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TARGET · MOD

MOD → $255.00 by May 11, 2029.

R
RickyRulerreddit
via r/wallstreetbets
· Published May 12, 2026 21:56 · Valid until May 11, 2029 · ERROR
Entry
Now
Target
$255.00
Score
**$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