Generac jumps as Jefferies turns bullish on data center upside and raises price target
Generac Holdings, Inc. (GNRC) stock surged 9.0% after Jefferies upgraded it to Buy from Hold and increased its price target to $302. The upgrade is driven by Generac's potential to benefit from rising data center power demand and secure large hyperscaler supply agreements. This positive analyst action compounds momentum from Generac's recently raised 2026 outlook and stronger Q1 report.
Generac stock jumps 9%: Why is Jefferies bullish on the stock?
Generac Holdings (GNRC) shares surged 9% after Jefferies upgraded the stock to Buy, raising its price target to $302. This optimism stems from increasing demand for AI-driven data center infrastructure and traction for Generac's Baudouin engines among hyperscale operators. Analysts anticipate Generac securing significant hyperscaler supply agreements, driving projected revenue to $6.8 billion by 2028, alongside resilient residential generator demand.
Analyst Upgrades AI Data Center Play On Potential Deals. Stock Crosses Buy Point.
Generac (GNRC) stock rose on Friday after Jefferies upgraded the company from hold to buy, citing strong prospects for its AI data center generators. The analyst also raised the price target to 302 from 239, implying a 13% potential gain. This upgrade comes as Generac crossed its latest buy point, reflecting confidence in its market position.
Jefferies Upgrades Generac on AI Infrastructure Boom
Jefferies upgraded Generac Holdings Inc. from Hold to Buy, raising its price target to $302, driven by the company's strong positioning in the AI infrastructure boom. The upgrade is based on Generac's ongoing negotiations and disclosed nonbinding notice-to-proceed with hyperscalers, along with public permitting documents showing their engines in AI data center configurations. Jefferies projects significant revenue and EBITDA growth for Generac by 2028, leading to a notable jump in the company's stock price.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Generac Holdings Inc. (GNRC) saw its stock rally by 9.02% to $270.14 on Friday, marking its third consecutive day of gains. This performance outpaced the broader market, with the S&P 500 Index rising 0.37% and the Dow Jones Industrial Average gaining 0.58%. The strong trading session for Generac contributed to an overall positive day for the stock market.
Generac stock rallies after buy upgrade tied to hyperscaler momentum
Generac Holdings stock rallied nearly 7% after Jefferies upgraded it to "Buy" from "Hold," citing the company's potential to secure large contracts for emergency backup generators in AI data centers. The firm increased its price target to $302, expecting Generac to benefit significantly from the AI infrastructure boom and expanding commercial and industrial demand. Jefferies projects higher revenue and EBITDA by 2028, also downplaying concerns about the residential backup-generator business.
Chevron To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Friday
This article compiles analyst ratings and price target changes for several prominent companies, offering insights into their potential stock performance. Notably, Morgan Stanley raised its price target for Spotify Technology SA and Chevron Corp, while JP Morgan upgraded Sweetgreen Inc. Conversely, Goldman Sachs maintained a Sell rating on Advance Auto Parts, and Piper Sandler cut its price target for Lululemon Athletica Inc.
Jefferies upgrades Generac stock rating on data center prospects
Jefferies upgraded Generac Holdings (NYSE:GNRC) from Hold to Buy, increasing its price target to $302 due to promising data center contract conversions and market acceptance of its Baudouin engines. The stock has seen significant growth, and analysts have recently increased their earnings estimates. Generac also reported strong first-quarter 2026 earnings, exceeding expectations.
Analysts Offer Insights on Industrial Goods Companies: Astronics (ATRO), Tat Techno (TATT) and Generac Holdings (GNRC)
Three analysts recently issued bullish sentiments on industrial goods companies: Astronics (ATRO), Tat Techno (TATT), and Generac Holdings (GNRC). Michael Ciarmoli reiterated a Buy rating on Astronics with a $107 price target, while Barry Jonas maintained a Buy rating on Tat Techno with a $61 target. Tommy Moll reiterated a Buy rating on Generac Holdings with a $290 price target.
Jefferies Upgrades Generac Holdings to Buy From Hold, Adjusts Price Target to $302 From $239
Jefferies has upgraded Generac Holdings (GNRC) from a Hold rating to a Buy rating. The firm also increased its price target for Generac Holdings from $239 to $302. This upgrade suggests a positive outlook on the company's stock performance.
BOK Financial Private Wealth Inc. Makes New Investment in Generac Holdings Inc. $GNRC
BOK Financial Private Wealth Inc. has made a new investment in Generac Holdings Inc. (NYSE:GNRC), purchasing 5,125 shares valued at approximately $699,000 in the fourth quarter. This move highlights Generac's continued appeal to institutional investors, which collectively own 84.04% of the stock. Generac recently reported strong quarterly earnings with an EPS of $1.80 and 12.5% year-over-year revenue growth, leading analysts to rate the stock as a "Moderate Buy" with an average target price of $270.31.
Generac Holdings Inc. stock underperforms Thursday when compared to competitors despite daily gains
Generac Holdings Inc. (GNRC) stock gained 1.06% on Thursday, closing at $247.79. Despite this daily increase, the stock underperformed against key market indices like the S&P 500 Index and the Dow Jones Industrial Average, which rose by 0.17% and 0.55% respectively. This marks the second consecutive day of gains for Generac's stock.
Generac Holdings Stock: Is Wall Street Bullish or Bearish?
Generac Holdings Inc. (GNRC), a leading manufacturer of backup power equipment, has seen its stock significantly outperform the broader market and the industrial sector over the past year. The company's Q1 2026 earnings exceeded analyst expectations, driven by strong growth in its commercial and industrial segment and increasing demand for backup power solutions. With a consensus "Moderate Buy" rating from analysts and a raised price target from UBS, Wall Street appears bullish on Generac's future growth prospects.
Generac Holdings Inc. stock underperforms Tuesday when compared to competitors
Shares of Generac Holdings Inc. (GNRC) fell 3.59% on Tuesday, closing at $243.97. This underperformance occurred on a generally negative trading day, with both the S&P 500 Index and the Dow Jones Industrial Average also declining. This marks the third consecutive day of losses for Generac Holdings Inc. stock.
Generac Holdings Lawsuit Dismissed as Court Finds Pleading Deficiencies
A federal court has dismissed securities fraud claims against Generac Holdings Inc. and its executives, citing a failure by investors to meet heightened pleading standards. The lawsuit centered on allegations of misleading omissions regarding declining "close rates" for generator sales, alleged defects in solar components, and reliance on a single distributor. The court found that Generac's disclosures were accurate and that the plaintiffs failed to adequately plead scienter, the intent to deceive.
Generac Holdings Inc. stock outperforms competitors on strong trading day
The article states that Generac Holdings Inc. (GNRC) stock performed well on a strong trading day, outpacing its competitors. It highlights the stock's daily gain compared to the S&P 500 and various industry peers.
Powell Industries Drops 7.9% Amid Sector-Wide Selling
Powell Industries experienced a sharp 7.9% decline, closing at $269.45, as it was caught in a widespread selloff affecting electrical equipment and industrial stocks. This sector-wide downturn also impacted peers like Vicor Corporation, nVent Electric, Generac Holdings, and EnerSys, suggesting broader market concerns rather than company-specific issues for Powell. Investors are advised to monitor sector stabilization and commentary on order backlogs for clarity.
Generac Holdings Inc (GNRC) Shares Fall 4.6% -- GF Value Says Still Overvalued
Generac Holdings Inc (GNRC) shares fell 4.6% to $263.68, placing its current price 67.7% above its GF Value™ of $157.24, indicating significant overvaluation. The company has a strong GF Score™ of 84/100, driven by high profitability and growth, but insider stock sales totaling $9.6 million suggest potential concerns among insiders regarding future performance. The stock's P/E ratio of 82.4x is considerably higher than its 5-year median, further reinforcing the overvaluation assessment.
Generac Holdings Inc. stock underperforms Friday when compared to competitors
Generac Holdings Inc. (GNRC) stock dropped 4.63% on Friday, closing at $263.68, underperforming the broader market. The S&P 500 Index fell 1.24%, and the Dow Jones Industrial Average declined by 1.07%. With this drop, Generac is 4.74% below its 52-week high achieved on May 14th.
What Does NeoVolta's Q3 Fiscal 2026 Report Reveal About Its Financial Health
NeoVolta's Q3 fiscal 2026 report shows widening losses but strategic shifts towards the commercial and industrial (C&I) sector, including a significant purchase order from Luminia and a partnership with SolGen Technologies. The company is focusing on market expansion, leadership changes, operational efficiency, and a robust U.S./Austria-based supply chain to gain a competitive edge against import tariffs. Despite current unprofitability, these strategic initiatives aim to drive long-term growth in the energy storage market.
Generac Holdings stock hits 52-week high at 273.57 USD By Investing.com
Generac Holdings' stock (GNRC) has reached a new 52-week high of $273.57, marking a 108% total return over the past year and a 113.96% increase in value. Despite this strong performance and market capitalization of $16.07 billion, InvestingPro indicates the stock may be overvalued and in overbought conditions. The company recently surpassed Q1 2026 earnings and revenue expectations, reflecting robust growth.
Generac Holdings Inc. stock outperforms competitors on strong trading day
Generac Holdings Inc. (GNRC) saw its stock advance by 3.46% to $276.4
Generac Power Systems expands recall of Generac and DR Power Electric Start Pressure Washers due to risk of serious injury or death from carbon monoxide hazard
Generac Power Systems has expanded its recall of certain Generac and DR Power electric start pressure washers due to a serious carbon monoxide hazard. The electronic start/stop button can malfunction and self-start, posing a risk of injury or death if used in an enclosed space. Consumers should immediately stop using the recalled units and contact Generac for a free repair.
Generac and Meritage Homes have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Generac Holdings Inc. (GNRC) as its Bull of the Day due to surging demand for its backup power generators, especially from AI data centers, and its strong Q1 performance. Conversely, Meritage Homes Corporation (MTH) is designated as the Bear of the Day, grappling with a slowing housing market, high mortgage rates, and downward earnings revisions. The report also includes an analysis of Advanced Micro Devices (AMD), noting its strong data center performance but also its stiff competition and potentially overvalued shares.
Generac and Meritage Homes have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Generac Holdings Inc. (GNRC) as the Bull of the Day due to its strong performance in backup power generation, fueled by demand from AI data centers, electrification, and energy storage. Meritage Homes Corporation (MTH) has been designated the Bear of the Day, struggling with the current housing market's high mortgage rates and inflation, leading to downward earnings revisions. The article also provides an analysis of Advanced Micro Devices (AMD), NVIDIA (NVDA), and Broadcom (AVGO), discussing AMD's strong data center growth but noting concerns about its valuation and competition.
Caterpillar: Solving AI’s Time-To-Power Bottleneck, But I’m Buying Its Rivals Instead
The author acknowledges Caterpillar's role in addressing the power bottleneck for AI data centers, which has contributed to its recent stock rerating. Despite CAT's strong backlog and growth in its Power Generation segment, the author is buying rivals instead due to a preference for higher concentration in power generation or faster backlog conversion, though remaining bullish on Caterpillar overall.
Power Solutions: I May Sound Like A Broken Record, But It's Still A Buy After Disastrous Earnings
Power Solutions International (PSIX) experienced a disappointing Q1 with significant misses in revenue and EPS, despite which the author maintains a "Buy" rating. The downgrade is due to near-term risks like weak oil & gas demand and elevated production costs, but these are viewed as transient. The company's focus on high-margin data center engines and the Wisconsin ramp-up are expected to drive sales acceleration in H2 2026, offering significant upside given its current valuation discount compared to peers.
Generac Holdings Inc. stock underperforms Wednesday when compared to competitors
This article states that Generac Holdings Inc. stock underperformed on Wednesday when compared to its competitors. Without further information, it's impossible to tell why this happened or what the specific financial figures were. The article content provided is incomplete.
Power Solutions International Stock Plunges After Profit Sinks 62%; Data Center Bet Faces New Test
Power Solutions International's stock plunged after its first-quarter net income fell 62% to $7.3 million and revenue decreased 5% to $128.6 million, driven by soft power systems demand. The company also withheld full-year guidance, contributing to investor unease, and its shares tumbled significantly, reflecting concerns about its data center strategy and ongoing legal issues. Management indicated a potential pickup in the second half, but the immediate outlook remains cautious.
Power Solutions International mysteriously craters ahead of earnings, then tumbles more after earnings too
Shares of Power Solutions International (PSI) extended losses after releasing Q1 results that fell short of consensus estimates. The stock experienced an unusual pre-earnings tumble on high volume without any reported news, suggesting insider selling. Despite other power providers benefiting from the AI boom, PSI's management provided a cautious outlook regarding data center revenue.
Emerson Electric (NYSE:EMR) Could Be A Buy For Its Upcoming Dividend
Emerson Electric (NYSE:EMR) is set to go ex-dividend in three days, offering a dividend payment of US$0.555 per share, resulting in a 1.6% trailing yield. The company's dividend appears sustainable, with a payout ratio of 50% of profits and 39% of free cash flow, and its earnings per share have grown 6.0% annually over the last five years. While earnings growth could be faster, the low payout ratio provides room for future dividend increases, making it an attractive consideration for dividend-focused investors.
Diesel Generator Market Industry Report 2026: Market Forecast to Surpass $25 Billion by 2031 with Caterpillar, Cummins, Generac Power Systems, Rolls-Royce plc, and Mitsubishi Dominating
The diesel generator market is projected to grow from $19.26 billion in 2026 to $25.61 billion by 2031, at a CAGR of 5.9%. This growth is driven by the increasing demand for reliable backup power in critical infrastructure like data centers and healthcare facilities, especially in rapidly urbanizing regions. Standby power applications and the commercial sector are expected to be the leading segments, with North America identified as a significant market due to infrastructure development and energy security needs.
Will Strong Q1 2026 Results and Higher Sales Guidance Change Generac Holdings' (GNRC) Narrative?
Generac Holdings Inc. (GNRC) reported strong Q1 2026 results with increased sales and net income, leading management to slightly raise its full-year 2026 sales growth outlook to the mid-to-high teens. While this positive update reinforces confidence in the company's operational execution and its ability to capitalize on rising demand for backup power and data centers, the long-term investment narrative still balances these strengths against ongoing weakness in its clean energy segment. The market will be watching to see if Generac can sustain this growth and profitability in subsequent quarters.
What Emerson Electric (EMR)'s Earnings Beat, Guidance Hike and Tech-Savvy Board Pick Mean For Shareholders
Emerson Electric (EMR) reported a positive Q2 with slightly higher sales and net income, affirmed its dividend, and raised full-year EPS guidance. The company also announced the appointment of Apple General Counsel Jennifer Newstead to its board, signalling a focus on both financial discipline and strengthening capabilities in software-heavy industrial markets. This move, combined with updated guidance, supports the thesis that EMR can translate its portfolio into consistent earnings, particularly in high-growth verticals like power and life sciences, despite potential market headwinds.
Plug Power (PLUG) Q1 Earnings Report Preview: What To Look For
Plug Power (PLUG) is set to release its Q1 earnings report, with analysts expecting a 5.6% year-on-year revenue growth. The company reported mixed results last quarter, beating revenue expectations but missing adjusted operating income estimates. Peer performance from Bloom Energy and Generac, which saw significant revenue growth, suggests positive sentiment in the renewable energy sector, with Plug Power's stock also showing a 14.2% increase over the last month.
Altman Advisors Inc. Has $731,000 Stock Position in Generac Holdings Inc. $GNRC
Altman Advisors Inc. significantly reduced its stake in Generac Holdings Inc. (GNRC) by 50.4% in the fourth quarter, now holding 5,357 shares valued at approximately $731,000. Despite this reduction, institutional investors and hedge funds collectively own a high percentage (84.04%) of Generac stock, with several other funds increasing their positions. Analysts maintain a "Moderate Buy" consensus rating for Generac, with an average price target of $270.31, following strong quarterly results that surpassed EPS and revenue estimates.
Blink Charging (BLNK) Reports Earnings Tomorrow: What To Expect
Blink Charging (BLNK) is set to announce its earnings results, with analysts expecting a 4.4% year-on-year revenue growth, a reversal from the previous year's decline. The company has a history of missing Wall Street's revenue estimates, though the renewable energy sector has seen positive sentiment recently. Blink Charging's stock is up significantly in the last month, heading into earnings with a higher average analyst price target compared to its current share price.
Blink Charging (BLNK) Reports Earnings Tomorrow: What To Expect
Blink Charging (BLNK) is set to announce its earnings after market close on Monday. Analysts expect a 4.4% year-on-year revenue growth for the quarter, a rebound from a previous decline. The company has missed Wall Street's revenue estimates multiple times in the past two years, but investor sentiment in the renewable energy sector has been positive, with Blink Charging's shares up significantly recently.
Number of shareholders of Generac Holdings Inc. – LS:A0YGR4
This article provides a brief financial overview for Generac Holdings Inc. (LS:A0YGR4), focusing on the number of shareholders. It includes data about the company's stock performance and states that market data is provided by ICE Data Services and reference data by FactSet. The information seems to be presented on a TradingView platform.
GNRC SEC Filings - Generac Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Generac Holdings Inc. (GNRC) SEC filings, including annual reports (10-K), quarterly reports (10-Q), material event reports (8-K), and insider trading forms. It details how these documents offer insights into Generac’s operations and financial structure, highlighting the use of non-GAAP metrics and capital arrangement disclosures. The platform also offers AI-powered tools to summarize and navigate these regulatory documents.
GNRC SEC Filings - Generac Hldgs Inc 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Generac Holdings Inc. (GNRC) SEC filings, including 10-K, 10-Q, 8-K, and Form 4 documents, offering detailed insights into the company's financial operations and material events. It highlights how investors can utilize these regulatory filings to understand Generac's business, capital structure, and management's financial metrics. The platform also offers AI-powered tools to summarize filings and analyze key sections for better decision-making.
Jim Cramer Highlights Caterpillar As One of the Backup Power Plays
Jim Cramer identified Caterpillar (NYSE: CAT) as a key "backup power play" due to its role in the booming data center construction industry. He noted that the company is benefiting from the significant demand for engines to build off-grid power plants, as well as anticipated construction for an expanding power grid. Cramer suggested that the demand might exceed Caterpillar's current inventory.
Generac Stock Is Up 89% Year to Date in 2026: Here’s What Could Drive the Next Move
Generac Holdings Inc. (GNRC) reported strong Q1 FY26 results, with net sales up 12.4% and adjusted EPS significantly beating analyst estimates, leading to an 89% year-to-date surge in its stock. The company's growth is driven by increasing data center demand for power solutions and its expanding energy grid services, although much of this opportunity might already be priced into the stock. While TIKR's valuation model projects a modest rise for Generac stock to $285 per share by December 2028, reflecting a 7% total return, investors are advised to consider the long-term potential against the current near 52-week high valuation.
Sempra Stock After Earnings: $65 Billion Capital Plan, Affirmed Guidance, and a Discount
Sempra (SRE) reported Q1 2026 earnings with adjusted EPS up and revenue slightly down, affirming its full-year guidance and long-term EPS growth target of 7-9%. The company is executing a $65 billion capital plan, with the recent Oncor rate case approval and UTM filing strengthening its financial outlook and reducing regulatory lag. TIKR's model suggests Sempra stock is currently trading at a significant discount, implying a 58% upside, due to these favorable regulatory developments and the company's clear capital allocation strategy.
Oak Family Advisors LLC Grows Position in Generac Holdings Inc. $GNRC
Oak Family Advisors LLC increased its stake in Generac Holdings Inc. by 29.3% in the 4th quarter, holding 58,581 shares valued at $7.99 million, making Generac its 11th largest position. Generac reported strong Q4 earnings, beating expectations with EPS of $1.80 and revenue of $1.06 billion. The stock has a "Moderate Buy" consensus rating from analysts, with an average target price of $270.31.
GRIMES & Co WEALTH MANAGEMENT LLC Decreases Stock Position in Generac Holdings Inc. $GNRC
GRIMES & Co WEALTH MANAGEMENT LLC reduced its stake in Generac Holdings Inc. by 12.3% in the fourth quarter, selling 5,129 shares and leaving them with 36,406 shares valued at approximately $4.97 million. Despite this, Generac recently reported strong quarterly earnings, exceeding analyst expectations with $1.80 EPS and $1.06 billion in revenue. The company's stock is trading near its 12-month high, boasts a market cap of $15.7 billion, and analysts project an 8.91 EPS for the current year.
374,129 Shares in Generac Holdings Inc. $GNRC Purchased by Robeco Schweiz AG
Robeco Schweiz AG has acquired a new position in Generac Holdings Inc. (NYSE:GNRC), purchasing 374,129 shares valued at approximately $51 million in the fourth quarter. This acquisition gives Robeco Schweiz AG a 0.64% stake in Generac. Other institutional investors have also adjusted their holdings in the company, while a Generac CFO recently sold over 24,000 shares.
Emerson Electric (EMR) EPS Jump Reinforces Bullish Margin Narratives In Q2 2026 Results
Emerson Electric (EMR) reported strong Q2 2026 results with increased revenue and basic EPS, highlighting improved profitability and cash generation. The company's net margin rose to 13.3%, driven by higher earnings power from automation and software, aligning with bullish narratives about future growth. However, high debt, insider selling, and a DCF fair value significantly below the current share price present mixed signals for investors.
Danske Bank A S Has $120,000 Holdings in Generac Holdings Inc. $GNRC
Danske Bank A S significantly reduced its stake in Generac Holdings Inc. (NYSE:GNRC) by 96.5% in the fourth quarter, holding 880 shares valued at $120,000. Other institutional investors made various changes to their Generac holdings, and the company recently reported strong quarterly earnings, beating analyst estimates for EPS and revenue. Generac currently holds a "Moderate Buy" rating from analysts with an average target price of $270.31.
Comerica Bank Has $1.90 Million Stake in Generac Holdings Inc. $GNRC
Comerica Bank significantly reduced its stake in Generac Holdings Inc. by 49.5% in the fourth quarter, selling 13,672 shares and ending with 13,955 shares worth approximately $1.90 million. Despite the institutional sell-off, Generac reported strong quarterly earnings, beating analyst estimates with $1.80 EPS and $1.06 billion in revenue. Analysts currently maintain a "Moderate Buy" consensus rating for Generac with an average price target of $270.31.
