Generac ($GNRC) podcast mentions
Per Ticker.id: 6 Generac ($GNRC) mentions across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-17.
So the market rolled over a little bit, but the good news coming out of that rollover yesterday was that many of the stocks that had been hit hard starting in May and June, which were typically AI stocks, semiconductor stocks, industrial stocks that benefited from AI, have basically been trounced from June to recent days. It now appears that many of those stocks actually have rallied on the back of the Fed news. There's also an important announcement today that came out from Generac that kind of confirmations the existing demand for the sector. So, uh, I am going to highlight Generac, the stock today, because it is up significantly.
Steven Cress · Wall Street Breakfast · Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) · 2026-09-17And that is huge, uh, to the extent in the pre-market here We're minutes away from the opening, but in the pre-market, the stock is up 32%. So I think there's really two things that are going on. One, we, I will say we did have a quant hold on this stock. Looked like the hold was fairly good. As I mentioned, a lot of the stocks that focus around data centers and AI got trounced. Generac is not the exception. You can see back in June that the stock was up at $274 and it fell all the way to $175. But this order from Amazon indicates that these companies are alive and well. And, uh, yesterday I kind of felt like many of the stocks, uh, within the AI trade were bottoming out.
Steven Cress · Wall Street Breakfast · Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) · 2026-09-17So even with the Fed hiking rates by 25 basis points, and the likelihood that there could even be 1 or 2 more rate hikes. It may mean that the overall market is softer than expected, but with these particular stocks that are in the AI trade, they sort of had valuation compression take place already. And as we go into the upcoming quarters, we see that orders and earnings and revenue continue to look good. This would be a really good time to look at companies like Generac. So Generac, we did have a hold on. Analyst revisions are a B+. I would imagine in the next day or so that revision grade will change. The growth for the company flattened out. That was one of the reasons for the C. When I clicked on that, you could see the year-over-year numbers don't look great for Generac, but some of the forward numbers already look good, and I think that's actually going to improve. So It has not been a strong stock since June.
Steven Cress · Wall Street Breakfast · Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) · 2026-09-17The fate of this may change on the back of that announcement from Amazon, but also the valuation compression as well. Let's take a look at Amazon, where we do have a strong buy. Obviously them being the provider of that order, that stock is up 1.9% in the pre-market after being off about 1% yesterday, which is really in line with the NASDAQ. So we maintain our strong buy on Amazon. Now I will say, based on that announcement, I believe there are a number of other companies that have gotten hit hard that I want to highlight that should perform well sort of as we hit this capitulation phase and we're entering into a period where there's validation that business is still well alive. So I'm going to share with you a stock called PAAL, and similar to Generac, if you take a look at this since June, This stock has gotten hammered back in June. It was $307. It's down to $177. This is a quant hold as well.
Steven Cress · Wall Street Breakfast · Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) · 2026-09-17I would mention with this company, it's actually an industrial company and they benefit by providing a lot of supplies and infrastructure to data centers and to utilities. It's sort of a situation where similar to Generac, some of the year over year numbers, you could see grades in yellow. And some of the forward numbers you see are quite strong. So Ford revenue growth is 13.5%. EPS growth going forward is 18.5% compared to the sector at 11.89%. The revisions, as I see, I believe they have one of the biggest backlog orders that they've ever had. So even though a couple of the quarters came in a little bit spotty with these huge backlog orders, The future should look a little bit better, more in the semiconductor space, but still more of a supplier and not an actual producer of semiconductors. We find Celestica. This is another stock. In June it was $4.58.
Steven Cress · Wall Street Breakfast · Wall Street Breakfast with Steven Cress (Generac, Amazon, Powell, Kroger) · 2026-09-17Take a look at some premarket winners. You got some enthusiasm around the AI trade. You got Glowworm up better than 5%, but Generac is going to be the leader today as they announce this long-term deal with Amazon to supply generators for what else? Their data centers. Opening bell in a couple of minutes. You can catch us anytime, anywhere. Just listen to and follow the Squawk on the Street Opening Bell podcast.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26 · 2026-09-17Just to come back to a moment you guys were talking about, Caterpillar and, and Geberit, obviously very important in the powering of data centers. Did want to come to this Generac story involving Amazon because the stock is up sharply, I think off some of the highs that we saw in the pre-market. But it was last night they disclosed what I guess is a long-term agreement essentially to supply the backup generators for any number of data centers that Amazon has. As much as I think $2.4 billion in, in potential deliveries for '27 and '28. To put that in perspective, you're talking about a company that only does about $4+ billion in overall annual revenues. Could go up from there. There are some warrants involved as well, I think, at around $201 a share, some of which vest— the $308,000 of which vest immediately for for 1.69 million total shares, 308,000 of which vested immediately for Amazon.
David Faber · Squawk on the Street · 9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26 · 2026-09-17Generac is one of those companies where it's kind of, you know, people have wondered about the total size of the market beyond what they've already penetrated in residential and elsewhere. And anything that seems like it's part of the, you know, part of the solution for data center energy is—
Mike Santoli · Squawk on the Street · 9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26 · 2026-09-17I'm Julie Morgan. Generac Holdings is up 33% in premarket action after disclosing a long-term supply agreement with Amazon. The agreement calls for $2.4 billion of initial generator deliveries in 2027 and 2028. It could eventually generate as much as $8 billion in payments to Generac and its global affiliates, according to a regulatory filing. The generators will provide backup power for Amazon data centers. As part of the transaction, Generac issued an Amazon subsidiary a warrant to purchase as many as 1.69 million Generac shares at an exercise price of about $200 each. About 307,000 shares covered by the warrant vested immediately. The remainder will vest in stages as Generac receives payments connected with Amazon's generator purchases, up to the $8 billion threshold.
Julie Morgan · Wall Street Breakfast · Amazon supercharges Generac · 2026-09-17Well, you can determine it. So semiconductors had their best second quarter ever because the stocks— the business was good, but the stocks went up 100% to 200%. Right now they're reporting really good earnings, but people are worried about 2 years out, 3 years out. So when you get to 50 to 100 times earnings, you've got too much positives built in and you can have some sort of a pullback even if the news is very good. We do think there are certain companies that are part of the AI buildout that have sold off. That are now opportunities. A company like Generac, which makes power backups for these companies, had a great run, gave about two-thirds of that run back, sells at about 20 times earnings, 18 times earnings, now has great prospects. So you could step into things like that. We still are wary about some of these semiconductor companies that went up to 100 times earnings and today are back at 50 times earnings. They're still pretty expensive.
David Katz · Bloomberg Surveillance · Global Bond Selloff Sends Yields to the Highest Level Since 2008 · 2026-09-01You made me back. And let's go to the videotape. April 2025, yours truly told me this was an excellent company and I bought it at $111, $113 a share. It ran to $296 a share. I am nibbling away at this baby because the CEO, Jack Feld, and the name of the company is Generac.
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Generac. Yeah. Gnome and Jupiter gave you that one. Gnome and Jupiter probably got a good deal. I mean, I know Jupiter. First you said Jupiter. I was thinking, Venus and Mars. I said we put a man on Jupiter. You must know Elon Musk. Okay, so Generac has been down lately because people feel we're not building data centers, and I totally get that. But you know what, I think you're doing the right thing. Trim to $290, buy a little here, then wait, then wait like 25 more points just in case the data center furor gets even, even more heated. And you know what, I think Gnome, he can call in too. It's you It's not a foreign country. The charges interpreted by Carly Garner suggest that oil prices are on their way down. If that's true, we're looking at a much better backdrop for stocks, aren't we? Now, much more Mad Money, including my post-earnings exclusive with Intuit. Then these hyperscalers are getting on the bad side of small town America. I've got some advice to help some correct. And you know what? They're going to listen to it. I'm telling you, they're going to listen to it. They're going to copy me and they're never going to give me any credit. And I don't care. And all your calls rapid-fire tonight since the lightning round's stupid. All right, what do you make of the numbers of Intuit, the software company behind QuickBooks, Mailchimp, TurboTax, Credit Karma? Stock's been a bit of a pain for most of the year because it's enterprise software and Wall Street assumed that this whole group would be eaten alive by artificial intelligence. But we've now gone through an entire tax season with these AI models widely available. So far, we haven't seen many people switching to Claude to handle their taxes. These instead, Intuit's been incorporating AI into their own products. Now, after the close today, Intuit reported a strong set of numbers with not so hot guidance. So that's what we have to look into. So let's check in with Sasank Gadhage. He's the chairman and CEO of Intuit to figure out what's going on. Mr. Ghodargi, welcome back to Mad Money.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Lam Research down 32.4%. Applied Materials down almost 30%. We had them all on the show. The business is strong. A couple of chipmakers made the list like Marvell Technologies, one I've liked very much. Intel, terrible trust name. They were the 4th and 5th worst, down 37% and 35.4% respectively. Generac, they make backup power generation.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/3/26 · 2026-08-03There's actually a nice round of industrial earnings, Jim. JCI, Generac, Data Center, Data Center, GEHC, Health Helping to lead the S&P.
Carl Quintanilla · Squawk on the Street · 9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26 · 2026-07-29Yeah, no, that's, that's, uh, it's a, it's a great question. It's the billion dollar question. And, you know, we are again, early days, limited production. We're not manufacturing these chargers at scale. And so, you know, today, like a V2G DC system is going to be quite expensive, around, you know, $8K to $10K for the full installation. I don't have good numbers on the V2G AC. The belief is that that will significantly shrink the cost differential between a unidirectional and a bidirectional. Charging system. So, you know, it's hard to say exactly what that differential is today. I would guess somewhere in, you know, the high hundreds to thousands or something, it's $1,000 to something in that range. So it is really, it's difficult to really pinpoint what that incremental cost is for bidirectional given kind of the early stage of the industry and the limited deployments that we've seen. Seen nationally. But one thing I think it's important to talk about is, is you talked about what's, what's the, what's the value of having that bidirectional capability. And so the only reason you would invest in a bidirectional charging system if there is some sort of value or opportunity to earn revenue from having that capability. And in that case, there are very limited opportunities across the country to actually monetize that bi-directional capability in terms of providing grid services. If you simply want to back up your home during an emergency, like that's a value that exists today. And you know, the alternative is buying like a whole home Generac generator for your home. Instead of spending that amount of money, whatever that would cost, you would invest in your home bi-directional charging system that would provide whole home backup power. And my sense is that that's going to be very competitive. Cost relative to what it would cost to do a whole home backup generator. And so, so it's, it's a huge important question about, you know, does the value cover the incremental cost of going bidirectional? I think for simply home backup power, the answer is likely yes, it does. In terms of doing full V2G, providing grid services, the question is, you know, where do utilities provide compensation? What is the interconnection cost? To participate in those programs.
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