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Piper Sandler analyst Dimple Gosai maintains Generac Holdings (NYSE:GNRC) with a Overweight and lowers the price target from $303 to $279.

Generac Holdings will announce its third-quarter earnings next week, and analysts anticipate a double-digit rise on its EPS.

GNRC expects $350 million in 2026 free cash flow despite higher capital spending, as a $1.6 billion data center backlog fuels capacity expansion.

WAUKESHA, Wis., Oct. 14, 2026 (GLOBE NEWSWIRE) -- Generac Holdings Inc. ("Generac") (NYSE: GNRC), a leading global designer, manufacturer, and provider of energy technology solutions and other power products, today announced plans to release its third quarter 2026 financial results before the market opens on Wednesday, October 28th, 2026. Generac management will hold a conference call at 10:00 a.m. EDT on that day to discuss highlights of this earnings release. A webcast of the conference call c

Aaron Jagdfeld, Generac chairman, president and CEO, joins 'Power Lunch' to discuss powering AI data centers and the data center boom, power demand, and more.

Dimple Gosai, Piper Sandler Power Gen Equity Research head, joins 'The Exchange' to discuss Generac's AI power play, data center construction winners, and more.

Citigroup analyst Vikram Bagri maintains Generac Holdings (NYSE:GNRC) with a Neutral and lowers the price target from $300 to $232.

Stifel analyst Stephen Gengaro maintains Generac Holdings (NYSE:GNRC) with a Buy and raises the price target from $285 to $290.

Amazon just gave Generac’s growing data-center business another major push.

Generac Holdings has underperformed the Nasdaq over the past year, but analysts are cautiously optimistic about the stock’s prospects.

This backup power play is generating serious buzz with a multibillion-dollar data center deal.

Generac's $1.6 billion data center backlog and $2.4 billion Amazon deal are reshaping its growth outlook as AI power demand surges.

The Amazon deal also involves Generac issuing warrants to the tech major.

Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.

Generac landed a supply agreement with Amazon, and analysts love it.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
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GNRC lands a long-term Amazon generator deal with $2.4B of initial 2027-2028 deliveries, expanding its data center power business.

Generac Holdings lands a $2.4B Amazon supply deal, boosting earnings visibility and C&I growthâbut adds execution & margin mix risks. Click for more on GNRC.
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
Generac stock surged more than 40% after Amazon secured rights to buy up to 1.69 million shares tied to data center generator deliveries

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

Generac will supply backup power generators for Amazon data centers in a long-term deal. Amazon also will get warrants to buy Generac stock.

Generac Holdings will supply backup power generators for Amazon data centers, with initial deliveries expected to total $2.4 billion in 2027 and 2028.
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Generac Holdings has delivered an 84.8% gain over the past three years, yet the valuation picture is mixed, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while market multiples suggest the stock is not cheap. Generac Holdings shares are up 84.8% over three years, which puts extra focus on whether the current price already reflects investors' expectations. The long term case can benefit if the company converts revenue into steady cash flows and...

The central fair value estimate for Generac Holdings has shifted from about US$290.27 to about US$283.88, giving investors an updated reference point for the stock. Recent analyst research clusters around this revised level. It reflects mixed views on how much of the data center and power resiliency story is already reflected in current pricing and how much hinges on future execution. As you read on, you will see how this evolving narrative can shape the way you track Generac Holdings over...

In the past week, Generac Holdings was affected by a Federal Reserve report showing slower-than-expected U.S. industrial production growth in July, which raised questions about near-term industrial and manufacturing activity. This macroeconomic signal hit a range of industrial and manufacturing-focused names at the same time, underscoring how sensitive Generac’s prospects can be to shifts in broader economic output and demand indicators. We’ll now examine how concerns over softer U.S...

