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Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. A copy of the letter can be downloaded here. Small-cap stocks delivered mixed results in the quarter as the market favored value stocks over growth. The Russell 2000 Growth Index fell 2.82% in the quarter, […]
In the most recent trading session, Modine (MOD) closed at $277.46, indicating a -6.13% shift from the previous trading day.
CYD vs. MOD: Which Stock Is the Better Value Option?
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here. The fund returned -3.78% in the quarter compared to -2.81% for the Russell 2000 Growth Index. The fund’s long-term returns stay positive, but recent geopolitical shocks and AI […]
In recent months, Modine Manufacturing announced a long-term capacity agreement reserving over US$4 billion of Airedale data center cooling products for 2027–2029, supported by a US$165 million upfront payment and accompanied by strong fourth-quarter data center sales growth and an ongoing spin-off of its Performance Technologies segment. This combination of clearer multi-year demand visibility, accelerating AI data center exposure, and a shift toward a pure-play Climate Solutions profile...
If you are wondering whether Modine Manufacturing stock still offers value after a strong run, this article breaks down what the current price might be implying about the company. The stock last closed at US$283.88, with returns of 10.0% over the past week, 14.9% over the past month, 101.6% year to date, 195.4% over one year and a very large gain over three and five years. Recent coverage of Modine Manufacturing has focused on its role in building and capital goods markets, including how...
Prosper Stars & Stripes, a long/short equity fund, recently released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, the portfolio underperformed with a net return of (-5.6%) compared to the Russell 2000 Index’s +0.9% return and the HFRX Equity Hedge Index’s -1.5% return. Long book performance […]
Modine Manufacturing Company (NYSE:MOD) is one of the fastest-growing data center cooling stocks to invest in right now. The company’s strongest recent data center cooling angle came on May 26, 2026, when it announced a long-term capacity agreement with a strategic data center customer for Airedale by Modine cooling solutions. Under the agreement, Modine will […]
GE Vernova supplier Arcosa is about to break out of a base-on-base pattern at a buy point of 135.58. The stock is up 25% this year.
MOD is tackling new supply chain constraints as its data center business doubles for a fourth straight year, while demand remains strong.
Zacks.com users have recently been watching Modine (MOD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Vertiv's scale, integrated AI data center infrastructure and robust backlog make it a stronger cooling play than Modine despite its premium valuation.
MOD lifts fiscal 2026 EBITDA margin to 13.8% despite headwinds and sees further expansion in fiscal 2027.
MOD sees its HVAC Technologies segment improving in fiscal 2027 as acquired businesses contribute and Commercial HVAC sales rise 5-10%.
The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the chart as a textbook setup. Comfort Systems USA (NYSE:FIX) Comfort Systems carries a composite rating of 97, an EPS rating of 99, and ... One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’
Modine Manufacturing Company (NYSE:MOD) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 1, Roth Capital raised the firm’s price target on Modine Manufacturing Company (NYSE:MOD) to $341 from $263 and reaffirmed a Buy rating on the stock. The upward price target revision reflects 22% upside from […]
Modine Manufacturing Company (NYSE:MOD) is one of the best hot stocks to buy for June. On June 1, GLJ Research reiterated a Buy rating on Modine Manufacturing (NYSE:MOD) and raised its price target to $428. The price target hike comes on the heels of the company raising its 2028 guidance beyond current capacity. Modine Manufacturing […]
Modine (MOD) concluded the recent trading session at $274.5, signifying a +1.1% move from its prior day's close.
Modine Manufacturing Company (NYSE:MOD) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. Following its earnings report and announcement of a $4 billion long-term agreement with a data center customer, UBS raised its price target on Modine Manufacturing Company (NYSE:MOD). The firm increased its price target on MOD from $310 […]
Modine lands a long-term AI data center cooling deal targeting $4B+ sales in 2027-29, backed by a $165M upfront payment to expand capacity.
Why Modine Manufacturing Stock Is on Investors’ Radar Modine Manufacturing (MOD) has drawn fresh attention after a strong multi year total return and recent gains, prompting investors to reassess how the stock’s current price compares with its fundamentals and intrinsic estimates. See our latest analysis for Modine Manufacturing. After a sharp 1 day share price decline of 8.2% to US$276.51, Modine’s 90 day share price return of 37.52% and very large 5 year total shareholder return suggest...
Modine (MOD) closed at $276.51 in the latest trading session, marking a -8.2% move from the prior day.
CYD vs. MOD: Which Stock Is the Better Value Option?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Small Cap Fund”. A copy of the letter is available to download here. US equities were mixed in Q1 2026, with major indices hitting all-time highs in January before retreating amid geopolitical tensions, changing monetary policy, and economic uncertainty. Energy […]
Recently, Zacks.com users have been paying close attention to Modine (MOD). This makes it worthwhile to examine what the stock has in store.
Generac signed a deal to supply a major AI hyperscaler with backup generators. The stock is up about 100% in 2026.
MOD records revenue growth of 47% in fiscal Q4'26 and signs a $4B cooling supply deal, boosting AI data center visibility as demand continues to surge.
Modine Manufacturing’s implied fair value has moved from about US$266 to roughly US$330, putting the stock in a higher modeled range than before. Analysts link this shift to stronger Q4 execution, a growing data center opportunity supported by a cited US$4b multi year contract, and raised earnings expectations into 2027 and 2028. As you read on, you will see how these moving pieces shape the current analyst narrative and how to keep track of it as it evolves. Stay updated as the Fair Value...
Modine Manufacturing (MOD) rose roughly 5% after earnings, but the bigger story may be what management revealed about the growing strain inside AI data center buildouts. CEO Neil Brinker described cooling infrastructure as a mission-critical part of the AI expansion cycle, and "hyperscalers are ...
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