$GNRC

Generac's President Norman P. Taffe used 3,932 shares to cover exercise costs or tax liabilities at $181.22 per share, leaving him with 11,576 shares directly owned. The transaction was not under a Rule 10b5-1 trading plan.

Jagdfeld Aaron (Chief Executive Officer) sold 5,000 shares of GENERAC HOLDINGS INC. (GNRC) at $182.21 ($0.91M total) on 2026-09-01 under a Rule 10b5-1 trading plan.

Generac (GNRC) insider Aaron Jagdfeld filed a Form 144 to sell 5,000 shares, valued at $911,050. The shares come from restricted stock that vested in 2015 and 2025. Jagdfeld has sold 5,000 shares in each of the past three months, totaling 15,000 shares. The sale will occur through Fidelity Brokerage Services LLC on the NYSE.

Jim Cramer reclassified Caterpillar (CAT) as a data center stock due to its 29% Power Generation revenue growth, driven by AI infrastructure demand. CAT's shares surged 90% over the past year. Cramer suggested replacing CAT with TJX (TJX) and Wells Fargo (WFC) for diversification. Generac (GNRC) and Micron (MU) also saw gains from AI-related demand. CAT reported $20.54B in Q2 2026 revenue, up 24% YoY, with a forward P/E of 32.

Generac Holdings (GNRC) reported Q2 2026 adjusted EPS of $2.91, beating estimates. Revenue rose 11% YoY to $1.173B, missing slightly. C&I segment grew 29%, driven by data center demand. Full-year sales growth expected in mid-to-high teens. Analysts have downgraded estimates, but the stock has a Zacks Rank #1 (Strong Buy).

Generac Holdings (GNRC) designs and manufactures energy technology products. Its stock has underperformed the S&P 500 over the past year but has gained 55.6% year-to-date. Q2 revenue was $1.17B, missing estimates, while adjusted EPS of $2.91 exceeded expectations. Analysts expect 54.3% EPS growth for the fiscal year. The consensus rating is 'Moderate Buy' with a mean price target of $284.94, implying a 34.7% upside.

Generac is investing $250 million to produce AI-powered generators for data centers, with a $1.6 billion backlog. CEO Aaron Jagdfeld expects sustained demand. Other companies like Timken and Siemens are also benefiting from data center growth, with projections showing the electrical equipment market tied to U.S. data centers surging to $66 billion by 2030.

Fluence Energy (FLNC) missed Q2 revenue expectations by 18.8%, with shares down 10.9%. Generac (GNRC) reported a 10.6% revenue increase, beating EPS and EBITDA estimates, and shares rose 13.1%. SolarEdge (SEDG) saw a 19.6% revenue increase but missed guidance, with shares down 37%.

Generac says its generator sales tied to data centers have reached $1 billion and it plans to triple generator production capacity, according to the company and the Milwaukee Business Journal. The firm links demand to AI and cloud-driven data center growth, where backup power is sought to handle outages and power fluctuations.

On CNBC, Kathryn Thompson of Thompson Research Group said AI investors focus too much on near-term chip pricing and should consider “old school” infrastructure themes. She cited $5+ trillion projected AI-related spend over five years and power as a bottleneck. The article highlights Martin Marietta (MLM), CRH (CRH), Ferguson (FERG), Generac (GNRC), and Cisco (CSCO) with recent revenue/EPS and valuation/backlog figures.