Cantor Fitzgerald Rates Generac (GNRC) Overweight

Cantor Fitzgerald reiterated its Overweight rating on Generac Holdings Inc. (NYSE: GNRC) on September 17, 2026, keeping its price target unchanged at $333. The update from Cantor Fitzgerald arrives as part of a broader wave of Wall Street commentary on the maker of backup power equipment and energy technology solutions.

Cantor Fitzgerald's Call on Generac

In its September 17 research note, Cantor Fitzgerald kept its positive stance on the industrial equipment provider, maintaining its $333 price target without any change from prior levels. The firm's Overweight rating positions the stock above average expectations for the sector, contrasting with more cautious views from other shops. Generac closed at $207.23 on the day of the rating update.

Other Institutional Activity in Generac

Large funds adjusted their positions in the company during the second quarter. Boston Partners reduced its holdings by 219,042 shares, ending with 1,317,015 shares worth about $253.8 million. Ariel Investments, LLC cut its stake by 296,912 shares to hold 997,951 shares valued at roughly $192.3 million. Shaw D.E. & Co., Inc. trimmed its position by 340,661 shares down to 957,094 shares worth about $184.4 million. Arrowstreet Capital, Limited Partnership reduced its holdings by 150,897 shares, finishing the period with 887,621 shares valued at approximately $171.0 million.

Generac Holdings Inc. Stock Down 2.8%

Generac shares recently traded around $192.53 as of October 16, 2026. The stock sits below its 50-day moving average of $203.24 and its 200-day moving average of $215.90. Over the past 52 weeks, the shares have traded between a low of $134.80 and a high of $296.44.

Recent Earnings

For its trailing twelve months, Generac reported $4.44 billion in revenue and earnings of $4.03 per share. The company posted a net margin of 5.8% and a return on equity of 9.5%, with year-over-year revenue growth coming in at 10.6%. Its next earnings report is scheduled for October 28, 2026.

Insider Buying and Selling at Generac Holdings Inc.

Company insiders completed several transactions prior to the rating update. Officer Norman P. Taffe disposed of 550 shares on August 5, 2026. Officer Kyle Andrew Raabe sold 586 shares on August 7, 2026, at an average price of $213.35 for a total value of $125,023. Chief Executive Officer Aaron P. Jagdfeld sold 5,000 shares on September 1, 2026, at an average price of $182.21 for a total value of $911,050. Later, on September 8, 2026, Norman P. Taffe sold another 400 shares.

Analysts Set New Price Targets

Wall Street firms updated their views around the same time. Roth Capital maintained a Neutral rating with a target of $250 on September 17, 2026. Stephens & Co. reiterated an Overweight rating with a $335 price target on the same day. Following the update, JP Morgan maintained an Overweight rating with a target of $265 on September 18, 2026. Citigroup maintained a Neutral rating while lowering its target from $300 to $232 on September 30, 2026. Stifel maintained a Buy rating and raised its target from $285 to $290 on September 30, 2026. Overall, the stock holds a consensus buy recommendation with a mean price target of $287.78.

About Generac Holdings Inc.

Based in Waukesha, Wisconsin, Generac Holdings Inc. designs and manufactures backup power generation products, standby generators, and clean energy storage solutions for residential and industrial customers. The company operates within the specialty industrial machinery sector and employs approximately 9,400 people worldwide.

Bottom Line

Cantor Fitzgerald's decision to keep its $333 price target in place highlights a constructive outlook on the power equipment maker despite broader market volatility. Investors will look toward the upcoming earnings release on October 28, 2026, for fresh details on operational performance and demand trends.