The article highlights a series of local news updates from July 25 to July 1, 2025, covering topics such as a 5.2% drop in Dane County home sales, the grand opening of Generac's largest manufacturing facility in Dodge County, Hulk Hogan's visit to a Beaver Dam gas station, a heat advisory, the Dane County Fair, severe weather, a fire displacing 13 people, a fire department staffing crisis, and a nurse strike at a Janesville clinic.

KLP Kapitalforvaltning AS reduced its stake in Generac Holdings Inc. by 15.3%, holding 11,600 shares valued at $1.47 million. CEO Aaron Jagdfeld sold 5,000 shares for $712,000, decreasing his ownership by 0.88%. Generac reported $1.26 EPS for the quarter, exceeding analyst expectations, with 5.9% YoY revenue growth. Institutional investors and analysts also adjusted their positions, with Generac's market cap at $9.27 billion and a consensus rating of "Moderate Buy".

Analysts provided ratings and price targets for Knight Transportation, Generac Holdings, and Otis Worldwide, with focus on stock performance, analyst consensus, and sector-specific insights.

The article presents a bullish thesis on Generac Holdings Inc. (GNRC), highlighting its dominant position in the North American residential home standby generator market, strong brand recognition, and growing demand for backup power solutions due to increasing power outages. The company's stock is evaluated with a trailing P/E of 26.69 and forward P/E of 21.74, while management remains confident in its ability to navigate near-term challenges. The analysis contrasts GNRC with Otis Worldwide Corporation (OTIS), noting OTIS's stock depreciation since a prior bullish thesis, and emphasizes GNRC's potential as an undervalued stock with growth opportunities.

UBS Group lowered its target price for Generac (NYSE:GNRC) from $205.00 to $200.00, maintaining a 'buy' rating with a potential 27.49% upside from the previous close. Multiple analysts, including Stephens, Barclays, TD Cowen, and Piper Sandler, adjusted their ratings and target prices for Generac. The company reported Q1 earnings exceeding estimates, with revenue up 5.9% YoY. CEO Aaron Jagdfeld sold 5,000 shares, and institutional investors increased or decreased their stakes in the company.