GNRCIndustrials · Specialty Industrial MachineryThe 22 Wall Street analysts covering Generac Holdings, Inc. hold a median 12-month price target of $282 — +38.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 87 of 100 as at 28 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Generac Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (90): The business earns solid, repeatable profits on what it owns.
Growth (58): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on GNRC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +38.4% from it.
Of the 20 most recent actions, 5 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Oct 2026 | Needham | Maintains | Buy | $283 → $288 |
| 29 Oct 2026 | Stifel | Maintains | Buy | $290 → $325 |
| 23 Oct 2026 | Piper Sandler | Maintains | Overweight | $303 → $279 |
| 8 Oct 2026 | Keybanc | Upgrade | Overweight | — |
| 8 Oct 2026 | Keybanc | Upgrade | Overweight | $280 |
| 8 Oct 2026 | Piper Sandler | Initiates | Overweight | — |
| 8 Oct 2026 | Piper Sandler | Initiates | Overweight | $303 |
| 5 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $333 → $297 |
| 5 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 30 Sept 2026 | Citigroup | Maintains | Neutral | $300 → $232 |
| 30 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 30 Sept 2026 | Stifel | Maintains | Buy | — |
| 30 Sept 2026 | Stifel | Maintains | Buy | $285 → $290 |
| 18 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 18 Sept 2026 | JP Morgan | Maintains | Overweight | $261 → $265 |
| 17 Sept 2026 | Canaccord Genuity | Maintains | Buy | — |
| 17 Sept 2026 | Canaccord Genuity | Maintains | Buy | $275 → $375 |
| 17 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | $333 |
| 17 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 17 Sept 2026 | Needham | Reiterates | Buy | $283 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
GNRC appears in the Radar on the weeks it earns a place.
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Generac Holdings, Inc. returned +12.4% against +13.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 45% of US stocks
Cheaper than 24% of US stocks
Cheaper than 16% of US stocks
Higher than 55% of US stocks
Higher than 83% of US stocks
Higher than 55% of US stocks
Higher than 76% of US stocks
Higher than 62% of US stocks
Higher than 62% of US stocks
Higher than 75% of US stocks
Higher than 96% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Generac Holdings, Inc. has a market value of $11.9B and an enterprise value of $13.0B.
Revenue in the twelve months to 30 June 2026: $4.4B. The latest quarter grew 16.2% year on year.
Net income over the same four quarters: $258.8M, a 5.8% net margin.
Diluted earnings per share, trailing twelve months: $4.34.
Free cash flow in the twelve months to 30 June 2026: $379.2M, after $168.9M of capital spending.
Generac Holdings, Inc. spent $0.0 on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 41.9×; forward P/E: 15.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 9.45%, paying out 0% of earnings.
Generac Holdings, Inc. employs 9,400 people — $472K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Generac Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Generac surged after securing a $2.4 billion long-term generator supply deal with Amazon. The excerpt also notes valuation compression since June and improving forward metrics.
Why it matters — The Amazon order and improving forward metrics are cited as potential signs of an inflection point for GNRC.
Seeking Alpha reports that Generac’s Q3 revenue grew 16% and adjusted EPS increased 38.8%, alongside data center order book growth from $1.6 billion to $4.5 billion in three months. The article notes that data center growth is pressuring margins as the company scales production capacity, with execution and 2028 order visibility identified as risks.
Why it matters — Data center demand is driving order growth and earnings, while margin pressure and execution risks remain relevant to GNRC watchers.
A Seeking Alpha article rates Generac a cautious Buy after a recent share-price pullback and mixed Q3 results, with its author setting a $160-per-share Buy target. It cites data-center backup-power demand as a growth support while noting possible near-term pressure on residential sales and profit margins.
Why it matters — GNRC watchers may weigh the cited data-center demand against the potential short-term challenges in residential sales and margins.
Seeking Alpha published a transcript of Generac Holdings Inc.’s Q3 2026 earnings call, held on October 28, 2026. The excerpt lists company and conference-call participants but provides no discussion of results or outlook.
Why it matters — The transcript is a source for GNRC watchers seeking management and analyst commentary, though the provided excerpt contains no substantive remarks.
Generac CEO Aaron Jagdfeld appeared on CNBC’s “Squawk on the Street” to discuss data center demand, risks from power outages, and the outlook for outages caused by severe weather.
Why it matters — The discussion addresses demand and outage risks relevant to Generac’s business.
The 22 Wall Street analysts covering Generac Holdings, Inc. have a median 12-month price target of $282, with estimates ranging from $215 to $375. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Generac Holdings, Inc., 16 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Generac Holdings, Inc. 87 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Generac Holdings, Inc. ranks 87 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (90 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +38.4% from the last close, and Ticker Nerd's factor model ranks Generac Holdings, Inc. 87 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Generac Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GNRC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $215 to $375 over the next 12 months.
Generac Holdings, Inc. returned +12.4% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Generac Holdings Inc. is a U.S.-based energy technology company that designs, manufactures, and distributes power generation equipment and related solutions.
The most recent item we track (Seeking Alpha, 29 Oct 2026): "Wall Street Breakfast With Steven Cress (Generac, Amazon, Powell, Kroger)". Generac surged after securing a $2.4 billion long-term generator supply deal with Amazon. The excerpt also notes valuation compression since June and improving forward metrics.
Generac Holdings Inc. is a U.S.-based energy technology company that designs, manufactures, and distributes power generation equipment and related solutions. Its current product portfolio includes residential standby generators, portable generators, commercial and industrial generator systems, transfer switches, energy storage systems, energy management devices, and other backup power products. The company serves homeowners, businesses, utilities, data centers, telecommunications, and industrial customers through domestic and international operations. Generac Holdings Inc. also offers clean energy and monitoring solutions that support backup power, resilience, and onsite energy management. Headquartered in Waukesha, Wisconsin, and founded in 1959, Generac Holdings Inc. plays a significant role in the market for distributed power and energy technology by supplying products used for backup electricity, portable power, and broader energy management applications.
CEO Mr. Aaron P. Jagdfeld · 9,400 employees · United States · https://www.generac.com
