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

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

Amazon just handed Generac a contract that sent shares surging, but buried inside the deal is a warrant arrangement that could let the customer claw back the very gains it created. Here is what the peer group silence from Cummins reveals about who actually wins.

A long-term data center agreement sent Generac soaring, and the initial order may only be the beginning.

Shares of Generac are surging after the energy hardware maker announced a multi-billion dollar deal with Amazon.

Generac Soars After Landing Massive $8 Billion Amazon Deal

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Amazon received 1.7 million warrant shares of Generac

Investing.com -U.S. stock index futures rose Thursday, as the Federal Reserve’s first interest rate hike in three years helped ease market anxiety over the central bank’s commitment to quelling inflation.

Generac Holdings (NYSE:GNRC) shares surged 33. 7% in pre-market trading after the company announced a long-term agreement to supply industrial backup generators for Amazon’s global data centre infrastructure.

Generac Holdings Inc. (NYSE:GNRC) shares are up about 33% during Thursday’s premarket session as investors react to a data-center supply agreement with Amazon.com, Inc. (NASDAQ:AMZN) disclosed on Wednesday. Amazon Data Center Generator Deal Generac stated that it issued Amazon warrants to purchase up to 1.69 million Generac shares at around $200.93 per share. As per the deal, Amazon’s wholly owned subsidiary, Amazon.com NV Investment Holdings LLC, received a warrant to purchase up to 1,693,745 s

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

Generac Holdings will supply backup power generators for Amazon data centers, with initial deliveries expected to total $2.4 billion in 2027 and 2028.

Investing.com -- Generac Holdings (NYSE:GNRC) shares rose 18% in after-hours trading following the announcement of a long-term supply agreement with Amazon.com to provide backup power generators for Amazon data centers.

Rising power demand from AI, EVs and extreme heat is fueling renewables and storage, spotlighting three stocks positioned for the energy transition.

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

Nordson tops Q3 earnings and revenue estimates as record sales across all segments, strong orders and a higher fiscal 2026 outlook fuel momentum.

Tetra Tech's $49M NOAA contract expands its coastal resilience work, adding to a string of major deals secured in recent months.

The average of price targets set by Wall Street analysts indicates a potential upside of 31.5% in Generac Holdings (GNRC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

TRMB's Q2 earnings beat estimates as Field Systems' strength, recurring revenue growth and higher margins drive results and lift its 2026 outlook.

Helios posted strong Q2 results, with higher sales, expanding margins and raised 2026 guidance signaling continued momentum.

Here is how Generac Holdings (GNRC) and Zebra Technologies (ZBRA) have performed compared to their sector so far this year.

Parker-Hannifin delivers stronger-than-expected Q4 results as sales, earnings and orders climbed, while fiscal 2027 guidance points to continued organic growth.

WTS raised its 2026 outlook after data center sales more than tripled, fueling strong organic growth despite tariff and inflation pressures.

Zebra Technologies tops second-quarter earnings and revenue estimates as broad-based growth and acquisitions fuel sales, prompting higher full-year 2026 guidance.

In late July 2026, Generac Holdings Inc. reported second-quarter 2026 results showing sales of US$1,173.51 million and net income of US$143.24 million, with both basic and diluted earnings per share from continuing operations rising compared with the same period a year earlier, and it also maintained its full-year 2026 net sales growth guidance in the mid-to-high teens percent range. Alongside these results, a subsequent upgrade to a top-tier analyst rating, driven by higher earnings...

Generac Holdings (GNRC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Generac's data center-led C&I surge and stronger cash flow support growth, but residential weakness and capacity spending test its valuation.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

IR beats Q2 earnings and revenue estimates, raises its 2026 sales outlook and reports stronger orders, cash flow and M&A momentum.