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GNRC · NASDAQ · STOCK

Generac

Industrials Updated August 08, 2026
$212.29
52W $134.80 – $296.44
54/100
$12.49B
48.1
1.90
AI Committee Verdict
Watch
54/100
Conviction: Contested · 50% agreement · 6 analysts
+10.3%
-4.5%
2.31:1
Contested

Is GNRC Bullish or Bearish?

Mixed. Innellis AI committee rates Generac (GNRC) Watch with a composite score of 54/100 , based on 6 analysts with 50% agreement. Last updated August 08, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.48 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.52 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — bollinger bandwidth of 20.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.97 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.36 across 54 articles, 14d) — News
Bear Case
  • P/E of 48.5 is expensive by classic value standards — Value
  • EPS declining -25.6% YoY despite any revenue growth — Growth
  • Bollinger bandwidth of 20.8% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 08, 2026
Overall Committee Score
54/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 86%
of 158 Industrials peers
Value Analyst bearish
38 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 48.5 is expensive by classic value standards
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -25.6% YoY despite any revenue growth
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.8% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
69 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.36 across 54 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score weakened from 56.8 to 53.5.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Risk Analyst: stance neutral->bearish; score 52->35 (-18); +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-08-07 to 2026-08-08 (1 day apart).

Technical Analysis

RSI (14)
52.0
Neutral
MACD Histogram
3.133
Bullish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$202.75
Resistance
$234.27
Bollinger %B
0.55
Inside Bands
Price vs Moving Averages
EMA 9
$209.28 Above
EMA 21
$216.03 Below
EMA 50
$230.38 Below
EMA 200
$213.29 Below

Fundamental Analysis

Valuation
52
Growth
91
Profitability
34
Financial Health
99
Cash Flow
70
Valuation
P/E Ratio 48.1×
P/B Ratio 4.32×
PEG Ratio -1.74
Dividend Yield 0.00%
52W High $296.44
52W Low $134.80
Quality & Growth
ROE 606.1%
ROA 286.3%
Gross Margin 3953.9%
Operating Margin 949.6%
Revenue Growth YoY
Debt / Equity 0.52
AI Fundamental Assessment
P/E ratio of 48.1 (rich relative to a 15-40x range); Price-to-book of 4.3x; PEG ratio of -1.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 6.1%; Return on assets of 2.9%; Net margin of 5.8%; Gross margin of 39.5%; Current ratio of 2.04 (healthy short-term liquidity); Debt-to-equity of 0.52; Free cash flow per share is positive (6.47); Most recent quarter beat estimates by 41.8%; 2 consecutive earnings beats; EPS growth accelerating (+11.8% -> +61.7% QoQ); Average YoY EPS growth of 76.4%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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