Generac Holdings Inc. (GNRC)
Generac vs. Caterpillar: Which Power Stock Is the Better Buy?
GNRC and CAT are capitalizing on AI-driven data center power demand, but differences in backlog, valuation and financial strength favor one stock.
Will Generac's Free Cash Flow Outpace Its Rising Capital Needs?
GNRC expects $350 million in 2026 free cash flow despite higher capital spending, as a $1.6 billion data center backlog fuels capacity expansion.
Can Generac Preserve Profitability as Data Center Sales Accelerate?
GNRC's data center sales are surging on AI demand and hyperscale deals, but a growing mix of lower-margin C&I products puts profitability in focus.
Will Generac Holdings (GNRC) Beat Estimates Again in Its Next Earnings Report?
Generac Holdings (GNRC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Generac Surges 58% Year to Date: Is There More Room to Run?
GNRC's 57.8% YTD surge reflects booming data center demand and a major Amazon deal, but residential softness and margin risks loom.
Can Generac Turn C&I Business Momentum Into a Durable Revenue Engine?
GNRC's data center boom fuels 29% C&I sales growth and lifts its 2026 outlook, but tariff volatility and a shifting sales mix could pressure margins.
Why Investors Need to Take Advantage of These 2 Industrial Products Stocks Now
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Bloom Energy Sinks 6% as Traders Take Profits on a 190% YTD Run; Generac and Cummins Pull Back
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'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.
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: 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: 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).
