Jim Cramer Analyzes Generac Holdings Ahead Of Wednesday Analyst Meeting

Generac Holdings Inc. (NYSE:GNRC) is one of the stocks in the recent Mad Money recap of everything Jim Cramer said about his upcoming game plan. Cramer discussed the stock in light of the datacenter business, as he remarked:

Generac has an analyst meeting on Wednesday, and while its core business of backup generators matters, we want to hear about how data centers are using Generac for backup power. That’s an amazing growth business and a terrific addition to their lineup.

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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. During the March 2 episode, Cramer discussed the stock while discussing noteworthy S&P 500 stocks. He commented:

In sixth place was one we talk about a lot. It’s Generac, up 34% in February. This maker of backup generators and other energy equipment like home solar and battery storage solutions actually turned in a weak fourth quarter early last month, courtesy of a light hurricane season in the fall. But it also offered a strong outlook for 2026, in part, that’s because Generac’s got a fast-growing business selling, yep, industrial-scale generators as backup power for the data centers.

But the stock’s also been helped by the severe winter weather we had throughout, we had much through the country, it was pretty much everywhere. Many areas have more ice and snow… and saw prolonged power outages, likely motivating a lot of people… to say, listen, you know what, we’re going to pull the trigger on home generators, Generac’s bread and butter.

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