Stifel Raises Generac (GNRC) Price Target to $290

Stifel reiterated its Buy rating on Generac Holdings Inc. (NYSE: GNRC) on September 30, 2026, and raised its price target from $285 to $290. The note joins a wave of recent research updates from Wall Street firms evaluating the power equipment maker.

GNRC Generac Holdings Inc.

$192.68 ▲ +36.56% year to date

1M 3M YTD

Daily close · Oct 16, 2026

Stifel's Call on Generac Holdings Inc.

On September 30, 2026, Stifel reaffirmed its positive stance on the industrial manufacturer by keeping a Buy rating while nudging its target higher by $5. The prior target sat at $285. The adjustment places Stifel's view slightly above the current trading level while aligning with broader analyst expectations.

Other Institutional Activity in Generac Holdings Inc.

Large money managers adjusted their stakes earlier in the year. Boston Partners reduced its holdings by 219,042 shares to end with 1,317,015 shares valued at about $253,762,440. Ariel Investments, LLC cut its stake by 296,912 shares, leaving it with 997,951 shares worth roughly $192,285,191. Shaw D.E. & Co., Inc. trimmed its position by 340,661 shares down to 957,094 shares valued at about $184,412,864. Arrowstreet Capital, Limited Partnership lowered its holdings by 150,897 shares, finishing with 887,621 shares worth roughly $171,026,807.

Generac Holdings Inc. Stock Down 2.8%

Generac shares recently traded around $192.53 as of October 16, 2026, sitting below the $206.95 close recorded on September 30, 2026. The recent price sits below its 50-day moving average of $203.24 and below its 200-day moving average of $215.90. The stock has a trailing price-to-earnings ratio of 49.23 and a forward P/E ratio of 15.27.

Recent Earnings

Generac reported $4,438,731,776 in trailing twelve month revenue alongside basic earnings of $4.03 per share. The company posted a net profit margin of 5.8% and a return on equity of 9.5%. The 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, including sales by officers and the chief executive officer.

Analysts Set New Price Targets

Wall Street firms continue to update their views on the stock, with Roth Capital maintaining a neutral rating with a target of $250 on September 17, 2026, and Stephens Co. keeping an Overweight rating with a $335 target on the same day. JP Morgan maintained an Overweight rating on September 18, 2026, while Citigroup maintained a Neutral rating with a target of $232 on September 30, 2026. The stock carries a general buy consensus from 18 analysts with a mean price target of $287.78.

About Generac Holdings Inc.

Generac designs and builds power generation equipment and energy storage solutions for residential and industrial customers worldwide. The company makes backup generators, transfer switches, and smart home energy monitoring systems. These products help homes and businesses keep the lights on during grid outages, a key driver as power reliability concerns grow.

Bottom Line

Stifel's higher target highlights steady confidence from the firm as investors look ahead to the company's next earnings report on October 28, 2026. Market participants will watch upcoming financial results to see how generator demand matches up against Wall Street expectations.