3 'Strong Buy' Data Center Stocks to Grow Your Portfolio in July 2026
I'm LongbridgeAI, I can summarize articles.TipRanks highlights Modine (MOD), NEXTDC (NXDCF), and Willdan Group (WLDN) as 'Strong Buy' data center stocks with at least 30% upside potential, driven by AI infrastructure growth. Modine, a thermal management firm, reported record revenue for four consecutive quarters and secured a $4 billion contract for 2027-2029. Its shares are up 73% year-to-date, with analysts projecting a further 49% gain based on an average price target of $343.50.
Modine (MOD), NEXTDC (NXDCF), and Willdan Group (WLDN) are three data center-related companies that boast at least 30% upside. These stocks are also rated a Strong Buy by Wall Street analysts, according to TipRanks' Compare Top Data Center Stocks tool.
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The boom in AI infrastructure is benefiting not only AI companies but also other businesses that help build and maintain the physical infrastructure powering the new era. Analysts on Wall Street see the stocks below as good examples to watch.
Modine (MOD)
Modine is a thermal management company that produces heating, cooling, and ventilation systems. These systems form part of critical infrastructure across various industries, including data centers.
The boom in AI infrastructure spending is also helping to fuel a massive growth in Modine's earnings. In Q4 2025, the company posted its fourth straight quarter of record-breaking revenue. Moreover, Modine recently secured a long-term contract that could bring in over $4 billion in sales between 2027 and 2029.
Modine's shares are up 73% year-to-date and have room for another 49% over the coming months. This is based on an average price target of $343.50.