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Jefferies Upgrades Generac to Buy, Raises Target $302

5/22/2026

Summary

**Tanner James Upgrades**

Jefferies analyst Tanner James upgraded Generac to Buy on Friday, raising the price target to $302 from $239.
He said the data-center boom and backup-generator demand give Generac upside, noting negotiations with multiple hyperscalers for large contracts.
James highlighted that Baudouin engines are appearing in hyperscaler configurations, indicating market acceptance.
After the upgrade, Generac shares rose over 3% and the stock is up nearly 82% YTD.

Summary

**Arm Soars**

Jim Cramer said semiconductor and AI-infrastructure stocks have replaced software as the market’s technology leaders.
Jefferies lifted Arm Holdings’ price target to $290, a 38% rise from $210, while KeyBanc, Rosenblatt, RBC and TD Cowen raised their targets to $260-$300, citing AI demand and higher data-center royalties.
Arm’s share price rose from about $201 on April 29, 2026 to $256-$259 by May 20, 2026, a 27% gain in a month.

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**Tanner James Upgrades**

Jefferies analyst Tanner James upgraded Generac to Buy on Friday, raising the price target to $302 from $239.
He said the data-center boom and backup-generator demand give Generac upside, noting negotiations with multiple hyperscalers for large contracts.
James highlighted that Baudouin engines are appearing in hyperscaler configurations, indicating market acceptance.
After the upgrade, Generac shares rose over 3% and the stock is up nearly 82% YTD.

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