http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 11 Jun 2026 07:50:30 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html <p>Investing.com -- William Blair reduced its data center and power index score to 75 in May 2026 from 78, citing increased challenges with local opposition to data center projects and power supply constraints.</p><p>The firm raised its forecast for the U.S. data center power supply and demand deficit in 2030 to 28 gigawatts from 21 gigawatts. The total U.S. power supply and demand deficit stood at 127 gigawatts.</p><p>The data center demand score fell to 83 from 91. Total active data center capacity in the U.S. reached 46 gigawatts from 45 gigawatts, while planned capacity rose to 205 gigawatts from 198 gigawatts.</p><p>Active http://www.streetinsider.com/General+News/William+Blair+lowers+data+center+index+to+75+on+power+concerns/26632684.html Thu, 11 Jun 2026 07:50:30 -0400 AMZN BE CAT CCJ CEG CMI DLR EQIX FIX GEV GOOG GOOGL META PEG PWR SMR http://www.streetinsider.com/New+Coverage/Erste+Group+Starts+Comfort+Systems+USA+%28FIX%29+at+Buy/26608111.html <p>Erste Group analyst Hans Engel initiates coverage on Comfort Systems USA (NYSE: FIX) with a Buy rating.</p><p>For an analyst ratings summary and ratings history on Comfort Systems USA <a href="http://www.streetinsider.com/rating_history.php?q=FIX">click here</a>. For more ratings news on Comfort Systems USA <a href="http://www.streetinsider.com/stock_lookup_news.php?q=FIX&amp;type=analyst">click here</a>.</p><p>Shares of Comfort Systems USA closed at $1914.65 yesterday.</p> http://www.streetinsider.com/New+Coverage/Erste+Group+Starts+Comfort+Systems+USA+%28FIX%29+at+Buy/26608111.html Fri, 05 Jun 2026 06:26:35 -0400 FIX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+27++Filed+by%3A+Hardy+Rhoman+J/26567926.html si-local-file:///var/storage/secattach/20260528/26567926.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+27++Filed+by%3A+Hardy+Rhoman+J/26567926.html Thu, 28 May 2026 16:31:00 -0400 FIX O.00009513 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+27++Filed+by%3A+Hardy+Rhoman+J/26567926.html si-local-file:///var/storage/secattach/20260528/26567926.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+27++Filed+by%3A+Hardy+Rhoman+J/26567926.html Thu, 28 May 2026 16:31:00 -0400 FIX O.00009513 http://www.streetinsider.com/New+Coverage/Oppenheimer+Starts+Comfort+Systems+USA+%28FIX%29+at+Outperform/26560124.html <p>Oppenheimer analyst Brent Thielman initiates coverage on Comfort Systems USA (NYSE: FIX) with a Outperform rating and a price target of $2,200.00.</p><p>The analyst comments: “We are initiating coverage of Comfort Systems (FIX) with an Outperform rating and $2,200 price target, which reflects 35x and 27x our 2026-27E adjusted EBITDA, respectively (valuation includes anticipated FCF through these periods, which we expect to be significant while there are effectively no debt obligations). Our DCF derives ~$2,200. We acknowledge significant price appreciation in recent years although view Comfort as uniquely positioned with respect to capabilities to address current demand for complex facilities (and http://www.streetinsider.com/New+Coverage/Oppenheimer+Starts+Comfort+Systems+USA+%28FIX%29+at+Outperform/26560124.html Thu, 28 May 2026 04:08:58 -0400 FIX http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Starts+Comfort+Systems+USA+%28FIX%29+at+Outperform/26560124.html <p>Oppenheimer analyst Brent Thielman initiates coverage on Comfort Systems USA (NYSE: FIX) with a Outperform rating and a price target of $2,200.00.</p><p>The analyst comments: “We are initiating coverage of Comfort Systems (FIX) with an Outperform rating and $2,200 price target, which reflects 35x and 27x our 2026-27E adjusted EBITDA, respectively (valuation includes anticipated FCF through these periods, which we expect to be significant while there are effectively no debt obligations). Our DCF derives ~$2,200. We acknowledge significant price appreciation in recent years although view Comfort as uniquely positioned with respect to capabilities to address current demand for complex facilities (and http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Starts+Comfort+Systems+USA+%28FIX%29+at+Outperform/26560124.html Thu, 28 May 2026 04:08:58 -0400 FIX http://www.streetinsider.com/Analyst+Comments/Comfort+Systems+USA+%28FIX%29+Reiterated+at+Buy+by+Stifel+/26545992.html <p>Stifel analyst Brian Brophy reiterated a Buy rating and $1,910.00 price target on Comfort Systems USA (NYSE: FIX).</p><p>The analyst commented, "We recently hosted FIX's CFO Bill George to investor meetings. Our takeaways include 1) data center demand remains robust, particularly in Texas, 2) the strength in data centers is creating pent up demand in other end markets, 3) a significant portion of capex spending in 2026 is going toward buying buildings that are currently being leased (not just incremental square footage capacity), and 4) cash may build in the near-term in part due to a competitive M&A environment. We continue http://www.streetinsider.com/Analyst+Comments/Comfort+Systems+USA+%28FIX%29+Reiterated+at+Buy+by+Stifel+/26545992.html Tue, 26 May 2026 07:44:33 -0400 FIX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+21++Filed+by%3A+MYERS+FRANKLIN/26542252.html si-local-file:///var/storage/secattach/20260522/26542252.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+21++Filed+by%3A+MYERS+FRANKLIN/26542252.html Fri, 22 May 2026 16:31:00 -0400 FIX O.00009513 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+21++Filed+by%3A+MYERS+FRANKLIN/26542252.html si-local-file:///var/storage/secattach/20260522/26542252.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++COMFORT+SYSTEMS+USA+INC+++For%3A+May+21++Filed+by%3A+MYERS+FRANKLIN/26542252.html Fri, 22 May 2026 16:31:00 -0400 FIX O.00009513 http://www.streetinsider.com/SEC+Filings/Form++144++++++++COMFORT+SYSTEMS+USA+INC++++++++++++++++Filed+by%3A+Hardy+Rhoman+J/26540847.html si-local-file:///var/storage/secattach/20260522/26540847.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++COMFORT+SYSTEMS+USA+INC++++++++++++++++Filed+by%3A+Hardy+Rhoman+J/26540847.html Fri, 22 May 2026 14:21:00 -0400 FIX O.00009513