del 56% negli ultimi 12 mesi, il titolo AppLovin può offrire rendimenti migliori nel 2026?","2026-10-26 12:33:00","Il titolo AppLovin è sceso del 60% in un anno. Scopri cosa dice il Modello di Valutazione di TIKR sul potenziale rialzista di APP, con un prezzo obiettivo di $366 entro dicembre 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":321},{"name":282,"slug":283,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":331},[],[333],{"name":287,"slug":288,"uri":289,"description":170,"postsCount":180},[],{"id":180,"title":336,"date":337,"excerpt":338,"wordCount":339,"uri":340,"slug":341,"cloudinaryAssetId":342,"featuredImageOriginalUrl":343,"featuredImageMetadata":344,"author":345,"categories":349,"relatedPosts":354},"Il titolo ExxonMobil ha chiuso a un massimo storico mentre il Brent superava i 116 dollari. Ecco dove potrebbe arrivare il titolo entro il 2030","2026-10-26 07:55:00","ExxonMobil ha chiuso a un record di $183,21 il 23 ottobre mentre il Brent superava i $116, e ora si scambia al di sopra del target medio degli analisti. Il suo CFO afferma che le sinergie con Pioneer sono raddoppiate e Exxon punta a raddoppiare il recupero nel Permiano con meno pozzi, un fattore di costo che l'azienda controlla.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":336},{"name":346,"slug":347,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":348},"Wiltone Asuncion","wiltonetikr",[],[350],{"name":351,"slug":352,"uri":353,"description":170,"postsCount":180},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":180,"title":356,"date":357,"excerpt":358,"wordCount":359,"uri":360,"slug":361,"cloudinaryAssetId":362,"featuredImageOriginalUrl":363,"featuredImageMetadata":364,"author":365,"categories":367,"relatedPosts":369},"Rivian ha toccato un minimo annuale il giorno dopo l'acquisto di una startup di simulazione AI. Ecco cosa mostra il 29 ottobre","2026-10-26 07:50:00","Rivian ha toccato un minimo annuale il giorno dopo l'acquisizione di una startup di simulazione AI, prolungando un calo del 19% iniziato settimane prima. Il rapporto del 29 ottobre ora deve dimostrare che la linea dei costi può sostenere le spese per l'autonomia.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":356},{"name":346,"slug":347,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":366},[],[368],{"name":351,"slug":352,"uri":353,"description":170,"postsCount":180},[],{"id":180,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":382,"relatedPosts":384},"Il titolo Robinhood è sceso del 15% a ottobre prima del suo rapporto sul terzo trimestre. Ecco dove potrebbe arrivare entro il 2030","2026-10-26 07:45:00","Robinhood è sceso del 6,73% in due sedute, in linea con Coinbase, prima del suo report del 27 ottobre. Due sviluppi del 22 ottobre indicano un'attività crypto che potrebbe non riflettersi nella sua linea di ricavi crypto: contratti sul prezzo del bitcoin e i primi mercati di prestito di Morpho per i suoi token azionari.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":371},{"name":346,"slug":347,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":381},[],[383],{"name":351,"slug":352,"uri":353,"description":170,"postsCount":180},[],{"id":180,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"Le Azioni di Walmart Sono Salite del 15% a Ottobre Senza Previsioni di Utili Più Alte. Ecco Dove Potrebbero Andare Entro il 2031","2026-10-26 07:40:00","Walmart è salito del 15,4% dal 30 settembre al 23 ottobre, ma la stima degli analisti per l'EPS dei prossimi 12 mesi è rimasta a 3,00 dollari per azione. Quasi tutto il guadagno è derivato da un multiplo più elevato, in vista di un rapporto del 19 novembre che prevede una crescita dell'EPS compresa tra lo 0% e il 3%.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":386},{"name":346,"slug":347,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":396},[],[398],{"name":351,"slug":352,"uri":353,"description":170,"postsCount":180},[],{"id":180,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"Apple ha brevemente superato Nvidia mentre il calo di Nvidia raggiungeva il 12%. Ecco dove potrebbe arrivare il titolo Apple entro il 2030","2026-10-26 07:35:00","Apple ha brevemente superato Nvidia come azienda più preziosa al mondo il 23 ottobre, toccando un record di $351,73. La sua strategia di IA richiede poco capex, ma a 38 volte gli utili, il dato sui margini del 2 novembre sostiene il multiplo.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":401},{"name":346,"slug":347,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":411},[],[413],{"name":351,"slug":352,"uri":353,"description":170,"postsCount":180},[]]