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.

The Zacks Rank offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.

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.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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.