Generac Shares Gain Favor on Data Center Growth Prospects

Generac Holdings Inc. has received a significant vote of confidence from Wall Street, with JPMorgan upgrading its stance on the power generation equipment maker. The firm’s analysts believe Generac is well-placed to capture a meaningful share of the expanding data center market, a view that persists despite recent competitive moves and a period of softer financial performance.

The company’s most recent quarterly report, released in late October 2025, fell short of market expectations. For the third quarter, Generac reported earnings per share of $1.83, missing the consensus estimate of $2.25. Revenue also disappointed, coming in at $1.11 billion against anticipated $1.20 billion, representing a 5% decline from the same period a year earlier.

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