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Ariel Investments, an investment management company, released its “Appreciation Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund gained 13.71% in the second quarter of 2026, slightly outperforming the Russell Midcap Value Index’s 13.40% return but trailing the Russell Midcap Index’s 13.83% gain. Strong contributions from several holdings, […]

Generac's $1.6 billion data center backlog boosts revenue visibility, but capacity execution and a lower-margin C&I mix will shape the payoff.

Shares of power generation products company Generac (NYSE:GNRC) jumped 2.5% in the afternoon session after the company posted strong second-quarter results, highlighting significant demand from data center customers.

Generac Holdings (GNRC) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Power generation products company Generac (NYSE:GNRC) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 10.6% year on year to $1.17 billion. Its non-GAAP profit of $2.91 per share was 44.6% above analysts’ consensus estimates.

GNRC's data center push gains momentum as backlog hits $1.6B, capacity expands and 2026 outlook stays intact amid strong C&I demand.

Moby summary of Generac Holdings Inc.'s Q2 2026 earnings call

Generac (NYSE:GNRC) reported second-quarter 2026 net sales growth of 11% as rising demand from data center customers drove a 29% increase in commercial and industrial revenue, while home standby generator sales returned to growth. Net sales totaled $1.17 billion for the quarter, compared with $1.06

Generac Holdings Inc (GNRC) reports robust net sales growth and strategic investments in capacity, despite challenges in the residential segment.

Generac's CEO just described order volumes he's never seen in his career, and the contracts already signed lock in demand years into the future. Here's what the backlog reveals about where this infrastructure cycle is actually headed.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Power generation products company Generac (NYSE:GNRC) will be reporting earnings this Wednesday before the bell. Here’s what to expect.

GNRC heads into Q2 with C&I growth, strong data center backlog and improving margins offset by softer residential demand.

Here is how CECO Environmental (CECO) and Generac Holdings (GNRC) have performed compared to their sector so far this year.

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The second quarter of 2026 was influenced by the AI boom and the Iran War, impacting interest rates and consumer sentiment. Portfolio companies linked to high-value consumer purchases […]

GGG beats Q2 earnings estimates and reaffirms its 2026 outlook, with stronger margins and a growing order backlog despite softer organic sales.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Generac Holdings Inc. (NYSE:GNRC) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Barclays raised its price target on Generac Holdings Inc. (NYSE:GNRC) to $285 from $228. The firm maintained an “Equal Weight” rating. The analyst Christine Cho said the corporation has moved from validation to […]

Generac Holdings is set to report second-quarter results soon, with analysts expecting double-digit EPS growth.

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Generac (NYSE:GNRC) and the best and worst performers in the renewable energy industry.

The list is dominated by semiconductor and computer-hardware manufacturers.

With short percentage of shares outstanding at 3.97%, Generac Holdings Inc. (NYSE:GNRC) is among the 7 Best EV Charging Infrastructure Stocks to Buy Now. On June 11, UBS raised its price target on Generac Holdings Inc. (NYSE:GNRC) to $335 from $305 while reiterating a Buy rating on the shares. According to the firm, the higher target reflects increased confidence […]

The solar sector's sudden bursts of volatility often have less to do with immediate product shipments and more to do with the market's hunger for a new narrative.

Generac Holdings Inc. (NYSE:GNRC) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. Generac Holdings Inc. (NYSE:GNRC) designs, manufactures, and distributes energy technology products and solutions worldwide. The company manufactures the widest range of power products in the marketplace, including portable, residential, commercial, and industrial generators. On June 15, Generac Holdings […]

Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers

Generac Holdings recently acquired a new facility in Belvidere, Illinois, to expand packaging capacity for large-megawatt generators and support enclosure assembly and final shipment-ready units, building on its earlier Enercon Engineering acquisition and broader Commercial & Industrial expansion efforts. The Belvidere site’s access to major interstate routes, combined with Generac’s data center-focused investments and partnerships, highlights how the company is reshaping its manufacturing...

ERock delivers deployable off-grid natural gas generation systems, helping tech giants bypass grid delays to instantly power artificial intelligence networks.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 17.2% for the sector - higher than the S&P 500’s 8% return.