JPMorgan Chase & Co. Raises Generac (NYSE:GNRC) Price Target to $265.00

Posted by Francis Steltz on Sep 18th, 2026

Generac (NYSE:GNRC – Get Free Report) had its target price lifted by stock analysts at JPMorgan Chase & Co. from $261.00 to $265.00 in a report issued on Friday, Benzinga reports. The brokerage currently has an “overweight” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 30.61% from the stock’s previous close.

A number of other research analysts also recently weighed in on the stock. Stephens restated an “overweight” rating and set a $335.00 price objective on shares of Generac in a research report on Thursday. Roth Capital raised their target price on shares of Generac from $214.00 to $250.00 and gave the stock a “neutral” rating in a research note on Thursday. Wells Fargo & Company set a $280.00 price objective on Generac in a research note on Thursday. Jefferies Financial Group restated a “buy” rating on shares of Generac in a report on Thursday. Finally, UBS Group raised their price objective on Generac from $335.00 to $340.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $295.40.

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Generac Stock Down 2.1%

Shares of Generac stock traded down $4.34 during midday trading on Friday, hitting $202.89. The company had a trading volume of 890,614 shares, compared to its average volume of 1,074,137. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.00 and a current ratio of 2.04. The stock has a market capitalization of $11.97 billion, a P/E ratio of 46.66, a P/E/G ratio of 1.49 and a beta of 1.91. The company has a 50 day moving average of $203.07 and a 200 day moving average of $226.58. Generac has a 52-week low of $134.80 and a 52-week high of $296.44.

Generac (NYSE:GNRC – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The technology company reported $2.91 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.90. The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.18 billion. Generac had a return on equity of 17.83% and a net margin of 5.82%.The company’s revenue was up 10.3% on a year-over-year basis. During the same period last year, the company earned $1.65 earnings per share. On average, equities analysts predict that Generac will post 9.78 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Kyle Raabe sold 586 shares of the firm’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $213.35, for a total value of $125,023.10. Following the sale, the insider directly owned 10,746 shares in the company, valued at approximately $2,292,659.10. This trade represents a 5.17% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Aaron Jagdfeld sold 5,000 shares of Generac stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $194.89, for a total transaction of $974,450.00. Following the completion of the transaction, the chief executive officer directly owned 554,528 shares in the company, valued at approximately $108,071,961.92. The trade was a 0.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,086 shares of company stock valued at $2,347,160 over the last 90 days. Corporate insiders own 2.40% of the company’s stock.

Institutional Investors Weigh In On Generac

A number of hedge funds and other institutional investors have recently bought and sold shares of GNRC. N.E.W. Advisory Services LLC acquired a new position in shares of Generac during the second quarter worth $25,000. Avalon Trust Co acquired a new stake in shares of Generac in the 1st quarter worth $32,000. Essential Partners LLC grew its stake in Generac by 57.0% during the 1st quarter. Essential Partners LLC now owns 168 shares of the technology company’s stock worth $33,000 after buying an additional 61 shares during the last quarter. Continuum Advisory LLC purchased a new position in Generac during the 2nd quarter worth $51,000. Finally, Fiduciary Financial Advisors acquired a new position in Generac during the 2nd quarter valued at about $50,000. Hedge funds and other institutional investors own 84.04% of the company’s stock.

Trending Headlines about Generac

Here are the key news stories impacting Generac this week:

Positive Sentiment: Amazon deal creates substantial future revenue visibility. Amazon agreed to purchase Generac generators, with initial deliveries expected to total approximately $2.4 billion in 2027 and 2028. The broader agreement could generate as much as $8 billion through 2033, positioning Generac as a significant supplier to the rapidly expanding AI data-center market. Generac Plugs into Amazon for an $8B AI-Powered Deal
Positive Sentiment: The contract could materially diversify Generac beyond its weather-sensitive residential generator business. The expected 2027-2028 deliveries represent roughly $1.2 billion of annual sales, or about 28% of the company’s recent revenue base, while strengthening its commercial and industrial operations.
Positive Sentiment: Amazon also received warrants to purchase up to approximately $340 million of Generac stock, aligning Amazon’s interests with the supplier relationship. Analysts responded favorably: Canaccord raised its price target to $375 from $275, and Stephens maintained an overweight rating with a $335 target.
Neutral Sentiment: Recent earnings-estimate revisions and above-average trading volume may support additional momentum, although the stock’s ability to extend its advance is uncertain after the initial surge. Generac Holdings Moves Higher
Negative Sentiment: Investors may be locking in gains after GNRC’s dramatic response to the announcement, creating short-term selling pressure. The stock now faces higher expectations and a richer valuation, leaving less room for execution missteps.
Negative Sentiment: The agreement introduces customer concentration risk: Amazon will have considerable negotiating leverage, and margin pressure could emerge from higher copper, steel, working-capital, or manufacturing costs. Amazon’s warrants could also dilute existing shareholders by roughly 2.9% if fully vested.

About Generac

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Generac Holdings Inc is an energy technology company that designs and manufactures power generation and energy management products. Its portfolio includes residential standby generators, portable generators, commercial and industrial generator systems, and related transfer switches, controls and monitoring technologies.

The company also offers clean energy and electrification solutions, including battery energy storage systems, solar-related products, electric vehicle chargers and load-management technologies.