Narrative updates are currently in beta.

Back to narrative

Update shared on31 Jul 2025

Fair value Increased 26%
AnalystConsensusTarget's Fair Value
US$199.44
0.3% undervalued intrinsic discount
14 Aug
US$198.80
Loading
1Y
32.0%
7D
1.3%

The upward revision in Generac Holdings' price target reflects improved market sentiment primarily driven by a higher future P/E multiple, with consensus fair value rising to $165.59.


What's in the News


  • Generac narrowed its 2025 net sales growth guidance to 2%–5%, citing Q2 outperformance and lower anticipated price increases due to reduced tariffs.
  • The company repurchased 392,521 shares for $50 million in Q2; total buybacks reached 2,155,557 shares (3.6% of shares outstanding) for $300.43 million under the current program.
  • Generac was dropped from multiple Russell Growth indexes, including Russell 1000 Growth, 2500 Growth, 3000 Growth, 3000E Growth, and Midcap Growth.
  • Launched ecobee by Generac Smart Thermostat Enhanced with Home Energy Management, integrating with Generac generators and solar battery storage solutions.

Valuation Changes


Summary of Valuation Changes for Generac Holdings

  • The Consensus Analyst Price Target has risen slightly from $158.47 to $165.59.
  • The Future P/E for Generac Holdings has risen from 21.02x to 22.07x.
  • The Net Profit Margin for Generac Holdings remained effectively unchanged, moving only marginally from 10.28% to 10.22%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.