CARR Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: CARR benefits from robust HVAC demand, recent $1 billion U.S. investment, and heat wave-driven sales. Historical returns support bullish sentiment.




Bearish Case: Geopolitical risks and sector uncertainties could disrupt operations. Flat trading and high implied volatility highlight market caution.




Potential Outcomes:
  • HVAC demand boost: 50%
  • Geopolitical risks disrupt: 30%
  • Sector innovations drive growth: 20%



June 26, 2025


Carrier Forecast

CARR        Carrier











Correlated Assets

Assets that tend to move strongly with CARR



IRM Forecast + Options Trading Strategies   IRM  Iron Mountain (0.83)


EXAS Forecast + Options Trading Strategies   EXAS  Exact Sciences (0.79)


VNQ Forecast + Options Trading Strategies   VNQ  Vanguard Real Estate Index (0.73)


D Forecast + Options Trading Strategies   D  Dominion Energy (0.71)


HAS Forecast + Options Trading Strategies   HAS  Hasbro (0.71)



Uncorrelated Assets

Assets with little price relationship to CARR



YELP Forecast + Options Trading Strategies   YELP  Yelp (0.0)


LULU Forecast + Options Trading Strategies   LULU  Lululemon Athletica inc. (0.0)


EWW Forecast + Options Trading Strategies   EWW  iShares MSCI Mexico (0.01)


BABA Forecast + Options Trading Strategies   BABA  Alibaba (0.02)


CORT Forecast + Options Trading Strategies   CORT  Corcept Therapeutics (0.02)



Anticorrelated Assets

Assets that tend to move strongly against CARR



SUN Forecast + Options Trading Strategies   SUN  Sunoco (-0.43)


SPXU Forecast + Options Trading Strategies   SPXU  ProShares UltraPro Short S&P 500 (-0.43)


DPZ Forecast + Options Trading Strategies   DPZ  Dominos Pizza (-0.48)


OKTA Forecast + Options Trading Strategies   OKTA  Okta (-0.49)


WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (-0.53)









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