Sunrun Inc (NASDAQ:RUN) stock is down 1.9% before the bell, extending Tuesday’s historic rout in the solar sector. RUN's slide follows an RBC Capital Markets downgrade to “sector perform” from “outperform,” alongside a drastic price-target cut to $5 from $12, as analysts note mounting pressure across the alternative energy space.RUN plunged 40% yesterday — its worst single-session drop on record. The shares hit their lowest level since 2018 last session before paring losses, and are eyeing those levels once ...

Sunrun RUN shares are trading lower on Tuesday after GLJ Research analyst Gordon L. Johnson II issued a downgrade for the stock from Hold to Sell.Johnson noted the underlying equity is worthless unless SunRun can inflate the value of its solar systems to collect tax credits.Also Read: Sunrun, First Solar Plunge—Solar Stocks Hit Hard By Trump Tax Bill: LatestSunRun’s first-quarter 2025 financial disclosure, he said, currently has over one million systems on its balance sheet.Johnson said that assuming each o ...

Sunrun (RUN) FY 2025 Annual General Meeting June 11, 2025 11:30 AM ET Speaker0 Good morning, ladies and gentlemen. I am Jenna Steele, chief legal officer, chief people officer, and corporate secretary of Sunrun. It is a pleasure to welcome you to Sunrun's annual meeting of stockholders. I will act as chairperson of this meeting. I have asked Sundance Banks, Senior Vice President, Legal and Assistant Corporate Secretary, to record the minutes of this meeting. As you know, we are hosting today's meeting throu ...

Solar stock Sunrun Inc (NASDAQ:RUN) was last seen down 4.2% at $8.49 after a downgrade from Jefferies to "underperform" from "hold." The firm also cut its price target to $5 from $6, and upgraded sector peer First Solar (FSLR) to "buy," seeing it as a better play amid import restrictions. Notably, Jefferies previously cut RUN's price target to $6 from $7 just two weeks ago. Of the 24 analysts in coverage, 11 carry a "buy" or "strong buy," while 11 sport a tepid "hold," and two a "sell" or worse. The stock h ...

SAN FRANCISCO, June 11, 2025 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN), the nation’s leading provider of clean energy as a subscription service, today announced that it is activating more than 130,000 home batteries, representing over two-thirds of Sunrun’s total battery fleet, to support America’s power grid this summer. In its grid service programs, Sunrun has the capability of dispatching 650 megawatts of peak power—enough to power 480,000 homes, or a city the size of Austin, Texas—at critical times every ...

Sunrun (RUN) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors oft ...

太阳能行业影响 - 众议院共和党通过的税改法案被杰富瑞分析师评价为"比预想中还要糟"，将终止支持太阳能行业发展的重要税收抵免政策[3] - 太阳能产业协会CEO警告该法案将"颠覆美国当下的经济繁荣"，并可能让美国在人工智能竞赛中失去主导权[3] - Sunrun公司CEO预测法案将导致25万个就业岗位流失并推高消费者用电成本 该公司股价当日暴跌37%[3] 清洁能源投资现状 - 自2022年《通胀削减法案》通过以来 各公司已在大型太阳能和电池储能项目投资超1610亿美元[5] - 太阳能和电池储能是美国增长最快的能源来源 预计2025年占新增电网装机容量的81%[5] - 目前等待接入电网的电力项目中92%为可再生能源项目[6] 税收法案具体条款 - 法案规定对立法生效后60天内未开工或2028年后投入使用的清洁能源设施取消投资抵免和电力生产抵免[5] - 从2024年起 接受被禁外国实体"实质性援助"的清洁能源项目将无法申领税收抵免 主要针对从中国采购材料的项目[6] - 罗迪姆集团预测该法案可能导致未来十年接入电网的清洁能源规模减少57%至72%[5] 行业连锁反应 - 法案将影响First Solar等公司依赖的制造业税收抵免政策[6] - Guggenheim分析师称法案对屋顶太阳能行业是"灾难性的" 约70%住宅太阳能行业采用租赁模式[6] - 太阳能项目放缓之际 美国正面临AI数据中心建设、再工业化和经济电气化带来的电力需求暴增[6] 替代能源前景 - 分析师指出天然气涡轮机需要5-6年交付周期 无法短期满足激增的电力需求[6] - 虽然增长可能放缓 但太阳能和电池储能仍将继续部署 因缺乏可行替代方案[6] - 可再生能源被视为未来几年替代天然气发电的最优选项[7]

For the quarter ended March 2025, Sunrun (RUN) reported revenue of $504.27 million, up 10.1% over the same period last year. EPS came in at $0.20, compared to -$0.40 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $493.97 million, representing a surprise of +2.09%. The company delivered an EPS surprise of +190.91%, with the consensus EPS estimate being -$0.22.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Shares of solar stocks, including rooftop solar provider Sunrun (RUN -37.10%), renewables-focused utility NextEra Energy (NEE -6.97%), and renewable power provider AES Corp. (AES -4.34%), plunged on Thursday, falling 40%, 9.1%, and 5.2%, respectively, as of 12:50 p.m. ET.Solar stocks took it on the chin -- especially residential rooftop solar providers -- after the "big, beautiful" tax and spending bill passed the Republican-controlled House of Representatives this morning.Even worse than feared for solar a ...

Sunrun Inc. RUN continues to head lower Monday. This follows Friday's loss of more than 4.5% after recent gains. There is a good chance the move lower will continue.A recent move higher was probably due to a short squeeze. Stocks can drop significantly when a short squeeze ends. This is why our trading team has made Sunrun our Stock of the Day.People who sell short anticipate a decline in the price of a stock.They borrow shares from someone else and sell them. They hope that after the stock declines, they w ...