FERG Ferguson Enterprises Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
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Company / ticker
Signal
Since call
Position
Source
21:52
Oct 01
Oct 01
Bloomberg Markets
Nonresidential, HVAC growth drive Ferguson share gains.
Ferguson sees continued growth in its nonresidential business, driven by data center construction, power generation, water/wastewater, pharmaceuticals/biotech, mining/minerals, and general manufacturing/onshoring. Open order volumes are growing faster than revenue, and Ferguson cites a large pipeline of 4,000 projects with over $6 trillion of construction spend over the next five years without much hesitation. HVAC is a bright spot with 11% growth, and Ferguson believes its investments, dual-trade contractor focus, and 50-state footprint position it to take share. Residential is tough near term, but Ferguson is gaining share and its premium/luxury home business is well positioned for long-term repair/remodel demand.
FERG
Ferguson Enterprises
Long
1ST
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About FERG Investor Commentary
Across the available history and selected sources, Buzzberg tracks FERG (Ferguson Enterprises) across 7 sources: 2 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 22% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 9 total trade ideas tracked. Latest voices: Kevin Murphy, Jim Cramer.