William Blair analyst Brian Drab has maintained their bullish stance on GNRC stock, giving a Buy rating today.
Claim 30% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Brian Drab has given his Buy rating due to a combination of factors tied to Generac’s forward outlook rather than its soft recent quarter. While fourth-quarter results fell short of expectations, he views this weakness as temporary, largely driven by unusually low power outage activity that depressed residential generator sales.
Drab’s positive stance is anchored in strong, visible growth in Generac’s large diesel generators for data center applications, where orders and shipments are already accelerating. He highlights expanding hyperscaler pilots and a rising data center order backlog, now about $400 million, as key drivers supporting 2026 guidance that is meaningfully above consensus, reinforcing his Buy recommendation.
Drab covers the Industrials sector, focusing on stocks such as Xylem, Donaldson Company, and EnerSys. According to TipRanks, Drab has an average return of 35.0% and a 76.00% success rate on recommended stocks.
In another report released today, TD Cowen also maintained a Buy rating on the stock with a $255.00 price target.