New Facility Announcement: Recent buzz on social media has centered around Generac Holdings Inc.'s acquisition of a new manufacturing facility in Sussex, Wisconsin. Many users are discussing how this expansion could boost the company’s capacity to produce large-megawatt generators for data centers. This news has sparked a wave of interest in the stock’s potential growth.
Data Center Demand: Conversations also highlight the surging global demand for data center capacity, with some noting that Generac is well-positioned to meet this need. A few have pointed out the company’s strategic focus on reliable power solutions as a key driver. The tone of these discussions suggests optimism about future performance.
Note: This discussion summary was generated from an AI condensation of post data.
Generac Holdings Inc. Insider Trading Activity
Generac Holdings Inc. insiders have traded $GNRC stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $GNRC stock by insiders over the last 6 months:
- AARON JAGDFELD (Chief Executive Officer) has made 0 purchases and 5 sales selling 25,000 shares for an estimated $4,263,400.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Generac Holdings Inc. Revenue
Generac Holdings Inc. had revenues of $1.1B in Q3 2025. This is a decrease of -5.05% from the same period in the prior year.
You can track GNRC financials on Quiver Quantitative's GNRC stock page.
Generac Holdings Inc. Hedge Fund Activity
We have seen 380 institutional investors add shares of Generac Holdings Inc. stock to their portfolio, and 350 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 527,069 shares (-72.6%) from their portfolio in Q3 2025, for an estimated $88,231,350
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 444,045 shares (+1176.2%) to their portfolio in Q3 2025, for an estimated $74,333,133
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 422,605 shares (+inf%) to their portfolio in Q3 2025, for an estimated $70,744,077
- INVESCO LTD. removed 374,906 shares (-18.8%) from their portfolio in Q3 2025, for an estimated $62,759,264
- CAPITAL WORLD INVESTORS removed 347,845 shares (-85.9%) from their portfolio in Q3 2025, for an estimated $58,229,253
- ARIEL INVESTMENTS, LLC removed 337,364 shares (-18.7%) from their portfolio in Q3 2025, for an estimated $56,474,733
- IMPAX ASSET MANAGEMENT GROUP PLC removed 330,541 shares (-41.6%) from their portfolio in Q3 2025, for an estimated $55,332,563
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Generac Holdings Inc. Analyst Ratings
Wall Street analysts have issued reports on $GNRC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/07/2026
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- UBS issued a "Buy" rating on 10/30/2025
- Needham issued a "Buy" rating on 10/22/2025
- Stifel issued a "Buy" rating on 07/31/2025
- Guggenheim issued a "Buy" rating on 07/29/2025
To track analyst ratings and price targets for Generac Holdings Inc., check out Quiver Quantitative's $GNRC forecast page.
Generac Holdings Inc. Price Targets
Multiple analysts have issued price targets for $GNRC recently. We have seen 13 analysts offer price targets for $GNRC in the last 6 months, with a median target of $202.0.
Here are some recent targets:
- Julien Dumoulin-Smith from B of A Securities set a target price of $224.0 on 01/07/2026
- Praneeth Satish from Wells Fargo set a target price of $195.0 on 12/19/2025
- Mark Strouse from JP Morgan set a target price of $200.0 on 12/08/2025
- Vikram Bagri from Citigroup set a target price of $207.0 on 11/03/2025
- Christine Cho from Barclays set a target price of $197.0 on 10/31/2025
- George Gianarikas from Canaccord Genuity set a target price of $240.0 on 10/30/2025
- Jon Windham from UBS set a target price of $215.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
