
Modine Manufacturing (MOD) Stock Forecast & Price Target
Modine Manufacturing (MOD) Analyst Ratings
Bulls say
Modine Manufacturing Co. is strategically positioned for growth, particularly with the potential addition of a Hyper #5 customer, which could catalyze further organic sales expansion beyond the company's existing roadmap of achieving $2 billion in annual revenue by FY28. This growth trajectory is supported by the company's increasing market share in the data center (DC) segment, fueled by its premium-priced, purpose-built thermal management solutions and an enhanced geographic presence in North America and the Asia-Pacific region. Additionally, the company is capitalizing on the expanding demand from hyperscale and neo-cloud providers, indicating a robust upward potential in revenue from this sector.
Bears say
Modine Manufacturing faces a challenging market landscape characterized by soft demand in key end sectors such as construction, agricultural equipment, and heavy-duty transportation, which has led to a significant degradation in incremental demand. Additionally, the company's position within the Thermal Management System group is further undermined by competitive pressures, particularly following Microsoft's recent announcement regarding in-chip cooling technologies, which threatens to weaken market demand for Modine's products. The potential risk of losing key customers poses a threat to revenue and profitability, complicating Modine's efforts to execute its strategic turnaround and transition towards a more industrial technology-oriented business model.
This aggregate rating is based on analysts' research of Modine Manufacturing and is not a guaranteed prediction by Public.com or investment advice.
Modine Manufacturing (MOD) Analyst Forecast & Price Prediction
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