GNRC Generac Holdings Inc

$GNRC $AMZN Generac deal with Amazon brings revenue visibility, says JPMorgan JPMorgan says Generac's (GNRC) long-term supply agreement with Amazon (AMZN) provides "significant" revenue visibility. Generac's total data center backlog was $1.6B as of Q2 and assuming even deliveries across fiscal 2027 and 2028 for the Amazon contract, the company's fiscal 2027 data center revenue visibility stands at $1.9B, without assuming any incremental data center business signed, the analyst tells investors in a research note. JPMorgan has an Overweight rating on Generac.

$GNRC CRAP....I WAS THINKING ABOUT BUYING THIS STOCK YESTERDAY AND DIDN'T BECAUSE OF THE MACRO LANDSCAPE. IT MADE TOO MUCH SENSE GIVEN THE LIKELY STRESSES WE WILL SEE ON THE POWER GRID. UP 33% AFTER-HOURS: Generac enters into supply pact with Amazon for backup power genetors In a regulatory filing, it was disclosed that on September 16, Generac Holdings (GNRC) and Amazon (AMZN) entered into a agreement under which the company issued to a wholly-owned subsidiary of Amazon, a warrant to acquire up to 1.69M shares of common stock of the company at an exercise price of $200.9266 per share. 307,954 warrant shares vested immediately with the remaining balance vesting over the term of the warrant in multiple tranches contingent upon aggregate gross payments, net of certain offsets, received by the company and its global affiliates from or on behalf of Amazon and its affiliates for backup power generators for Amazon data centers, up to a total of $8B. On the date of issuance, the company and Amazon executed a long-term supply agreement. Initial deliveries of backup generators are expected to total $2.4B in 2027 and 2028. Subject to vesting and certain conditions in the warrant and the agreement, the warrant may be exercised, in whole or in part, through either a cash exercise or a cashless exercise at the election of holdings on or before September 16, 2033. The exercise price and the number of warrant shares are subject to anti-dilution adjustments. The company has granted registration rights with respect to the warrant shares.

$GNRC Let's get to 228 today. I'm finally in the greem after being down over 20K, but I'm still holding with 1000 shares.

$GNRC $BE strikes a deal with orcl and stock is worrh north of 80b, Gnrc deal is massive and immediately accretive, gnd deal is with amzn, amzn is giant compared to orcl, gnrc is a puny 12 b compared to bloom, get in now for multi bagger

$GNRC GNRC Morgan Stanley $280 price target says Generac is trading at a steep discount. Canaccord Genuity Maintains Buy Raises Price Target to $375 Stephens & Co. Reiterates Overweight $335 Price Target Cantor Fitzgerald Reiterates Overweight $333 Price Target Needham $283 PT

$GNRC is a stock that’s selling for about $200 per share while its inherent value is $300 or better. Options are weekly. Selling ATM Put options will bring in about 2% per week. That’s a lot of work but it’s also an annual double.

$GNRC $SNDK I told you to purchase sandisk at 10 billion market cap and sell at over 300 billion market cap. Purchase $GNRC at 10 billion right now

$GNRC I'm mad that i chased this, but also glad that i found this. With 1000 shares i know i will come out on top. I have to until i make a profit because you don't lose until you sell.

$GNRC After-hours announcement: it signed a long-term supply deal with Amazon to provide backup generators for its data centers. Initial deliveries between 2027–2028 worth roughly $2.4 billion, with total payments up to $8 billion over the full contract lifespan. The core story: this re-prices a "home standby generator" firm overnight into a critical power supplier for AI data centers. A brand-new second growth curve just materialized.

$GNRC damn these pigs make it impossible to buy when it’s already up 33% AH. Congrats to longs here!

$GNRC $HD $LOW "Isaias on the cusp of Major Hurricane Strength. Preparations within the Storm Surge and Hurricane Warning areas should be completed within the next few hours" - NHC

$GNRC they made a deal with $AMZN and it's red today? Did people use the news just to sell? Price targets have been raised close to $300. What am i missing here? This kind of news for any company would've been a multiday runner for any stock but this one gets sold off.

$GNRC Everything green, accept this, nailing 50% of its revenue in one single deal.. The market is so corrupt

$GNRC Datacenter revenue forcast for this year is only 460 million dollars. Next year was 1 Billion before this amazon deal, and now this amazon deal. 2027 data center revenue estimate is close to 2 Billion dollars. Almost a 300%+ growth for this segment. Could grow even more if they get more hyperscaler orders from other data centers companies..

$GNRC GNRC is exploding today. Shares near 234.50, up about 33.98 percent, after surging more than 40 percent in extended trading last night. The deal is a big one. Generac signed a long term agreement to supply backup generators for Amazon's data centers, with initial deliveries expected to total around 2.4 billion dollars across 2027 and 2028, according to a regulatory filing. Here's the structure I find most interesting. As part of the agreement, Generac issued Amazon a warrant to acquire up to 1.69 million shares at a strike of 200.93. About 307,954 of those shares vested right away, with the rest vesting in tranches tied to how much Amazon actually buys, up to 8 billion in total payments. The warrant runs through September 2033 and represents nearly 3 percent of Generac's outstanding shares. This fits a pattern Amazon has used before, having taken similar warrant stakes in suppliers like Plug Power and ATSG as it builds out AI and cloud infrastructure. Follow me for more on...

$GNRC a member ask me to analyze this stock using #equity #hub The stock officially cleared its $210.00 Call Wall. $210 represents the largest concentration of bullish open interest, crossing above it shifts the structural market mechanics completely in favor of the bulls. When a stock breaks past its Call Wall, market makers who sold those calls are forced to buy shares of the underlying stock to keep their portfolios delta-neutral, triggering a mechanical gamma squeeze. Game Plan for Tomorrow's Open Because the Top Gamma Expiration sits on October 16, 2026, the options positioning has plenty of time to fuel an extended multi-week trend rather than a quick 24-hour flash in the pan. The Long Squeeze Scenario If GNRC gaps up or holds above $212.50 at tomorrow's opening bell, the gamma squeeze remains fully active. Because the orange gamma line on the SpotGamma chart dives into deeper negative territory past $210, there is very little structural overhead options friction. The chart shows a wide-open volume pocket that can quickly pull the stock toward $220.00 and $225.00 as market makers chase their hedges. The Intraday Stop/Failure Level If the breakout faces quick profit-taking at the open, watch the $210.00 Call Wall level like a hawk. If the stock breaks back below $210 and stays there for more than 15 minutes, the squeeze is temporarily neutralized. Dealers will begin selling their shares, likely causing the stock to drift back down to test the $205.00 volume shelf. These are my thoughts not investment advice.

$GNRC nice setup on the daily chart after the profit taking from the Amazon deal. I see this at least 220 short term

$GNRC there are only 56 million shares outstanding. of that , 30 - 50% are in diamond hands and would not be sold unless extreme valuations were reached. that leaves only 18 - 28 million shares that could POTENTIALLY be available for sale at any price. this means the market is very thin and anyone looking for size after the Amazon deal has to work the box to try and scoop shares without skyrocketing the price. Let them play games. This could hit 220 before you know it

$GNRC GNRC Stock Heads For Best Week Since May: Amazon Deal Sparks Fresh Data Center Growth Bets, Analysts Say Generac Is Trading Cheap https://stocktwits.com/news-articles/markets/equity/gnrc-stock-heads-for-best-week-since-may-amazon-deal-sparks-fresh-data-center-growth-bets-analysts-say-generac-is-trading-cheap/cZtuYTHRB3L

$GNRC was over $500 back in 2021 when EPS was ~$8. EPS projected to be $18 next year with the Amazon deal, and right smack in the middle of the AI buildout. This is a steal at just over $200.