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Modine shares surge after securing $4 billion data centre cooling agreement (MOD)
InvestorsHub121d agobullish
Modine shares surge after securing $4 billion data centre cooling agreement (MOD)

Shares of Modine (NYSE:MOD) jumped 14% on Tuesday after the company announced a $4 billion Long-Term Capacity Agreement tied to its Airedale by Modine data centre cooling solutions. Agreement guarantees large-scale cooling supply through 2029Under the deal, Modine will reserve manufacturing capacity to provide more than $4 billion worth of Airedale cooling products to a strategic data centre customer between calendar years 2027 and 2029.

Modine (MOD) Q3 2026 Earnings Transcript
Motley Fool122d agoneutral
Modine (MOD) Q3 2026 Earnings Transcript

Neil Brinker: Thank you, Kathy, and good morning, everyone. Now that we've reached an agreement with Gentherm, the next several quarters will be spent preparing the business to be spun off in anticipation of the combination.

Modine (MOD) Q2 2026 Earnings Transcript
Motley Fool122d agoneutral
Modine (MOD) Q2 2026 Earnings Transcript

Neil Brinker: Thank you, Kathy, and good morning, everyone. Last quarter, we announced plans to significantly expand our U.S. manufacturing capacity for data center products. In fact, we are accelerating other planned investments to meet the unprecedented demand for our products.

Is It Too Late To Consider Modine Manufacturing (MOD) After A 190% One-Year Rally?
Simply Wall St.123d agobullish
Is It Too Late To Consider Modine Manufacturing (MOD) After A 190% One-Year Rally?

If you are wondering whether Modine Manufacturing at US$260.52 still offers value after a strong run, this article walks through what the current price might be telling you. The stock is down about 4% over the past week, up 3.5% over the past month, and has returned 85.0% year to date and 190.1% over the past year, so recent moves may be changing how investors think about both upside and risk. Recent coverage has focused on Modine Manufacturing's share price performance and how the stock now...

Dell Stock Cruises To New Highs; Earnings In Focus As AI Servers Reignite Growth
Investor's Business Daily125d agoneutral
Dell Stock Cruises To New Highs; Earnings In Focus As AI Servers Reignite Growth

Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.

Does Modine (MOD) Have the Balance Right Between Valuation and Its Performance Technologies Spin-Off?
Simply Wall St.126d agoneutral
Does Modine (MOD) Have the Balance Right Between Valuation and Its Performance Technologies Spin-Off?

Recently, Wellington Management disclosed a passive 1.93% stake in Modine Manufacturing, as the company advances its shift toward higher-value climate and data-centre thermal solutions while preparing to spin off its Performance Technologies business. At the same time, questions about valuation, profit taking ahead of earnings, and uncertainty around the planned spin-off and credit agreement amendment have become central to how investors interpret Modine’s transformation story. We’ll now...

A Look At Modine Manufacturing (MOD) Valuation As AI Data Center Pivot And Gentherm Spin-Off Gain Focus
Simply Wall St.126d agoneutral
A Look At Modine Manufacturing (MOD) Valuation As AI Data Center Pivot And Gentherm Spin-Off Gain Focus

Modine Manufacturing (MOD) is in the spotlight after a pivot toward specialized thermal solutions for AI driven data centres, along with plans to spin off its Performance Technologies unit in a Gentherm transaction. See our latest analysis for Modine Manufacturing. At a share price of $257.33, Modine has seen a 5.25% 1 day share price gain after recent volatility, with a 30 day share price return of 2.32%, a 90 day share price return of 17.75%, and a year to date share price return of 82.75%,...

AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers
24/7 Wall St.129d agoneutral
AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers

NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers

How Modine Manufacturing (MOD) Data Center Ambitions Are Reframing the Investment Narrative
Simply Wall St.133d agoneutral
How Modine Manufacturing (MOD) Data Center Ambitions Are Reframing the Investment Narrative

Modine Manufacturing’s fair value price target sits at US$265.57 in the latest analyst update, with no change to this central estimate. Analysts link this steady target to Modine’s role as a one stop shop in data center cooling and refrigeration, and are watching how data center revenue goals and margin ambitions support that valuation. Below is a look at how to track these shifting expectations and what they might mean for your own view of the stock. Stay updated as the Fair Value for Modine...

Is It Too Late To Consider Modine Manufacturing (MOD) After A 200% One-Year Surge?
Simply Wall St.140d agobullish
Is It Too Late To Consider Modine Manufacturing (MOD) After A 200% One-Year Surge?

For investors looking at Modine Manufacturing at around US$274 per share and asking whether it still offers value or if most of the opportunity is already reflected in the price, this article breaks that question down in plain terms. The stock has seen sharp moves recently, with returns of 17.5% over 7 days, 27.6% over 30 days, 94.7% year to date and 200.4% over 1 year. These figures naturally raise questions about both upside potential and downside risk. These price moves sit alongside...