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Generac shifts focus to data centers with $2.4B Amazon deal boosting 2027-28 revenue outlook

Market News
18 Sep 2026
Seeking Alpha
View Source
Bullish
Generac shifts focus to data centers with $2.4B Amazon deal boosting 2027-28 revenue outlook

Generac is transforming from a residential power outage company into a broader power solutions provider, driven by a major agreement with Amazon. The deal involves $2.4 billion in expected generator deliveries for 2027-2028, significantly enhancing Generac's commercial and industrial revenue visibility and brand credibility. This shift supports projected revenue growth of 30% in 2027 and 25% in 2028, underpinning a $300 price target with 40-45% upside potential. This strategic move positions Generac strongly in the growing data center market segment.

Generac's strategic outlook is highlighted by a $2.4 billion expected generator delivery agreement for 2027-2028. For readers following Industrials-sector US stocks on Pluang, here is the market snapshot as of Sep 18, 2026 21:32 WIB: out of 76 priced stocks, 22 rose and 54 fell. Notable movers include Nuscale Power Corporation (SMR) at USD 8.66 with a 4.42% decline and a typical hold time of 26 days, Bloom Energy (BE) at USD 271.74 down 3.21% with a 3-day hold time, and Thomson Reuters Corp (TRI) at USD 96.44 down 3.06% with a 61-day hold time.

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