Generac is reiterated as a "Buy," with a raised price target of $231, driven by strong momentum and AI-driven data center demand. Despite Q4 misses—EPS of $1.61 and an 11% revenue decline—GNRC surged on optimism for mid-teens 2026 net sales growth and robust C&I expansion. Operating leverage, a reasonable PEG under 1.9x, and a bullish technical setup support GNRC's premium valuation and upside potential.
GNRC Q4 earnings and sales miss estimates as home standby generator demand weakens, but strong data center momentum shapes its 2026 growth outlook.
While the top- and bottom-line numbers for Generac Holdings (GNRC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Generac Holdings (GNRC) came out with quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $2.8 per share a year ago.
GNRC is set to report Q4 results as revenues and earnings are expected to fall amid weak residential demand and shifting sales mix.
Generac Holdings (GNRC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Generac Holdings ( GNRC ) is a leading manufacturer of power generation equipment, including standby generators, energy storage, and related products, serving residential, commercial, industrial, and portable needs. The company focuses on backup power solutions amid rising demand from outages, data centers, and electrification trends.
It's about to get extremely cold in much of the United States, but some stocks are only getting hotter.
Generac Holdings Inc. is increasingly pivotal in supplying large diesel generators as AI data center growth strains grid capacity. GNRC's commercial and industrial sales rose 9% to $358 million, driven by early shipments of megawatt-scale units for data centers. The backlog for large generators doubled to $300 million, with domestic shipments beginning in October, signaling sustained demand.
Power generation stock Generac Holdings Inc (NYSE:GNRC) was last seen up 4.8% at $148.64, after an upgrade from Citigroup to "buy" from "neutral.
GNRC buys a Sussex, WI plant to boost C&I capacity, tapping data center demand as large-megawatt orders and backlog surge with jobs planned by 2026.
Generac Holdings Inc (NYSE:GNRC) stock was last seen up 2.3% at $140.11, after Wells Fargo upgraded the power generator to "overweight" from "equal weight," with a price-target hike to $195 from $186.