Two Stocks To Buy

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Two Stocks To Buy

Buy And Hold These Two Monster Stocks

It may sound surprising, but industrial stocks are also benefiting immensely from AI infrastructure buildout. If you think about it, AI data centers don't just need the GPUs, CPUs, or memory. They also need electrical systems, heating, and a lot of other stuff.

With that in mind, the two industrial stocks you shouldn't miss are Comfort Systems and Quanta. Analysts think the share price of both of these stocks could easily reach new highs in the next 5 years.

Comfort Systems

Comfort Systems installs electrical as well as mechanical systems. It is a big-time contractor that installs HVAC, heating, and ventilation systems. The company is also an electrical contractor.

What's interesting is that the backlog of Comfort Systems is already full. The reason behind this high demand is the ongoing AI data center buildout.

The backlog of Comfort Systems in Q2 2026 was almost $14 billion. This clearly highlights that Comfort Systems will stay busy for several years to come.

The Comfort Systems share price has gone up by 111% in the last 12 months. The revenue during Q2 went up by 50% y/y, and most of the demand is coming from the tech sector.

Comfort Systems stock is trading at a forward P/E of 36, and analysts think the annual earnings growth will be 45%. This means we can expect a solid upside in Comfort Systems share price over the next 5 years.

Quanta

Quanta designs and installs electrical systems. These systems are responsible for delivering power to tech customers and utility companies.

Back in 2021, the revenue of Quanta was $13 billion. The reported revenue in Q2 2026 was $33 billion on a trailing 12-month basis.

The Quanta stock price has gained an upside of 60% over the past 12 months. Most of the growth in revenue is coming due to grid modernization and rising demand for power.

Quanta is known for its ability to complete even the most complex projects within budget and on time. So, it has a real advantage over the competition.

Quanta stock trades at a forward P/E of 40. Analysts think the earnings could grow by 20% over the next few years. So, yet another industrial stock you can consider buying for the long term is Quanta.

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