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Investing.com - UBS has reiterated its Buy rating and $220.00 price target on Generac Holdings (NYSE:GNRC), citing the company’s strong position in both commercial and residential power markets. The stock, currently trading at $183.05, shows potential upside according to InvestingPro Fair Value calculations, with analyst targets ranging from $165 to $250.
The investment firm hosted Generac CEO Aaron Jagdfeld and CFO York Ragen on September 3, 2025, as part of its Energy Transition Call Series, where company executives discussed market opportunities.
UBS believes Generac is positioned to benefit from rapid expansion in the commercial and industrial (C&I) market, primarily driven by growing demand for supplemental backup power solutions for datacenters.
The firm noted that while datacenter growth presents significant opportunities, Generac also maintains a strong foothold in the residential market, which UBS describes as under-penetrated.
Generac’s dual market strategy across both commercial and residential segments appears to be a key factor in UBS’s continued positive outlook on the power generation equipment manufacturer.
In other recent news, Generac Holdings Inc. reported its second-quarter 2025 earnings, surpassing Wall Street expectations. The company achieved an earnings per share (EPS) of $1.65, outperforming the forecasted $1.35. Generac’s revenue also exceeded projections, reaching $1.06 billion against the anticipated $1.03 billion. Additionally, Generac launched a new product, the PWRmicro, an 820-watt microinverter designed to enhance solar energy capture. The microinverter offers 40% more power output than leading competing products and integrates with Generac’s existing energy solutions. These recent developments underscore Generac’s commitment to innovation and performance in the energy sector.
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