Jim Cramer Breaks Down the Data Center Growth Story for Generac Holdings

Jim Cramer reviewed Generac Holdings Inc. (NYSE:GNRC) while breaking down 16 stocks for a market facing higher energy costs and economic uncertainty. Cramer explained why the stock recently sold off, as he commented:

Today, one of our favorites, Generac Holdings, the maker of backup power generators for both housing and the data center, held an investor meeting. At first glance, Wall Street, I don’t know, a little cool. Even though management said that their data center backlog has surged 75% over just the last 6 weeks, they didn’t announce a new long-term contract with a big hyperscaler. Maybe that’s what the hedge funds were looking for. You can never please those guys. That’s why the stock initially sold off 10% today before rebounding, finishing the session off less than 2%. It may sound like Generac’s being held to a ridiculously high standard, but this is a stock that’s up over 50% year to date. We don’t have a lot of those.

Photo by Yiorgos Ntrahas on Unsplash

Generac Holdings Inc. (NYSE:GNRC) manufactures and distributes energy technology products, including residential and industrial generators, battery storage systems, smart home solutions, and outdoor power equipment.

While we acknowledge the potential of GNRC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

Disclosure: None. Follow Insider Monkey on Google News.

Source link

Visited 1 times, 1 visit(s) today

Related Article

“I Would Continue to Own the Stock”

Jim Cramer reviewed Corteva, Inc. (NYSE:CTVA) while breaking down 16 stocks for a market facing higher energy costs and economic uncertainty. Toward the end of the lightning round, a caller asked for Cramer’s thoughts on the stock, and he said: Okay, it’s an ag stock. We all know that crop protection and seeds are going

Legence Corp. Class A Common stock Q4 2025 Earnings Call Summary

Legence Corp. Class A Common stock Q4 2025 Earnings Call Summary – Moby Record Q4 revenue growth of 35% was primarily organic, driven by robust demand for direct liquid-to-chip technical cooling systems within the data center and technology sectors. The 49% year-over-year increase in total backlog reflects an elongation of project timelines as hyperscale clients

Micron Technology (MU) Shares Rallied More Than Triple In 2025

Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a

3 Defensive Stocks to Buy When the Stock Market Fear Index Soars

Investors are nervous. That’s what the CBOE S&P 500 Volatility index says anyway. Also more colloquially called “the fear gauge,” it’s back within sight of a multi-month peak hit earlier this month. All too often, once it reaches this point, it ends up soaring in conjunction with a full-blown market correction. That doesn’t mean you

This Software Company Is Betting $25 Billion That Its Stock Is Severely Undervalued Right Now

The AI-fueled “SaaSpocalypse” has indiscriminately sent software-as-a-service (SaaS) stock prices lower over the last few months. While it’s true that new generative artificial intelligence (AI) tools could pose a significant threat to many enterprise software companies, the highest-quality companies with wide moats could find AI more of a friend than a foe. As a result,

Is Palantir Stock Going to $200? Here’s What the Data Says

The artificial intelligence decision-making company Palantir Technologies (NASDAQ: PLTR) has been one of the best stocks to own in one of the market’s best sectors in recent years. The stock is up over 62% in the past year and nearly 600% over the past five. Since going public in 2020, the stock has returned nearly

How Kodiak Sciences Stock Rises To $120?

Photo by Ksenia Chernaya on Pexels Kodiak Sciences’ stock (NASDAQ: KOD) saw a massive 75% breakout yesterday, March 26 2026, pushing the stock to nearly $40 level and expanding its market cap to $2.4 billion. This stellar run was driven by a solid Phase 3 GLOW2 data for Zenkuda (tarcocimab), an investigational therapy to treat

Vanguard Total Stock Market Index Fund ETF Shares: Bull vs. Bear

With $2.09 trillion in net assets, the Vanguard Total Stock Market ETF (VTI 1.72%) is the largest exchange-traded fund (ETF) or index fund in the world. The fund gives investors exposure to over 3,500 U.S. stocks, including mid- and small-cap equities. Whereas an S&P 500 (^GSPC 1.74%) index fund only includes large-cap stocks. Here’s how

Is This AI Stock a Better Bargain Than the Magnificent Seven?

The Magnificent Seven technology stocks soared in recent years, leading gains in the S&P 500 — many of them play a major role in artificial intelligence (AI), a technology that has sparked investors’ interest. AI has the potential to revamp the way companies operate, and this could lead to cost savings, growth, and innovation. These

Foreign investors sell $12 billion stocks

People stand in a queue to refill fuel at a gas station in Guwahati, India, on March 26, 2026. David Talukdar | Anadolu | Getty Images Foreign investors are on track to pull a record $12 billion from Indian equities this March as the Iran war disrupts oil and gas supplies, squeezing the economy and

Did the AI Memory Leader Just Peak?

Micron (NASDAQ: MU) investors were dealt a cold reality check last week. After the memory chipmaker delivered a smashing earnings report, the stock fell, and it’s been sliding ever since. A combination of doubts about the sustainability of the memory boom, malaise around the war in Iran, and a new threat to memory chips from

Global Demand for This Industrial Stock May Be About to Soar

The current conflict in the Middle East and the resulting closure of the Strait of Hormuz is, to put it mildly, a huge problem. About 20% of all global oil supplies pass through the strait, and other options to move the oil and gas produced in the Persian Gulf are limited. The closure also affects

A Look At DraftKings (DKNG) Valuation As Regulation Tailwinds Meet Legal Scrutiny

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. DraftKings (DKNG) is in focus as reports of a bipartisan U.S. bill targeting loosely regulated prediction markets emerge, while a separate product liability lawsuit highlights

How The Porvair (LSE:PRV) Narrative Is Shifting With New Analyst Valuation Assumptions

Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Porvair is back in focus after analysts lifted their price target by £2.50, supported by a refreshed valuation model that keeps fair value at £9.26. That move reflects updated assumptions that analysts believe now justify a higher valuation

UBS Upgrades Nucor (NUE) to Buy, Sees Opportunity after “Excessive Correction”

Nucor Corporation (NYSE:NUE) is included among the Dividend Stock Portfolio for Income: 15 Stocks to Invest In. UBS Upgrades Nucor (NUE) to Buy, Sees Opportunity after “Excessive Correction” On March 26, UBS Group analyst Andrew Jones upgraded Nucor Corporation (NYSE:NUE) to Buy from Neutral and raised the price target to $190 from $184. The analyst

Is now the time to buy Nvidia? Cramer says ask these questions to arrive at an answer

The war in Iran has forced investors to act more like military strategists instead of stock pickers, CNBC’s Jim Cramer said Thursday. However, he recommended investors ask themselves a series of questions to guide their decision-making with the conflict’s resolution still uncertain. “I’m going to turn the whole process upside down and think about what

0
Would love your thoughts, please comment.x
()
x