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Is Modine’s New Commercial HVAC President Reshaping the Strategic Logic of MOD’s Segment Structure?
Simply Wall St.71d agoneutral
Is Modine’s New Commercial HVAC President Reshaping the Strategic Logic of MOD’s Segment Structure?

Modine Manufacturing recently appointed Michael Mahan as President of its newly formed Commercial HVAC segment, which serves commercial, industrial, and aerospace markets with heating, ventilation, air conditioning, and heat transfer solutions. Mahan’s two decades of experience leading global businesses at CraneNXT, Schneider Electric, and former GE companies signal a meaningful organisational shift as Modine reshapes its HVAC leadership and segment structure. We’ll now examine how Modine’s...

Schneider Electric (ENXTPA:SU) Stock Could Be 35% Overvalued Following Its $3.1b AI Deal
Simply Wall St.80d agoneutral
Schneider Electric (ENXTPA:SU) Stock Could Be 35% Overvalued Following Its $3.1b AI Deal

Schneider Electric stock has returned 120.6% over the past five years, and that strong run now sits against valuation checks that flag the shares as expensive on intrinsic value models, while market multiples look closer to fair. Over five years, a 120.6% total return means recent shareholders have already seen substantial gains baked into today's €278.35 share price. The planned $3.1b acquisition of industrial AI firm Cognite can support expectations for higher quality software and data...

Schneider Electric (ENXTPA:SU) Buys Cognite And Lands California SF6 Free Grid Deal
Simply Wall St.80d agobullish
Schneider Electric (ENXTPA:SU) Buys Cognite And Lands California SF6 Free Grid Deal

Schneider Electric (ENXTPA:SU) agreed to acquire Cognite Holding B.V., expanding its digital and data-focused capabilities in energy management and automation. The company also entered a partnership with Southern California Edison to deploy SF6-free grid equipment for U.S. utility operations. Schneider Electric is a global supplier of energy management and automation solutions, with a focus on hardware, software, and services that help customers control power use and industrial processes...

How Cognex Corporation’s (CGNX) Machine Vision Focus Keeps It Close to AI-Enabled Factory Automation
Insider Monkey80d agoneutral
How Cognex Corporation’s (CGNX) Machine Vision Focus Keeps It Close to AI-Enabled Factory Automation

Cognex Corporation (NASDAQ:CGNX) is one of the best industrial automation stocks to buy now. On June 16, Cognex said its CEO would join the Automate 2026 opening keynote alongside leaders from FANUC, Schneider Electric and Intrinsic, with the discussion focused on AI, robotics and industrial connectivity. Cognex also used the event to showcase its In-Sight […]

Should HPE’s Expanded AI Partnerships and Hybrid Cloud Push Require Action From Hewlett Packard Enterprise (HPE) Investors?
Simply Wall St.93d agobullish
Should HPE’s Expanded AI Partnerships and Hybrid Cloud Push Require Action From Hewlett Packard Enterprise (HPE) Investors?

Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...

Bloomberg97d agoneutral
Traders’ Latest AI-Related Play Is a Struggling Car Parts Stock

(Bloomberg) -- Investors looking for the stock market’s next artificial intelligence winner have honed in on embattled French car parts maker Valeo SE.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s Concerned China May Have Top Chip ToolShares in Valeo, which makes engin

Schneider Electric Taps Foxconn And Torngat To Target AI Growth
Simply Wall St.101d agoneutral
Schneider Electric Taps Foxconn And Torngat To Target AI Growth

Schneider Electric (ENXTPA:SU) has agreed a collaboration with Foxconn to develop and scale next generation AI data centers. The company has also signed an MOU with Torngat Metals focused on a responsible and secure rare earth supply chain. Both moves target key pressure points in AI infrastructure and access to critical materials. Schneider Electric enters these agreements with Foxconn and Torngat Metals as an already established player in energy management and digital infrastructure, with...

Schneider Electric Sponsor Spotlight
Bloomberg111d agoneutralVIDEO
Schneider Electric Sponsor Spotlight

Elizabeth Hackenson, Chief Information Officer at Schneider Electric speaks with Bloomberg's Sofia Economopoulos about sustainability and digital infrastructure at Bloomberg Tech 2026 in San Francisco.

Is It Too Late To Consider Schneider Electric (ENXTPA:SU) After Its Strong Share Price Run?
Simply Wall St.112d agoneutral
Is It Too Late To Consider Schneider Electric (ENXTPA:SU) After Its Strong Share Price Run?

Considering whether Schneider Electric's current share price still offers value after a strong run, or if most of the upside is already reflected in the stock. The stock last closed at €281.85, with returns of 5.5% over 7 days, 3.3% over 30 days, 18.9% year to date and 26.6% over the past year, and 80.4% and 136.2% over the past 3 and 5 years respectively. Recent coverage has focused on Schneider Electric's position as a key player in electrification and energy management. Investors are...

Assessing Schneider Electric (ENXTPA:SU) Valuation After Recent Steady Share Price Momentum
Simply Wall St.115d agoneutral
Assessing Schneider Electric (ENXTPA:SU) Valuation After Recent Steady Share Price Momentum

Recent performance snapshot for Schneider Electric stock Without a single headline event setting the tone, Schneider Electric (ENXTPA:SU) gives you a fresh case study in how a large, globally diversified industrial stock has been trading over different recent time frames. See our latest analysis for Schneider Electric. With the share price at €276.2 and a 1-day share price return of 2.32%, Schneider Electric’s 90-day share price return of 8.93% and 1-year total shareholder return of 27.68%...

SoftBank to build up AI data centres in France with major investment
Reuters117d agoneutral
SoftBank to build up AI data centres in France with major investment

Japan's SoftBank Group will invest €45 billion over the next five years in a push to ‌build up artificial intelligence infrastructure in France, the company ‌announced on Saturday. SoftBank said the investment, described as the biggest of its kind ​so far in Europe, would be made in the northern Hauts-de-France region and deliver 3.1 GW of capacity. The investment plans are due to be formally announced on Monday at the annual Choose France ‌business conference.

Schneider Electric sees India data center business outpacing core growth on AI boom
Reuters122d agoneutral
Schneider Electric sees India data center business outpacing core growth on AI boom

Schneider Electric expects its India data center business to outpace broader operations in the country over the ‌next four to five years, driven by surging demand for AI-ready infrastructure, ‌according to a senior executive. Data centers currently account for 15% to 20% of Schneider Electric's India ​business and are growing at a double-digit pace, with the company expecting the segment to become a much larger share, Sumati Sahgal, vice-president for Secure Power and Data Centres, Greater India Zone, told Reuters in an interview on Friday.

China BAK Battery Touts India Growth, AI Backup Power and Undervalued Stock
MarketBeat126d agoneutral
China BAK Battery Touts India Growth, AI Backup Power and Undervalued Stock

China BAK Battery (NASDAQ:CBAT), referred to in a company presentation as CBAK Energy, outlined its growth strategy, customer base and valuation case during a recent investor event, emphasizing its position in cylindrical lithium iron phosphate battery cells and its expansion opportunities in electr

Schneider Electric Award Highlights Automation Ambitions And Raises Valuation Questions
Simply Wall St.127d agoneutral
Schneider Electric Award Highlights Automation Ambitions And Raises Valuation Questions

Schneider Electric’s Shanghai warehouse has received a 2026 RBR50 Innovation Award. The site was recognized for deploying a Geekplus Robot Arm Picking Station to create an intelligent, unmanned industrial warehouse. The project is being highlighted as a new reference model for automated industrial logistics. For investors looking at Schneider Electric (ENXTPA:SU), this award comes with the stock trading around €255.8. The recognition reinforces the company’s role in smart manufacturing and...