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In a recent CNBC segment, Virtus Investment Partners' chief market strategist, Joe Terranova, disclosed a strategic capital reallocation to Twilio Inc. (TWLO) and Generac Holdings (GNRC). As artificial intelligence (AI) reshapes market leadership, Terranova's revelation signals a distinct pivot toward secondary tech beneficiaries demonstrating a “rare” confluence of technical momentum and robust fundamentals.

Power consumption is the hardest physical limit on artificial intelligence (AI) scaling. As tech giants race to build the next generation of power-hungry data centers, a legacy manufacturer known for residential backup generators has executed a brilliant strategic pivot.

This recognition underscores Generac's momentum in delivering large-scale, mission-critical backup power. WAUKESHA, Wis.

Generac CEO Aaron Jagdfeld joins ‘Squawk on the Street' to discuss the company's global supply agreement to provide generators to a major hyperscaler, how the deal could transform the business, and more.

Generac Signs Global Supply Agreement with Leading Hyperscale Data Center Operator to Supply Backup Power PR Newswire

/PRNewswire/ -- Generac Holdings Inc. (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power

WAUKESHA, Wis., June 2, 2026 /PRNewswire/ -- Generac Holdings Inc. (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power products, today announced it has signed a global supply agreement with a leading hyperscale data center operator to supply backup power generators for the company's data center infrastructure.

On June 01, 2026, Generac Holdings Inc (GNRC) shares fell 3.1% today, bringing the current price to $269.26. Over the past 52 weeks, GNRC has traded between a l

Generac Holdings (GNRC) reported earnings 30 days ago. What's next for the stock?

After reaching an important support level, Generac Holdings (GNRC) could be a good stock pick from a technical perspective. GNRC surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.

Shares of Generac Holdings (GNRC) surged on Friday after Jefferies upgraded the backup power equipment maker, citing growing momentum in AI-driven data center infrastructure demand and increasing traction for the company's Baudouin engines among hyperscale operators. Generac shares climbed 9% after Jefferies raised its rating on the stock to Buy from Hold and increased its price target to $302 from $239.

The maker of backup generators has "multiple shots on goal" for data center contracts, with potential to land two data-center deals this year, Jefferies said in a report.

On May 15, 2026, Generac Holdings Inc (GNRC) shares fell 4.6% today, bringing the current price to $263.68. Over the past year, the stock has seen significant v

Does Generac Holdings (GNRC) have what it takes to be a top stock pick for momentum investors? Let's find out.

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From pre-storm planning to backup power solutions, Generac highlights simple ways homeowners can prepare for power outages and prevent disruptions to everyday life. WAUKESHA, Wis.

Generac offers energy storage and power solutions for data center operators. A housing recovery would boost the residential side of Generac's business.

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Generac delivered a strong quarter, beating on both revenue and earnings, with net earnings up 65% and a $700M order backlog. I maintain a hold rating on GNRC, citing both attractive AI/data center-driven upside and accumulating downside risk after a 95% share price rally. GNRC's residential segment remains core, but macro risks—especially potential demand destruction from geopolitical shocks—temper enthusiasm for new positions.

Generac's Commercial & Industrial segment now comprises 48.1% of FQ1'26 revenues, supported by a $700M data center backlog and strong hyperscaler demand. The raised FY2026 guidance and expanding EBITDA margins underscore their multi-year tailwinds beyond the last offered FY2028 guidance offered in the Analyst/Investor Day. This is significantly aided by the accretive acquisitions and the expanding manufacturing capacity, allowing them to deliver up to $1.2B in capacity against the $17B TAM.

Generac Holdings Inc. (GNRC) Q1 2026 Earnings Call Transcript

Sales rose 13%, while adjusted earnings per share increased 43%. Perhaps more importantly, Generac's backlog grew sequentially from $400 million to $700 million.

GNRC beats EPS and sales estimates in Q1, fueled by strong data center demand, and raises its 2026 revenue growth outlook to the mid-to-high teens.

Generac Holdings (GNRC) came out with quarterly earnings of $1.8 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.26 per share a year ago.

On April 29, 2026, Generac Holdings Inc (GNRC) released its 8-K filing reporting results for the quarter ended March 31, 2026. Net sales were $1.06 billion. The

Generac raised its annual sales growth forecast after reporting better-than-expected first-quarter earnings on Wednesday, helped by solid demand for backup generators and a growing backlog from data center customers.

Data center market execution drives significant sales growth and improved operating leverage results in robust adjusted EBITDA margin expansion; strong first quarter results and C&I momentum support increased outlook Data center market execution drives significant sales growth and improved operating leverage results in robust adjusted EBITDA margin expansion; strong first quarter results and C&I momentum support increased outlook

Applied Industrial Technologies (AIT) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.63 per share. This compares to earnings of $2.57 per share a year ago.

Cwm LLC trimmed its position in shares of Generac Holdings Inc. (NYSE: GNRC) by 48.8% during the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 8,786 shares of the technology company's stock after selling 8,367 shares during the quarter. Cwm LLC's holdings in Generac were worth

The growing aerospace sector is promising for Howmet Aerospace. Generac is unlocking a new revenue source through data centers.

GNRC heads into Q1 earnings with rising data center demand, strong backlog growth and expectations of a residential rebound shaping its 2026 outlook.

Generac Holdings (GNRC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Nations Financial Group Inc. IA ADV bought a new stake in Generac Holdings Inc. (NYSE: GNRC) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,551 shares of the technology company's stock, valued at approximately $484,000. Other institutional investors also

Netflix outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Microsoft lagged during the quarter despite reporting strong underlying results, as investor focus remained on slightly softer Azure growth and elevated AI-related investment. We believe Alnylam Pharmaceuticals' differentiated platform and growing pipeline position it well for sustained long-term growth.

WAUKESHA, Wis., April 15, 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 first quarter 2026 financial results before the market opens on Wednesday, April 29, 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/734quh73 The webcast of the conference call will also be available on Generac's website (http://www.generac.com), under the Investor Relations link. The webcast link will be made available on the Company's website prior to the start of the call within the Events section of the Investor Relations website. Following the live webcast, a replay will be available on the Company's website. About Generac Generac is a total energy solutions company that empowers people to use energy on their own terms. Founded in 1959, Generac is a leading global designer, manufacturer, and provider of a wide range of energy technology solutions. The Company provides power generation equipment, energy storage systems, energy management devices & solutions, and other power products serving the residential, light commercial, and industrial markets. Generac introduced the first affordable backup generator and later created the automatic home standby generator category. The Company continues to expand its energy technology offerings for homes and businesses in its mission to Power a Smarter World and lead the evolution to more resilient, efficient, and sustainable energy solutions.

On April 14, 2026, Generac Holdings Inc (GNRC) shares rose 3.3% today, trading at $211.87. The stock has experienced a remarkable price performance, ranging fro

DR Power continues to grow its XD Series with the introduction of the XD20 commercial ‑ grade rototiller and the debut of the XD17 commercial ‑ grade stump grinder. SOUTH BURLINGTON, Vt.

Generac teams up with CPower to turn business energy systems into revenue-generating assets, tapping rising power demand and expanding its C&I growth strategy.

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

The collaboration combines Generac's industry-leading DER solutions platform with CPower's industry-leading VPP/DR services, creating a first-to-market solution to support customers in North America's largest electricity market. WAUKESHA, Wis.

The collaboration combines Generac's industry-leading DER solutions platform with CPower's industry-leading VPP/DR services, creating a first-to-market solution to support customers in North America's largest electricity market. WAUKESHA, Wis.

Econ Financial Services Corp bought a new stake in Generac Holdings Inc. (NYSE: GNRC) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 13,209 shares of the technology company's stock, valued at approximately $1,801,000. Several other hedge funds have also recently

Generac Holdings Inc. (GNRC) Analyst/Investor Day Transcript

Generac stock has surged 51% in three months on data center momentum and growth bets, but balanced risks and valuation suggest limited near-term upside.

Generac (NYSE: GNRC - Get Free Report) and Ingersoll Rand (NYSE: IR - Get Free Report) are both large-cap industrials companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, profitability, analyst recommendations, earnings and risk. Institutional and Insider Ownership 84.0% of Generac shares

Generac Holdings unveils SD1250 and SD1500 diesel generators, targeting mission-critical sectors with enhanced reliability, efficiency and industrial performance.

Generac's new 46-liter diesel generators feature a powerful Perkins 5012 engine optimized for improved fuel efficiency, reduced emissions and unmatched reliability for mission-critical environments. WAUKESHA, Wis.

AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.

Brevan Howard Capital Management LP lessened its holdings in Generac Holdings Inc. (NYSE: GNRC) by 17.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 22,377 shares of the technology company's stock after selling 4,865 shares during the quarter. Brevan Howard

ArrowMark Colorado Holdings LLC trimmed its position in shares of Generac Holdings Inc. (NYSE: GNRC) by 62.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 92,259 shares of the technology company's stock after selling 153,247 shares during the quarter. ArrowMark Colorado

Generac Holdings (GNRC) reported earnings 30 days ago. What's next for the stock?

WAUKESHA, Wis., March 11, 2026 (GLOBE NEWSWIRE) -- Generac Holdings Inc. ("Generac") (NYSE: GNRC), a leading global designer and manufacturer of energy technology solutions and other power products, today announced that it will be providing a webcast of its upcoming 2026 Investor Day presentation.

These industrial companies are benefiting from strong demand and could be solid additions to your portfolio today.

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WASHINGTON, March 9, 2026 /PRNewswire/ -- The National Association of Manufacturers announced that Aaron Jagdfeld, chairman, president and CEO of Generac, has been named to the NAM Board of Directors. Jagdfeld will join the NAM Board to bolster the association's leadership in policy advocacy, legal action, workforce solutions and operational excellence.

Blair William and Co. IL grew its stake in shares of Generac Holdings Inc. (NYSE: GNRC) by 7.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 242,150 shares of the technology company's stock after acquiring an additional 16,182 shares during the period.
