Generac Holdings (GNRC) After The Amazon Deal And The Fair Value Debate

Generac Holdings (GNRC) recently secured a long-term agreement to supply backup generators for Amazon data centers, with initial deliveries expected to total US$2.4b across 2027 and 2028. Generac Holdings has experienced a sharp ride this year, with a year-to-date share price return of 47.51% and a 1-year total shareholder return of 23.69%. However, the 90-day share price return declined 25.30%, which hints that enthusiasm has cooled after earlier gains. Scan beyond Generac Holdings and spot...