Generac Holdings Inc. (GNRC)
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 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'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 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 signs long-term Amazon data center generator deal
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 Surges 16% on $2.4B Amazon Data Center Generator Deal; Caterpillar Ticks Up, Cummins Sits Out the Rally
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 Stock Soars on $8B Deal to Sell Amazon Generators to Power Data Centers
Shares of Generac are surging after the energy hardware maker announced a multi-billion dollar deal with Amazon.
Generac Signs Amazon Generator Deal With $2.4B of Initial Deliveries
GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.
Generac Stock Surges After Amazon Data Center Deal
Generac Holdings Inc (NYSE:GNRC) is scaling the New York Stock Exchange (NYSE) today, last seen up 27.3% to trade at $223.23.
Wall Street Breakfast Podcast: Amazon Supercharges Generac
Generac Holdings (GNRC) surges 33% premarket after securing a long-term supply agreement with Amazon (AMZN) for backup data center generators. Kroger (KR) faces a $100M sales hit from a cyclosporiasis outbreak, prompting a reduction in its FY identical-store sales outlook to 0.2%-0.8%.
Generac stock jumps 34% on Amazon deal: the catch is hidden in the contract
Generac stock (NYSE: GNRC) surged about 34% in extended trading on Wednesday after Amazon committed billions of dollars to backup generators for its expanding data-centre network, but the agreement gives Amazon more than equipment. Generac expects initial deliveries worth $2.4 billion across 2027 and 2028, while payments tied to the broader relationship could reach $8 billion.
Generac, Amazon strike $2.4 billion long-term generator supply deal
U.S. power equipment maker Generac has signed a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total about $2.4 billion in 2027 and 2028, a regulatory filing showed on Wednesday.
