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Carrier Global (CARR) Data Center Sales Jumped, Is 23% Undervalued Enough?

Simply Wall St · 2d ago

Carrier Global (CARR) is back in focus after its latest quarter paired strong data center driven sales with a large goodwill impairment in Europe, leaving investors weighing growth momentum against weaker reported earnings.

Carrier Global’s share price has been under pressure, with the stock down 4.6% over the past month and 16% over the last 90 days, while the 1 year total shareholder return is down 5.5% and the 3 year total shareholder return is up 4.6%. This points to fading short term momentum but only modest gains over a longer holding period.

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Carrier Global now sits at a crossroads where strong data center demand and heavier goodwill charges paint very different pictures. Is the recent share price drift about weakening business quality, or is sentiment overshooting the accounting hit?

Most Popular Narrative: 23% Undervalued

The analyst consensus Narrative on Simply Wall St places Carrier Global’s fair value at $68.79 compared with a last close of $53.01. This frames a gap that analysts connect to data center strength and future margin repair rather than current reported losses.

Carrier Global is building a larger presence in AI and data center cooling, with about $2 billion of 2026 data center revenue already in backlog, an over $8 billion company backlog that is heavily tied to commercial and data center projects, and a dedicated U.S. manufacturing site planned to roughly double Americas data center capacity, which can support future revenue and earnings.

See why 31 investors see Carrier Global as 23% undervalued.

Result: Fair Value of $68.79 (UNDERVALUED)

Still, the Carrier Global narrative can be knocked off course if margin work in Europe disappoints, or if raw material and tariff costs bite harder than analysts expect.

Find out about the key risks to this Carrier Global narrative.

Next Steps

If the current mix of optimism and concern around Carrier Global leaves you undecided, consider acting promptly and testing the thesis against your own research using the 3 key rewards and 2 important warning signs.

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