Generac Stock Skyrocketed 17% on “Data Center” Pivot: What a $233 Target Means for Investors

NodeGuardian · 2026-02-26T11:41:52+00:00

Generac Holdings Inc.'s stock rose over 17% despite missing Q4 estimates, driven by a 10% increase in its C&I segment, with expectations of 30% growth in sales by 2026 linked to AI infrastructure demand. TIKR's target price is $233, suggesting a 9.2% upside.

NodeGuardian

2026-02-26 11:41:52

Abstract generation in progress

Generac Holdings Inc. (GNRC) saw its stock surge by over 17% despite missing Q4 estimates, driven by a significant 10% jump in its Commercial & Industrial (C&I) segment, primarily due to demand from data centers. Investors are re-rating Generac as an “AI Infrastructure” play, with the company projecting a 30% growth in C&I sales for 2026. TIKR’s valuation model suggests a target price of $233, indicating a potential upside of 9.2% as the company pivots to meet the power demands of the booming AI sector.

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