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Estimating The Fair Value Of Carrier Global Corporation (NYSE:CARR)
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Earnings Preview: CARR to Report Financial Results on May 01
Wolfe Research Adjusts Price Target on Carrier Global to $71 From $74, Maintains Outperform Rating
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New Analyst Forecast: $CARR Given 'Mixed' Rating