GNRC - Generac Holdings Inc.
Bloom Energy (NYSE:BE) is sinking in morning trading, giving back a piece of one of the year's most explosive rallies. Shares are at $258.36, down 6%, while broad industrial and market benchmarks trade only modestly lower.
Amazon.com TodayAMZNAmazon.com$258.45 +4.74 (+1.87%) As of 09/21/2026 04:00 PM Eastern52-Week Range$196.00▼$287.20P/E Ratio20.79Price Target$321.19Add to WatchlistWhen a company signs a deal to buy backup generators, it rarely counts as market-moving news. But when that company is Amazon.com Inc. NASDAQ: AMZN, and the deal is tied to feeding its ever-growing network of AI data centers, it says something important about the state of the AI boom, and where the real bottlenecks now lie.
Generac Holdings Inc. (NYSE: GNRC - Get Free Report) insider Norman Taffe sold 150 shares of the stock in a transaction dated Thursday, September 17th. The stock was sold at an average price of $229.50, for a total transaction of $34,425.00. Following the completion of the sale, the insider directly owned 11,276 shares in the company,
Generac Holdings Inc. (NYSE: GNRC - Get Free Report) insider Kyle Raabe sold 603 shares of the company's stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $229.50, for a total transaction of $138,388.50. Following the transaction, the insider directly owned 10,356 shares of the company's stock, valued
Generac Holdings is rated 'Buy' following a transformative Amazon supply agreement, with $2.4 billion in initial committed deliveries for 2027-2028. GNRC's data center and C&I growth, validated by Amazon and a second hyperscale customer, is shifting its earnings profile beyond residential generators. The $8 billion figure represents a potential threshold for Amazon's warrant vesting, not guaranteed revenue, clarifying the true scale of the deal.
Generac's multi-year data center backlog reached $1.6B in FQ2'26, with the new Amazon deal potentially worth up to $8B, fueling their accelerated AI monetization trends. Strategic capacity expansions and healthier balance sheet position them to capitalize on the multi-year cloud super cycle, supported by the richer cash flows. The prior meltdown has contributed to GNRC's cheaper P/E of 17.96x and 3Y PEG ratio of 0.50x, while triggering the rich upside potential to my LTPT of $323.60.
Generac is evolving into a power solutions provider, with data centers now driving its growth thesis. The Amazon agreement, with $2.4B in expected generator deliveries for 2027-2028, provides significant C&I revenue visibility and brand credibility. I now model 30% revenue growth for 2027 and 25% for 2028, supporting a $300 price target (40-45% upside).
Generac Holdings Inc.'s July data center backlog was already $1.6 billion and excluded Amazon's delivery expectations of $2.4 billion across 2027 and 2028. With Amazon, Generac has two hyperscale customers now. C&I margins are improving as data center sales go up. I care more about that trend than the revenue headline or the disappointing residential business.
Training artificial intelligence requires tremendous computing power, but operating clusters of high-density processors requires something even more basic: reliable electricity. Cloud providers are colliding with an unyielding physical reality, as regional utility grids struggle to supply power at the speed modern technology demands.
Generac (GNRC) secures a landmark $2.4B data center backup power deal with Amazon, potentially expanding to $8B, driving shares above $207. Commercial & Industrial segment growth of 29% YoY has driven margin expansion, with operating margin rising from 9.5% to 14.7%. Recent acquisitions, notably Enercon Engineering, strategically position GNRC for hyperscaler and data center opportunities, fueling a substantial backlog.
The Fed hiked to 4%, Generac jumped 40% on Amazon warrants, and more
Generac Holdings (GNRC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Generac will provide crucial backup power to Amazon's data centers. Amazon could invest as much as $340 million in Generac.
Generac (GNRC) surged after securing a $2.4B long-term generator supply deal with Amazon (a Quant Strong Buy). GNRC had experienced significant valuation compression since June, but Amazon's order and improving forward metrics signal a potential inflection point.
Generac Holdings Inc. secures a $2.4B long-term supply agreement with Amazon, converting its data center pipeline into contracted revenue and solidifying C&I growth prospects. The Amazon deal justifies management's plan to triple large-megawatt manufacturing capacity but introduces execution risk if hyperscale demand slows. GNRC's C&I segment, while growing rapidly, operates at lower margins (14.6%) than residential (34.7%), raising concerns about consolidated margin expansion amid mix shift.
Generac had previously disclosed a major deal with a hyperscaler; a regulatory filing on Wednesday made clear the customer is Amazon. Amazon received a warrant for up to 1.69 million shares of Generac stock.
Generac Holdings Inc (NYSE:GNRC) signed a long-term agreement to supply backup generators for Amazon.com Inc (NASDAQ:AMZN) data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028. The US power equipment maker's shares surged nearly 18% in Thursday morning trading.
Generac Holdings Inc. (NYSE:GNRC) jumped 19.1% to $208.48 by late Thursday morning, pulling back modestly from an opening spike of 27.8% that had the stock poised for its best session ever.
Generac Holdings (NYSE:GNRC | GNRC Price Prediction) stock is up 16% to $203.76 in Thursday morning trading after the backup-power maker announced a long-term agreement to supply generators for hyperscale data centers.
Generac (GNRC) is experiencing a significant surge of 16% after announcing a warrant issued to Amazon (AMZN) for the acquisition of up to 1,693,745 shares at an