Modine Rides AI Data Center Demand As Valuation And Risks Tighten

Simply Wall St.02-25 23:40

Modine Manufacturing (NYSE:MOD) is seeing strong demand tied to AI focused data centers. The company is expanding production capacity to support its data center cooling business. Modine is adding to ...

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Modine is adding to ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-mod/modine-manufacturing/news/modine-rides-ai-data-center-demand-as-valuation-and-risks-ti\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Modine Rides AI Data Center Demand As Valuation And Risks Tighten</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModine Rides AI Data Center Demand As Valuation And Risks Tighten\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-mod/modine-manufacturing/news/modine-rides-ai-data-center-demand-as-valuation-and-risks-ti><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Modine Manufacturing (NYSE:MOD) is seeing strong demand tied to AI focused data centers. The company is expanding production capacity to support its data center cooling business. Modine is adding to ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-mod/modine-manufacturing/news/modine-rides-ai-data-center-demand-as-valuation-and-risks-ti\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0031619046.USD","symbol_name":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-mod/modine-manufacturing/news/modine-rides-ai-data-center-demand-as-valuation-and-risks-ti","article_id":"2614396210","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4012000-choice2-main-header/1585186808051"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-mod/modine-manufacturing/news/modine-rides-ai-data-center-demand-as-valuation-and-risks-ti","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2614396210","pubTimestamp":1772034030,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Modine Manufacturing (NYSE:MOD) is seeing strong demand tied to AI focused data centers.\nThe company is expanding production capacity to support its data center cooling business.\nModine is adding to its Climate Solutions platform through acquisitions.\nManagement is highlighting record data center cooling orders and ambitious growth targets for this segment.\n\nModine Manufacturing, traded on the NYSE under ticker MOD, builds thermal management and climate control solutions that sit behind a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","LYY.SI":"中云集团","BK6051":"信息科技咨询与其它服务","BK4511":"特斯拉概念","BK4588":"碎股","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","BK4124":"机动车零配件与设备","BK4585":"ETF&股票定投概念","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4086":"建筑产品","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","MOD":"摩丁制造"},"translate_title":"随着估值和风险收紧，摩丁顺应人工智能数据中心需求","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYY.SI":1.5,"MOD":1},"content_text":"Modine Manufacturing (NYSE:MOD) is seeing strong demand tied to AI focused data centers. The company is expanding production capacity to support its data center cooling business. Modine is adding to its Climate Solutions platform through acquisitions. Management is highlighting record data center cooling orders and ambitious growth targets for this segment.  Modine Manufacturing, traded on the NYSE under ticker MOD, builds thermal management and climate control solutions that sit behind a wide range of industrial and infrastructure projects. The recent surge in AI and cloud computing has put a spotlight on data center cooling, where Modine’s systems are becoming more central to how operators handle rising power density and heat. For you as an investor, that link between AI demand and physical cooling hardware is what makes this development worth a closer look. The company’s record orders, capacity build out, and acquisitions in its Climate Solutions platform are drawing attention from investors who follow data center and climate control applications. As this develops, investors may want to track how Modine executes on expansion plans, integrates new assets, and balances data center exposure with its other end markets. Stay updated on the most important news stories for Modine Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Modine Manufacturing. NYSE:MOD Earnings & Revenue Growth as at Feb 2026 2 things going right for Modine Manufacturing that this headline doesn't cover. AdvertisementQuick Assessment  ⚖️ Price vs Analyst Target: At US$236.70, the share price is about 5.7% below the US$251.14 analyst target, which sits within the typical 10% band. ⚖️ Simply Wall St Valuation: The stock is described as trading close to estimated fair value, with the DCF suggesting it is roughly 1.7% below fair value. ✅ Recent Momentum: A 30 day return of about 62.1% signals strong recent positive momentum around the AI data center story.  There is only one way to know the right time to buy, sell or hold Modine Manufacturing. Head to the Simply Wall St\ncompany report for the latest analysis of Modine Manufacturing's Fair Value. Key Considerations  📊 AI driven data center demand and the build out of Climate Solutions capacity are central to how Modine’s growth story is currently framed. 📊 Keep an eye on how data center cooling orders translate into revenue, margins and whether the current P/E of about 127.6 moderates toward the industry average of 22.6. ⚠️ Debt not being well covered by operating cash flow and a net margin of 3.4% compared to last year’s 6.3% highlight financing and profitability risks as Modine invests for growth.  Dig Deeper For the full picture including more risks and rewards, check out the\ncomplete Modine Manufacturing analysis. Alternatively, you can check out the\ncommunity page for Modine Manufacturing to see how other investors believe this latest news will impact the company's narrative.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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