Generac (NYSE:GNRC) Stock Rating Upgraded by TD Cowen
TD Cowen has upgraded Generac (NYSE:GNRC) stock rating to "strong buy" from a previous "moderate buy" consensus, with an average price target of $290.45. The upgrade follows Generac reporting strong quarterly EPS of $2.91, significantly exceeding expectations, and a 10.3% year-over-year revenue increase to $1.17 billion. Despite recent insider selling, institutional investors hold a substantial stake in the company.
Form 144 GENERAC HOLDINGS INC. Filed by: Taffe Norman P
This Form 144 filing indicates Norman P. Taffe's intent to sell 400 shares of Generac Holdings Inc. common stock, valued at $86,184.00, through Fidelity Brokerage Services LLC on October 5, 2026. The filing details the acquisition of these securities, including stock option exercises and restricted stock vesting, and lists previous sales by Taffe within the last three months. It also includes a representation that no material adverse information about Generac Holdings Inc. is known by the filer.
A 400-share sale is proposed by Generac (GNRC) officer Norman P. Taffe.
Generac Holdings Inc. officer Norman P. Taffe has proposed selling 400 common shares of GNRC, valued at $86,184.00, with an approximate sale date of October 5, 2026. The shares stem from a stock option exercise and restricted-stock vesting dates. This proposed sale follows four earlier sales by Taffe in the preceding three months, totaling 1650 shares.
Cantor Fitzgerald cuts Generac stock price target on valuation reset By Investing.com
Cantor Fitzgerald has lowered its price target for Generac Holdings (NYSE:GNRC) to $297 from $333, while maintaining an Overweight rating, despite the stock being up nearly 59% year-to-date and appearing undervalued according to InvestingPro. The adjustment reflects a broader sector valuation reset, although the firm remains confident in Generac's revenue projections, particularly due to a significant $2.4 billion Amazon award for 2027-28 and ongoing healthy demand from other data center clients. This comes amid mixed analyst perspectives following Generac's long-term supply agreement with Amazon, with some firms raising price targets and others lowering them due to execution concerns.
Cantor Fitzgerald cuts Generac stock price target on valuation reset
Cantor Fitzgerald has lowered its price target for Generac Holdings (NYSE:GNRC) shares to $297 from $333, while maintaining an Overweight rating. This adjustment comes despite the stock's year-to-date gain of nearly 59%, though it remains 27% below its 52-week high. The firm confirmed confidence in Generac's revenue pipeline, citing a $2.4 billion Amazon award with firm purchase orders and continued healthy demand from other data center clients.
Generac (NYSE:GNRC) Stock Price Target Cut by Cantor Fitzgerald
Cantor Fitzgerald has reduced its price target for Generac (NYSE:GNRC) from $333 to $297, while maintaining an "overweight" rating, indicating a potential 36.7% upside. Despite this, analyst sentiment remains a "Moderate Buy" with an average target of $290.45. Generac recently reported strong quarterly earnings of $2.91 per share, surpassing estimates, and a 10.3% year-over-year revenue increase to $1.17 billion.
Cantor Fitzgerald cuts Generac stock price target on valuation reset By Investing.com
Cantor Fitzgerald has lowered its price target for Generac Holdings (NYSE:GNRC) to $297 from $333, while maintaining an Overweight rating, citing a sector valuation reset. Despite the stock being up nearly 59% year-to-date, it remains 27% below its 52-week high. The firm confirmed confidence in Generac's revenue runway, particularly from a $2.4 billion Amazon award for 2027-28 and continued healthy demand from other data center and non-hyperscale clients.
Build-A-Bear Workshop, Inc. (BBW) latest stock news and headlines
This article provides a compilation of recent news headlines and financial data related to Build-A-Bear Workshop, Inc. (BBW). It includes stock performance, dividend analysis, and mentions of recent earnings reports and product launches. The company's stock has seen a significant year-to-date and 1-year decline, underperforming the S&P 500.
Generac Holdings Insider Sold Shares Worth $1,030,000, According to a Recent SEC Filing
An insider at Generac Holdings (GNRC) recently sold shares valued at $1,030,000, as reported in a new SEC filing. This transaction follows other recent analyst adjustments to price targets for Generac Holdings, with some maintaining buy ratings and others neutral. The company specializes in power generation solutions for residential, commercial, and industrial sectors, with a significant portion of its net sales coming from the United States.
Under a trading plan, Generac (GNRC) CEO sells 5,000 shares at $206 each.
Generac Holdings Inc. CEO Aaron Jagdfeld sold 5,000 shares of common stock at $206 per share on October 1, 2026, totaling $1.03 million. This sale was conducted under a pre-arranged Rule 10b5-1(c) trading plan adopted on December 4, 2025. Following the transaction, Jagdfeld directly holds 544,528 shares of Generac.
ESAB, ArcBest, Generac, Bloom Energy, and Universal Logistics Shares Are Soaring, What You Need To Know
Shares of ESAB, ArcBest, Generac, Bloom Energy, and Universal Logistics experienced a jump following the release of weaker-than-expected U.S. employment data, which caused Treasury yields to cool. This easing of borrowing-cost pressure benefited these industrial and renewable energy companies, despite the broader economic implications of a hiring slowdown. The article details the specific stock performances and briefly discusses Universal Logistics's recent volatile financial performance.
An officer proposes selling 603 Generac (GNRC) shares around October 2, 2026.
Generac Holdings Inc. (GNRC) officer Kyle Andrew Raabe has proposed selling 603 common shares, valued at approximately $128,179.71, with an approximate sale date of October 2, 2026. These shares originated from restricted stock vesting on March 1, 2026, and a stock option exercise on October 2, 2026. This proposed sale follows prior sales by Raabe in August and September 2026.
After three 5,000-share sales, a Generac (GNRC) officer proposes another sale.
Generac Holdings Inc. officer and director Aaron Jagdfeld has proposed selling 5,000 common shares valued at $1.03 million through Fidelity Brokerage Services LLC, with an approximate sale date of October 1, 2026. This proposed sale follows three previous 5,000-share sales by Jagdfeld on July 1, August 3, and September 1, 2026. The SEC filing provides details on the securities to be sold, their acquisition, and past sales within the last three months, along with an attorney-in-fact signature.
Generac Holdings (GNRC) Could Be 29% Undervalued Following Its Data Center Growth Narrative
Generac Holdings (GNRC) is considered 29% undervalued with a fair value of $292.38, driven by accelerating demand for backup power solutions in data centers due to AI adoption and digitalization. The company's rapid entry into this market and a backlog exceeding $150 million position it for significant revenue growth. However, its current P/E ratio of 47.3x is higher than the industry average, suggesting investors are already factoring in future growth.
Analysts Offer Insights on NA Companies: Exponent (EXPO) and Generac Holdings (GNRC)
Two analysts have issued bullish ratings for Exponent (EXPO) and Generac Holdings (GNRC). William Blair maintained a Buy rating on Exponent with an $84.00 price target, while Stifel Nicolaus reiterated a Buy rating on Generac Holdings, setting a price target of $290.00. Generac Holdings also received an upgrade to Buy from TipRanks – Google with a $194.00 price target on September 17.
Stifel Adjusts Price Target on Generac Holdings to $290 From $285, Maintains Buy Rating
Stifel has adjusted its price target for Generac Holdings (GNRC) to $290, up from $285, while maintaining a Buy rating on the stock. Generac Holdings currently holds an average rating of overweight with a mean price target of $294.53 across analysts.
Generac settles EEOC case over religious beliefs on gender identity
Generac Power Systems has settled a religious discrimination case with the EEOC. A former employee alleged he was fired after sharing his Christian beliefs on gender identity with his manager and HR. The article briefly mentions this settlement and provides context for the alleged discrimination.
Stifel Adjusts Price Target on Generac Holdings to $290 From $285, Maintains Buy Rating
Stifel has increased its price target for Generac Holdings (GRNC) to $290 from $285, while reaffirming its Buy rating on the stock. This adjustment suggests a continued positive outlook from Stifel on Generac's market performance and future prospects.
Stifel maintains Buy rating on Generac Holdings, $290 price target
Stifel has reiterated its Buy rating on Generac Holdings (GNRC) with a price target of $290, citing significant growth potential from a $2.4 billion contract with Amazon and a substantial backlog in data center projects. The firm raised its adjusted EBITDA forecast for Generac to $1,174 million for 2027, driven by strong performance in the commercial and industrial segment. Other analysts have also recently given Generac positive ratings with price targets ranging from $283 to $335.
What Is Behind Generac (NYSE:GNRC) Energy Technology Push?
Generac Holdings Inc. (NYSE:GNRC) operates in the energy technology sector, specializing in power generation equipment, energy storage systems, and distributed energy products for residential, commercial, and industrial customers. The company's recent quarterly report showed a year-over-year revenue increase of approximately one billion dollars and higher-than-expected earnings per share. Generac's diversified product portfolio, including standby generators and energy storage, positions it within the evolving energy infrastructure sector, distinct from traditional utilities.
Stifel raises Generac stock price target on Amazon deal, data center growth
Stifel has increased its price target for Generac Holdings to $290 from $285, maintaining a Buy rating, citing Generac's recent Amazon deal and accelerated data center capacity expansion. The firm raised its 2027 adjusted EBITDA forecast due to higher commercial and industrial revenue projections. This move is expected to shift investor perception of Generac beyond a "hurricane play" stock, supported by anticipated net income growth.
Stifel Adjusts Price Target on Generac Holdings to $290 From $285, Maintains Buy Rating
Stifel has increased its price target for Generac Holdings (GNRC) to $290 from $285, while reiterating a Buy rating on the stock. This adjustment reflects an updated outlook from the firm regarding the electrical components and equipment company. Generac specializes in power generation solutions for residential, commercial, and industrial sectors.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Generac Holdings Inc. (GNRC) saw its stock increase by 3.42% to $212.22 on Tuesday, despite a general market downturn where the S&P 500 and Dow Jones Industrial Average both fell. The company's stock closed 28.41% below its 52-week high of $296.44. This performance indicates a stronger trading day for Generac compared to its competitors.
Jefferies cuts Generac stock price target on execution concerns
Jefferies has lowered its price target for Generac Holdings (NYSE:GNRC) shares to $279 from $286, while maintaining a Buy rating, citing execution concerns despite strong commercial momentum. The firm believes the stock is undervalued, and analysts predict net income growth and profitability this year. This adjustment comes after Generac recently secured a significant long-term supply agreement with Amazon for backup generators, valued at up to $8 billion.
Citigroup Adjusts Price Target on Generac Holdings to $232 From $300, Maintains Neutral Rating
Citigroup has adjusted its price target for Generac Holdings (GNRC) to $232 from $300, while maintaining a Neutral rating on the stock. This decision comes after the company's previous significant news, including an $8 billion Amazon data center deal. Other analysts have also recently adjusted their price targets for Generac Holdings, reflecting varied outlooks on the company's future performance.
Jefferies Adjusts Price Target on Generac to $279 From $286, Keeps Buy Rating
Jefferies has adjusted its price target for Generac (GNRC) to $279 from $286, while maintaining a Buy rating on the stock. According to MT Newswires, Generac currently holds an average rating of "overweight" with a mean price target of $299.20. Access to the full article requires a premium subscription.
Generac Holdings Inc. stock underperforms Monday when compared to competitors
Generac Holdings Inc. (GNRC) stock fell 1.41% on Monday, closing at $205.21, as the broader market also experienced a downturn. The S&P 500 Index and Dow Jones Industrial Average both saw declines. Generac's stock is currently 30.78% below its 52-week high reached in June.
Here's Why You Should Retain Xylem Stock in Your Portfolio Now
Xylem Inc. (XYL) is a stock worth retaining due to strong performance in its Water Solutions and Services, Applied Water, and Measurement & Control Solutions segments, along with strategic acquisitions and shareholder returns. However, the company faces challenges including softness in its Water Infrastructure segment, particularly in China, and high debt levels. The article also suggests other highly-ranked stocks like Generac Holdings (GNRC), Helios Technologies (HLIO), and IDEX Corporation (IEX) for consideration.
Can Execution Lift Generac Holdings (NYSE:GNRC) From Here?
Generac Holdings (NYSE:GNRC) is currently in focus as industrial shares react to factors like order visibility, infrastructure spending, and supply execution reliability. The article emphasizes that while current attention is high due to these market dynamics, Generac needs to demonstrate consistent operational execution, clear product cycles, and disciplined capital use to convert this interest into sustained investment conviction. Investors should look for specific details on demand, delivery, and spending in future company updates to assess if the company can maintain momentum beyond transient market themes.
Royal London Asset Management Ltd. Raises Stock Position in Amazon.com, Inc. $AMZN
Royal London Asset Management Ltd. increased its stake in Amazon.com, Inc. by 0.8% in Q2 2026, bringing its total holdings to 8.9 million shares valued at approximately $2.12 billion. Institutional investors own a significant 72.2% of Amazon, and Wall Street analysts largely maintain a "Buy" rating for the stock, with a consensus price target of $321.19. Despite strong earnings and revenue growth, investor concerns persist regarding the substantial AI infrastructure spending and its potential returns, as well as execution risks associated with international expansion.
Trustmark Bank Trust Department Boosts Stake in Amazon.com, Inc. $AMZN
Trustmark Bank Trust Department increased its stake in Amazon.com, Inc. (AMZN) by 7.0% in the second quarter, now holding 60,671 shares valued at $14.46 million. This move is part of a broader institutional interest, with 72.2% of Amazon's stock owned by hedge funds and other institutional investors. Analysts maintain a "Moderate Buy" rating for Amazon, with an average price target of $321.19, amid strong performance in AWS and AI infrastructure, despite concerns about high capital spending and monetization risks.
Cullinan Associates Inc. Raises Holdings in Amazon.com, Inc. $AMZN
Cullinan Associates Inc. increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 7.2% in the second quarter, bringing its total to 126,253 shares valued at over $30 million. Despite significant AI infrastructure spending concerns and insider share sales, analysts generally maintain a "Moderate Buy" rating for Amazon, with an average price target of $321.19. The company reported strong Q2 revenue of $200.61 billion, a 19.6% year-over-year increase, and significantly surpassed earnings expectations.
Bluefin Capital Management LLC Sells 33,390 Shares of Amazon.com, Inc. $AMZN
Bluefin Capital Management LLC significantly reduced its stake in Amazon.com, Inc. by selling 33,390 shares, representing a 95.4% cut, while retaining 1,610 shares valued at $384,000. Despite this reduction, institutional ownership in Amazon remains high at 72.2%, and analysts largely maintain a "Buy" rating with a consensus price target of $321.19. The article also discusses Amazon's strong quarterly revenue and EPS, driven by AWS and AI growth, but notes investor concerns about high capital spending and monetization challenges.
Generac Holdings Inc. (GNRC) latest stock news and headlines
This article provides a compilation of recent news and headlines related to Generac Holdings Inc. (GNRC), including various analyst opinions and reports from sources like Simply Wall St., StockStory, Zacks, and Insider Monkey. It also presents the stock's current market data, price performance, and comparisons against the S&P 500 benchmark.
Amazon.com, Inc. $AMZN Stock Acquired by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc. increased its stake in Amazon.com, Inc. by 1.5% in the second quarter, bringing its total holdings to 745,418 shares valued at $177.7 million. Amazon recently reported strong quarterly results with revenue of $200.61 billion and EPS of $5.75, significantly beating analyst estimates. Despite insider stock sales and concerns about AI spending monetization, analysts maintain a "Moderate Buy" rating for AMZN with an average price target of $321.19.
Amazon.com, Inc. $AMZN Stock Sold by Meiji Yasuda Life Insurance Co
Meiji Yasuda Life Insurance Co. reduced its stake in Amazon.com, Inc. by 4% in the second quarter, selling 3,455 shares but still retaining 83,300 shares valued at approximately $19.85 million. Institutional investors collectively own 72.2% of Amazon's stock, and analysts maintain a "Moderate Buy" rating with a consensus price target of $321.19. The article also discusses Amazon's strong quarterly revenue, AWS and AI expansion prospects, as well as investor concerns regarding AI spending monetization and India quick-commerce investments.
Amazon.com, Inc. $AMZN Shares Sold by Hollencrest Capital Management
Hollencrest Capital Management significantly reduced its stake in Amazon.com, Inc. ($AMZN) by 50.7% in the second quarter, selling over 37,000 shares but still retaining holdings valued at approximately $8.7 million. Despite this sale and concerns about AI infrastructure spending and Amazon's India expansion, analysts maintain a "Moderate Buy" rating for the stock, with a consensus price target of $321.19, following strong quarterly results where Amazon exceeded revenue and EPS expectations. Other institutional investors like Auto Owners Insurance Co, Bank of America Corp DE, and Bank of New York Mellon Corp increased their positions in AMZN.
Amazon.com, Inc. $AMZN Stock Acquired by New Mexico Educational Retirement Board
The New Mexico Educational Retirement Board increased its stake in Amazon.com, Inc. by 8.7% in the second quarter, now holding 486,696 shares valued at approximately $116 million. This makes Amazon its fourth-largest holding, representing about 2.9% of its portfolio. While institutional investors own 72.2% of the company, Amazon faces bullish prospects from AWS, AI infrastructure, and expanding merchant services, alongside concerns about high AI capital spending potentially outpacing monetization and risks from its India quick-commerce investment.
Amazon.com, Inc. $AMZN Stock Holdings Lifted by Braun Stacey Associates Inc.
Braun Stacey Associates Inc. increased its stake in Amazon.com, Inc. by 3.0% in the second quarter, bringing its total holdings to 461,472 shares valued at approximately $110 million. Institutional investors and hedge funds collectively own 72.2% of AMZN, with analysts maintaining a "Moderate Buy" consensus and an average price target of $321.19. Despite strong AWS and AI growth prospects and exceeding revenue and EPS estimates, concerns linger among investors regarding heavy capital spending and potential overcapacity.
Amazon.com, Inc. $AMZN Shares Newly Acquired by Valueworks LLC
Valueworks LLC recently acquired 54,672 shares of Amazon.com, Inc. (AMZN) worth approximately $13.0 million, making it 2.7% of their portfolio. Other institutional investors have also adjusted their holdings, with 72.2% of Amazon's stock now owned by hedge funds and institutions. Despite strong Q2 earnings that exceeded analyst expectations, concerns persist regarding Amazon's heavy AI infrastructure spending and the monetization of these investments.
151,842 Shares of Amazon.com, Inc. $AMZN Acquired by Lombard Odier Asset Management Europe Ltd
Lombard Odier Asset Management Europe Ltd recently acquired 151,842 shares of Amazon.com, Inc. worth approximately $36.2 million, making it their 11th largest holding. Despite significant insider selling totaling $18.6 million by executives like CEO Andy Jassy and CFO Brian Olsavsky, analysts maintain a "Moderate Buy" consensus with a $321.19 average price target. The company reported strong Q2 earnings and revenue growth, though concerns persist regarding high AI spending and its impact on future monetization.
474,381 Shares of Amazon.com, Inc. $AMZN Purchased by Livforsakringsbolaget Skandia Omsesidigt
Livforsakringsbolaget Skandia Omsesidigt has acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 474,381 shares valued at approximately $112.99 million, making Amazon its sixth-largest holding. Analyst sentiment remains largely bullish with a consensus "Moderate Buy" rating and an average price target of $321.19, despite concerns about heavy AI infrastructure spending and recent insider selling. Amazon reported strong quarterly earnings, beating expectations with 19.6% year-over-year revenue growth.
Bridger Management LLC Buys New Holdings in Amazon.com, Inc. $AMZN
Bridger Management LLC significantly increased its stake in Amazon.com (AMZN) by acquiring 62,771 shares valued at approximately $15.0 million, making it their second-largest holding. Despite broadly bullish analyst ratings and strong quarterly performance from Amazon, concerns persist regarding the monetization of AI-related spending and risks associated with international investments. Insider selling of 71,589 shares worth $18.6 million also occurred over the last three months.
Capasso Planning Partners LLC Purchases New Shares in Amazon.com, Inc. $AMZN
Capasso Planning Partners LLC acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter, purchasing 4,777 shares valued at approximately $1.14 million. This acquisition makes Amazon its 15th-largest holding, despite concerns among investors regarding whether Amazon's massive AI capital spending will be outpaced by monetization. Amazon recently reported strong quarterly earnings, significantly exceeding analyst estimates, with revenue up 19.6% year over year.
Denver PWM LLC Buys 4,096 Shares of Amazon.com, Inc. $AMZN
Denver PWM LLC acquired 4,096 shares of Amazon.com, Inc. for approximately $1.08 million during the second quarter, making it their 23rd largest holding. Amazon reported strong quarterly results with revenues up 19.6% year-over-year and earnings significantly exceeding analyst expectations, leading to a "Moderate Buy" consensus among analysts. However, concerns persist regarding heavy AI infrastructure spending and potential overcapacity.
40,763 Shares of Amazon.com, Inc. $AMZN Bought by Henson Edgewater Management LLC
Henson Edgewater Management LLC recently acquired 40,763 shares of Amazon.com, Inc. (NASDAQ:AMZN) valued at approximately $10.9 million, making it their third-largest position. Other institutional investors like Bank of America Corp DE and Bank of New York Mellon Corp also made significant investments in Amazon during the second quarter. The article discusses key news impacting Amazon, including positive sentiment around AWS and AI infrastructure, expansion of merchant services, and concerns about AI spending outpacing monetization, alongside recent insider selling and analyst ratings.
Field & Main Bank Makes New Investment in Amazon.com, Inc. $AMZN
Field & Main Bank has made a new investment in Amazon.com, Inc. (NASDAQ:AMZN), purchasing 28,652 shares valued at approximately $6.83 million in the second quarter. This investment makes Amazon.com the bank's 24th largest holding, accounting for 1.1% of its portfolio. Other institutional investors have also adjusted their positions in Amazon, and the article discusses recent analyst ratings, insider activity, and key news impacting the e-commerce giant.
Veeco Instruments Jumps 5.4% Amid Sector-Wide Rally
Veeco Instruments Inc. saw its stock price jump 5.4% to $47.92 on Friday, as the company participated in a sector-wide rally among semiconductor equipment manufacturers. The surge, which saw trading volume reach 280,754 shares, reflects renewed investor confidence in the industry's fundamentals, with peers like ACLS and COHU also experiencing gains. The rally boosts Veeco's market capitalization to $2.9 billion, placing focus on ongoing semiconductor equipment demand and potential catalysts in the sector.
Generac Holdings Jumps 5.3% Amid Sector-Wide Rally
Generac Holdings Inc. (GNRC) surged 5.3% to $208.60, participating in a broad sector-wide rally that also saw other specialty industrial machinery companies like VICR and RRX gain. The rise, occurring on a Friday with 497,106 shares traded, is attributed to sector-wide momentum and institutional rotation rather than any company-specific news. Investors are advised to watch for sustained momentum in the industrial machinery group and relevant economic data for potential fundamental support.
6,412 Shares of Amazon.com, Inc. $AMZN Bought by Ruggaard & Associates LLC
Ruggaard & Associates LLC recently purchased 6,412 shares of Amazon.com, Inc. (AMZN) for approximately $1.53 million, making it 0.5% of their portfolio. This move aligns with a "Moderate Buy" consensus among analysts, despite recent insider share sales by Amazon's CEOs. The article also highlights Amazon's strong quarterly earnings, significant AI infrastructure investments, and new merchant services, alongside investor concerns about AI spending monetization and international expansion costs.
