Generac Holdings

GNRC

Market cap $13.2B

This Recognition Highlights Generac's 65-Year Commitment to Wisconsin Manufacturing, Innovation and Community Impact. WAUKESHA, Wis.

East Peoria, Illinois-based manufacturer brings 50 years of expertise in generator enclosures and switchgear for mission-critical applications WAUKESHA, Wis., Feb. 19, 2026 /PRNewswire/ -- Generac Holdings Inc. (NYSE: GNRC), a leading global designer, manufacturer and provider of energy technology solutions and other power products, announced the signing of a definitive agreement to acquire Enercon Engineering, Inc., adding specialized manufacturing expertise in generator enclosures and switchgear to meet the growing need for backup power as global demand for data center capacity could more than triple by 2030.

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On Feb. 12, 2026, Wall Street witnessed a classic market paradox. Shares of Generac Holdings Inc. NYSE: GNRC rose higher, gaining approximately 18% to trade near $214.84.

Generac Holdings ( NYSE:GNRC ) has surged 56.65% year-to-date, with shares climbing 36.35% over the past month and 20.51% in the last week.

Generac's data center business is booming. Management expects the company's commercial and industrial sales to double in the coming years.

Generac Holdings Inc. (GNRC) Q4 2025 Earnings Call Transcript

Generac is reiterated as a "Buy," with a raised price target of $231, driven by strong momentum and AI-driven data center demand. Despite Q4 misses—EPS of $1.61 and an 11% revenue decline—GNRC surged on optimism for mid-teens 2026 net sales growth and robust C&I expansion. Operating leverage, a reasonable PEG under 1.9x, and a bullish technical setup support GNRC's premium valuation and upside potential.

GNRC Q4 earnings and sales miss estimates as home standby generator demand weakens, but strong data center momentum shapes its 2026 growth outlook.