Generac Holdings Stock Outlook Improves
Generac Holdings' stock, after significant volatility between 2020 and 2021, is now showing signs of recovery. Analysts predict a continued upward trend, potentially reaching $325, driven by improving market sentiment and strong demand for renewable energy and portable generators. Investors are advised to add to their positions to capitalize on this anticipated growth.
Generac Holdings, Inc. Securities Lawsuit Dismissed After Court Finds No Scienter
A federal judge has dismissed a securities lawsuit against Generac Holdings, Inc. (GNRC) due to the plaintiffs' failure to adequately plead scienter under the Private Securities Litigation Reform Act. The lawsuit had alleged that Generac and two executives made misleading statements about inventory and sales expectations. The court found insufficient evidence that the defendants acted with intent to deceive or reckless disregard for the truth, leading to the dismissal of all claims.
Competitive Pressure Hurt Generac Holdings’ (GNRC) Performance in Q4
Conestoga Capital Advisors reported that Generac Holdings Inc. (GNRC) underperformed in Q4 2025 due to competitive pressures, demand normalization, and elevated channel inventories, leading them to sell the position. Despite long-term potential in energy resilience, the company's increased cyclicality and execution uncertainty reduced its alignment with the fund's quality and stability criteria. Generac's net sales decreased by 12% year-over-year in Q4 2025 to $1.1 billion.
Generac Named Finalist in Mega Category for Wisconsin Manufacturer of the Year Award
Generac Holdings Inc. has been named a finalist for the 37th Annual Wisconsin Manufacturer of the Year Awards in the Mega Category, recognizing its 65-year commitment to manufacturing, innovation, and community impact in Wisconsin. The company's achievements in 2025 were highlighted, including significant upgrades to residential and commercial power solutions, the introduction of the PWRmicro microinverter, the opening of a new manufacturing facility in Beaver Dam, and substantial philanthropic contributions through Generac Gives.
Beaver Dam factory, 4,800 Wisconsin jobs help Generac earn award nod
Generac (NYSE: GNRC) has been named a finalist in the Mega category for the 37th Annual Wisconsin Manufacturer of the Year Awards, recognizing its 65-year manufacturing presence, over 4,800 Wisconsin employees, and a recent 345,000 sq ft facility in Beaver Dam. Key achievements in 2025 included significant residential product upgrades, new commercial generators for hyperscale data centers, and the launch of the PWRmicro microinverter. The company also highlighted its financial results and philanthropic contributions through its Generac Gives program.
Generac Named Finalist in Mega Category for Wisconsin Manufacturer of the Year Award
Generac Holdings Inc. has been named a finalist for the 37th Annual Wisconsin Manufacturer of the Year Awards, recognizing its 65-year commitment to Wisconsin manufacturing, innovation, and community impact. The company, which employs over 4,800 people across ten Wisconsin locations, highlighted significant accomplishments in 2025, including product innovations, opening a new manufacturing facility, and substantial philanthropic contributions. Generac's Chairman, President, and CEO, Aaron Jagdfeld, emphasized the company's pride in its Wisconsin roots and continued investment in the state.
First Solar surges after Supreme Court strikes down Trump's 'reciprocal' tariffs (FSLR:NASDAQ)
First Solar (FSLR) shares surged over 5% after the U.S. Supreme Court ruled that "reciprocal" tariffs implemented by President Trump under the International Emergency Economic Powers Act are illegal. These tariffs had been applied to nearly all U.S. imports starting in February 2025. The ruling is expected to be positive for companies like First Solar which are impacted by import/export policies.
Generac Named Finalist in Mega Category for Wisconsin Manufacturer of the Year Award
Generac Holdings Inc. (NYSE: GNRC) has been recognized as a finalist for the 37th Annual Wisconsin Manufacturer of the Year Awards, highlighting its 65-year commitment to manufacturing, innovation, and community impact in Wisconsin. The company's achievements in 2025 include significant product upgrades in residential and commercial sectors, the launch of PWRmicro microinverters, and opening a new manufacturing facility in Beaver Dam, WI. Generac also contributed approximately $1 million to charitable organizations through Generac Gives and received the Founding Partner Legacy Award for its partnership with GPS Education Partners.
Generac to acquire Enercon Engineering, expanding data center capabilities By Investing.com
Generac Holdings Inc. announced its acquisition of Enercon Engineering, Inc., a manufacturer of generator enclosures and switchgear. This strategic move aims to bolster Generac's capabilities in backup power solutions, especially for data centers, by integrating Enercon's 50 years of expertise and manufacturing facilities. The acquisition is part of Generac's broader strategy to expand its commercial and industrial manufacturing capacity and is expected to close in Q2 2026.
Data Center Power Demand Spurs at Least $1B Since January
Generac Holdings Inc. is expanding its data center technology solutions, including through its acquisition of Enercon, to meet the surging demand for backup power in the sector. The article highlights how data center power demand has spurred over $1 billion in investments since January. It also touches on related discussions about data centers' impact on rising power prices and financing trends in the energy sector.
Generac Holdings recently announced an acquisition agreement with Enercon, a move that will significantly strengthen its strategic presence in the data center backup power and switchgear sectors.
Generac Holdings has acquired Enercon, aiming to enhance its position in data center backup power and switchgear sectors. This acquisition integrates Enercon's power control expertise, expanding Generac's competitive advantage and product portfolio in critical infrastructure power solutions. Industry observers believe this move could unlock new revenue growth for Generac amidst the rising global demand for data centers.
Generac to acquire Enercon Engineering, expanding data center capabilities
Generac Holdings Inc. is set to acquire Enercon Engineering, Inc., a manufacturer of generator enclosures and switchgear, to expand its capabilities
Generac To Acquire Enercon Engineering
Generac Holdings Inc. (GNRC) announced its agreement to acquire Enercon Engineering Inc., a move that will expand its manufacturing capabilities for generator enclosures and switchgear. This acquisition is expected to strengthen Generac's Commercial & Industrial segment and specifically enhance its ability to serve the growing hyperscale and enterprise data center markets. The transaction is projected to close in the second quarter of 2026, pending regulatory approvals.
Data center demand could triple by 2030; Generac buys Enercon for backup power
Generac (NYSE: GNRC) has signed an agreement to acquire Enercon Engineering, a company specializing in generator enclosures and UL-certified switchgear, to expand its capacity for the rapidly growing data center and commercial & industrial markets. Enercon, founded in 1975, brings 50 years of expertise, over 120 employees, and a 160,000-square-foot manufacturing facility. This acquisition is part of Generac's strategy to double its C&I product sales, supporting the anticipated tripling of global data center capacity by 2030, with the closing expected in Q2 2026 pending regulatory approvals.
Generac Signs Agreement to Acquire Enercon, Accelerating Growth in Data Center and Switchgear Markets
Generac Holdings Inc. announced the acquisition of Enercon Engineering, Inc., a specialist in generator enclosures and switchgear for mission-critical applications. This strategic move aims to enhance Generac's capacity and expertise in serving the rapidly growing data center market, where demand for backup power is projected to more than triple by 2030. Enercon will operate as "Enercon, a Generac company," and the acquisition is expected to close in the second quarter of 2026, pending regulatory approvals.
Zacks Earnings Trends Highlights: Emerson Electric, Generac and Fastenal
The article highlights the Q4 2025 earnings season, noting that S&P 500 earnings are up +12.7% with +8.8% higher revenues for reporting companies. It points out strong performances in the Industrial Products, Energy, and Utilities sectors, with companies like Emerson Electric, Generac, and Fastenal showing favorable stock reactions and improved earnings outlooks. The overall estimate revisions trend remains positive, especially driven by the Tech and Finance sectors.
Earnings call transcript: Generac’s Q4 2025 results miss forecasts, stock rises
Generac Holdings Inc. reported Q4 2025 results, missing EPS and revenue forecasts with an EPS of $1.61 against an expected $1.77, and revenues of $1.1 billion versus anticipated $1.16 billion. Despite the miss, the stock rose 17.23% in pre-market trading, possibly due to optimism about strategic updates and future growth projections, particularly in the data center backup power market. The company projects mid-teens net sales growth for 2026, with significant increases expected in Commercial & Industrial product sales and residential product sales, driven by new product launches and market expansion efforts.
Generac's Q4 Earnings Call: Our Top 5 Analyst Questions
Generac (GNRC) reported Q4 results that missed revenue and non-GAAP earnings expectations, but the market reacted positively due to accelerating momentum in its commercial and industrial (C&I) segment, particularly from data center customers. CEO Aaron Jagdfeld highlighted 10% year-over-year growth in C&I sales, driven by data centers, while residential sales were impacted by low power outages. Analysts focused on data center contract timing, competitive landscape, residential growth drivers, data center margin expectations, and monetization of ecobee's grid resiliency services.
NorthCoast Research Adjusts Generac Price Target to $247 From $194, Maintains Buy Rating
NorthCoast Research has increased its price target for Generac Holdings (GNRC) to $247, up from the previous $194, while reiterating a Buy rating on the stock. This adjustment reflects an updated positive outlook from the research firm regarding the power generation solutions company. The article also lists several other analyst rating changes for Generac from mid-February, with most maintaining Buy or Overweight ratings and raising price targets.
Generac swings to Q4 loss as data center sales surge
Generac reported a Q4 loss as its home standby generator sales declined by 18% and portable generator sales dropped by 44%. Despite these downturns, the company saw a significant increase in data center sales, which surged by over 50%. Generac also experienced growth in its residential solar and storage products division.
Generac swings to Q4 loss as data center sales surge
Generac reported a significant Q4 loss despite a substantial increase in non-residential product sales, particularly driven by data center demand. The company provided a cautious outlook for 2024, expecting sales to be flat to down 5% as residential markets remain soft. Despite the cautious forecast, Generac's data center specific sales reached an all-time high of $222 million in 2023, reflecting a key growth area.
What's Driving the Market Sentiment Around Generac Holdings Inc?
Generac Holdings Inc.'s short interest as a percentage of float has decreased by 4.37% since its last report, indicating a potentially more bullish sentiment among investors. Currently, 4.06 million shares are sold short, representing 8.09% of available trading shares. Compared to its peers, Generac has less short interest, with the peer group average at 9.50%.
QXO Inc. Announces 2025 Veterans Initiative Winners
QXO Inc. has announced the 13 grand-prize winners of its 2025 "QXO for Veterans" initiative, which provides new roof installations to veterans and Gold Star Families to restore security and dignity. Since its inception in 2018, the program has installed over 60 roofs, showcasing QXO's commitment to community support and partnerships with local contractors. The company also aims for significant future growth, targeting $50 billion in annual revenues within the next decade through strategic acquisitions and organic growth in the building products distribution industry.
Outdoor Power Equipment Global Outlook Report 2026: A $48.2 Billion Market by 2030 from $35 Billion in 2024 with Deere & Co., Husqvarna, HONDA, Stanley Black & Decker, and Toro Group Dominating
The global Outdoor Power Equipment Market is projected to grow from $35 billion in 2024 to $48.2 billion by 2030, driven by technological advancements, lithium-ion battery improvements, and urbanization. North America currently dominates the market, with Europe and APAC showing significant growth due to automation, sustainability policies, and increased interest in gardening. Key players include Deere & Co., Husqvarna, HONDA, Stanley Black & Decker, and The Toro Group, who are focusing on innovation to maintain their market presence.
Rivian, Magna International, And Akamai Are Among the Top 10 Large-Cap Gainers Last Week (Feb. 9-Feb. 13): Are the Others in Your Portfolio?
This article highlights the top ten large-cap stock performers from February 9th to February 13th. Companies such as Magna International, Generac Holdings, and Rivian Automotive saw significant gains due to strong quarterly results, analyst upgrades, or strategic business announcements. The piece encourages investors to review if these high-performing stocks are part of their current portfolios.
Xcel Energy customers invest in their own backup power sources amid threat of another safety shutoff
Xcel Energy customers are proactively investing in backup power solutions like generators due to the looming threat of Public Safety Power Shutoffs (PSPS) in the Front Range. Following disruptive and costly shutoffs in December, residents and businesses are taking measures to ensure continued power supply, with some businesses buying additional refrigeration equipment to avoid losses. There are growing calls for improved communication and more localized shutoffs from Xcel Energy to mitigate the financial and personal impact on customers.
Generac Transformation Extends Into Data Centers And Smart Home Energy
Generac Holdings is broadening its business beyond traditional backup generators, acquiring Allmand to expand into commercial and industrial equipment. The company is actively moving into data center infrastructure, including pilot programs with hyperscale customers, and investing in smart home and AI-integrated energy management solutions. This strategic shift aims to expose Generac to wider markets driven by digital infrastructure and distributed energy trends.
Why Generac (GNRC) Is Up 22.3% After Data Center-Focused 2026 Outlook And New Buyback Plan
Generac Holdings Inc. saw its stock rise by 22.3% following its 2026 outlook, which heavily emphasizes data center demand, and the announcement of a new US$500 million share repurchase program. The company reported weaker results for Q4 and full-year 2025 but projects mid-teens net sales growth and an 8-9% net income margin for 2026, driven by an expansion into energy technology and AI infrastructure power solutions. Investors are weighing the potential of AI-driven commercial growth against risks like capital exposure to generator capacity expansion and tightening diesel regulations.
Why Generac (GNRC) Is Up 22.3% After Data Center-Focused 2026 Outlook And New Buyback Plan
Generac (GNRC) saw a 22.3% stock increase after announcing a data center-focused 2026 outlook and a new US$500 million share repurchase program, despite a weaker Q4 and full-year 2025. The company is shifting its investment narrative from residential generators to energy technology for data centers and grid resiliency, targeting mid-teens net sales growth and an 8.0%–9.0% net income margin for 2026. This strategic pivot aims to capitalize on accelerating data center demand and AI infrastructure power solutions, although risks like capital expenditure for generator capacity expansion and tightening diesel regulations remain.
Weekly Market Update: Stocks Down as Utilities Rise and Financial Services Fall
The Morningstar US Market Index fell 1.33% for the week ended Feb. 13, with utilities being the best-performing sector and financial services the worst. Large-cap stocks saw a decline, while mid-caps rose slightly. The article also highlights top stock gainers and losers, and upcoming market events.
Generac Holdings Q4 Loss And Margin Compression Test High P/E Growth Narrative
Generac Holdings reported a Q4 net loss of US$0.42 EPS and a significant drop in net profit margin from 7.6% to 3.8% in FY 2025. Despite a high trailing P/E of 79.3x, the company's past five-year earnings have declined, and current trailing EPS is down, raising concerns for investors given the ambitious 25.4% forecast earnings growth. The article examines both bearish and bullish perspectives, noting that the current stock price is about 10% below a DCF fair value of US$239.67 if forecasted margin improvements materialize.
Generac Stock Rallies: Why AI Matters More Than Earnings
Generac Holdings Inc. (GNRC) shares surged by 18% despite missing Q4 earnings estimates, driven by strong 2026 guidance and a strategic pivot towards providing backup power for AI data centers. Investors overlooked the Q4 misses, which were attributed to temporary weather patterns and a one-time product liability settlement, focusing instead on the significant growth projected for the Commercial & Industrial segment due to AI-driven demand and a new share repurchase program. The market views Generac as transforming from a "weather stock" to a critical infrastructure provider for the AI revolution.
Generac Holdings Stock: Analyst Estimates & Ratings
Generac Holdings Inc. (GNRC) has significantly outperformed the broader market and the Industrial Select Sector SPDR Fund (XLI) over the past year, driven by strong growth in its Commercial & Industrial segment and strategic investments. Despite missing Wall Street's Q4 expectations for both EPS and revenue, analysts project a 27.9% EPS growth for fiscal 2026. The consensus analyst rating is a "Moderate Buy," with a price target of $255 from TD Cowen, suggesting potential upside.
ELPW Stock Price, Forecast & Analysis | ELONG POWER HOLDING-A (NASDAQ:ELPW)
This article provides an analysis of ELONG POWER HOLDING-A (NASDAQ:ELPW) stock, including its price, performance, and key statistics. ELPW currently trades at $0.4875 USD, having decreased significantly over the past year. The company specializes in high-power lithium-ion batteries for electric vehicles and energy storage systems and has negative EPS and no dividend.
Generac Holdings Inc. (NYSE:GNRC) Receives Consensus Rating of "Moderate Buy" from Brokerages
Generac Holdings Inc. (NYSE:GNRC) has received a consensus "Moderate Buy" rating from 19 brokerages, with an average 12-month price target of $216.75. Despite missing Q4 earnings estimates and a decline in residential sales, analysts are optimistic due to the company's pivot towards data-center/AI infrastructure, the acquisition of Allmand, and a new $500 million share buyback program. Several firms have raised their price targets, signaling renewed confidence in Generac's future growth, particularly in the commercial and industrial (C&I) sector.
Generac Holdings Inc. (NYSE:GNRC) Q4 2025 earnings call transcript
This article is a Q4 2025 earnings call transcript for Generac Holdings Inc. (NYSE:GNRC). It provides a detailed account of the company's financial performance and discussions during the call.
Generac Stock Skyrocketed 17% on “Data Center” Pivot: What a $233 Target Means for Investors
Generac Holdings Inc. (GNRC) saw its stock surge by over 17% despite missing Q4 estimates, driven by a significant 10% jump in its Commercial & Industrial (C&I) segment, primarily due to demand from data centers. Investors are re-rating Generac as an "AI Infrastructure" play, with the company projecting a 30% growth in C&I sales for 2026. TIKR's valuation model suggests a target price of $233, indicating a potential upside of 9.2% as the company pivots to meet the power demands of the booming AI sector.
Stifel raises Generac stock price target to $235 on data center growth
Stifel has increased its price target for Generac Holdings (NYSE:GNRC) to $235 from $210, maintaining a Buy rating, driven by strong growth prospects in the Commercial & Industrial (C&I) segment, particularly from data center orders. Despite recent Q4 2025 financial results missing analyst expectations (EPS of $1.61 vs. $1.77 forecast, revenue of $1.1 billion vs. $1.16 billion forecast), investor optimism for strategic updates and future growth led to a pre-market stock increase. The revised price target is based on estimated 2027 EBITDA at a 14-15x multiple, contrasting with the current InvestingPro EV/EBITDA multiple of 29.87x which suggests the stock might be overvalued.
Expansion Into Data Center Market Is Poised to Drive Generac's Medium-Term Sales Growth
Generac is transitioning into an energy technology solutions company, with its expansion into the data center market expected to drive medium-term sales growth. Analysts express growing confidence in this data center opportunity, noting its importance for durability and offsetting weaker power outage environments.
Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss
Generac (GNRC) has experienced a significant 57% year-to-date rally, largely attributed to its strategic pivot towards providing power infrastructure for data centers, despite missing Q4 earnings expectations. The company is actively expanding its capacity and expects a 30% jump in commercial and industrial sales in 2026, driven by hyperscale data center demand. Generac has also initiated a $500 million share repurchase program, reflecting strong management confidence in its future growth and valuation.
Generac Holdings Inc. (NYSE:GNRC) Q4 2025 Earnings Call Transcript
Generac Holdings Inc. reported its Q4 and full-year 2025 earnings, with net sales decreasing 12% year-over-year but with a strong 10% increase in global C&I product sales, primarily driven by data center customers. The company provided optimistic 2026 guidance, expecting mid-teens net sales growth, particularly from C&I products for data centers and a projected recovery in residential sales due to anticipated normal power outage levels. Generac is heavily investing in large megawatt generator production, with capacity expected to surpass $1 billion by Q4 2026, positioning it as a key supplier for the rapidly growing data center market.
Generac stock price steadies in premarket as analysts weigh data-center push and buyback
Generac's stock steadied in premarket trading as analysts focused on the company's strategic push into data center backup power systems and a new share buyback program. This shift is crucial as traditional residential generator sales face headwinds from fewer power outages and inflation, while data center demand offers a potentially more reliable growth avenue. Generac reported a Q4 net sales drop and a net loss but projects mid-teens net sales growth for 2026, with a significant data center product backlog.
Generac (NYSE:GNRC) Price Target Raised to $255.00 at TD Cowen
TD Cowen has raised its price target for Generac (NYSE:GNRC) to $255.00 from $220.00, maintaining a "buy" rating despite the company missing Q4 earnings and revenue expectations. The firm's target suggests an 18.7% upside to Generac's current stock price. Key factors influencing this outlook include management's constructive 2026 financial guidance, efforts to expand large-generator capacity for data center demand, and a new $500 million share repurchase program.
TD Cowen Adjusts Price Target on Generac Holdings to $255 From $220, Maintains Buy Rating
TD Cowen has increased its price target for Generac Holdings to $255 from $220, while reiterating its Buy rating on the stock. This adjustment comes amidst a flurry of analyst activity surrounding Generac Holdings, following recent financial reports and market performance. Other analysts have also revised their price targets and ratings for the company, reflecting varied outlooks on its future.
GNRC Q4 Deep Dive: Data Center Momentum and Residential Headwinds Shape Outlook
Generac (GNRC) reported Q4 CY2025 results below market expectations for revenue and non-GAAP profit, with sales falling 11.6% year-on-year. Despite this, the stock reacted positively due to accelerating momentum in its commercial and industrial (C&I) segment, particularly from data center demand. The company anticipates mid-teens overall revenue growth in 2026, driven by continued strong data center demand and an expected recovery in residential sales.
Analysts Offer Insights on Industrial Goods Companies: Graham (GHM) and Generac Holdings (GNRC)
Analysts from Maxim Group and Roth MKM have provided insights into industrial goods companies Graham (GHM) and Generac Holdings (GNRC). Graham received a "Buy" rating with a $100 price target from Maxim Group, while Generac Holdings was rated "Hold" with a price target of $184 by Roth MKM. The article highlights analyst consensus and price targets for both companies within the Industrial Goods sector.
Generac Holdings Inc. (NYSE:GNRC) Q4 2025 earnings call transcript
This document is a Q4 2025 earnings call transcript for Generac Holdings Inc. (NYSE:GNRC). It contains detailed discussions regarding the company's financial performance and future outlook. The transcript offers insights into Generac's operational strategies and market conditions as presented during the earnings call.
Generac Holdings Primed for Renewable Sector Dominance
Generac Holdings Inc. is positioned for dominance in the renewable energy sector, with its stock trading up by 18.13%. Key factors include Citi identifying Generac as a top prospect due to an increasing data center backlog and recent winter storms, Ecobee (under Generac) showcasing significant capacity delivery and potential, and favorable analyst ratings despite some price target adjustments. The company's strong financial overview, including robust profitability ratios and prudent financial management, further supports its growth trajectory.
Generac outlines mid-teens sales growth for 2026 while targeting $1B+ domestic capacity for data center generators
Generac (GNRC) is projecting mid-teens compound annual growth (CAGR) for sales through 2026, driven by growth in its residential and commercial/industrial segments. The company aims to achieve over $1 billion in domestic production capacity for its data center generators by 2026, expanding its C&I power generation offerings. Generac also expects to improve its residential products' gross profit margins to over 35% by the same year.
Generac: Shares Power To 52-Week Highs After A Ho-Hum Q4 (NYSE:GNRC)
Generac (GNRC) shares surged to multi-year highs despite a lackluster Q4, with the stock currently rated as a "Buy" with a raised price target of $231. This optimism is fueled by expectations of mid-teens net sales growth in 2026, robust commercial & industrial expansion, and demand from AI-driven data centers. Key risks include volatile AI demand, reliance on natural disasters, consumer sensitivity, and ongoing supply chain and tariff pressures.
