North America's biggest grid gets new backup power, savings option
Generac (NYSE: GNRC) and CPower announced a collaboration to deploy distributed energy resources (DER) across PJM, North America's largest grid. This partnership aims to enhance resiliency, reduce energy costs for commercial and industrial (C&I) customers, and enable access to wholesale revenue streams. By combining Generac's C&I product portfolio and dealer network with CPower's 6.7 GW Virtual Power Plant (VPP) capacity and market access, the initiative will allow C&I customers to participate in capacity, ancillary services, energy, and on-bill programs.
Generac and CPower Expand Access to DER Technologies to Support Resiliency, Energy Costs and Grid Capacity
Generac Holdings Inc. and CPower Energy have announced a collaboration to provide Distributed Energy Resources (DER) technologies to commercial and industrial (C&I) customers in PJM, North America's largest electricity market. This partnership combines Generac's DER solutions with CPower's Virtual Power Plant (VPP) and demand response services, allowing customers to utilize distributed generation like battery energy storage systems and microgrids. The initiative aims to enhance energy resiliency, reduce costs, and strengthen grid capacity by enabling C&I customers to participate in various energy programs.
Terex Corporation $TEX Shares Bought by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Terex Corporation (NYSE:TEX) by 147.8% in Q4, acquiring 40,032 shares valued at approximately $2.14 million. This comes after an insider sale by Kieran Hegarty, who reduced his holdings by 6.46%. Terex recently reported in-line Q4 EPS of $1.12 on $1.32 billion revenue and provided a positive FY2026 EPS guidance, maintaining a "Moderate Buy" consensus analyst rating with a $72.18 price target.
Enphase Energy Storage Systems: Revolutionizing Home Energy Independence for North American Investor
Enphase Energy's IQ Battery systems are playing a significant role in the residential solar market's growth, offering grid independence and peak shaving solutions. With record installations and federal incentives, these systems address grid instability and peak demand, positioning Enphase as a key player in the expanding energy storage market. The company's technological edge, strategic partnerships, and strong investor context, coupled with regulatory support, are fueling its commercial success and market share growth.
Generac Is Up 50% in 2026 and Analysts Still See More Room to Run
Generac Holdings (GNRC) has seen a 50% increase in 2026, driven by its pivot from home generators to a global data center power supplier, with its commercial backlog growing to $700 million. Analysts maintain a "buy" rating, seeing significant upside, especially with a non-binding notice from a hyperscaler for over $600 million in 2027 product deliveries. The company's 3-year financial framework projects substantial net sales and EBITDA growth by 2028, supported by its data center ramp and recent acquisition.
WEC Energy Near 52-Week Highs as 3.9 Gigawatts of Data Center Load Drives 2028 Acceleration
WEC Energy Group is trading near its 52-week high, driven by a $37.5 billion capital buildout through 2030, anchored by 3.9 gigawatts of new data center demand, including a significant expansion by Microsoft. The company projects 7% to 8% annual EPS growth, accelerating to the upper half of that range by 2028 due to new projects. While Wall Street expresses cautious optimism, TIKR's valuation model suggests the stock is meaningfully undervalued given the long-term growth potential from data center capacity.
Generac (GNRC) CEO Jagdfeld sells 5,000 shares under Rule 10b5-1 plan
Generac Holdings Inc. CEO Aaron Jagdfeld sold 5,000 shares of common stock at an average price of $199.81 per share on April 1, 2026. This transaction was executed under a pre-arranged Rule 10b5-1(c) trading plan adopted on December 4, 2025. After the sale, Jagdfeld directly holds 574,528 shares, indicating the sale represents a small fraction of his total equity.
Generac Holdings Inc. stock underperforms Thursday when compared to competitors
Generac Holdings Inc. (GNRC) stock declined 2.49% on Thursday, closing at $194.09. This underperformance occurred on a mixed trading day, as the S&P 500 Index saw a slight gain of 0.11% and the Dow Jones Industrial Average fell 0.13%. The drop ended a two-day winning streak for Generac's shares.
AAV Genome Sequencing Service Market Is Booming Rapidly with Strong Demand By 2033 | Thermo Fisher Scientific, Illumina, Danaher Corporation
Coherent Market Insights has published a new research study on the Global "AAV Genome Sequencing Service Market" forecasting growth through 2033. The report segments the market by type, application, end-user, and region, identifying key players like Thermo Fisher Scientific, Illumina, and Danaher Corporation. It aims to provide a comprehensive analysis of market trends, drivers, restraints, competitive landscape, and regional dynamics to aid strategic decision-making.
Generac Holdings Inc. $GNRC Shares Bought by Matrix Asset Advisors Inc. NY
Matrix Asset Advisors Inc. NY significantly increased its stake in Generac Holdings Inc. by 68.9% in the fourth quarter, now owning 112,991 shares valued at approximately $15.41 million. Other institutional investors like Invesco, Massachusetts Financial Services, Norges Bank, Victory Capital Management, and Federated Hermes also modified their holdings, with institutional investors and hedge funds collectively owning 84.04% of the company's stock. Wall Street analysts maintain a "Moderate Buy" consensus rating for Generac, with an average price target of $229.94, despite the company missing its latest quarterly earnings and revenue expectations.
SG Americas Securities LLC Has $5.43 Million Stake in Generac Holdings Inc. $GNRC
SG Americas Securities LLC significantly increased its stake in Generac Holdings Inc. by 125.5% in the fourth quarter, reaching a total value of $5.43 million. This increase occurred despite Generac missing its Q4 earnings expectations, with revenue down 11.6% year-over-year. Institutional investors collectively own a substantial 84.04% of Generac's stock, and analysts currently rate it as a "Moderate Buy" with an average price target of $229.94.
Guggenheim Maintains Generac Holdings (GNRC) Buy Recommendation
Guggenheim has reiterated its Buy recommendation for Generac Holdings (GNRC). This ongoing endorsement suggests the firm's continued confidence in Generac's financial health and future prospects.
Enphase Energy Storage Solutions: IQ Battery Systems Powering North America's Solar Revolution for Investors
Enphase Energy's IQ Battery systems are leading the residential energy storage market in North America, integrating seamlessly with solar inverters to provide reliable backup power and optimize energy use. These modular, intelligent systems benefit from federal incentives like the Inflation Reduction Act and state-level mandates for battery storage, positioning Enphase for significant growth. The company's technological edge, marked by LFP chemistry and AI-driven software, along with strategic market positioning and regulatory tailwinds, makes it an attractive investment in the clean energy sector, with analysts forecasting substantial revenue and EPS growth.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Generac Holdings Inc. stock (GNRC) advanced 1.90% to $199.05 on Wednesday, outperforming competitors and marking its second consecutive day of gains. This occurred during a positive trading session where the S&P 500 Index rose 0.72% and the Dow Jones Industrial Average rose 0.48%. The article highlights GNRC's strong performance relative to the broader market.
GNRC (NYSE: GNRC) insider sales: 15,000 shares sold across Q1 2026
A Form 144 filing for Generac Holdings Inc. (GNRC) reports a proposed stock option exercise to sell 5,000 shares for cash, dated November 13, 2024. Additionally, the filing details three executed sales by Aaron Jagdfeld, totaling 15,000 shares, that occurred throughout the first quarter of 2026. These sales generated gross proceeds of $689,900 on January 2, $834,550 on February 2, and $1,084,750 on March 5, 2026, with Fidelity Brokerage Services LLC listed as the brokerage.
Power Rental Market Is Booming Rapidly with Strong Demand By 2033| Aggreko PLC and United Rentals, Inc.
The Power Rental market is projected to grow from USD 11.54 billion in 2025 to USD 16.9 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 5.6%. A new study by Coherent Market Insights offers an in-depth analysis of market dynamics, competitive landscape, growth opportunities, and forecasts for the period 2026-2033, featuring key players like Aggreko PLC and United Rentals. The report provides critical insights for stakeholders to make informed decisions and navigate market trends effectively.
13,209 Shares in Generac Holdings Inc. $GNRC Acquired by Econ Financial Services Corp
Econ Financial Services Corp acquired 13,209 shares of Generac Holdings Inc. ($GNRC) in Q4, valued at approximately $1.80 million, bringing institutional ownership to 84.04%. Despite Generac missing Q4 earnings estimates, analysts maintain a "Moderate Buy" rating with an average target price of $228.47. The company's CFO recently sold a significant number of shares, reducing his direct ownership by over 15%.
Renewable Energy Stocks Q4 Recap: Benchmarking EnerSys (NYSE:ENS)
This article provides a Q4 recap for renewable energy stocks, focusing on EnerSys's performance. It details EnerSys's Q4 revenues, which fell short of analyst expectations but showed a strong beat on EBITDA estimates. The report also highlights the best and slowest performers in the renewable energy sector for Q4, alongside a broader market update on shifts from AI and crypto concerns to geopolitical risks.
Renewable Energy Stocks Q4 Teardown: Blink Charging (NASDAQ:BLNK) Vs The Rest
This article analyzes the Q4 earnings of several renewable energy stocks, highlighting Blink Charging's performance against its peers. While Blink Charging reported a revenue decrease, Bloom Energy showed strong growth, and Generac experienced a revenue decline. The report also notes Sunrun's significant revenue increase and Nextpower's mixed results, along with a market update on shifting investor concerns from AI to geopolitical risks.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Shares of Generac Holdings Inc. (GNRC) rose 5.30% to $195.33 on Tuesday, outperforming the broader market. This advance broke a four-day losing streak for the company's stock. The S&P 500 Index and Dow Jones Industrial Average also saw significant gains during the trading session.
FuelCell Energy, Shoals, Array, Generac, and Comfort Systems Stocks Trade Down, What You Need To Know
Several renewable energy companies including FuelCell Energy, Shoals, Array, and Generac, along with construction services firm Comfort Systems, experienced stock declines following President Trump's threat to "completely obliterate" Iran's energy infrastructure. This geopolitical escalation, impacting Kharg Island which handles 90% of Iran's crude exports, led to a flight to safety in the market. The article highlights that such market overreactions can present buying opportunities for high-quality stocks and details Comfort Systems' stock performance.
FuelCell Energy, Shoals, Array, Generac, and Comfort Systems Stocks Trade Down, What You Need To Know
Several energy and industrial stocks, including FuelCell Energy, Shoals, Array, Generac, and Comfort Systems, experienced declines following President Trump's threat to "completely obliterate" Iran's energy infrastructure. This escalation of geopolitical tension prompted a flight to safety in the markets. The article highlights Comfort Systems' volatility and its prior gain due to de-escalation news, demonstrating market sensitivity to international events.
Renewable Energy Stocks Q4 Recap: Benchmarking EnerSys (NYSE:ENS)
This article provides a Q4 recap for several renewable energy stocks, focusing on their performance, revenue against analyst expectations, and stock price movements. It highlights EnerSys (ENS), Bloom Energy (BE), Generac (GNRC), ChargePoint (CHPT), and EVgo (EVGO), detailing their latest earnings results and market reactions. The report notes a mixed Q4 for the sector overall, with revenues generally beating estimates but share prices experiencing a rough stretch.
Winners And Losers Of Q4: FuelCell Energy (NASDAQ:FCEL) Vs The Rest Of The Renewable Energy Stocks
This article reviews the Q4 performance of several renewable energy stocks, highlighting FuelCell Energy (FCEL) as the weakest performer with significant misses on revenue and EBITDA estimates. In contrast, Bloom Energy (BE) posted strong results but saw its stock decline, while Generac (GNRC) and Shoals (SHLS) also had slower quarters. The report also touches on market shifts from AI and crypto concerns to geopolitical risks, with a focus on oil supply, inflation, and global stability.
FuelCell Energy, Shoals, Array, Generac, and Comfort Systems Stocks Trade Down, What You Need To Know
Several renewable energy and industrial stocks, including FuelCell Energy, Shoals, Array, Generac, and Comfort Systems, experienced a downturn following President Trump's threat to "completely obliterate" Iran's energy infrastructure. This ultimatum, targeting the critical Kharg Island hub, caused a flight to safety in the stock market. Comfort Systems, despite today's drop, has shown significant growth year-to-date and over the past five years.
Jim Cramer breaks down the data center growth story for Generac Holdings
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Generac Holdings Inc. stock underperforms Monday when compared to competitors
Generac Holdings Inc. (GNRC) stock fell 4.58% on Monday, closing at $185.50. This underperformance occurred on a mixed trading day, with the Dow Jones Industrial Average rising and the S&P 500 Index falling. This marks the fourth consecutive day of losses for Generac Holdings Inc. shares.
Generac Holdings Inc. $GNRC Shares Acquired by Private Advisory Group LLC
Private Advisory Group LLC significantly increased its stake in Generac Holdings Inc. (NYSE:GNRC) during Q4, raising their ownership to 58,781 shares valued at $8.02 million, reflecting a 26.2% increase. This comes as institutional ownership in Generac stands at 84.04%, despite the company missing Q4 earnings estimates with EPS of $1.61 against an expected $1.81 and an 11.6% year-over-year revenue decline. Analysts maintain a generally bullish outlook with a "Moderate Buy" consensus and an average price target of $228.47, even after the CFO trimmed his stake.
Leidos expands into utility grid and gas work with $2.4B buy
Leidos (NYSE:LDOS) has completed its $2.4 billion acquisition of ENTRUST Solutions Group, significantly expanding its presence in the energy infrastructure market. This acquisition doubles Leidos' energy footprint, adding over 3,100 professionals and broadening its engineering capabilities and utility customer base, aligning with its NorthStar 2030 strategy for grid modernization. The deal positions Leidos as a stronger provider of power engineering and design services, addressing growing electricity demand and resilience requirements.
nLIGHT (LASR) Hits an All-Time High, Here’s What You Need to Know
nLIGHT, Inc. (NASDAQ: LASR) recently reached an all-time high of $73 on March 25, following strong Q4 2025 earnings. The company reported significant year-over-year revenue growth of 71.35% to $81.19 million, with Q4 revenue setting a new quarterly record. This growth was fueled by increases in Development and Aerospace & Defense revenues, and the company projects Q1 2026 revenue between $70 million and $76 million.
Assenagon Asset Management S.A. Raises Stock Holdings in Generac Holdings Inc. $GNRC
Assenagon Asset Management S.A. significantly increased its stake in Generac Holdings Inc. by 2,675.8% in Q4, now holding 39,916 shares worth $5.44 million. This increase occurred despite Generac missing Q4 earnings estimates, though the stock rallied 51% over three months and holds a "Moderate Buy" consensus. Insider activity also saw CFO York A. Ragen sell 24,362 shares for $5.74 million.
Jim Cramer Says Stocks Like Generac (GNRC) “Make a Ton of Sense to Own Right Here” in Theory
Jim Cramer discussed Generac Holdings Inc. (NYSE:GNRC) on Mad Money, noting its strong residential business due to an unreliable grid and erratic weather, along with its promising commercial segment driven by data centers. Despite a good business story, the stock has struggled due to macro factors like the absence of a long-term contract announcement and investors waiting for lower interest rates and an end to current economic uncertainty. Cramer believes that while Generac "makes a ton of sense to own" in theory, broader macroeconomic issues are holding it and similar stocks back.
Jim Cramer Provides the “Bear Case” for Paychex, Inc. (PAYX)
Jim Cramer discussed the "bear case" for Paychex, Inc. (PAYX) on Mad Money, acknowledging the company's strong fundamentals and recent performance but cautioning against it due to the current "macro morass" and potential economic slowing. Despite strong growth, a good acquisition, and a 4.6% dividend, Cramer argues that the slowing economy could push its P/E multiple lower and dividend yield higher, making it overvalued. He concludes that there is no immediate catalyst to align the stock’s valuation with the company’s underlying strength, leading him to advise against buying.
Assessing Emerson Electric (EMR) Valuation After Recent Share Price Pullback
Emerson Electric (EMR) has experienced a recent 16% share price decline over one month, despite positive 1-year and 3-year total shareholder returns of 17.35% and 52.36%. While a popular narrative suggests EMR is 24% undervalued with a fair value of $164.51 due to strong demand for its digital automation solutions, a Discounted Cash Flow (DCF) model indicates it might be overvalued at $88.89 per share. Investors are advised to consider both perspectives, potential risks like tariffs and currency swings, and the company's full financial picture before making investment decisions.
Jim Cramer breaks down the data center growth story for Generac Holdings
Jim Cramer highlighted Generac Holdings' potential for growth, specifically linking it to the expanding data center industry. He suggests that the company's products are becoming increasingly essential as data centers proliferate and require more robust power solutions. This connection to the critical infrastructure of the digital economy positions Generac for significant future expansion.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Generac Holdings (GNRC), Cintas (CTAS) and BETA Technologies, Inc. Class A (BETA)
Analysts have issued conflicting ratings for several industrial goods companies. Generac Holdings (GNRC) received a "Buy" rating from Bank of America Securities with a price target of $248.00, while Cintas (CTAS) was reiterated as "Hold" by Bank of America Securities with a $215.00 price target. BETA Technologies, Inc. Class A (BETA) also received a "Buy" rating from Bank of America Securities with a price target of $37.00.
Jim Cramer Breaks Down the Data Center Growth Story for Generac Holdings
Jim Cramer discussed Generac Holdings Inc. (GNRC) and its recent investor meeting, noting a significant 75% surge in its data center backlog over the past six weeks. Despite a cool initial market reaction due to the absence of a new long-term hyperscaler contract, the stock rebounded, indicating high expectations for the company, which is already up over 50% year-to-date. Generac manufactures energy technology, including generators and battery storage, for residential and industrial use.
Generac Holdings Inc. stock underperforms Friday when compared to competitors
Generac Holdings Inc. (GNRC) saw its stock slide 1.82% on Friday, closing at $194.40, underperforming key market indices. The S&P 500 Index and Dow Jones Industrial Average also experienced significant declines. This marked the third consecutive day of losses for Generac Holdings Inc. stock.
Geremia Financial Services LLC Takes Position in Generac Holdings Inc. $GNRC
Geremia Financial Services LLC has acquired a new stake in Generac Holdings Inc. (NYSE:GNRC), purchasing 43,353 shares valued at approximately $5.9 million, making it their 9th biggest position. Despite this institutional interest, Generac recently missed Q4 revenue and EPS expectations and saw insider selling by CFO York A. Ragen. Analysts maintain a "Moderate Buy" rating with a consensus price target of $227.59, driven by momentum in the data-center/commercial sector.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Generac Holdings (GNRC), Cintas (CTAS) and BETA Technologies, Inc. Class A (BETA)
Analysts are presenting mixed sentiments on three industrial goods companies: Generac Holdings (GNRC), Cintas (CTAS), and BETA Technologies, Inc. Class A (BETA). Generac and BETA Technologies received "Buy" ratings from Bank of America Securities with implied upsides, while Cintas received a "Hold" rating, despite a broader "Moderate Buy" consensus. The article highlights price targets and analyst success rates for each recommendation.
Cummins Inc. Stock: Navigating Engineered Power Solutions in a Shifting Industrial Landscape
This article provides an in-depth analysis of Cummins Inc. (ISIN: US2310211063), detailing its core business model in engines, generators, and electrification technologies, and its market position against competitors like PACCAR and Caterpillar. It explores the company's strategic pivot towards sustainable energy solutions, including hydrogen and battery technologies, amidst shifting industrial landscapes driven by energy transitions and infrastructure demands. The article also discusses key sector drivers, investor relevance for North American portfolios, and potential risks such as regulatory changes, electrification ramp-up challenges, and cyclical economic downturns.
Expansion Into Data Center Market Is Poised to Drive Generac's Medium-Term Sales Growth
Generac is strategically transitioning into an energy technology solutions company, with its expansion into the data center market expected to be a primary driver of medium-term sales growth. Analysts note that Generac's financial targets exceed previous estimates, and hyperscaler orders remain crucial for its success. Confidence in the data center opportunity for Generac is growing, emphasizing durability as a key factor.
Vanguard disaggregates holdings after realignment — Generac (NYSE: GNRC)
The Vanguard Group has filed an amended Schedule 13G/A for Generac Holdings Inc., reporting 0 shares and 0% beneficial ownership following an internal realignment on January 12, 2026. This filing is an administrative disaggregation, meaning Vanguard's subsidiaries will now report their ownership separately in reliance on SEC Release No. 34-39538, rather than indicating a sale of shares. Investors should watch for subsequent filings from Vanguard affiliates to see their individual holdings.
Generac Holdings Inc. stock underperforms Thursday when compared to competitors
Generac Holdings Inc. (GNRC) stock fell by 3.49% to $198.00 on Thursday, underperforming the broader market. The S&P 500 Index (SPX) dropped 1.74% and the Dow Jones Industrial Average (DJIA) fell 1.01% on the same day. This marks the second consecutive day of losses for Generac's stock.
Cipher Mining Sells Stake, Alters Strategy Amid Financial Hurdles
Cipher Mining (CIFR) is facing financial difficulties, with its 2025 adjusted EPS falling sharply and revenue missing market projections. In response, the company has divested a 49% interest in its West Texas ABC mining projects and acquired a significant stake in Canaan, shifting its focus from direct engagement to strategic influence through ownership. This strategic pivot aims to reduce immediate financial strains, but has also caused market caution and fluctuating share valuations.
Generac’s New High-Capacity Diesel Generators Could Be A Game Changer For Generac Holdings (GNRC)
Generac Holdings has launched new high-capacity diesel generators (SD1250 and SD1500) targeting critical applications like data centers, enhancing its industrial energy portfolio. This move supports the company's strategy to expand beyond backup power while also raising questions about its reliance on fossil fuels amid increasing regulatory pressures and the push for cleaner energy solutions. The article discusses how this development may influence Generac's investment narrative, especially concerning its data center focus and potential future revenues.
Stifel reiterates Buy on Generac stock citing strong growth outlook
Stifel maintained its Buy rating and $235 price target on Generac Holdings (NYSE:GNRC) following the company's recent investor day. Generac provided guidance for high single-digit residential revenue growth and low to mid 20% growth for its commercial and industrial segment, with total 2028 EBITDA projected between $1.25 billion and $1.45 billion. The company's growth is supported by macro trends like rising electricity demand, grid fragility, AI demand, and global infrastructure investment, despite a recent decline in shares due to the lack of a hyperscaler agreement announcement.
Wells Fargo Adjusts Price Target on Generac Holdings to $238 From $234, Maintains Overweight Rating
Wells Fargo has increased its price target for Generac Holdings (GNRC) to $238 from $234, while reaffirming an Overweight rating on the stock. This adjustment comes amidst other analyst actions and company news, including a recent reorganization of Generac's business segments. The article also notes Generac's business segments, with 56.7% from residential equipment and 32.3% from industrial and commercial sectors.
Canaccord reiterates Generac stock Buy rating on data center growth
Canaccord Genuity has reiterated a Buy rating and a $275 price target for Generac Holdings (NYSE:GNRC), citing strong data center growth and alignment with financial outlook expectations. The company's data center backlog has significantly increased, and the Commercial & Industrial segment is projected to account for half of its revenue by 2028, reducing revenue variability. Despite a recent sell-off and premium P/E ratio, the firm advises investors to hold the stock, expecting the strategic shift to boost its multiple.
Generac Holdings Inc. stock underperforms Wednesday when compared to competitors
Generac Holdings Inc. (GNRC) stock decreased by 1.94% on Wednesday, closing at $205.16, despite a broadly positive day for the stock market. Both the S&P 500 Index and the Dow Jones Industrial Average saw gains. This decline broke a two-day winning streak for Generac Holdings Inc.
