DOV
Guest preview — showing qualitative direction only.
DOV Analysis Summary
Dover (DOV) operates in Layer 3: Infrastructure, in the Liquid Cooling sub-sector. With a $25.0B market cap and 18% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
DOV has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include VRT, DELL, HPE.
DOV is currently a beneficiary of 1 bottleneck (Liquid-Cooled Rack Readiness).
Learn more about our signal methodology. View Signal History → Dover AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.5h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bullish on Dover (Infrastructure, 18% AI revenue). Signal: +0.22.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $25,000M (25.0B)
- Avg Daily Volume
- $90.0M
- AI Revenue %
- 18%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Liquid Cooling
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About DOV
- Company: Dover
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $25.0B
- AI Revenue: 18%
- Sub-sector: Liquid Cooling
- Tier: Midstream
- Supply Chain Partners: 3 companies
DOV FAQ
What does Dover do in AI?
Dover (DOV) operates in the Infrastructure layer of the AI supply chain, in the Liquid Cooling sub-sector.
Is DOV a buy or sell?
Full signal analysis for DOV is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is DOV in?
DOV is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Dover's AI revenue exposure?
Dover derives approximately 18% of its revenue from AI-related activities. It has a market capitalization of $25.0B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Dover when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.