UBS initates coverage on AI infrastructure companies with mixed ratings
UBS initiates coverage on cos in the industrial data center supply chain, Hubbell HUBB.N, Modine Manufacturing MOD.N and nVent Electric NVT.N with mixed ratings
Brokerage expects cos average operating profit to grow 50% higher than broader industrial sector
UBS sees Hubbell’s end-market mix as favorable, with tailwinds from grid modernization and data center spending; expects mid-single-digit organic sales growth in 2026
Says Modine’s 30% data center exposure, combined with strong AI and cloud demand, supports 15% average annual revenue growth through FY29
UBS cites strong data center pipeline and rising power demand as key growth drivers for NVT; expects double-digit annual revenue growth through 2027
Including session's moves, HUBB's shares flat, MOD up 27.4% and NVT up 57.2% YTD
Companies | Rating | Price target |
HUBB | Neutral | $450 |
MOD | Buy | $173 |
NVT | Buy | $128 |
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