3 Underrated AI Stocks Worth Investing In Right Now
Podcast Overview: In Episode #464 of the Zacks Market Edge Podcast, host Tracey Ryniec discusses how investors can leverage the Zacks Rank system to identify lesser-known AI stocks amidst the broader AI Revolution, which extends beyond major players like NVIDIA and Palantir.
Hidden Gem Stocks: Ryniec highlights three companies—Everus Construction Group, Comfort Systems USA, and Allient Inc.—as potential hidden gems in the AI infrastructure space, each showing significant year-to-date stock performance and promising earnings growth.
Market Demand: The increasing demand for data is driving a surge in data center construction and upgrades, suggesting that companies providing essential hardware for these facilities could emerge as the next big players in the market.
Investment Recommendations: The podcast encourages listeners to consider these lesser-known stocks for their portfolios, emphasizing the importance of identifying companies that are integral to the AI infrastructure but may not be on the average investor's radar.
Trade with 70% Backtested Accuracy
Analyst Views on FIX
About FIX
About the author


- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
- Surging Market Demand: Comfort Systems USA is positioned as a major beneficiary of the explosive demand for artificial intelligence infrastructure, which is expected to significantly enhance its market share and revenue.
- Stock Performance: As of February 11, 2026, Comfort Systems USA's stock price rose by 1.59%, reflecting strong investor confidence in its future growth potential.
- Industry Outlook: With the proliferation of AI technologies, infrastructure investments are projected to continue increasing over the next few years, providing Comfort Systems USA with ongoing business growth opportunities.
- Strategic Positioning: The company's proactive engagement in the AI infrastructure sector allows it to secure a competitive advantage, further solidifying its market leadership and driving long-term profitability.

- Surging Market Demand: Comfort Systems USA (NYSE: FIX) is identified as one of the biggest beneficiaries of the explosive demand for AI infrastructure, which is expected to significantly enhance the company's market share and revenue.
- Investment Opportunity: The analyst team has highlighted Comfort Systems USA as one of the best investment choices currently, indicating its potential for future growth and attracting increased investor interest.
- Stock Performance: As of February 11, 2026, Comfort Systems USA's stock has shown strong performance, reflecting market optimism regarding its future earnings, which could drive further business expansion.
- Strategic Recommendation: The endorsement from Motley Fool analysts underscores Comfort Systems USA's critical position in the rapidly evolving AI market, potentially offering substantial returns for investors.
- Earnings Release Schedule: Comfort Systems USA plans to release its Q4 and full-year 2025 financial results after market close on February 19, 2026, which is expected to provide investors with critical financial data and business performance insights.
- Conference Call Timing: The company will hold a conference call on February 20, 2026, at 10:00 a.m. Central Time to discuss the financial results, aiming to enhance transparency and foster investor relations.
- Webcast Access: The conference call will be webcast live on the company’s website, where investors can find accompanying slides and meeting notes under the “Investors” tab, ensuring timely communication of information.
- Participation Registration Process: Participants wishing to ask questions must register in advance to receive dial-in information and a unique PIN, reflecting the company's commitment to investor engagement.
- Jobs Report Expectations: Economists anticipate that the delayed jobs report set to release on Wednesday will show an addition of 55,000 jobs, which could significantly influence market sentiment and prompt investors to reassess economic recovery prospects.
- Industrials Sector Performance: The S&P 500 Industrials sector has risen by 12% so far in 2026, marking the best performance for the first 27 trading days since 2019, indicating strong momentum in this sector, particularly with top performers like Comfort Systems, Generac, and Southwest Airlines.
- Energy and Materials Leading: The energy sector is up 20%, materials up 15%, and consumer staples up 12.3%, all outpacing industrials, reflecting stronger investor confidence in these areas and potentially impacting capital flows in the market.
- Tech and Financial Weakness: The tech, financial, and consumer discretionary sectors have all declined by 2%, highlighting vulnerabilities in these areas under the current economic conditions, suggesting that investors may need to reconsider their portfolio allocations to navigate market volatility.
- Palantir Financial Performance: Palantir Technologies reported a 70% revenue increase in Q4, reaching $1.4 billion, marking its tenth consecutive acceleration, while non-GAAP net income surged 79% to $0.25 per share, indicating strong growth potential in the AI sector.
- Valuation Challenges: Despite Palantir's high P/E ratio of 214 and projected earnings growth of 45% annually over the next three years, the current valuation raises caution among investors, as the stock could face a potential 50% drop in the future.
- Comfort Systems Business Advantage: Comfort Systems operates over 50 subsidiaries in HVAC and electrical services, serving diverse industries such as healthcare, manufacturing, and technology, with its modular construction capabilities significantly reducing time and costs, enhancing market competitiveness.
- Strong Financial Growth: Comfort Systems reported a 35% revenue increase to $2.4 billion in Q3, with GAAP net income rising 101% to $8.25 per share, and a 66% increase in revenue backlog, indicating robust future sales growth.








