Modine Manufacturing Company (MOD) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 5 calls on Modine Manufacturing Company (MOD) from 3 tracked investors: 5 bullish, 0 bearish and 0 neutral. The most recent is bullish, posted by @DeepSailCapital on Nov 4, 2026 when MOD last closed at $125.45. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on MOD?
Consensus: bullish. Every current directional call on MOD points the same way (CK Capital (@CKCapitalxx), Diligent Plane (@DiligentPlane), and Deep Sail Capital (@DeepSailCapital)).
Every logged MOD call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Nov 4, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $125.45 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 23, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $135.17 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 21, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $149.78 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 5, 2026 | Diligent Plane (@DiligentPlane) | Bullish (long) | $182.91 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Sep 30, 2026 | CK Capital (@CKCapitalxx) | Bullish (long) | $183.72 | $129.76 on Oct 30, 2026 | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for MOD
- Holds long-dated call options (LEAPs) on Modine, held through the post-earnings drop. (Deep Sail Capital (@DeepSailCapital), Nov 4, 2026; source)
- Modine looks very cheap after the spin-off/Gentherm RMT left it a data-center cooling and HVAC company. (Deep Sail Capital (@DeepSailCapital), Oct 23, 2026; source)
- Names Modine Manufacturing as a favorite long near its 52-week low. (Deep Sail Capital (@DeepSailCapital), Oct 21, 2026; source)
- After the spin-off Modine is a data-center cooling story; a confirmed hyperscaler customer could re-rate it. (Diligent Plane (@DiligentPlane), Oct 5, 2026; source)
- Modine becomes a data-center cooling and HVAC pure play after shedding its shrinking Performance Technologies unit to Gentherm. (CK Capital (@CKCapitalxx), Sep 30, 2026; source)
The bear case for MOD
No tracked investor has a current bearish thesis on MOD.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @DeepSailCapital (Nov 4, 2026): "Leaps on $MOD $CRDO"
- @DeepSailCapital (Oct 23, 2026): "$MOD Is crazy cheap here post spin."
- @DeepSailCapital (Oct 21, 2026): "Modine $MOD"
- @DiligentPlane (Oct 5, 2026): "$MOD is now a completely different story after the spin off"
- @CKCapitalxx (Sep 30, 2026): "That's $1.1B of revenue, shrinking 3%, at a 13% EBITDA margin."
Track records of the players calling MOD
| Player | Calls on MOD | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| CK Capital (@CKCapitalxx) | 1 | 0-0 | - | - | No scored calls yet |
| Deep Sail Capital (@DeepSailCapital) | 3 | 13-12 | .520 | +8.9 | Ranked #6 (career) |
| Diligent Plane (@DiligentPlane) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Modine Manufacturing Company (MOD)?
As of November 5, 2026, @CKCapitalxx, @DeepSailCapital, and @DiligentPlane have logged bullish calls on MOD. Current bullish voices: @CKCapitalxx, @DiligentPlane, and @DeepSailCapital.
Who is bearish on MOD?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on MOD.
What is the consensus on MOD among tracked investors?
Current calls on MOD lean bullish; no tracked investor is on the other side right now.
What price was MOD at when these calls were made?
Prices at call ranged from $125.45 to $183.72. The most recent call was made when MOD last closed at $125.45. We use the last close known when each post went up.
How have past MOD calls performed?
No MOD call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on MOD?
Consensus: bullish. Every current directional call on MOD points the same way (CK Capital (@CKCapitalxx), Diligent Plane (@DiligentPlane), and Deep Sail Capital (@DeepSailCapital)).
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the MOD page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.