MOD Modine Manufacturing Co Loading... : Bullish and Bearish Analyst Opinions
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17:04
Jun 16
Jun 16
MOD reported fourth consecutive record year with a $4B hyperscaler LTA; margin recovery from 21.4% to 18.7% YoY is guided to reverse in Q2 FY27 but unproven. Author declines to endorse entry vs. VRT.
MED
23:47
Jun 05
Jun 05
Author highlights past Grok-selected stocks that surged roughly 50% on average, framing the method as a proven strategy but not stating current positions.
16:15
May 31
May 31
Modine's AI cooling spinoff unlocks value.
Modine is a data center cooling solutions provider with a fast-growing Climate Solutions segment (87% sales growth) that will be spun off from its legacy truck cooling business. The pure-play AI cooling company will then grow 60-70% and trade at a higher multiple. Currently at 38x earnings, cheaper than peers, with huge demand from data centers.
HIGH
08:56
May 28
May 28
Cited as evidence of AI cooling demand; MOD disclosed a $4bn long-term hyperscaler chiller contract, used as corroborating data point for the INV thesis.
MED
18:18
May 27
May 27
MOD reported a double earnings beat with a $4B long-term hyperscaler agreement and raised FY27 data center growth guidance to 60-80%, though Climate Solutions margins declined year-over-year and recovery is unproven.
MED
13:54
May 27
May 27
Watch MOD after strong Q4 beat (EPS $1.71 vs $1.55 est, sales $954M vs $921M est) and FY27 guidance of $650–680M adj. EBITDA with 20–35% net sales growth driven by data center momentum.
MED
20:31
May 26
May 26
MOD reported a double earnings beat — revenue $954.5M vs $918M est. and EPS $1.71 vs $1.55 est. No directional view stated by speaker.
LOW
20:29
May 26
May 26
MOD reported mixed Q earnings — revenue beat ($954.5M vs $918M est.) but EPS missed ($1.36 vs $1.55 est.). No directional view from speaker.
LOW
16:15
May 16
May 16
Long MOD for data center cooling solutions with strong growth and hyperscaler exposure.
HIGH
13:35
Apr 30
Apr 30
Long thermal management and liquid cooling suppliers as Equinix reports 50% QoQ growth in liquid-cooling deployments, signaling accelerating commercial adoption.
HIGH
11:22
Apr 21
Apr 21
Modine Manufacturing cools data centers.
Modine Manufacturing provides cooling solutions for data centers, which run hot and require specialized cooling systems, making it a beneficiary of the AI infrastructure buildout.
HIGH
16:33
Mar 14
Mar 14
Data centers produce a lot of heat. That heat has to be removed... through chiller technologies, cooling distribution units (CDUs), fan walls. The CEO highlights that thermal management is a critical, high-growth bottleneck for data centers. This macro tailwind does not just benefit Trane; it lifts the entire ecosystem of thermal management providers. Companies specializing in pure-play data center cooling infrastructure (Vertiv, Modine) and commercial HVAC (Carrier) will capture significant market share as next-generation AI server racks require exponentially more cooling capacity than traditional servers. LONG thermal management and commercial HVAC providers as secondary beneficiaries of the AI-driven data center supercycle. Supply chain constraints for cooling components or a rapid industry shift toward direct-to-chip liquid cooling that disrupts traditional air and chiller cooling providers if they fail to adapt their product lines.
14:38
Jan 29
Jan 29
Reports structural asset transfer between MOD and THRM via Reverse Morris Trust, no directional opinion.
LOW
About MOD Analyst Coverage
Buzzberg tracks MOD (Modine Manufacturing Co) across 7 sources. 2 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (15%). 13 total trade ideas tracked. Latest voices: aktiehedonist, __con_, Alejandro Estebaranz.