MODINE MANUFACTURING CO
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No SEC Form 4 filings for $MOD in the last 30 days.
See all $MOD insider activity →Modine (MOD) stock rose after reporting record Q4 and annual sales, with revenue up 47% YoY to $954.4M and EPS at $1.71, beating estimates. The company secured a $4B AI cooling deal, expecting $1.3B annual revenue from 2027-2029. MOD projects 20-35% sales growth for fiscal 2027.
Modine Manufacturing (MOD) is seen as 13.6% overvalued by GF Value™ at $178.43, despite UBS maintaining a Buy rating with a $355 target. MOD's GF Score™ is 86/100, showing strong momentum and financial health. Insiders sold $35.4M in shares over 12 months. The stock fell 36% in 3 months due to sector headwinds and supply chain issues.
Modine Manufacturing (MOD) is benefiting from AI-driven data center demand, with Q1 2027 sales up 90% YoY. The company expects 60-80% sales growth in FY2027 and 50-70% in FY2028, but faces supply-chain challenges. MOD trades at a discount to peers like Eaton (ETN) and Vertiv (VRT), with a Zacks Rank #3 (Hold).
Over the past 7 days, alphai's AI scored 2 news stories mentioning MOD (MODINE MANUFACTURING CO). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent MOD coverage spans market movers, financial news and sector analysis.
Earnings beat and multi‑billion contract likely drive strong upside momentum.
Analyst upgrade and elevated price target suggest upside potential for MOD.
Potential upside if Modine executes on AI‑related cooling demand; risk if supply constraints persist.
The new contract detail validates Modine's data‑center growth narrative and could drive further upside.
New board composition and governance approvals may affect investor perception and future strategic direction.
alphai scores every news story that mentions MOD with an AI model for sentiment and relevance, and aggregates insider trades from MODINE MANUFACTURING CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
Modine (MOD) stock rose after reporting record Q4 and annual sales, with revenue up 47% YoY to $954.4M and EPS at $1.71, beating estimates. The company secured a $4B AI cooling deal, expecting $1.3B annual revenue from 2027-2029. MOD projects 20-35% sales growth for fiscal 2027.
2 min readModine Manufacturing (MOD) is seen as 13.6% overvalued by GF Value™ at $178.43, despite UBS maintaining a Buy rating with a $355 target. MOD's GF Score™ is 86/100, showing strong momentum and financial health. Insiders sold $35.4M in shares over 12 months. The stock fell 36% in 3 months due to sector headwinds and supply chain issues.
3 min readModine Manufacturing (MOD) is benefiting from AI-driven data center demand, with Q1 2027 sales up 90% YoY. The company expects 60-80% sales growth in FY2027 and 50-70% in FY2028, but faces supply-chain challenges. MOD trades at a discount to peers like Eaton (ETN) and Vertiv (VRT), with a Zacks Rank #3 (Hold).
3 min readModine Manufacturing (MOD) stock rose 5.0% after Hunterbrook Media released a bullish report, citing internal data modeling $23B in data-center demand from major customers. The report suggested a $4B agreement with Google. Modine's Q1 sales were $874.1M, up 28% YoY, with data-center revenue surging 90%. The broader market had modest gains.
2 min readMODINE MANUFACTURING CO (MOD) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.07 Submission of Matters to a Vote of Security Holders Election of Directors On August 20, 2026, the shareholders of Modine Manufacturing Company voted to elect Eric D. Ashleman, Alan S. Lowe, and Marsha C. Williams to serve as directors until the 2029 Annual Meeting of Sh
1 min readModine shares rose over 5% in pre-market trading after Hunterbrook Media reported a long position in the company, citing potential for significant data-center cooling business growth. Hunterbrook estimates $23B in modeled demand from Google, AWS, and Crusoe, with Modine's pipeline suggesting $540M in Q3 revenue, 20% above guidance. Risks include execution challenges and supply bottlenecks.
2 min readThe article says US manufacturing is benefiting from AI data-center demand. Caterpillar is expanding generator production, spending $725 million in Indiana and converting a Kansas plant for turbine engines. Ford plans $2 billion via its Ford Energy unit to redirect battery capacity for data centers. It also cites Cummins, Eaton, Vertiv, Modine, Trane, Samsung, and Micron shifting output to meet demand.
3 min readSimply Wall St highlights Modine Manufacturing (NYSE:MOD) after Q1 results of $874.1M sales and $73.9M net income, plus new 2027 net sales growth guidance. The article cites a fair value estimate of $323 versus a $192.52 last close, and notes the stock is down 16.44% over 30 days and 29.48% over 90 days.
6 min readModine Manufacturing (MOD) shares are down about 23% over three months as Wall Street cut EPS outlooks. The Zacks Consensus Estimate for fiscal 2027 and 2028 EPS fell by 9 cents and 5 cents. After a Q1 beat and 20% to 35% sales growth guidance, gross margin dropped to 20.8% amid higher costs, supply bottlenecks, and weaker segment margins.
5 min readModine (NYSE: MOD) discussed its Q1 ended June 30, 2026 call and the planned Gentherm spin-off/merger involving Platinum SpinCo. Modine said filings are progressing, with Gentherm’s S-4 submitted and an IRS ruling expected before closing, targeted before year-end. It guided fiscal 2027 sales up 20% to 35% and adjusted EBITDA $650m to $680m.
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