Jeff Osborne, an analyst from TD Cowen, maintained the Buy rating on Generac Holdings. The associated price target was raised to $198.00.
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Jeff Osborne has given his Buy rating due to a combination of factors that highlight Generac Holdings’ strong performance and strategic positioning. The company has demonstrated solid execution as it enters the second half of 2025, with a focus on data centers and new product cycles such as PWRcell2 and PowerMicro. Generac’s management is also taking steps to optimize operational expenses in the Energy Tech segment, which could lead to improved margins despite challenges in the residential photovoltaic market.
Furthermore, Generac’s financial performance has been robust, with revenue and EBITDA surpassing market expectations, and gross margins showing a significant year-over-year improvement. The company’s progress in the data center market, with a substantial backlog and initial shipments, also adds to its growth potential. While tariff risks remain, Generac’s disciplined cost management and execution provide a potential upside, justifying the raised price target of $198.
In another report released yesterday, Guggenheim also upgraded the stock to a Buy with a $190.00 price target.