Jim Cramer on Generac: "It's Going to the Stars"

Generac Holdings Inc. (NYSE:GNRC) is one of the stocks Jim Cramer commented on. Inquiring about the stock, a caller noted that Cramer recommended holding onto the stock back on September 24, 2025, when it was at $167, and now it is $235 a share. Cramer remarked:

Alright, well, blind squirrel finds nut. I gotta add that because people will say, oh, he’s cherry picking… I’ll tell you this. What happened is it was a business-to-consumer company, and people got a little waylaid because of how much it cost to be able to borrow money. It’s become a business-to-business. And when it became business-to-business, it went to the moon. And I tell you now, it’s going to the stars.

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. Cramer discussed the stock during the October 29, 2025, episode, as he commented:

But then you take a look at Generac. Well, what do they do? They’re the maker of backup generators with some data center exposure, even though it’s clearly not enough because the stock got slammed today in response to a not-so-hot quarter. They even cut their forecast because, in the end, Generac’s core business is making generators you can use during a natural disaster, and there haven’t been enough natural disasters.

Unlike CAT, these guys did an all-in pivot to become a more secular growth story. They didn’t bet big enough on the data center. That wasn’t smart. A few companies in America were like CAT. Most were like Generac.

While we acknowledge the potential of GNRC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.