Wells Fargo & Company Increases Generac (NYSE:GNRC) Price Target to $234.00

Generac (NYSE:GNRC) had its price target boosted by analysts at Wells Fargo & Company from $185.00 to $234.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s target price indicates a potential upside of 4.46% from the company’s previous close.

GNRC has been the topic of several other research reports. Citigroup upgraded Generac from a “neutral” rating to a “buy” rating and set a $207.00 price target on the stock in a research note on Thursday, January 8th. Barclays dropped their target price on Generac from $197.00 to $186.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 20th. JPMorgan Chase & Co. raised shares of Generac from a “neutral” rating to an “overweight” rating and set a $200.00 price target for the company in a research report on Monday, December 8th. TD Cowen upped their price objective on shares of Generac from $220.00 to $255.00 and gave the company a “buy” rating in a report on Thursday. Finally, Guggenheim reiterated a “neutral” rating and issued a $202.00 price objective on shares of Generac in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $220.19.

Generac Trading Up 3.8%

Shares of Generac stock opened at $224.02 on Thursday. The firm’s 50 day simple moving average is $161.49 and its two-hundred day simple moving average is $170.52. The firm has a market capitalization of $13.15 billion, a price-to-earnings ratio of 83.59, a PEG ratio of 1.75 and a beta of 1.85. Generac has a 12-month low of $99.50 and a 12-month high of $229.16. The company has a current ratio of 2.03, a quick ratio of 1.02 and a debt-to-equity ratio of 0.48.

Generac (NYSE:GNRC) last posted its quarterly earnings data on Wednesday, February 11th. The technology company reported $1.61 EPS for the quarter, missing the consensus estimate of $1.81 by ($0.20). Generac had a return on equity of 14.55% and a net margin of 3.79%.The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.16 billion. During the same quarter in the previous year, the firm posted $2.80 earnings per share. The company’s quarterly revenue was down 11.6% on a year-over-year basis. Analysts predict that Generac will post 8 EPS for the current year.

Institutional Trading of Generac

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Nicollet Investment Management Inc. raised its position in shares of Generac by 0.7% in the fourth quarter. Nicollet Investment Management Inc. now owns 7,734 shares of the technology company’s stock worth $1,055,000 after acquiring an additional 50 shares during the period. Gen Wealth Partners Inc boosted its position in Generac by 8.7% during the fourth quarter. Gen Wealth Partners Inc now owns 675 shares of the technology company’s stock worth $92,000 after purchasing an additional 54 shares in the last quarter. New York Life Investment Management LLC grew its holdings in Generac by 0.7% in the second quarter. New York Life Investment Management LLC now owns 7,924 shares of the technology company’s stock valued at $1,135,000 after purchasing an additional 58 shares during the period. Wilmington Savings Fund Society FSB increased its position in shares of Generac by 21.7% in the third quarter. Wilmington Savings Fund Society FSB now owns 331 shares of the technology company’s stock valued at $55,000 after buying an additional 59 shares in the last quarter. Finally, Meridian Financial Partners LLC raised its stake in shares of Generac by 0.6% during the 4th quarter. Meridian Financial Partners LLC now owns 10,056 shares of the technology company’s stock worth $1,371,000 after buying an additional 61 shares during the period. Institutional investors and hedge funds own 84.04% of the company’s stock.

Generac News Roundup

Here are the key news stories impacting Generac this week:

• Positive Sentiment: MarketBeat explains the rally as investors prioritizing Generac’s role supplying backup power to hyperscale data centers and AI infrastructure; management cited pilot programs with major hyperscalers, a roughly $400M industrial backlog, capacity expansion and a $500M buyback program that underpin the 2026 outlook. Generac Stock Rallies: Why AI Matters More Than Earnings
• Positive Sentiment: Coverage noting the “data center pivot” as the main driver for the stock’s recent surge — market is re-pricing GNRC from a weather-driven residential story to a commercial/industrial infrastructure play. Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss
• Positive Sentiment: Analyst upgrades/price-target raises are supporting the move: TD Cowen raised its target to $255 and kept a Buy stance, signaling upside to the new data‑center narrative. Generac price target raised by TD Cowen
• Neutral Sentiment: Some sell‑side notes are more cautious or mixed — Guggenheim reiterated a Neutral rating, reflecting differing views on how quickly C&I growth will offset residential weakness. Generac’s (GNRC) “Neutral” Rating Reiterated at Guggenheim
• Neutral Sentiment: Analyst roundups and Q4 deep dives highlight the mix: strong backlog and commercial momentum vs. residential headwinds and a one‑off settlement; these pieces help investors parse whether 2026 guidance is achievable. GNRC Q4 Deep Dive: Data Center Momentum and Residential Headwinds Shape Outlook
• Negative Sentiment: Concrete near-term headwinds: Q4 results missed expectations (revenue ~$1.09B vs. ~$1.16B est.; adj. EPS $1.61 vs. $1.81 est.) and residential sales fell ~23% as weather‑driven demand softened. Generac (NYSE:GNRC) Misses Q4 CY2025 Sales Expectations
• Negative Sentiment: The company recorded a $104.5M product‑liability provision that produced a GAAP net loss for the quarter — a meaningful one‑time charge that reduced near‑term earnings despite removing legal uncertainty going forward. Generac Stock Rallies: Why AI Matters More Than Earnings

Generac Company Profile

Generac Holdings Inc (NYSE: GNRC) is a leading manufacturer of backup power generation products for residential, commercial and industrial applications. The company offers a comprehensive portfolio of standby and portable generators, transfer switches and power management systems designed to provide reliable electricity during power outages and other critical situations. With an emphasis on innovation, Generac has expanded its offerings to include clean energy technologies such as battery storage and integrated solar-plus-storage systems.

Generac’s product lineup addresses a broad range of customer needs.