Generac Holdings Inc. (NASDAQ:GNRC), a leading power equipment maker, faces a tough period.
Reduced storm activity has lowered demand for its home standby generators.
Q3 2025 results missed expectations, leading to a flat revenue outlook for 2025.
EBITDA estimates were cut to $732.9 million from $842 million.
Data centers offer a growth opportunity, with backlog doubling to $300 million.
However, clean energy investment cuts may hurt long-term positioning.
The dealer network expanded by 300 locations, supporting base demand.
Analysts have mixed views, with price targets from $186 to $210.
