With a market cap of $11.7 billion, Generac Holdings Inc. (GNRC) is a leading global designer and manufacturer of energy technology products and solutions. The company offers a broad portfolio ranging from residential, commercial, and industrial power generation equipment to energy storage systems, smart home solutions, and distributed energy resource management platforms.

Shares of the Waukesha, Wisconsin-based company have outperformed the broader market over the past 52 weeks. GNRC stock has climbed 29.6% over this time frame, while the broader S&P 500 Index ($SPX) has returned 14.4%. Moreover, shares of the company are up 27.1% on a YTD basis, compared to SPX’s 8.9% gain.

Focusing more closely, the generator maker stock has also outpaced the Industrial Select Sector SPDR Fund’s (XLI) 18.7% increase over the past 52 weeks. 

Shares of Generac Holdings jumped 19.6% on Jul. 30 after the company posted better-than-expected Q2 2025 results, with adjusted EPS of $1.65 and revenue of $1.06 billion. Strong demand for home standby generators drove a 6.6% rise in residential sales, boosted by shipments to Puerto Rico, while its commercial and industrial segment grew 5.2% year-over-year. 

For the fiscal year ending in December 2025, analysts expect Generac Holdings’ adjusted EPS to grow 4.4% year-over-year to $7.59. The company's earnings surprise history is promising. It topped the consensus estimates in the last four quarters.

Among the 22 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 13 “Strong Buy” ratings, eight “Holds,” and one “Strong Sell.”

On Jul. 30, J.P. Morgan analyst Mark Strouse reiterated a “Hold" rating on Generac Holdings and set a price target of $165.

As of writing, the stock is trading above the mean price target of $192.35. The Street-high price target of $250 implies a potential upside of 28.1% from the current price levels.