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

Generac (NYSE:GNRC) had its price objective hoisted by research 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 currently has an “overweight” rating on the technology company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 3.93% from the stock’s current price.

Other analysts also recently issued reports about the stock. Citigroup upgraded shares of Generac from a “neutral” rating to a “buy” rating and set a $207.00 target price on the stock in a report on Thursday, January 8th. Bank of America dropped their price objective on shares of Generac from $236.00 to $224.00 and set a “buy” rating for the company in a research note on Wednesday, January 7th. JPMorgan Chase & Co. raised shares of Generac from a “neutral” rating to an “overweight” rating and set a $200.00 target price on the stock in a research report on Monday, December 8th. Weiss Ratings restated a “hold (c)” rating on shares of Generac in a research report on Thursday, January 22nd. Finally, UBS Group dropped their target price on Generac from $220.00 to $215.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $210.82.

Generac Trading Up 4.7%

Shares of NYSE:GNRC traded up $10.16 during mid-day trading on Thursday, reaching $225.15. 376,872 shares of the company’s stock were exchanged, compared to its average volume of 1,159,851. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.02 and a current ratio of 2.18. Generac has a twelve month low of $99.50 and a twelve month high of $228.00. The business’s fifty day moving average price is $159.21 and its 200-day moving average price is $169.72. The firm has a market capitalization of $13.21 billion, a price-to-earnings ratio of 42.61, a PEG ratio of 1.47 and a beta of 1.85.

Generac (NYSE:GNRC) last released its quarterly earnings results on Wednesday, February 11th. The technology company reported $1.61 EPS for the quarter, missing analysts’ consensus estimates of $1.81 by ($0.20). Generac had a net margin of 6.92% and a return on equity of 17.63%. The company had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.16 billion. During the same period in the previous year, the company posted $2.80 earnings per share. The company’s quarterly revenue was down 11.6% compared to the same quarter last year. On average, research analysts predict that Generac will post 8 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of GNRC. Nicollet Investment Management Inc. boosted its holdings in 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 in the last quarter. New York Life Investment Management LLC grew its stake in Generac by 0.7% during the 2nd quarter. New York Life Investment Management LLC now owns 7,924 shares of the technology company’s stock valued at $1,135,000 after acquiring an additional 58 shares in the last quarter. Wilmington Savings Fund Society FSB lifted its position in Generac by 21.7% during the third quarter. Wilmington Savings Fund Society FSB now owns 331 shares of the technology company’s stock worth $55,000 after buying an additional 59 shares in the last quarter. Meridian Financial Partners LLC grew its holdings in Generac by 0.6% in the 4th quarter. Meridian Financial Partners LLC now owns 10,056 shares of the technology company’s stock valued at $1,371,000 after buying an additional 61 shares in the last quarter. Finally, Sentry Investment Management LLC increased its position in Generac by 69.8% during the third quarter. Sentry Investment Management LLC now owns 163 shares of the technology company’s stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Hedge funds and other institutional investors own 84.04% of the company’s stock.

Key Headlines Impacting Generac

Here are the key news stories impacting Generac this week:

• Positive Sentiment: Management issued 2026 guidance calling for mid‑teens net sales growth and 30% C&I growth (data‑center demand). Investors focused on forward revenue/margin recovery rather than the Q4 miss. Generac Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Generac highlighted accelerated orders/backlog from hyperscalers, capacity expansion (new Wisconsin facility) and the Allmand acquisition to support mobile/megawatt generator demand — concrete signs management can scale C&I revenue. Generac’s Data Center Pivot Fuels 57% Rally Despite Q4 Earnings Miss
• Positive Sentiment: Board approved a new $500M buyback program and several analysts raised targets / reiterated buys (TD Cowen raised target to $255), supporting upside and signaling management confidence.
• Neutral Sentiment: Market reaction reflected technical forces (short interest and momentum) as much as fundamentals — short covering likely magnified the move. GNRC earnings report and call
• Neutral Sentiment: Analyst survey coverage is mixed: several buy/outperform ratings exist but median price targets vary, so upside depends on execution — see analyst roundup. Expert Outlook: Generac Hldgs Through The Eyes Of 9 Analysts
• Negative Sentiment: Q4 results missed expectations: revenue $1.09B vs. ~$1.16B consensus and EPS $1.61 vs. $1.81 — residential sales fell ~23% vs. prior year and GAAP showed a $24M loss. Generac Misses Q4 Sales Expectations
• Negative Sentiment: The quarter included a $104.5M one‑time provision for a product‑liability settlement that reduced GAAP earnings and pushed margins/cash flow lower; execution risk is high as GNRC must scale large‑generator production to meet guidance. Q4 results and outlook (QuiverQuant summary)
• Negative Sentiment: Valuation is rich (PE ~41) and the stock is pricing in flawless execution; missed targets or slower data‑center ramp would likely trigger a pullback.

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.