Generac Holdings (GNRC) After The Amazon Deal And The Fair Value Debate
Source: Simply Wall St. ·
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%,…
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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 other power and infrastructure players riding similar demand with our hand-picked 40 power grid technology and infrastructure stocks . After a near 50% jump this year, followed by a steep 90 day pullback, Generac Holdings now sits at a crossroads. Does the current price still offer a fair skew of risk and reward for new buyers? Most Popular Narrative: 29% Undervalued Against the last close of $208.14, the most followed narrative for Generac Holdings points to a fair value of $292.38, which frames…