GENERAC HOLDINGS INC.
Generac designs, manufactures and distributes energy technology products and services for residential, commercial, data center, telecommunications, rental and industrial markets. Its offerings include stationary, portable and mobile generators; energy storage systems; solar microinverters; energy monitoring and management devices; transfer switches; and outdoor power equipment. Generac’s residential products include home standby generators, PWRcell storage systems, PWRmicro microinverters, ecobee smart home devices and DR-branded property-maintenance equipment. Its commercial and industrial products include natural gas, diesel and Bi-Fuel generators, mobile power and lighting equipment, and systems for standby, continuous-duty and prime-rated applications. Generac sells products through distribution partners and other channels, including retail stores, dealers and direct-to-consumer online catalogs. It also provides remote monitoring and service support for its products. The company is headquartered in Waukesha, Wisconsin.
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U.S. stocks fell Tuesday after the October CPI report. AI data center suppliers reported growth: Onto Innovation (NYSE: ONTO) saw record revenue of $410M, Coherent (NYSE: COHR) reported $2.37B revenue, Sanmina (NASDAQ: SANM) had $3.86B Q4 revenue, AAON (NASDAQ: AAON) saw $707.4M net sales, and Generac (NYSE: GNRC) reported $1.29B net sales.
Piper Sandler kept Generac Holdings at Overweight but reduced its price target to $266 from $279, a 4.7% cut. The new target suggests 50.5% upside from the Nov 6 close of $176.78. Recent analyst targets for the company range from $235 to $325. According to Piper Sandler.
Generac Holdings Inc. (GNRC) filed its quarterly report (10-Q) with the SEC on November 3, 2026. The filing includes periodic financial reports and exhibits. Investors can access the document for detailed financial information.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning GNRC (GENERAC HOLDINGS INC.). Coverage has skewed bearish: 0 bullish, 2 neutral, and 1 bearish.
Recent GNRC coverage spans earnings, financial news and corporate actions.
In the last 30 days, GNRC insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($1.2M). The most active reporter was Taffe Norman P, President Generac Home, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings beat tempered by broader market weakness.
Analyst target cut suggests reduced upside expectations.
The filing introduces fresh quarterly financial data that could move the stock.
Strong top‑line growth and a sharp EPS increase suggest upside momentum.
The buyback authorization is likely to create buying pressure and support the stock.
AlphAI scores every news story that mentions GNRC with an AI model for sentiment and relevance, and aggregates insider trades from GENERAC HOLDINGS INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
U.S. stocks fell Tuesday after the October CPI report. AI data center suppliers reported growth: Onto Innovation (NYSE: ONTO) saw record revenue of $410M, Coherent (NYSE: COHR) reported $2.37B revenue, Sanmina (NASDAQ: SANM) had $3.86B Q4 revenue, AAON (NASDAQ: AAON) saw $707.4M net sales, and Generac (NYSE: GNRC) reported $1.29B net sales.
Piper Sandler kept Generac Holdings at Overweight but reduced its price target to $266 from $279, a 4.7% cut. The new target suggests 50.5% upside from the Nov 6 close of $176.78. Recent analyst targets for the company range from $235 to $325. According to Piper Sandler.
Generac Holdings Inc. (GNRC) filed its quarterly report (10-Q) with the SEC on November 3, 2026. The filing includes periodic financial reports and exhibits. Investors can access the document for detailed financial information.
Generac Holdings reported Q3 2026 revenue of $1.295B, up 16.2% YoY, and net income of $109.2M, up 65.1%. EPS rose to $1.83 from $1.12. Growth was driven by data-center shipments and generator sales. The company reorganized into Residential and Commercial segments and is expanding capacity for data-center demand.
Generac (GNRC) authorized a new $500M share repurchase program over 24 months, replacing a prior program with $199.3M remaining. The company reported 58.99M shares outstanding as of October 30, 2026. Contract liabilities increased from $151.3M to $183.6M year-over-year.
Jagdfeld Aaron (Chief Executive Officer) sold 5,000 shares of GENERAC HOLDINGS INC. (GNRC) at $200.61 ($1.00M total) on 2026-11-02 under a Rule 10b5-1 trading plan.
Citigroup kept its Neutral rating on Generac Holdings but raised its price target to $235 from $232, suggesting an 18.7% upside from the last close. Recent analyst targets range from $279 to $325.
Barclays kept its Equal-Weight rating on Generac Holdings but raised its price target to $281 from $278, suggesting a 39.6% upside from the last close. Recent analyst targets range from $279 to $325.
Generac (GNRC) reported a backlog of $4.5B, including a $2.4B Amazon deal for 2027-28. Q results: adjusted EBITDA $256M, GAAP net income $109M, adj. net income $151M, free cash flow $132M. 2027 data-center revenue expected above $2B.
Four companies reported Q3 results showing strong demand for data center supplies. Vertiv (VRT) saw 61% sales growth, raising full-year guidance. American Tower (AMT) reported 4.5% revenue growth, driven by data center segment. Johnson Controls (JCI) reported 10% sales growth, with data center demand supporting orders. Generac (GNRC) reported 16% sales growth, with a $2.4B Amazon deal boosting backlog to $4.5B.
