- Entry
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- Now
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- Target
- $255.00
- Score
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**$MOD (Modine Manufacturing)** > TL;DR: Modine Manufacturing is a thermal management company that Wall Street still prices like an auto parts manufacturer. It isn't one anymore. Data center sales grew 78% year-over-year last quarter, total revenue hit $805M, up 31% YoY, and management has guided for $2B+ in data center revenue by fiscal 2028. The company is spinning off its legacy automotive segment in a ~$1B Gentherm transaction, which transforms MOD into a pure-play climate and data center cooling company. …
— ORIGINAL POST ·
The AI Infrastructure Sleeper Nobody's Pricing Correctly
· r/wallstreetbets
· May 12, 2026