How Investors May Respond To Carrier Global (CARR) Expanding Data Center AI and Cooling Technology in Asia

• In recent days, Carrier Global introduced an upgraded Abound Insights platform with advanced AI-powered features and rebranded its global BluEdge Command Centers as Carrier Customer Command Centers, highlighting a customer-first and energy-efficient approach supported by remote monitoring of over 240,000 assets. Carrier also announced it will showcase its QuantumLeap™ suite, featuring integrated air and liquid cooling technologies purpose-built for data centers, and debuting its liquid cooling solution in Asia, at Data Centre World Asia.
• These developments reflect Carrier’s commitment to expanding its presence in high-growth sectors like data center infrastructure and leveraging AI-driven innovation to enhance sustainability, energy efficiency, and operational reliability across global markets.
• We’ll explore how the launch of QuantumLeap’s liquid cooling technology in Asia could reshape Carrier Global’s growth opportunities in data center solutions.

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Carrier Global Investment Narrative Recap

For shareholders in Carrier Global, the key belief centers on the company’s ability to win in high-demand sectors like data center infrastructure and commercial HVAC, while managing pressures from softer regions and ongoing cost challenges. The recent QuantumLeap liquid cooling launch targets projected growth in the Asia data center cooling market, supporting Carrier’s drive into this promising vertical; however, these announcements do not materially offset the current softness in Climate Solutions Asia, Middle East, and Africa, a critical short term catalyst and risk for revenue growth.

Among recent developments, the major upgrade of Carrier's Abound Insights platform stands out: its new AI-powered capabilities aim to help operators lower operational costs and improve efficiency. This digital solution aligns closely with recent product launches in high-growth areas, supporting Carrier’s ambitions to expand market share while offering value-added, recurring services, catalysts viewed as essential for sustainable growth in the evolving building technologies market.

By contrast, investors should be aware that ongoing challenges in Asia, the Middle East, and Africa may continue to weigh on near-term revenue growth as...

Read the full narrative on Carrier Global (it's free!)

Carrier Global's outlook projects $26.7 billion in revenue and $2.9 billion in earnings by 2028. This is based on a 5.9% annual revenue growth rate and an increase in earnings of $1.4 billion from the current $1.5 billion.

Uncover how Carrier Global's forecasts yield a $77.18 fair value, a 31% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community have published fair value estimates for Carrier between US$26 and US$50,066. Diverse views stand alongside the company’s focus on capturing data center sector growth, underscoring the importance of considering many outlooks on Carrier’s long term performance.

Explore 5 other fair value estimates on Carrier Global - why the stock might be worth less than half the current price!

Build Your Own Carrier Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Carrier Global research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Carrier Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Carrier Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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