Added to YB: 2026-05-01
Pitch date: 2026-04-30
MOD [bullish]
Modine Manufacturing Company
Author Info
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Company Info
Modine Manufacturing Company designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.
Market Cap
$12.3B
Pitch Price
N/A
Price Target
700.00 (+175%)
Dividend
N/A
EV/EBITDA
28.13
P/E
127.41
EV/Sales
4.51
Sector
Building Products
Category
special_situation
Why $MOD Is the next Multibagger in the AI Thermal Play (just like $VRT)
MOD: Pure-play DC cooling post-Gentherm spin. Climate Solutions +51% rev Q3, DC sales +78% YoY, guiding 50-70% annual DC growth thru FY28 to $2B+ rev. Same hyperscaler liquid cooling exposure as VRT but 20x fwd P/E vs VRT's 46x. Spin catalyst + 20%+ margins = credible 2-3x in 12mo, $700 PT.
Read full article (2 min)