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

Generac (NYSE:GNRC) had its price target boosted by Wells Fargo & Company from $185.00 to $234.00 in a research note released on Thursday morning,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the technology company’s stock.

Several other research analysts have also recently commented on GNRC. Barclays reduced their target price on Generac from $197.00 to $186.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 20th. Canaccord Genuity Group set a $275.00 price objective on shares of Generac in a report on Thursday. Roth Mkm reissued a “neutral” rating and issued a $220.00 target price on shares of Generac in a research note on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Generac in a research report on Thursday, January 22nd. Finally, Guggenheim reaffirmed a “neutral” rating and set a $202.00 price objective on shares of Generac in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $216.75.

Generac Stock Up 0.5%

Shares of GNRC opened at $215.99 on Thursday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.02 and a current ratio of 2.03. The company has a 50-day simple moving average of $160.26 and a 200-day simple moving average of $170.04. Generac has a 52 week low of $99.50 and a 52 week high of $229.16. The firm has a market capitalization of $12.67 billion, a P/E ratio of 80.59, a P/E/G ratio of 1.73 and a beta of 1.85.

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

Institutional Investors Weigh In On Generac

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

Generac News Summary

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

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.