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Generac Announces Third Quarter 2026 Earnings Release Date and Conference Call

Wed, 14 Oct 2026 06:00:00 -0400

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 can be accessed at the following link: https://edge.media-server.com/mmc/p/oci8r36p

The webcast of the conference call will also be

Generac Announces Third Quarter 2026 Earnings Release Date and Conference Call

Wed, 14 Oct 2026 06:00:00 -0400

A webcast of the conference call can be accessed at the following link: https://edge.media-server.com/mmc/p/oci8r36p

The webcast of the conference call will also be

Piper Sandler, KeyBanc bullish on Generac’s expanding data center pipeline

Thu, 08 Oct 2026 10:53:19 -0400

Investing.com -- Generac Holdings Inc (NYSE:GNRC) shares advanced around 2.5% in early Thursday trading following a pair of bullish Wall Street calls highlighting the company's accelerating expansion into the data center infrastructure market. Piper Sandler initiated coverage on the power equipment maker with an Overweight rating and a $303 price target, while KeyBanc upgraded the stock from Sector Weight to Overweight with a $280 price target.

The twin endorsement from Wall Street underscores a structural shift in Generac’s growth trajectory, driven by surging demand for emergency standby power across data center operators. Analysts emphasized that while

Piper Sandler, KeyBanc bullish on Generac’s expanding data center pipeline

Thu, 08 Oct 2026 10:53:19 -0400

Piper Sandler Starts Generac Holdings (GNRC) at Overweight

Thu, 08 Oct 2026 03:56:02 -0400

Piper Sandler analyst Dimple Gosai initiates coverage on Generac Holdings (NYSE: GNRC) with a Overweight rating and a price target of $303.00.

The analyst comments: “Generac has built ~$4B of data center backlog in under a year, and we think the market is valuing it as a one-time order. The shares trade at 9.3x cons. 2028E EV/EBITDA, close to resi peers and ~6x turns below C&I peers. Our 2028E revenue & EBITDA of $8,115M and $1,617M are ~6.5% and ~4.2% above cons.

Diesel standby is the default for emergency power, and at ~5-7% of construction cost, buyers put delivery and reliability ahead

Piper Sandler Starts Generac Holdings (GNRC) at Overweight

Thu, 08 Oct 2026 03:56:02 -0400

Piper Sandler analyst Dimple Gosai initiates coverage on Generac Holdings (NYSE: GNRC) with a Overweight rating and a price target of $303.00.

Diesel standby is the default for emergency power, and at ~5-7% of construction cost, buyers put delivery and reliability ahead

KeyBanc Upgrades Generac Holdings (GNRC) to Overweight

Thu, 08 Oct 2026 03:15:25 -0400

KeyBanc analyst Jeffrey Hammond upgraded Generac Holdings (NYSE: GNRC) from Sector Weight to Overweight with a price target of $280.00.

The analyst comments: “Following GNRC's recently announced LTA with Amazon for up to $8B over seven years ($2.4B through 2028; 50% take or pay; ~$400M/quarter starting 3Q27), we believe the key investor debate centers on the Company's ability to ramp capacity rather than underlying demand. Management remains confident in scaling its supply chain (i.e., engines, alternators, and cooling), with particular confidence in its engine supplier's (Baudouin/ Weichai) ability to ramp. Management also highlighted Amazon's expected generator commitment over the next few

KeyBanc Upgrades Generac Holdings (GNRC) to Overweight

Thu, 08 Oct 2026 03:15:25 -0400

KeyBanc analyst Jeffrey Hammond upgraded Generac Holdings (NYSE: GNRC) from Sector Weight to Overweight with a price target of $280.00.

Form 4 GENERAC HOLDINGS INC. For: Oct 05 Filed by: Taffe Norman P

Wed, 07 Oct 2026 17:30:00 -0400

si-local-file:///var/storage/secattach/20261007/27162079.html

Form 4 GENERAC HOLDINGS INC. For: Oct 02 Filed by: Raabe Kyle Andrew

Tue, 06 Oct 2026 16:13:00 -0400

si-local-file:///var/storage/secattach/20261006/27155628.html

Form 144 GENERAC HOLDINGS INC. Filed by: Taffe Norman P

Tue, 06 Oct 2026 14:11:00 -0400

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Form 144 GENERAC HOLDINGS INC. Filed by: Taffe Norman P

Mon, 05 Oct 2026 11:33:00 -0400

si-local-file:///var/storage/secattach/20261005/27147488.html

Generac Holdings (GNRC) PT Lowered to $297 at Cantor Fitzgerald on Underperformance Amid Sector Valuation Reset

Mon, 05 Oct 2026 07:13:33 -0400

Cantor Fitzgerald analyst Manish A. Somaiya lowered the price target on Generac Holdings (NYSE: GNRC) to $297.00 (from $333.00) while maintaining a Overweight rating.

The analyst commented, " GNRC’s underperformance amid the broader sector valuation reset has shifted the investor debate from securing data-center awards to sustaining growth beyond the initial commitments. Our latest management check-in reinforced our confidence in the revenue runway. The full $2.4bn Amazon award for 2027-28 is backed by firm purchase orders, with more than half structured as non-cancellable take-or-pay. Hyperscaler 1 (H1) remains committed to ~$700mn in 2027 and is expected to return in early 2027

Generac Holdings (GNRC) PT Lowered to $297 at Cantor Fitzgerald on Underperformance Amid Sector Valuation Reset

Mon, 05 Oct 2026 07:13:33 -0400

Cantor Fitzgerald analyst Manish A. Somaiya lowered the price target on Generac Holdings (NYSE: GNRC) to $297.00 (from $333.00) while maintaining a Overweight rating.

Form 4 GENERAC HOLDINGS INC. For: Oct 01 Filed by: Jagdfeld Aaron

Fri, 02 Oct 2026 17:13:00 -0400

si-local-file:///var/storage/secattach/20261002/27143497.html

Form 144 GENERAC HOLDINGS INC. Filed by: Raabe Kyle Andrew

Fri, 02 Oct 2026 11:27:00 -0400

si-local-file:///var/storage/secattach/20261002/27140218.html

Form 144 GENERAC HOLDINGS INC. Filed by: Jagdfeld Aaron

Thu, 01 Oct 2026 11:10:00 -0400

si-local-file:///var/storage/secattach/20261001/27133738.html

Generac Holdings (GNRC) PT Raised to $290 at Stifel

Wed, 30 Sep 2026 05:42:43 -0400

Stifel analyst Stephen Gengaro raised the price target on Generac Holdings (NYSE: GNRC) to $290.00 (from $285.00) while maintaining a Buy rating.

The analyst comments "We are raising our 2027 forecast and our target price on Generac to reflect the recent Amazon award and the company's accelerating data center capacity expansion. In our view, the $2.4 billion of initial Amazon orders on top of the roughly $1.6 billion data center backlog exiting 2Q26, and plans to triple data center capacity to $3.75 billion per year by 2H27 position GNRC well for robust multi-year growth. We are increasing our 2027 adjusted EBITDA

Generac Holdings (GNRC) PT Raised to $290 at Stifel

Wed, 30 Sep 2026 05:42:43 -0400

Stifel analyst Stephen Gengaro raised the price target on Generac Holdings (NYSE: GNRC) to $290.00 (from $285.00) while maintaining a Buy rating.

Generac Holdings (GNRC) PT Lowered to $279 at Jefferies

Tue, 29 Sep 2026 10:16:20 -0400

Jefferies analyst Tanner James lowered the price target on Generac Holdings (NYSE: GNRC) to $279.00 (from $286.00) while maintaining a Buy rating.

The analyst comments "We believe positive commercial momentum for data center orders is not being rewarded. Other large genset players face more capital-heavy capacity builds with less theme leverage, with extending delivery times and ramp challenges enabling share gain for GNRC. The current 28% disc. on JEFe (14% on Cons.) implies concern for execution, with significant sensitivity to Dec. bulk power EO clarification. We like risk/reward with supply alternatives ramping. Reit Buy."

Generac Holdings (GNRC) PT Lowered to $279 at Jefferies

Tue, 29 Sep 2026 10:16:20 -0400

Jefferies analyst Tanner James lowered the price target on Generac Holdings (NYSE: GNRC) to $279.00 (from $286.00) while maintaining a Buy rating.

Citi cuts Generac Holdings price target to $232 from $300

Tue, 29 Sep 2026 05:04:35 -0400

Citi analyst Vikram Bagri lowered the price target on Generac Holdings (NYSE: GNRC) to $232 from $300 while maintaining a Neutral rating on the stock.

The adjustment came ahead of the company's third-quarter earnings report. Bagri outlined several areas of focus, including data center revenue potential in fiscal year 2027, where Citi models $2.4 billion against the company's prior outlook of $1.5 billion to $2.0 billion.

The analyst also cited the pace of residential growth in the second half of the year, the margin impact of hyperscaler orders, and capacity expansion beyond the current $3.75 billion framework. Bagri noted that further capacity

UBS Reiterates Buy Rating on Generac Holdings (GNRC)

Fri, 25 Sep 2026 05:44:44 -0400

UBS analyst Jon Windham reiterated a Buy rating and $340.00 price target on Generac Holdings (NYSE: GNRC).

The analyst comments "Generac & Amazon Execute Long-Term Supply Agreemen: After the close on 16-Sep-2026, GNRC & Amazon (AMZN) announced a long-term supply agreement for backup power generators for AMZN’s data centers. In our view, this is a significant positive for GNRC, a company that announced the intent to enter the large data center market in 2025. See 16-Sep-2026: Up to $8bn Supply Deal with AMZN. As recently as 2Q26 results, GNRC only had a $1.6bn total data center backlog. Just the front end

UBS Reiterates Buy Rating on Generac Holdings (GNRC)

Fri, 25 Sep 2026 05:44:44 -0400

UBS analyst Jon Windham reiterated a Buy rating and $340.00 price target on Generac Holdings (NYSE: GNRC).

UBS Reiterates Buy Rating on Generac Holdings (GNRC)

Fri, 25 Sep 2026 05:44:44 -0400

UBS analyst Jon Windham reiterated a Buy rating and $340.00 price target on Generac Holdings (NYSE: GNRC).