Axon tops revenue estimates as strong demand across connected devices and software prompt higher 2026 revenue growth guidance despite an EPS miss.
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Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.
Vertiv just had its worst month in over a year despite five straight earnings beats, a record backlog, and nearly every analyst on Wall Street still calling it a buy. The disconnect between price and conviction rarely gets this wide for a company this size.
Power generation products company Generac (NYSE:GNRC) fell short of the market’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.
Generac Holdings (GNRC) has come into focus after its share price dropped sharply alongside other specialty industrial machinery stocks, even as the company issued modestly positive guidance and analysts anticipated strong upcoming earnings. See our latest analysis for Generac Holdings. Despite the recent sector-wide selloff that pushed Generac Holdings lower over the past week and month, the stock still has a 90 day share price return of 14.12% and a year to date share price return of...