Generac (GNRC) Stock Movement Summary Generac's stock rallied following its Q4 2025 earnings report. The company reported: - Fourth-quarter adjusted EPS of $1.61, missing the $1.77 estimate - Sales of $1.092 billion, missing the $1.160 billion estimate - 2026 guidance of mid-teens sales growth Key drivers cited in earnings: - Accelerating momentum in the data center market - Plans to achieve over $1 billion in domestic production capacity for data center generators by 2026 - Expected improvement in residential products' gross profit margins to over 35% by 2026 - Assumed recovery in the power outage environment Analyst activity included TD Cowen raising its price target to $255 from $220 while maintaining a Buy rating. A weak late-2025 outage environment pressured residential generator demand during the quarter.
Read full analysisGenerac (GNRC) Stock Movement Summary Generac's stock rallied following its Q4 2025 earnings report. The company reported: - Fourth-quarter adjusted EPS of $1.61, missing the $1.77 estimate - Sales of $1.092 billion, missing the $1.160 billion estimate - 2026 guidance of mid-teens sales growth Key drivers cited in earnings: - Accelerating momentum in the data center market - Plans to achieve over $1 billion in domestic production capacity for data center generators by 2026 - Expected improvement in residential products' gross profit margins to over 35% by 2026 - Assumed recovery in the power outage environment Analyst activity included TD Cowen raising its price target to $255 from $220 while maintaining a Buy rating. A weak late-2025 outage environment pressured residential generator demand during the quarter.
Generac is best known as the leading U.S. manufacturer of backup power generators for homes and businesses. The company is now pivoting aggressively into data center power generation, targeting over $1 billion in domestic production capacity for data center generators — a shift that has repositioned it as an AI infrastructure play in investors' eyes.