Home Stock Ideas Long Ideas Industrial  Summary Carrier Global faces slowing growth and margin contraction due to cost pressures and weak housing demand. CARR's Q1 2026 net sales rose 2.4% YoY, but operating margin dropped sharply to 4.8% from 12.0%. Valuation appears stretched, with P/S at 2.54x above the 2.28x average and technicals signaling overbought conditions. I maintain a 'Hold' rating, citing macro risks, full valuation, and potential for profit-taking despite resilient sales and a strong balance sheet. Muhammad Arie/iStock via Getty Images The hold rating in my previous coverage was timely and strategic, if you ask me. A week after its publication, a correction down to $54 took place and reduced its value by about 15%. Now, its momentum has already returned Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.…