Generac’s Data Center Pivot: Buy the Post-Deal Momentum, Manage Execution Risk
Generac just secured a landmark supply agreement with Amazon that puts an initial $2.4B of booked deliveries into its 2027-2028 manufacturing lane and a potential $8B through 2033. The market reaction is validating a multi-year growth vector away from cyclical residential demand. For traders, the set-up favors a mid-term swing: buy into momentum wh…