15 Stocks on Jim Cramer’s Radar

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4. Generac Holdings Inc. (NYSE:GNRC)

Number of Hedge Fund Holders: 48

During the episode, a caller asked about Generac Holdings Inc. (NYSE:GNRC), and here’s what Cramer had to say in response:

“Generac, okay. Alright, so Generac got hit by tariffs. As soon as you hear tariffs, unfortunately, the market runs. I agree with you that it’s a great company, but I’ve gotta tell you something, it’s not a great stock. I know you said a lot of good things, absolutely, but the stock cannot rally if it’s got that kind of tariff problem.”

Generac (NYSE:GNRC) develops and supplies a wide range of energy technology products, including backup generators, battery storage systems, smart home energy devices, outdoor power equipment, and software for managing distributed energy resources. Matrix Asset Advisors stated the following regarding Generac Holdings Inc. (NYSE:GNRC) in its Q1 2025 investor letter:

“The market’s volatility during the quarter gave us the opportunity to be more active than usual with portfolio buys and sells. On the buy side, we added two new positions to the portfolio, Generac Holdings Inc. (NYSE:GNRC) and PepsiCo. Generac provides backup and prime power generation products for residential and commercial & industrial (C&I) applications. The company’s corporate purpose is to lead the evolution to more resilient, efficient, and sustainable energy solutions around the world. Generac’s business gets a lot of attention when there are power disruptions from weather-related events or other natural disasters, but we believe this is a long-term secular growth story as the demand for reliable power increases. We did the work on this company last year and have been waiting for the opportunity to purchase the shares on price weakness. Our initial purchase was made at $125 per share, down from a 52-week high share price of $195.”

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