KeyBanc上调Generac评级,受亚马逊交易提振,其股价上涨

路透中文
Oct 08
BUZZ-KeyBanc上调Generac评级,受亚马逊交易提振,其股价上涨

10月8日 - ** 在KeyBanc将这家电力设备制造商的评级从“行业权重”上调至“超配”后,Generac(GNRC.N)股价在盘前交易中上涨1.2%,至224美元

** 该券商表示,GNRC与亚马逊(Amazon.com AMZN.O)达成的数据中心供电协议 (link) 印证了其作为主要发电机供应商的地位

** 据该券商称,GNRC管理层计划到2028年实现30亿至32亿美元的数据中心营收,并对供应链产能的提升仍持信心

** KeyBanc 还强调,在多次剥离投资组合资产后,管理层在资本配置方面保持了严谨的态度

** 截至上一交易日收盘,GNRC年内累计涨幅已超62%

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