Weekly Winners | Generac Rockets over 22%; Texas Pacific Land Gains 18%; Vistra Energy Rises Nearly 15%; Equinix Jumps about 13%

Tiger Newspress
12 hours ago

This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.

Below are the top 10 S&P 500 stock gainers for the week ended Feb 13:

Generac Stock Skyrocketed 22% on “Data Center” Pivot

Generac Holdings Inc. skyrocketed 22.3% this week to $224.45 as investors aggressively bought the stock following a transformative earnings update.

While the company actually missed Wall Street’s Q4 estimates, reporting a 12% revenue decline to $1.09 billion and weaker-than-expected adjusted EPS of $1.61, the market completely ignored the near-term weakness in residential sales. 

Instead, investors zeroed in on a massive surge in the company’s Commercial & Industrial (C&I) segment, where sales jumped 10% to $400 million.

This growth was driven primarily by explosive demand for large megawatt backup generators from data center customers. 

Energy Royalty Company Texas Pacific Land Corp Surges 18% After AI Pivot

Texas Pacific Land stock rose over 18% to $432.31 this week. The catalyst is TPL's move into digital infrastructure. In late January, the company committed $50 million to a partnership with Bolt Data & Energy, a firm co-founded by former Google CEO Eric Schmidt. The deal positions TPL to develop large-scale data centers on its West Texas land, complete with equity stakes, warrants, and water supply rights. This shifts the company away from its traditional oil and gas royalty model.

Reports of potential Google data center development on TPL's land added momentum. KeyBanc initiated coverage with an Overweight rating and $1,050 price target, while Texas Capital Securities reiterated its Buy rating with a $390 target. The data center strategy provides a growth story independent of oil prices. WTI crude averaged around $60 per barrel in early February 2026, down roughly $15 from the $73.67 level a year earlier.

Vistra Corp Upgraded by Jefferies Following Improved Risk/Reward Profile

Vistra Energy shares rose 14.6% to $171.49 this week. Vistra is one of the best upside stocks to invest in right now. On February 10, Jefferies analyst Julien Dumoulin-Smith upgraded Vistra from Hold to Buy and raised the price target to $203 from $191. This decision was made as the firm cited an improved risk/reward profile for the company following a 25% decline in the stock since September.

Despite recent announcements regarding Texas data center contracts and the attractively priced Cogentrix acquisition, Jefferies believes that the current share price fails to account for future data center opportunities.

On February 6, Goldman Sachs analyst Carly Davenport also upgraded Vistra Corp. (NYSE:VST) to Buy from Neutral while raising the price target to $205 from $200. The upgrade is based on a recent pullback in share price and the firm’s higher earnings estimates. Davenport noted that Vistra’s deal with Meta demonstrates the company’s ability to secure significant power purchase agreements quickly, despite ongoing policy uncertainty and discussions surrounding affordability.

Equinix Forecasts Annual Sales Above Estimates on AI Data Center Demand

Equinix forecast annual revenue above estimates on Wednesday, betting on strong artificial intelligence-linked demand for the largest data center operator's services. Shares of Equinix rose 12.74% this week.

As corporations race to integrate generative AI, the surge in demand for specialized data centers to power the technology has benefited Equinix.

The company expects revenue between $10.12 billion and $10.22 billion for 2026, compared with estimates of $10.07 billion, according to data compiled by LSEG.

Equinix also forecast first-quarter sales between $2.50 billion and $2.54 billion, above estimates of $2.46 billion.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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