Generac Holdings is trading 4% up at $199.67 as investors continue to react positively to its July 29 earnings beat and raised 2026 guidance.
- The company is benefiting from a narrative shift toward becoming a critical AI power provider, evidenced by a growing data center and AI infrastructure backlog.
- Stronger margins in the Commercial & Industrial (C&I) segment are supporting renewed buying interest after a brief post-earnings pullback.