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Generac Holdings

GNRC

Market cap $12.8B

216.80 USD

+8.89

4.28%

At close Updated Oct 2, 4:00 PM EDT

Pre-market

After hours

216.94

+0.14

0.06%

1 day

4.28%

5 days

4.53%

1 month

19.94%

3 months

-14.19%

6 months

11.7%

Year to date

53.65%

1 year

27.54%

5 years

-46.08%

10 years

492.03%

About: Generac designs and manufactures power generation equipment serving residential, commercial, and industrial markets. It offers standby generators, portable generators, lighting, outdoor power equipment, and a suite of clean energy products. Sales generated in the United States account for the majority of total sales.

Employees: 9,400

Industrials Specialty Industrial Machinery

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 78%

Neutral 18.6%

Negative 3.4%

Zacks Investment Research

Why Investors Need to Take Advantage of These 2 Industrial Products Stocks Now

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

Why Investors Need to Take Advantage of These 2 Industrial Products Stocks Now

Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck

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.

Amazon's $8 Billion Generac Deal Shows AI's New Power Bottleneck

Generac: The $8 Billion Headline Is Wrong -- I'm Buying Anyway

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: The $8 Billion Headline Is Wrong -- I'm Buying Anyway

Generac: Hyperscale Wins Underpin Multi-Year AI Monetization Opportunity; Upgrade To Buy

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: Hyperscale Wins Underpin Multi-Year AI Monetization Opportunity; Upgrade To Buy

Generac: Amazon Gives The Story More Credibility

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: Amazon Gives The Story More Credibility

Generac: Data Center Business Takes Off After Amazon Deal

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.

Generac: Data Center Business Takes Off After Amazon Deal

Generac Plugs into Amazon for an $8B AI-Powered Deal

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 Plugs into Amazon for an $8B AI-Powered Deal

Generac's Investment In Capacity Is Paying Off With Amazon Deal

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.

Generac's Investment In Capacity Is Paying Off With Amazon Deal

Zacks Investment Research

Generac Holdings (GNRC) Moves 18.3% Higher: Will This Strength Last?

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 Holdings (GNRC) Moves 18.3% Higher: Will This Strength Last?

The Motley Fool

Why Generac Stock Soared Today

Generac will provide crucial backup power to Amazon's data centers. Amazon could invest as much as $340 million in Generac.

Why Generac Stock Soared Today

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