NYSE:GNRC

Generac (GNRC)

180.76
-0.66 (0.36%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Generac, known for its backup generators, has recently garnered attention due to significant orders from hyperscalers, which has led to a notable increase in its share price, spiking 16.49% in a single day. Despite a sharp rise, one expert expressed caution about two rallies driven by the same catalyst, indicating a potential volatility in the market. Data centers are becoming a critical segment for Generac, and experts are eager to hear insights from the upcoming earnings report about the utilization of Generac's products in providing backup power for these key infrastructures. Historically, the stock has been influenced by weather-related events such as hurricanes and tornadoes that drive demand; however, the absence of such conditions has impacted its valuation. An expert who previously sold the stock at $160 highlighted its connection to the AI sector, as Generac's generators are increasingly vital for data centers, positioning the company in a growing market segment.

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Consensus
Cautious
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Valuation
Overvalued
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Cummins-CMI
BUY
It's a play on the weakness of the American electrical grid. Really likes it.
PARTIAL BUY

Demand for solar power and their stocks enjoy huge tailwings. ESG is one. Companies like Blackrock and Exxon Mobil are making ESG a serious priority, for example. Secondly, out electric grid is falling apart. Witness the Texas outage last winer. Third, new homeowners are happy to add solar panels to their roofs as prices of panels keep plunging. Fourth, governments are supporting solar panels more and more; for example, the federal government is offering tax credits, and Biden wants to extend the solar tax credit by 10 years. Also, Biden has slapped tariffs on foreign panels, and the American industry is divided over this. A few years ago they made acquisitions to store solar power energy. Stock looks pricey now, but the stock has quadrupled over 16 months. Buy a small position now. A great way to play solar energy.

BUY
It's one of the top five performing stocks in the first half of this year. Do not sell this.
BUY
Covid made home energy stocks like this a priority. They make in-home power generators. They've made acqusitions in energy storage and technology that allows customers they sell their own power back to the grid. Over 14 months, the stock has nearly tripled and this after a pullback. Generac has built their own eco-system Fundamentals are strong and in late-April they last reported a blow-out and reported rosy guidance.
BUY
If Biden wins the White House This will work If there's a Democratic sweep on Nov. 3. The Dems will throw money into solar energy, and this is a good play
BUY
Enbala deal: https://www.globenewswire.com/news-release/2020/10/05/2103827/0/en/Generac-Accelerates-Its-Energy-Technology-Capabilities-With-Acquisition-of-Enbala-Power-Networks.html They make in-home generators. Has gained 78% since March. In the past year, they've been making purchase in the clean-energy storage space--renewables. They just bought Enbala Power Networks, a huge deal. This will allow customers to create renewable power and sell it back to the grid.
PAST TOP PICK
(A Top Pick Oct 13/17, Up 9%) High quality, very consistent company. Came into most people’s radar screens with the big hurricanes last year. They are a generator company. High quality product, strong financials and undervalued. Probably the number one generator company.
TOP PICK

Manufactures generators for natural gas. The stock came down about 2 years ago and was trading at around $30-$35, and then along came some of those hurricanes. This is one of the companies that can supply power to homes. It looked undervalued regardless of that. (Analysts’ price target is $48.)

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