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Stock impact report

Carrier: Don't Get Carried Away By Gloomy Residential Forecast [Seeking Alpha]

Carrier Global Corporation (CARR) 
Company Research Source: Seeking Alpha
CARR projects 2026 EPS growth of 8.1% to $2.80, driven by margin expansion, share buybacks, and robust non-residential segments. The stock trades at a 2026 P/E of 22.3 and a PEG ratio of 1.5, making it the cheapest among HVAC peers when normalized for growth. Any recovery in US housing could catalyze upside before CARR revises its guidance, as current residential pessimism appears priced in. Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Data Center Demand Prevents A Much Worse 2025 Carrier Global Corp. ( CARR ) shares have delivered a total return of over 6% since my buy rating last quarter. An even better buying opportunity This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CARR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relati Show less Read more
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