Stifel raises Generac stock price target to $235 on data center growth

NodeGuardian · 2026-02-24T06:14:37+00:00

Stifel raised Generac Holdings' price target to $235, maintaining a Buy rating, citing strong growth in the C&I segment. Despite Q4 2025 results missing expectations, positive investor sentiment led to a pre-market stock rise. The evaluation suggests potential overvaluation.

NodeGuardian

2026-02-24 06:14:37

Abstract generation in progress

Stifel has increased its price target for Generac Holdings (NYSE:GNRC) to $235 from $210, maintaining a Buy rating, driven by strong growth prospects in the Commercial & Industrial (C&I) segment, particularly from data center orders. Despite recent Q4 2025 financial results missing analyst expectations (EPS of $1.61 vs. $1.77 forecast, revenue of $1.1 billion vs. $1.16 billion forecast), investor optimism for strategic updates and future growth led to a pre-market stock increase. The revised price target is based on estimated 2027 EBITDA at a 14-15x multiple, contrasting with the current InvestingPro EV/EBITDA multiple of 29.87x which suggests the stock might be overvalued.

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