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Generac Holdings (GNRC) recently secured a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total US$2.4b across 2027 and 2028. Generac Holdings has experienced a sharp ride this year, with a year-to-date share price return of 47.51% and a 1-year total shareholder return of 23.69%. However, the 90-day share price return declined 25.30%, which hints that enthusiasm has cooled after earlier gains. Scan beyond Generac Holdings and spot...

Detailed price information for Generac Holdings Inc (GNRC-N) from The Globe and Mail including charting and trades.

A number of stocks jumped in the afternoon session after Treasury yields eased and crude oil prices fell amid U.S. and Iranian talks on reopening the Strait of Hormuz. U.S. stocks opened higher on Friday, with technology and industrials leading the advance, according to Industrial Info.

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Generac's $1.6 billion data center backlog and $2.4 billion Amazon deal are reshaping its growth outlook as AI power demand surges.

Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.

Generac Holdings Inc. (NYSE:GNRC) is gaining momentum in its efforts to evolve from a traditional generator manufacturer into a major power infrastructure supplier for the rapidly expanding data center industry. On September 16, the company announced a long-term supply agreement to provide backup generators for Amazon data centers. The agreement represents a potentially significant catalyst […]

Generac gets a Buy rating after a major Amazon supply deal, boosting data center growth and visibility. Click for more on GNRC stock.

Generac’s $2.4B Amazon supply deal could double revenue, lift EBITDA, and support $10 EPS. Read here for a detailed investment analysis of GNRC stock.

Generac is upgraded to Buy, driven by the robust AI-driven data center demand and the compelling valuation after the recent meltdown. Click for more on GNRC.

Generac (GNRC) pivots to power solutions as data centers drive growth.

Generac Holdings' July data center backlog was $1.6 billion and excluded Amazon's delivery expectations. Find out why GNRC stock is a buy.

Amazon signed a supply deal worth up to $8 billion with Generac for on-site power generators to speed AWS data center buildouts, including $2.4 billion in orders for 2027-2028 and stock warrants.

Generac (GNRC) lands a $2.4B Amazon data center backup power deal (potentially $8B), boosting margins and backlog.

Detailed price information for Home Depot (HD-N) from The Globe and Mail including charting and trades.

Analysts are pointing to Amazon’s deal as a potential catalyst for Generac’s expanding data center business.

In its last earnings call, Generac said that its data center backlog already totaled $1.6 billion before accounting for the Amazon agreement.

In recent days, Generac Holdings announced a long-term agreement to supply Amazon with industrial backup generators for its global data centers, with initial deliveries of about US$2.40 billion in 2027–2028 and total potential purchases up to US$8.00 billion, alongside purchase-linked warrants for Amazon to buy Generac shares. This move highlights how Amazon is locking in critical power resilience for its expanding AI and cloud infrastructure while also using equity-linked incentives to...

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A long-term supply deal with an AI juggernaut has investors excited.

Generac surged to the top of the S&P 500, rallying 18.3% after it agreed to supply as much as $8B worth of backup-power generators for Amazon's data centers.

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Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.

Shares of power generation products company Generac (NYSE:GNRC) jumped 18.4% in the afternoon session after the company reached an agreement valued at up to $8 billion to supply Amazon with data center backup-power generators.

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Generac (GNRC) surges 19% after a long-term Amazon deal to supply backup generators for data centers.

Generac has made a long-term, multibillion-dollar deal with Amazon to provide backup power to its data centers.

Generator firm sees $17 billion market for backup power tied to data centers.

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Generac Holdings lands a $2.4B Amazon supply deal, boosting earnings visibility and C&I growth—but adds execution & margin mix risks. Click for more on GNRC.

The deal helps Amazon secure stable power supplies to its data centers.

Falling oil prices and hopes that Fed rate cuts will help curb inflation boosted markets today, Sept. 17, 2026.

Generac is the latest winner of the AI infrastructure boom, with shares surging on a deal to provide generators to Amazon data centers.