Modine Manufacturing is trading 5.14% up now at $200.53 after Hunterbrook Media reported its affiliated investment firm holds a long position and believes the data-center cooling opportunity may exceed public disclosures.
- The report cited nearly $23 billion in modeled demand and projected September-quarter data-center revenue of approximately $540 million, above company guidance.
- Fiscal 2027 data-center revenue was estimated near $2.3 billion, implying more than 100% growth; risks include capacity, engineering, and suppliers.