Wall Street Analysts Think Modine (MOD) Is a Good Investment: Is It?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • Sep 3, 2026

Modine: A Meltdown Worth Buying - Temporary Supply Chain/Margin/Execution Risks

Supply chain headwinds have contributed to MOD's lumpy FQ1'27 performance, worsened by the sudden departure of the Data Center business leader. Otherwise, the management already reiterates the robust FY2027 guidance, with their ongoing capacity investments likely to be accretive from FQ2'27 onwards. Long-term data center cooling contract, outsized booking opportunities of up to $23B, and doubling backlog support MOD's multi-year AI beneficiary status.

Seeking Alpha • Sep 2, 2026

Why Is Modine (MOD) Down 3.9% Since Last Earnings Report?

Modine (MOD) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 28, 2026

Modine: A Medium-Term, High-Stakes Bet

I assign a definitive Buy rating to Modine Manufacturing Company, driven by a data center cooling supercycle and a strategic shift to high-margin climate solutions. MOD secured a $4 billion hyperscaler contract, is spinning off its low-margin segment, and expects significant gross margin improvement post-spin-off. Q1 FY27 saw 28% sales growth, with data center revenue up 90%, though temporary operational inefficiencies compressed gross margins.

Seeking Alpha • Aug 28, 2026

Modine Stock Jumps After Report Names Google, Amazon as Data Center Cooling Customers

Modine Manufacturing Co. (NYSE:MOD) shares are rising Friday. An investigative report from Hunterbrook Media identified Google as the previously unnamed customer behind Modine's $4 billion cooling agreement.

Benzinga • Aug 21, 2026

Can MOD Translate its Strong Sales Growth Into Higher Margins?

Modine's sales surged 28% in Q1, but shrinking margins across segments put the spotlight on its fiscal 2027 profitability push.

Zacks Investment Research • Aug 21, 2026

Why Modine Stock Could Be One of AI's Overlooked Winners?

MOD's AI data-center cooling demand is surging, with record orders and a nearly doubled backlog. But execution will decide how much reaches earnings.

Zacks Investment Research • Aug 21, 2026

Modine surges as Hunterbrook report ties $4 billion deal to Google

Modine Manufacturing (NYSE:MOD) shares rose more than 5% in pre-market trading Friday after Hunterbrook Media published a report suggesting the company's data center cooling opportunity could be significantly larger than its current public disclosures indicate. Hunterbrook, whose affiliated investment firm holds a long position in Modine, said internal planning information found on GitHub points to nearly $23 billion in modeled demand from major data center customers.

Proactive Investors • Aug 21, 2026

CYD vs. MOD: Which Stock Is the Better Value Option?

Investors interested in Automotive - Original Equipment stocks are likely familiar with China Yuchai (CYD) and Modine (MOD). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Aug 17, 2026

MOD vs. VRT: Which Stock Is the Better AI Data Center Play?

Vertiv's scale, rising margins and global AI-ready capacity give it an edge in data center infrastructure over fast-growing Modine.

Zacks Investment Research • Aug 5, 2026