Professional
Added to YB: 2026-02-26
Pitch date: 2026-02-24
GNRC [bullish]
Generac Holdings Inc.
+0.09%
current return
Author Info
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Company Info
Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide.
Market Cap
$13.3B
Pitch Price
$236.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.08
P/E
84.55
EV/Sales
3.42
Sector
Electrical Equipment
Category
growth
Buried in Stargate’s Permits: A Generator Engine Almost No One Sells. Except Generac.
GNRC: Stargate data center permit reveals 28 Baudouin generators (78MW backup power). Generac = largest US Baudouin distributor, 30-week delivery vs competitors' 107-week lead times. $400M backlog built in <1yr, targeting $1.5B+ annual data center revenue (vs $750M current C&I). Texas SB6 mandates backup power for 75MW+ facilities. TAM: $15B annually, GNRC targeting 10-15% share by 2027-28.
Read full article (8 min)