ニュース

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

The average brokerage recommendation (ABR) for Modine (MOD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Xos (XOS) delivered earnings and revenue surprises of +39.86% and +80.32%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

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...

NVIDIA and Modine will report earnings over the next 2 weeks. Both are trading at new highs.

Modine (MOD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.

Modine (MOD) closed the most recent trading day at $276.27, moving 3% from the previous trading session.

Patterson-UTI Energy delivers contract drilling and pressure pumping services to oil and gas producers across North America.

This medical technology company delivers advanced spinal surgery devices and biologics to U.S. hospitals and healthcare providers.

Huron Consulting Group delivers advisory and technology solutions to healthcare, education, and business clients worldwide.

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...

Holley (HLLY) delivered earnings and revenue surprises of -6.19% and -4.52%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, the Riverwater Small Cap Strategy outperformed the Russell 2000 Index. The quarter rewarded patience and discipline. The first quarter of 2026 saw a significant shift in market leadership […]

The latest trading day saw Modine (MOD) settling at $262.03, representing a -1.8% change from its previous close.

Modine Manufacturing (MOD) is reshaping its business around data center cooling, appointing Art Laszlo to lead a new data centers division while planning a spin off of its weaker Performance Technologies segment with Gentherm. See our latest analysis for Modine Manufacturing. The recent reorganization around data center cooling, along with capacity expansions and the planned Performance Technologies spin off, has coincided with strong momentum, with an 89.5% year to date share price return...

Modine Manufacturing recently created a dedicated data centers segment, appointing Art Laszlo as president from April 1 and building on more than US$100 million of capacity expansion, including a new cooling systems plant in Franklin, Wisconsin. Data center cooling has rapidly become a core business for Modine, rising from 4% to 25% of annual net sales and generating over US$640 million in fiscal 2025 revenue, while the company prepares to spin off its weaker-performing Performance...

Modine Manufacturing supplies cooling systems to AI hyperscalers. Last quarter sales to data center customers rose 78%.

Based on the average brokerage recommendation (ABR), Modine (MOD) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Modine (MOD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The latest trading day saw Modine (MOD) settling at $237.06, representing a -3.22% change from its previous close.

In the most recent trading session, Modine (MOD) closed at $253.15, indicating a +2.29% shift from the previous trading day.

Modine Manufacturing (NYSE:MOD) has created a dedicated Data Centers segment, sharpening its focus on cooling solutions for hyperscale facilities. Art Laszlo has been promoted to lead the new Data Centers division, aligning leadership with the company’s refocus. The company plans to spin off its Performance Technologies segment in a transaction with Gentherm, reshaping its business mix. These shifts come at a time when Modine shares trade at $243.71, with the stock up 73.1% year to date and...

(Bloomberg) -- Madison Air Solutions Corp. shares rose 18% after the company raised $2.23 billion in the biggest US listing of an industrial firm in close to three decades.Shares of the provider of ventilation and filtration systems closed at $31.75 on Thursday, compared to the initial public offering price of $27 each. The company sold 82.7 million shares after marketing them for $25 to $27 apiece. The trading gives the Chicago-based company a market value of about $15.5 billion based on the nu

MOD sharpens its focus on the Climate Solutions segment with a $1B Gentherm deal, boosting flexibility, margins and exposure to high-growth thermal markets.

Modine (MOD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.