Generac (NYSE:GNRC) Given New $255.00 Price Target at TD Cowen

Generac (NYSE:GNRC) had its price target lifted by TD Cowen from $220.00 to $255.00 in a report published on Thursday, MarketBeat reports. TD Cowen currently has a buy rating on the technology company’s stock.

GNRC has been the topic of several other research reports. Bank of America lowered their target price on shares of Generac from $236.00 to $224.00 and set a “buy” rating on the stock in a research note on Wednesday, January 7th. Canaccord Genuity Group lowered their price objective on shares of Generac from $240.00 to $236.00 and set a “buy” rating on the stock in a research report on Tuesday, January 13th. Needham & Company LLC initiated coverage on shares of Generac in a report on Monday, January 12th. They issued a “buy” rating and a $211.00 target price on the stock. Zacks Research lowered shares of Generac from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 21st. Finally, Guggenheim reissued a “neutral” rating and set a $202.00 price target on shares of Generac in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $216.75.

Generac Stock Performance

Shares of GNRC opened at $215.99 on Thursday. The company has a market cap of $12.67 billion, a price-to-earnings ratio of 80.59, a P/E/G ratio of 1.73 and a beta of 1.85. The business’s fifty day simple moving average is $160.26 and its two-hundred day simple moving average is $170.04. 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 results on Wednesday, February 11th. The technology company reported $1.61 earnings per share 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 business had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.16 billion. During the same quarter in the prior year, the firm earned $2.80 EPS. The firm’s revenue for the quarter was down 11.6% compared to the same quarter last year. Research analysts anticipate that Generac will post 8 earnings per share for the current fiscal year.

Institutional Trading of Generac

A number of hedge funds and other institutional investors have recently bought and sold shares of GNRC. NewEdge Advisors LLC grew its stake in shares of Generac by 6.2% during the 1st quarter. NewEdge Advisors LLC now owns 2,439 shares of the technology company’s stock valued at $309,000 after acquiring an additional 142 shares during the period. Woodline Partners LP lifted its holdings in Generac by 40.9% during the first quarter. Woodline Partners LP now owns 5,036 shares of the technology company’s stock valued at $638,000 after purchasing an additional 1,463 shares in the last quarter. Apollon Wealth Management LLC bought a new position in shares of Generac in the second quarter worth approximately $201,000. CWM LLC boosted its position in shares of Generac by 138.2% in the second quarter. CWM LLC now owns 8,440 shares of the technology company’s stock worth $1,209,000 after purchasing an additional 4,897 shares during the period. Finally, Sequoia Financial Advisors LLC increased its stake in shares of Generac by 99.3% in the second quarter. Sequoia Financial Advisors LLC now owns 3,860 shares of the technology company’s stock worth $553,000 after purchasing an additional 1,923 shares in the last quarter. Hedge funds and other institutional investors own 84.04% of the company’s stock.

Key Generac News

Here are the key news stories impacting Generac this week:

• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms raised targets this morning (Wells Fargo to $234; TD Cowen to $255), signaling renewed buy-side conviction and supporting upside. Wells Fargo / Benzinga TD Cowen
• Positive Sentiment: Data‑center / AI pivot — management highlighted accelerating demand from hyperscale data centers (C&I sales expected +~30% in 2026) and a growing industrial backlog — the market is revaluing GNRC as an infrastructure play for AI workloads. 247WallStreet
• Positive Sentiment: Strategic actions and capital return — completed Allmand acquisition (adds mobile power capacity) and Board approved a new $500M buyback program, both supportive of faster C&I execution and per‑share metrics. Company press release
• Neutral Sentiment: Guidance vs execution — management initiated 2026 guidance (mid‑teens net sales growth; adj. EBITDA ~18–19%), which the market is buying, but execution risk remains as GNRC scales megawatt generator capacity. Company guidance
• Negative Sentiment: Q4 misses and one‑time charges — Q4 adjusted EPS $1.61 and revenue $1.09B missed estimates; GAAP net loss of $24M included a $104.5M legal settlement provision that pressured margins and earnings. Earnings release / 10‑Q style file
• Negative Sentiment: Residential weakness and cash flow pressure — residential sales fell ~23% in Q4 and 2025 free cash flow declined vs prior year; slower outage environment makes near‑term residential recovery uncertain. Quiver / results summary

About Generac

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.